Highly skilled managers steer Fidelity Strategic Dividend & Income’s unique asset allocation, generating strong results across a variety of market environments. The fund’s cheapest share class earns a Morningstar Analyst Rating of Silver, while the pricier share classes merit Bronze or Neutral.
Fidelity® Strategic Dividend & Income® FSDIX
NAV / 1-Day Return
16.24
/
0.00
Total Assets
5.4 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
14.93
years
Category
Allocation--70% to 85% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
2.22%
Turnover
37%
Morningstar’s Analysis
Will FSDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSDIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FSDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FSDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Not the typical income portfolio, but the managers make it work.
