4 / 5 Stars
3 1 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#36 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.40 percent over the past year, 13.00 percent over the past three years, 17.87 percent over the past five years, and 7.31 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.3%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||7.3%|
The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity® Strategic Dividend & Income® Fund has an expense ratio of 1.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.