Fidelity SAI Investment Grade Securitized Fund (FSMOX) Alternatives
Fidelity SAI Investment Grade Securitized Fund (FSMOX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSMOX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSMOX
FSMOX charges 0.33% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among FSMOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | FSMOX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | FSMOX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | FSMOX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | FSMOX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | FSMOX vs WFBIX |
Best Risk-Adjusted Alternatives to FSMOX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | FSMOX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | FSMOX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | FSMOX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | FSMOX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | FSMOX vs DFXIX |
Top Performing FSMOX Alternatives (YTD)
FSMOX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | FSMOX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | FSMOX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | FSMOX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | FSMOX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | FSMOX vs TCPYX |
Lowest Volatility Alternatives to FSMOX
FSMOX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | FSMOX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | FSMOX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | FSMOX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | FSMOX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | FSMOX vs JIBEX |
Lowest Drawdown Alternatives to FSMOX
FSMOX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | FSMOX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | FSMOX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | FSMOX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | FSMOX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | FSMOX vs JIBEX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSMOX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSMOX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSMOX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSMOX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSMOX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSMOX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSMOX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSMOX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSMOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSMOX vs FTIHX |
Often Compared With FSMOX
What investors most often compare with FSMOX, based on PortfoliosLab usage data.
Compare FSMOX with Any Fund or Stock
Compare FSMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.