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.
- NAV / 1-Day Return 15.19 / 0.13 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
1.210%
- Expense Ratio 1.220%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 2.07%
- Turnover 29%
Morningstar’s Analysis FTSDX
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Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Feb 28, 2023
- Equity Holdings 176
- Bond Holdings 16
- Other Holdings 454
- % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Fidelity Revere Str Tr
3.57
187,632,744
Cash and Equivalents
Prologis Inc
1.88
98,673,120
Real Estate
Equinix Inc
1.33
69,581,450
Real Estate