Fidelity Total Bond Fund (FTBFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTBFX
FTBFX charges 0.45% annually. There are 22 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FTBFX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FTBFX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FTBFX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FTBFX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FTBFX vs BCOIX |
Best Risk-Adjusted Alternatives to FTBFX
FTBFX has a PortfoliosLab risk / return rank of 26. There are 58 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | FTBFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | FTBFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | FTBFX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | FTBFX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | FTBFX vs MDVAX |
Top Performing FTBFX Alternatives (YTD)
FTBFX is at 0.07% YTD. There are 63 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.38% | — | Jul 2015 | FTBFX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.24% | — | Apr 2021 | FTBFX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | FTBFX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | FTBFX vs PGSIX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | FTBFX vs HOBIX |
Lowest Volatility Alternatives to FTBFX
FTBFX has 3.75% 1-year volatility. There are 48 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | FTBFX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | FTBFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | FTBFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | FTBFX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | FTBFX vs HOBIX |
Lowest Drawdown Alternatives to FTBFX
FTBFX has a 1-year max drawdown of -2.89%. There are 50 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FTBFX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FTBFX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | FTBFX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FTBFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FTBFX vs LCTIX |
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 | 66 | 10.88% | — | Feb 1988 | FTBFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 91 | 64.98% | — | Jul 1985 | FTBFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 11.42% | — | — | FTBFX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.41% | — | — | FTBFX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.46% | — | — | FTBFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 15.62% | — | Dec 1987 | FTBFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 36 | 9.99% | 176.32B | May 1967 | FTBFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 10.70% | — | — | FTBFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 40 | 10.13% | — | Nov 1997 | FTBFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 57 | 12.70% | — | Jun 2016 | FTBFX vs FTIHX |
Often Compared With FTBFX
Investors most often compare FTBFX with FXNAX, FBND, VBTLX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FTBFX with Any Fund or Stock
Compare FTBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTBFX with funds that move differently
Fidelity Total Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTBFX.
Explore FTBFX Diversifiers