Fairholme Focused Income Fund (FOCIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOCIX
FOCIX charges 1.00% annually. There are 132 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | FOCIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | FOCIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | FOCIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | FOCIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | FOCIX vs CRDOX |
Best Risk-Adjusted Alternatives to FOCIX
FOCIX has a PortfoliosLab risk / return rank of 36. There are 167 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | FOCIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | FOCIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | FOCIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | FOCIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | FOCIX vs PSHNX |
Top Performing FOCIX Alternatives (YTD)
FOCIX is at 6.37% YTD. There are 7 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.81% | — | Nov 1977 | FOCIX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | FOCIX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.99% | — | Oct 2018 | FOCIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.94% | — | Jul 1995 | FOCIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.76% | — | Jan 1987 | FOCIX vs FAHYX |
Lowest Volatility Alternatives to FOCIX
FOCIX has 7.44% 1-year volatility. There are 181 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | FOCIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | FOCIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | FOCIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | FOCIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | FOCIX vs OSTIX |
Lowest Drawdown Alternatives to FOCIX
FOCIX has a 1-year max drawdown of -3.33%. There are 170 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | FOCIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | FOCIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | FOCIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | FOCIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | FOCIX vs SCFIX |
Other Mutual Funds from Fairholme
The 1 most viewed Fairholme mutual funds shown here include FAIRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fairholme Fund | Large Cap Value Equities | 31 | 8.33% | — | Dec 1999 | FOCIX vs FAIRX |
Often Compared With FOCIX
Investors most often compare FOCIX with BAICX, FMSDX, FQIFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FOCIX with Any Fund or Stock
Compare FOCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOCIX with funds that move differently
Fairholme Focused Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOCIX.
Explore FOCIX Diversifiers