Fidelity Strategic Dividend & Income benefits from an experienced and well-resourced management team that has successfully executed its distinctive approach to generate income over a variety of market conditions. Under Morningstar's new rating methodology, the strategy's cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.
Will FSIDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSIDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FSIDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FSIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.