Fidelity Intermediate Bond Fund (FTHRX) 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 FTHRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTHRX
FTHRX charges 0.45% annually. There are 46 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 | FTHRX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | FTHRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | FTHRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | FTHRX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | FTHRX vs WFBIX |
Best Risk-Adjusted Alternatives to FTHRX
FTHRX has a PortfoliosLab risk / return rank of 27. There are 15 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | FTHRX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | FTHRX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | FTHRX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | FTHRX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | FTHRX vs DFXIX |
Top Performing FTHRX Alternatives (YTD)
FTHRX is at 0.06% YTD. There are 35 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | FTHRX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | FTHRX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | FTHRX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | FTHRX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | FTHRX vs FSMOX |
Lowest Volatility Alternatives to FTHRX
FTHRX has 2.75% 1-year volatility. There are 5 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | FTHRX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | FTHRX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | FTHRX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | FTHRX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | FTHRX vs JIBEX |
Lowest Drawdown Alternatives to FTHRX
FTHRX has a 1-year max drawdown of -2.11%. There are 4 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 | FTHRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | FTHRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | FTHRX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | FTHRX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | FTHRX vs CRAIX |
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 | 63 | 11.06% | — | Feb 1988 | FTHRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FTHRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FTHRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FTHRX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FTHRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FTHRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FTHRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FTHRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FTHRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FTHRX vs FTIHX |
Often Compared With FTHRX
Investors most often compare FTHRX with FBNDX, FTBFX, FBND. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FTHRX with Any Fund or Stock
Compare FTHRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTHRX with funds that move differently
Fidelity Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTHRX.
Explore FTHRX Diversifiers