FSDIX : Fidelity® Strategic Dividend & Income® Fund

FSDIX is a Allocation Market All-In-One with MODERATE fees.

FSDIX

Fidelity® Strategic Dividend & Income® Fund

FI Score

62 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

62% FI Score
  • fsdix
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Strategic Dividend & Income® Fund

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
2.80% Johnson & Johnson
2.40% Procter & Gamble Co
2.09% Cisco Systems Inc
1.93% PepsiCo Inc
1.55% Amgen Inc
1.51% McDonald's Corp
1.48% AbbVie Inc
1.31% Bristol-Myers Squibb Company
1.22% Philip Morris International Inc
1.18% NextEra Energy Inc
1.16% AT&T Inc
0.90% Exxon Mobil Corp
0.88% Verizon Communications Inc
0.87% Ameren Corp
0.82% Unilever NV ADR
0.81% Prologis Inc
0.81% 3M Co
0.80% Walmart Inc
0.80% Microsoft Corp
0.76% The Kroger Co
0.74% Altria Group Inc
0.67% Xcel Energy Inc
0.67% General Electric Company 5%
0.66% Berkshire Hathaway Inc B
0.65% Paychex Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo