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Morningstar

Fidelity® Strategic Dividend & Income® FSDIX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.01  /  0.37 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.49%
  • Turnover 29%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FSDIX

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.

Analyst

Summary

| by Hyunmin Kim

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.

Unlock our full analysis with Morningstar Investor