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Fidelity® Strategic Dividend & Income®

FSDIX
15.02
+0.07
+0.47%
7/22/2016
5 Years
  • Previous Close

    14.95

  • Net Assets

    3.16B

  • Yield

    2.73%

  • Front load

    None

  • Expenses

    0.75%

  • Category

    Allocation--70% to 85% Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Fidelity Investments

Fund Style

Open

Fund Manager

Joanna Bewick

Investment Style

Large Value

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP NA

Inception

12/23/2003

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