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Fidelity Strategic Dividend & Income (FSDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Strategic Dividend & Income (FSDIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Strategic Dividend & Income Fund (FSDIX) ManagerFund Manager - Joanna E. Bewick

Fund Manager Information

Fund Manager Tenure: 11.7 years
Fund Family: Fidelity Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of Fidelity Strategic Dividend & Income Fund (FSDIX) ProfileFidelity Strategic Dividend & Income Fund (FSDIX) Profile

Fund Profile and Description

Fidelity Strategic Dividend & Income Fund seeks reasonable income. Fidelity Strategic Dividend & Income Fund normally invests at least 80% of assets in equity securities. It invests approximately 50% of total assets in common stocks, 15% in REITs and other real estate related investments, 15% in convertible securities, and 20% in preferred stocks. Fidelity Strategic Dividend & Income Fund focuses on equity securities that pay current dividends and show potential for capital appreciation. It may also invest in other types of equity securities and debt securities of domestic and foreign issuers.

 

Fidelity Strategic Dividend & Income (FSDIX) Fund Strength What we like about Fidelity Strategic Dividend & Income (FSDIX) Fund

Data for Fidelity Strategic Dividend & Income Fund (FSDIX) as of May 30, 2016

  • Fidelity Strategic Dividend & Income Fund (FSDIX) management has been with Fidelity Strategic Dividend & Income Fund for 11.7 years
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has good short-term performance (1-year return 3.21% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has good mid-term performance (3-year return 7.90% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has good Long-term performance (5-year return 9.20% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Fidelity Strategic Dividend & Income Fund (FSDIX) ratio of up-years vs down years is greater than 2
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Strategic Dividend & Income Fund (FSDIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has an annual stock turnover rate of 55.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Fidelity Strategic Dividend & Income management does not trade extensively for its return.
  • Fidelity Strategic Dividend & Income Fund (FSDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.12, lower than category average of 9.46
  • Fidelity Strategic Dividend & Income Fund (FSDIX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.75% vs 0.89%
  • Fidelity Strategic Dividend & Income Fund (FSDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Strategic Dividend & Income Fund (FSDIX) Weakness What we are cautious about Fidelity Strategic Dividend & Income (FSDIX) Fund

Data for Fidelity Strategic Dividend & Income Fund (FSDIX) as of May 30, 2016

See Fidelity Strategic Dividend & Income Fund (FSDIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Strategic Dividend & Income Fund (FSDIX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Strategic Dividend & Income6.063.217.909.20
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Fidelity Strategic Dividend & Income Fund (FSDIX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Fidelity Strategic Dividend & Income Fund (FSDIX) Net Asset TrackingFidelity Strategic Dividend & Income (FSDIX) Fund Net Asset

Track net asset change of Fidelity Strategic Dividend & Income fund (FSDIX)

DateNet Asset
05/2016$4.60B
03/2016$4.34B
02/2016$4.08B
More historic net asset information on Fidelity Strategic Dividend & Income Fund (FSDIX)

  

Graph of Fidelity Strategic Dividend & Income Fund (FSDIX) Portfolio TrackingFidelity Strategic Dividend & Income (FSDIX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Strategic Dividend & Income fund (FSDIX)

DateCashStockBondOther
04/20162.69%74.73%12.45%0%
02/20162.75%75.19%12.37%0%
01/20161.16%75.07%13.35%0%
Click here to see more historic asset allocation information on Fidelity Strategic Dividend & Income Fund (FSDIX)

 

graph of Fidelity Strategic Dividend & Income Fund (FSDIX) Top 10 Position TrackingTop 10 Holdings in Fidelity Strategic Dividend & Income (FSDIX) Fund

Discover what Fidelity Strategic Dividend & Income Fund (FSDIX) manager is buying

Apr 29, 2016
Johnson & Johnson Common Stock [3.36%]
Chevron Corporation Common Stoc [3.32%]
AT&T Inc. [2.63%]
Microsoft Corporation [2.53%]
Pfizer, Inc. Common Stock [2.27%]
Procter & Gamble Company (The) [2.17%]
Coca-Cola Company (The) Common [2.13%]
Exxon Mobil Corporation Common [1.86%]
Cisco Systems, Inc. [1.77%]
Pepsico, Inc. Common Stock [1.64%]

Feb 28, 2016
Johnson & Johnson Common Stock [3.64%]
Chevron Corporation Common Stoc [2.94%]
Microsoft Corporation [2.89%]
AT&T Inc. [2.72%]
Procter & Gamble Company (The) [2.6%]
Pfizer, Inc. Common Stock [2.23%]
Coca-Cola Company (The) Common [2.22%]
Exxon Mobil Corporation Common [1.83%]
Cisco Systems, Inc. [1.83%]
Pepsico, Inc. Common Stock [1.69%]

Jan 30, 2016
Johnson & Johnson Common Stock [3.67%]
Microsoft Corporation [3.16%]
Chevron Corporation Common Stoc [3.04%]
Procter & Gamble Company (The) [2.68%]
AT&T Inc. [2.66%]
Pfizer, Inc. Common Stock [2.32%]
Coca-Cola Company (The) Common [2.24%]
Exxon Mobil Corporation Common [1.77%]
Pepsico, Inc. Common Stock [1.73%]
Cisco Systems, Inc. [1.68%]
Click here for Stock Holding Change Map in Fidelity Strategic Dividend & Income Fund (FSDIX)

  

Latest News on Fidelity Strategic Dividend & Income (FSDIX) Fund

See what is happening with Fidelity Strategic Dividend & Income Fund (FSDIX)

 

Fidelity Strategic Dividend & Income Fund (FSDIX) Related ResourcesSee more information on Fidelity Strategic Dividend & Income (FSDIX) Fund

Popular pages on Fidelity Strategic Dividend & Income (FSDIX) Fund

  

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