Fidelity Strategic Dividend Fund Quote

FSIDX Fund  USD 17.38  0.15  0.87%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Fidelity Strategic is trading at 17.38 as of the 2nd of March 2025; that is 0.87 percent increase since the beginning of the trading day. The fund's open price was 17.23. Fidelity Strategic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 2nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities. The advisor uses a neutral mix of approximately 50 percent common stocks, 15 percent REITs and other real estate related investments, 15 percent convertible securities, and 20 percent preferred stocks. More on Fidelity Strategic Dividend

Moving together with Fidelity Mutual Fund

  0.72FPTKX Fidelity Freedom 2015PairCorr
  0.71FPURX Fidelity PuritanPairCorr
  0.71FPUKX Fidelity PuritanPairCorr
  0.73FPXTX Fidelity PennsylvaniaPairCorr
  0.8FQIFX Fidelity Freedom IndexPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Fidelity Investments (View all Sectors)
Update Date31st of March 2025
Fidelity Strategic Dividend [FSIDX] is traded in USA and was established 2nd of March 2025. Fidelity Strategic is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 4.72 B in assets under management (AUM) with no minimum investment requirementsFidelity Strategic is currently producing year-to-date (YTD) return of 3.76% with the current yeild of 0.02%, while the total return for the last 3 years was 6.16%.
Check Fidelity Strategic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Strategic Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity Strategic Dividend Mutual Fund Constituents

WMTWalmartStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MMM3M CompanyStockIndustrials
XOMExxon Mobil CorpStockEnergy
ABBVAbbVie IncStockHealth Care
VZVerizon CommunicationsStockCommunication Services
TATT IncStockCommunication Services
PMPhilip Morris InternationalStockConsumer Staples
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Fidelity Strategic Risk Profiles

Fidelity Strategic Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity Strategic financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Strategic security.
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