FTSDX – Fund Analysis – Fidelity Advisor Strategic Div & Inc M | Morningstar

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Will FTSDX outperform in the future?

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Process Pillar

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.
People Pillar

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.
Parent Pillar

The Parent Pillar is our rating of FTSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The retiring dignitary has prepared the team well.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Fidelity Strategic Dividend & Income benefits from effective collaboration between highly skilled managers and research teams. Comanager Ford O’Neil will retire in September 2026, but the remaining team is well prepared to execute the rigorous and repeatable investment process he helped set up. Combined with reasonable fees (depending on the share class), this strategy remains a compelling choice for investors who seek a nontraditional income portfolio.

by Hyunmin Kim

Rated on Apr 27, 2026 Published on Apr 27, 2026

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