Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) Research
This fund primarily aims to generate a consistent stream of income, while also pursuing opportunities for capital growth. It consistently allocates a minimum of 80% of its portfolio to equity-based securities. The investment strategy employs a balanced asset mix, generally comprising about 50% common shares, 15% in real estate investment trusts (REITs) and related property investments, 15% in convertible securities, and 20% in preferred stocks. Within its equity holdings, the fund prioritizes securities that offer current dividend payouts and exhibit strong potential for appreciation, which often leads to an emphasis on "value" stocks in the common stock category. Its investments span both domestic and international companies.
Market snapshot
- Symbol
- FTSDX
- Price
- $19.55
- Day change
- +0.36%
- Market cap
- $5.8B
- 52-week range
- 17.18-19.69
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Calvert Equity A (CSIEX)
- Fidelity Real Estate Income (FRIFX)
- JPMorgan Large Cap Value Fund Class I (HLQVX)
- The Hartford Equity Income Fund Class A (HQIAX)
- The Hartford Equity Income Fund Class Y (HQIYX)
- JPMorgan Large Cap Value Fund Class R6 (JLVMX)
- JPMorgan Large Cap Value Fund Class R2 (JLVZX)
- JPMorgan Large Cap Value Fund Class A (OLVAX)
Open Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.