Fidelity Strategic Funds
I have recently invested in a couple of Fidelity's Strategic Funds; but, because of the similarity of their names I'm constantly confusing the strategies and objectives.
FSDIX - Fidelity Strategic Dividend and Income Fund: (Equity Income) 50% common stocks, 15% REITs, 15% convertible securities, and 20% preferred stocks.
FSICX - Fidelity Strategic Income Fund: (Multisector Bond) 40% high yield, 30% U.S. Government and investment-grade, 15% emerging markets, and 15% foreign developed markets.
FSRRX - Fidelity Strategic Real Return Fund: (Allocation) 30% inflation-protected debt securities; 25% floating-rate loans, 25% commodity-linked notes and related investments, and 20% REITs and other real estate related investments.
FSDIX - Fidelity Strategic Dividend and Income Fund: (Equity Income) 50% common stocks, 15% REITs, 15% convertible securities, and 20% preferred stocks.
FSICX - Fidelity Strategic Income Fund: (Multisector Bond) 40% high yield, 30% U.S. Government and investment-grade, 15% emerging markets, and 15% foreign developed markets.
FSRRX - Fidelity Strategic Real Return Fund: (Allocation) 30% inflation-protected debt securities; 25% floating-rate loans, 25% commodity-linked notes and related investments, and 20% REITs and other real estate related investments.
Labels: Mutual-Funds
posted by Bruce Kelly at
11:38 AM
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