Fidelity SAI Low Duration Income Fund (FZOLX) Alternatives
Fidelity SAI Low Duration Income Fund (FZOLX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FZOLX. 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 FZOLX
FZOLX charges 0.22% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among FZOLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | FZOLX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | FZOLX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | FZOLX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | FZOLX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | FZOLX vs DFYGX |
Best Risk-Adjusted Alternatives to FZOLX
Among mutual funds in the Ultrashort 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | FZOLX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | FZOLX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | FZOLX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | FZOLX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | FZOLX vs BUBIX |
Top Performing FZOLX Alternatives (YTD)
FZOLX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | FZOLX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | FZOLX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | FZOLX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | FZOLX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | FZOLX vs NUSFX |
Lowest Volatility Alternatives to FZOLX
FZOLX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | FZOLX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | FZOLX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | FZOLX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | FZOLX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | FZOLX vs BUBIX |
Lowest Drawdown Alternatives to FZOLX
FZOLX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | FZOLX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | FZOLX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | FZOLX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | FZOLX vs MUIIX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | FZOLX vs BUBSX |
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 | FZOLX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FZOLX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FZOLX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FZOLX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FZOLX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FZOLX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FZOLX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FZOLX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FZOLX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FZOLX vs FTIHX |
Often Compared With FZOLX
What investors most often compare with FZOLX, based on PortfoliosLab usage data.
Compare FZOLX with Any Fund or Stock
Compare FZOLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.