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Morningstar

Fidelity Advisor® Strategic Div & Inc® C FCSDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.33  /  0.20 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.66%
  • Turnover 29%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FCSDX

Will FCSDX 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 FCSDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FCSDX 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 FCSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

True teamwork.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Highly skilled managers steer Fidelity Strategic Dividend & Income’s unique asset allocation, generating strong results across a variety of market environments. Increased confidence in the team supports an upgrade of the People Pillar to High from Above Average. The fund’s cheapest share classes retain their Morningstar Analyst Ratings of Silver, and its more expensive shares have been upgraded to Bronze from Neutral.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings FCSDX

More FCSDX Holdings
  • Current Portfolio Date
  • Equity Holdings 182
  • Bond Holdings 17
  • Other Holdings 422
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Revere Str Tr

2.91
146,681,516
Cash and Equivalents

Procter & Gamble Co

2.31
116,317,050
Consumer Defensive

Prologis Inc

2.02
101,998,269
Real Estate

Coca-Cola Co

1.88
94,921,864
Consumer Defensive

Merck & Co Inc

1.88
94,740,723
Healthcare

Cisco Systems Inc

1.70
85,644,988
Technology

AbbVie Inc

1.66
83,843,397
Healthcare

PepsiCo Inc

1.65
83,191,717
Consumer Defensive

Equinix Inc

1.53
77,309,333
Real Estate

McDonald's Corp

1.50
75,775,966
Consumer Cyclical