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Benchmark SP 500  1,639   12.31  Index Moved Up 0.76% United States ...


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Fidelity quote and profile

 
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13.63
  
FUND
0.08  Macroaxis: 0.59 Up   0.59%  
Last 1 Month(s)
13.4314.07
 

Diversification Suggestion

Use Fidelity to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze Fidelity Advisor Str Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 0.74  
Highest Price:  
Lowest Price:  
14.07  
13.43  
May 21 2013 
June 12 2013 
As returns on market increase, Fidelity returns are expected to increase less than the market. However during bear market, the loss on holding Fidelity will be expected to be smaller as well.
Fidelity Advisor Strategic Div   Inc I Small BetaFidelity Advisor Str Beta Legend
FSIDX United States NASDAQ
Fidelity Advisor Strategic Div Inc I
Fidelity Investments
Large Value
Benchmark S&P 500
Contact Number: 877. 208. 0098
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset3.5 B
Last Dividend Paid0.07
 United States NYSE   0.80 % Macroaxis: 0.8 Moved Up  
 
 United States SP 500   0.76 % Macroaxis: 0.76 Moved Up  
 
 United States Russel   0.66 % Macroaxis: 0.66 Moved Up  
 
 thisGreen FSIDX FSIDX agains markets  0.59 % Macroaxis: 0.59 Moved Up  
 
Compare to Competition Alpha & Beta   Get Advice
    
Joanna Bewick  Money Manager
Fund Manager since March 31, 2008
Bewick is a portfolio manager with Fidelity Investments. She was with Fidelity Advisor Strategic Div Inc I since 1997. Prior to joining Fidelity Investments, Bewick worked as a fixed income research analyst and as seni...
    

Fidelity Price and Market Media

The median price of Fidelity for the period between Sun, May 19, 2013 and Tue, Jun 18, 2013 is 13.66 with a coefficient of variation of 1.38. The daily time series for the period is distributed with a sample standard deviation of 0.19, arithmetic mean of 13.72, and mean deviation of 0.16. The Fund did not receive any noticable media coverage during the period.
Fidelity         SP 500
Price Growth (%)
 
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Fidelity Summary

Fidelity Advisor Strategic Div Inc I [FSIDX] is traded in USA and was established in December 22, 2003. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 3.5 B in assets under management (AUM) with minimum initial investment of 2.5 K. Fidelity Advisor Strategic Div Inc I is currently producing year-to-date (YTD) return of 5.45% with the current yeild of 2.45%, while the total return for the last 3 years was 23.55%.

Fund Instrument Allocation for Fidelity

The fund consists of 72.0% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Fidelity Research Report

Fidelity vs. American

Correlation analysis and fundamentals comparison between Fidelity Advisor Str and American Funds Washi

Fidelity Asset Under Management

Fidelity Advisor Strategic Div Inc I is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 582.6 Billion. Fidelity maintains roughly 3.5 Billion in net asset contributing less than 1% to funds under Large Value category.

Fidelity Fundamentals

Annual Yield vs Holdings Turnover
Year to Date Return vs Cash Position Weight
Annual Yield vs Five Year Return
Three Year Return vs Cash Position Weight

Fidelity vs Competition

Fidelity vs. American Funds Washington Mutual R2
Fidelity vs. American Funds Washington Mutual A

Fidelity June 18 2013 Opportunity Range

Downside Deviation0.7587
Information Ratio(0.10)
Maximum Drawdown1.55
Value At Risk(1.16)
Potential Upside1.12

 
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