Nasdaq - Delayed Quote USD
Fidelity Advisor Strategic Div & Inc I (FSIDX)
As of 8:06 AM EDT. Market Open.
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 14.99% |
| 5y Average Return | 9.44% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSIDX | Category Average | FSIDX | Category Average | FSIDX | Category Average | |
| Alpha | 2.85 | -0.02 | 2.02 | -0.02 | 1.67 | -0.01 |
| BETA | 0.98 | 0.01 | 1.08 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 0.84 | 0.01 | 0.74 | 0.01 |
| R-squared | 91.79 | 0.94 | 93.43 | 0.93 | 91.81 | 0.93 |
| Standard Deviation | 12.78 | 0.16 | 13.72 | 0.13 | 11.26 | 0.12 |
| Sharpe Ratio | 0.26 | 0.01 | 0.55 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | 2.75 | 0.08 | 6.49 | 0.08 | 6.3 | 0.06 |
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