FTCVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class M (FTCVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FTCVX

FTCVX charges 1.23% annually. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	FTCVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FTCVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FTCVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FTCVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FTCVX vs NPSRX

Best Risk-Adjusted Alternatives to FTCVX

FTCVX has a PortfoliosLab risk / return rank of 62. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	FTCVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	FTCVX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	FTCVX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	81	—	May 2010	FTCVX vs CPXIX
CICVX	Calamos Convertible Fund	78	—	Jun 1997	FTCVX vs CICVX

Top Performing FTCVX Alternatives (YTD)

FTCVX is at 16.59% YTD. There are 6 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.86%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.86%	—	Jun 1997	FTCVX vs CICVX
CCVIX	Calamos Convertible Fund	20.71%	—	Jun 1985	FTCVX vs CCVIX
FCVSX	Fidelity Convertible Securities Fund	17.33%	—	Jan 1987	FTCVX vs FCVSX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.96%	—	Oct 2018	FTCVX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	16.91%	—	Feb 2009	FTCVX vs FICVX

Lowest Volatility Alternatives to FTCVX

FTCVX has 16.30% 1-year volatility. There are 15 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	FTCVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	FTCVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	FTCVX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	FTCVX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	FTCVX vs PPSIX

Lowest Drawdown Alternatives to FTCVX

FTCVX has a 1-year max drawdown of -7.16%. There are 15 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	FTCVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FTCVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FTCVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FTCVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FTCVX vs CPXIX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	69	11.32%	—	Feb 1988	FTCVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	89	62.20%	—	Jul 1985	FTCVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	69	11.80%	—	—	FTCVX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	68	11.80%	—	—	FTCVX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	17	4.74%	—	—	FTCVX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	56	16.03%	—	Dec 1987	FTCVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	38	10.69%	176.32B	May 1967	FTCVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	65	11.11%	—	—	FTCVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	45	10.82%	—	Nov 1997	FTCVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	60	13.34%	—	Jun 2016	FTCVX vs FTIHX

Often Compared With FTCVX

Investors most often compare FTCVX with FACVX, PFD, HPS. These 19 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	64	16.81%	—	Feb 2009	FTCVX vs FACVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.87%	—	Jan 1991	FTCVX vs PFD
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	21	4.78%	—	Jun 2003	FTCVX vs HPS
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	6	3.65%	—	—	FTCVX vs PTA
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	62	16.56%	—	Feb 2009	FTCVX vs FCCVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	13	2.71%	—	—	FTCVX vs PSF
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.84%	—	Mar 2001	FTCVX vs KIFAX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.41%	—	Dec 2021	FTCVX vs NPFD
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	58	14.39%	—	—	FTCVX vs LBFFX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.33%	—	Apr 2015	FTCVX vs PFINX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	74	1.84%	—	Mar 2022	FTCVX vs JPDIX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	13	4.22%	—	May 2012	FTCVX vs LDP
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	66	0.47%	—	Jan 2011	FTCVX vs FPEIX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	16	1.09%	—	Feb 1992	FTCVX vs PFO
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	8	1.62%	—	Apr 2009	FTCVX vs FPF
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	25	4.58%	—	Aug 2002	FTCVX vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	2.00%	—	Mar 2003	FTCVX vs JPC
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	30	4.72%	—	Jan 2005	FTCVX vs HPF
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	62	14.40%	—	Mar 2003	FTCVX vs NCV

Compare FTCVX with Any Fund or Stock

Compare FTCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FTCVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTCVX.

Explore FTCVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class M (FTCVX) Alternatives