Fidelity Strategic Dividend Fund Quote
| FTSDX Fund | USD 17.71 0.13 0.74% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Fidelity Strategic is trading at 17.71 as of the 20th of September 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 17.58. Fidelity Strategic has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Strategic Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of May 2024 and ending today, the 20th of September 2024. 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
| 0.95 | FPTKX | Fidelity Freedom 2015 | PairCorr |
| 0.8 | FPXTX | Fidelity Pennsylvania | PairCorr |
| 0.91 | FQIFX | Fidelity Freedom Index | PairCorr |
| 0.71 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Strategic Dividend [FTSDX] is traded in USA and was established 20th of September 2024. 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 12.91% with the current yeild of 0.02%, while the total return for the last 3 years was 4.81%.
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 | 0.4126 | |||
| Semi Deviation | 0.335 | |||
| Standard Deviation | 0.5552 | |||
| Variance | 0.3083 |
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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