About FTSDX
Fidelity Advisor Strategic Dividend & Income Fund - Class M is a multi-asset mutual fund designed to generate reasonable income while also pursuing the potential for capital appreciation. At its core, the fund normally invests at least 80% of its assets in equity securities, utilizing a strategic allocation that blends approximately 50% dividend-paying common stocks, 20% preferred stocks, 15% real estate investment trusts (REITs) and related holdings, and 15% convertible securities. This diversified structure targets income sources beyond traditional bonds, offering a mix that generally results in attractive yields combined with historically lower volatility relative to the broader stock market.
Fidelity Advisor Strategic Dividend & Income Fund - Class M emphasizes sectors known for steady dividends and value, including significant allocations to energy, consumer defensive, real estate, healthcare, and technology companies. The fund’s approach includes investments in both domestic and international issuers, managed by a team leveraging Fidelity’s extensive research capabilities. With an objective centered on income and growth potential, this fund occupies a significant role within the moderately aggressive allocation category, appealing to investors seeking consistent income and equity market participation without the full volatility of pure stock investments.
Fund Family Fidelity
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FTSDX
Share Class Class M
Index S&P 500 TR
FTSDX had a total return of 20.20% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.65%.
