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.
Morningstar’s Fund Analysis FTSDX
Will FTSDX 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 FTSDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FTSDX 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 FTSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.