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FCONX Fidelity® Conservative Income Bond

2 lower fee alternatives found

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Fund FCONX Fidelity® Conservative Income Bond GSY Guggenheim Enhanced Short Dur ETF RAVI FlexShares Ready Access Variable Inc ETF  
100% 89% 86%
Annual Fees
(0.35% Exp. Ratio)
(0.27% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$13,824.04 $14,160.88 $14,246.33
Est. savings over 30 yrs +$336.85 +$422.29
As of 9/30/16
1 YR RETURN 0.86%
3 YR 0.46%
5 YR 0.66%
10 YR --
1 YR RETURN 1.59%
3 YR 1.25%
5 YR 1.28%
10 YR --
1 YR RETURN 1.23%
3 YR 0.85%
5 YR --
10 YR --
The investment seeks to obtain a high level of current income consistent with preservation of capital. The fund normally invests at least 80% of assets in U.S. dollar-denominated money market and high quality investment-grade debt securities of all types, and repurchase agreements for those securities. It invests more than 25% of total assets in the financial services industries. The fund normally maintains a dollar-weighted average maturity of 0.75 years or less. It invests in fixed rate securities with a maximum maturity of two years or less and floating rate securities with a maximum maturity of three years or less.
The investment seeks maximum current income, consistent with preservation of capital and daily liquidity. The fund will invest at least 80% of its net assets in fixed income securities and in ETFs and closed-end funds that invest substantially all of their assets in fixed income securities. It uses a low duration strategy to seek to outperform the Barclays Capital 1-3 Month U.S. Treasury Bill Index in addition to providing returns in excess of those available in U.S. Treasury bills, government repurchase agreements, and money market funds, while seeking to provide preservation of capital and daily liquidity. The fund may invest in short-term instruments.
The investment seeks maximum current income consistent with the preservation of capital and liquidity. The fund seeks to achieve its investment objective by investing at least 80% of its total assets in a non-diversified portfolio of fixed-income instruments, including bonds, debt securities and other similar instruments issued by U.S. and non-U.S. public and private sector entities. The dollar-weighted average portfolio maturity of the fund is normally not expected to exceed two years. It may invest up to 20% of its total assets in fixed-income securities and instruments of issuers in emerging markets. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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