Fidelity Strategic Dividend & Income (FSDIX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.76%|
Performance & Risk
|5y Avg Return:||13.31%|
|Rank in Category (ytd):||4|
|% Rank in Category (ytd):||0.96%|
|Morningstar Risk Rating:||3|
The investment seeks reasonable income; it also considers the potential for capital appreciation.
The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers. View More