Fidelity Strategic Dividend & Income
FSDIX
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- Fidelity Strategic Dividend & Income Fund (FSDIX) is an open-end mutual fund managed by Fidelity Investments that seeks both current income and capital appreciation by investing primarily in income-producing equity securities and other instruments. The fund normally allocates at least 80% of assets in a targeted mix of approximately 50% common stocks, 15% real estate investment trusts (REITs) and other real estate-related investments, 15% convertible securities, and 20% preferred stocks; it emphasizes domestic and foreign issuers with a focus on value stocks that provide current dividends and potential capital growth. Classified in the Morningstar Moderately Aggressive Allocation category, the fund features a net expense ratio of 0.63%, total net assets of approximately $5.35 billion, and daily pricing, with investments available to U.S. investors through Fidelity. Launched on December 23, 2003, the fund is domiciled in the United States with operational headquarters aligned to Fidelity Investments in Boston, Massachusetts. It targets individual and institutional investors seeking balanced income and growth exposure across large-cap value equities, mid-quality bonds, REITs, convertibles, and preferreds. The portfolio is managed by a team including Adam Kramer (since August 31, 2007), Ford O'Neil (since June 15, 2012), Ramona Persaud (since April 30, 2017), Brian Chang (since September 8, 2017), and Parikshit Gandhi (since January 1, 2024), reflecting a recent addition to the management team for enhanced strategic oversight. No major acquisitions, funding rounds, partnerships, or product launches have been reported in the last 1-2 years; the fund maintains its core multi-asset income strategy amid market volatility, with recent performance showing a YTD return of around 12.90% as of late 2025.