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FSDIX Fidelity Strategic Dividend & Income Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Coca-Cola Company (NYSE:KO), Cisco Systems (NASDAQ:CSCO), McDonald's Corp (NYSE:MCD), PROLOGIS (NYSE:PLD).

Industry description

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. The advisor 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.

Market Cap

The average market capitalization across the Fidelity Strategic Dividend & Income MF is 252.34B. The market cap for tickers in the group ranges from 75.71B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is EQIX at 75.71B.

Volume

The average weekly volume growth across all stocks in the Fidelity Strategic Dividend & Income MF was 11%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 47
P/E Growth Rating: 49
Price Growth Rating: 46
SMR Rating: 47
Profit Risk Rating: 31
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Fidelity Fixed Income Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
STNFX45.10N/A
N/A
Allspring Large Cap Growth Inst
ECOIX9.55N/A
N/A
Ecofin Global Renewables Infras Ins
OVEIX16.08N/A
N/A
Sterling Capital Mid Value I
TAGHX31.16N/A
N/A
Transamerica US Growth R6
PRIUX19.71-0.14
-0.71%
T. Rowe Price International Stock I

FSDIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSDIX has been closely correlated with IFACX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSDIX jumps, then IFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSDIX
1D Price
Change %
FSDIX100%
-0.12%
IFACX - FSDIX
91%
Closely correlated
+0.21%
RIDBX - FSDIX
91%
Closely correlated
+0.25%
IFAFX - FSDIX
90%
Closely correlated
+0.24%
AMEFX - FSDIX
90%
Closely correlated
+0.20%
RIDGX - FSDIX
89%
Closely correlated
+0.24%
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