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Fidelity Strategic Dividend & Income (FSDIX)

17.88 -0.10 (-0.56%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 17.98
  • YTD Return 12.79%
  • Expense Ratio 0.66%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.35B
  • Beta (5Y Monthly) 0.97
  • Yield 2.56%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.29
  • Inception Date Dec 23, 2003

The fund normally invests at least 80% of assets in equity securities. The advisor uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.

Fidelity Investments

Fund Family

Allocation--70% to 85% Equity

Fund Category

5.35B

Net Assets

2003-12-23

Inception Date

Performance Overview: FSDIX

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Trailing returns as of 11/6/2024. Category is Allocation--70% to 85% Equity.

YTD Return

FSDIX
12.79%
Category
11.35%
?

1-Year Return

FSDIX
25.41%
Category
32.83%
?

3-Year Return

FSDIX
4.56%
Category
11.75%
?

5-Year Return

FSDIX
8.89%
Category
11.53%
?

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Holdings: FSDIX

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Top 9 Holdings (16.17% of Total Assets)

SymbolCompany% Assets
XOM
Exxon Mobil Corporation 2.92%
PG
The Procter & Gamble Company 2.49%
KO
The Coca-Cola Company 2.02%
JNJ
Johnson & Johnson 1.76%
PLD
Prologis, Inc. 1.71%
EQIX
Equinix, Inc. 1.44%
MCD
McDonald's Corporation 1.33%
ETN
Eaton Corporation plc 1.25%
CSCO
Cisco Systems, Inc. 1.24%

Sector Weightings

Recent News: FSDIX

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Research Reports: FSDIX

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