FTSDX Rating, Research - Fidelity Advisor Strategic Div & Inc T

Fidelity Advisor Strategic Div & Inc T (ftsdx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 148

Threats + Weaknesses = 107

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ftsdx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Advisor Strategic Div & Inc T (FTSDX) Description: FTSDX is a mutual fund, which is an investment that owns a basket of assets. The FTSDX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the small fund size classification. FTSDXs minimum initial investment amount is $2500 while the IRA minimum is $500. FTSDXs expense ratio is roughly 1%. The latest FTSDXs front end load was 4% and the back end load was 0%. The Fidelity Advisor Strategic Div & Inc T (FTSDX) mutual fund falls under the large-cap mixed category. FTSDX focuses its investments in USA and FTSDX is not affiliated with a particular industry or fund sector. The Fidelity Advisor Strategic Div & Inc T (FTSDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FTSDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FTSDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a long term growth of capital. The fund invests at least 80% of net assets in equity securities (see equity research). It focuses on large cap U.S companies with a market capitalization greater than $10 billion that the funds advisors believes are quality companies whose stock offers the potential for future price appreciation. The fund ordinarily expects to hold stocks (see stock research) of 25 to 35 different companies operating in 15 to 20 different industries. It seeks to buy and hold its securities for the long term and seeks to keep portfolio turnover to a minimum.

Management Analysis Update

Performance Analysis Update