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 a closer substitute for your current allocation.
Cheapest Alternatives to FSMOX
FSMOX charges 0.33% annually. There are 31 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | FSMOX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | FSMOX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | FSMOX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | FSMOX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | FSMOX vs QDVBX |
Best Risk-Adjusted Alternatives to FSMOX
FSMOX has a PortfoliosLab risk / return rank of 41. There are 6 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | FSMOX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | FSMOX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | FSMOX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | FSMOX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | FSMOX vs MCDWX |
Top Performing FSMOX Alternatives (YTD)
FSMOX is at 0.15% YTD. There are 4 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | FSMOX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | FSMOX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | FSMOX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | FSMOX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | FSMOX vs FEDUX |
Lowest Volatility Alternatives to FSMOX
FSMOX has 3.96% 1-year volatility. There are 77 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | FSMOX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | FSMOX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | FSMOX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | FSMOX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | FSMOX vs DFXIX |
Lowest Drawdown Alternatives to FSMOX
FSMOX has a 1-year max drawdown of -2.84%. There are 28 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | FSMOX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | FSMOX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | FSMOX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | FSMOX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | FSMOX vs FTHRX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FSMOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FSMOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FSMOX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FSMOX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FSMOX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FSMOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FSMOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FSMOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FSMOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FSMOX vs FTIHX |
Often Compared With FSMOX
Investors most often compare FSMOX with QGRO, BCRIX, CMPIX. These 20 comparison targets span 3 categories, 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.
Pair FSMOX with funds that move differently
Fidelity SAI Investment Grade Securitized Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSMOX.
Explore FSMOX Diversifiers