Fidelity Advisor Strategic Dividend & Income Fund: Class I (FSIDX) Research

This fund primarily allocates at least 80% of its total assets to equity investments. Its investment strategy employs a balanced target allocation, typically dedicating approximately 50% to common stocks, around 15% to real estate investment trusts (REITs) and other property-related holdings, another 15% to convertible securities, and about 20% to preferred shares. The fund's objective is to select equity securities that offer both consistent dividend payments and opportunities for capital appreciation, often leading to a focus on "value" stocks within its common stock portfolio. Furthermore, its holdings include companies from both domestic and international markets.

Market snapshot

Symbol
FSIDX
Price
$19.68
Day change
+0.36%
Market cap
$5.8B
52-week range
17.21-19.83
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Fidelity Asset Manager 85% Fund (FAMRX)
  • Fidelity Stock Selector Small Cap Fund (FDSCX)
  • Fidelity New Millennium Fund (FMILX)
  • Fidelity Advisor New Markets Income Fund (FNMIX)
  • The Hartford Equity Income Fund (HQIIX)
  • Nuveen Preferred Securities & Income Fund (NPSFX)

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