Fidelity Strategic Dividend Fund Quote
| FTSDX Fund | USD 16.87 0.07 0.41% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Strategic is trading at 16.87 as of the 23rd of March 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 16.94. Fidelity Strategic has about a 22 % 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 23rd of December 2024 and ending today, the 23rd 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
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Strategic Dividend [FTSDX] is traded in USA and was established 23rd 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 0.66% with the current yeild of 0.02%, while the total return for the last 3 years was 5.43%.
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
| INTC | Intel | Stock | Information Technology | |
| EQIX | Equinix | Stock | Real Estate | |
| WMT | Walmart | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| MMM | 3M Company | Stock | Industrials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services |
Fidelity Strategic Risk Profiles
| Mean Deviation | 0.5591 | |||
| Standard Deviation | 0.7456 | |||
| Variance | 0.5559 | |||
| Risk Adjusted Performance | (0.08) |
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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