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Fidelity Strategic Dividend & Income Fund (FSDIX)

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提醒频率

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18.12 +0.04    +0.22%
11/11 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Fidelity Investments
资产类别:  股票
  • 晨星评级:
  • 总资产: 5.63B
Fidelity Strategic Dividend & Income 18.12 +0.04 +0.22%

FSDIX概述

 
本页面提供Fidelity Strategic Dividend & Income Fund的详细介绍,帮助您了解FSDIX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--70% to 85% Equity

总资产

5.63B

费用

0.65%

开始日期

37978

联络信息

地址 483 Bay Street
Toronto,ON M5G 2N7
Canada
电话 416-307-5200
传真 1-800-387-8092

高管

名称 标题 任期
Rick Gandhi Portfolio Manager 2024 now
背景介紹 Rick Gandhi is a research analyst in the High Income and Alternatives division at Fidelity. In this role, Mr. Gandhi covers software and gaming. Previously, he was a research analyst that covered energy and technology as well as media which consisted of cable, broadcast, and satellite. Prior to joining Fidelity in 2009, Mr. Gandhi was an associate at Barclays Capital where he advised insurance clients on financing and investment solutions and an analyst at Morgan Stanley where his responsibilities were structuring and marketing interest rate and currency swaps to corporate clients. He has been in the financial industry since 2004. Mr. Gandhi earned his Bachelor of Science degree in economics from Guilford College and his Master of Business Administration in finance from the University of Chicago Booth School of Business.
Brian Chang - 2017 now
背景介紹 Brian Chang is a portfolio manager in the High Income and Alternatives division at Fidelity. In this role, Mr. Chang is the lead portfolio manager for the Fidelity Sustainable High Yield ETF. He also co-manages Fidelity Capital & Income Fund, Fidelity Advisor High Income Advantage Fund, Fidelity and Fidelity Advisor Leveraged Company Stock Funds, Fidelity Preferred Securities & Income ETF, and the U.S. high-yield sub-portfolios of Fidelity and Fidelity Advisor Strategic Income Funds and Fidelity VIP Strategic Income Portfolio. He is also the co-manager on the preferred sleeve of Fidelity Strategic Dividend and Income Fund and the State of Massachusetts Pension HY account. He has been in the financial industry since 2002. Prior to assuming his current responsibilities, Mr. Chang was a research analyst in the High Income division. In this capacity, he covered sectors including aerospace and defense, airlines, cable, services, technology, telecom and trucking. Mr. Chang earned his Bachelor of Arts degree in mathematical methods in the social sciences and Bachelor of Arts degree in economics from Northwestern University. He also earned his Master of Business Administration from Columbia Business School.
Ramona Persaud Portfolio Manager 2017 now
背景介紹 Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager.
Ford E. O'Neil Portfolio Manager 2012 now
背景介紹 Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
Adam Kramer - 2007 now
背景介紹 Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries.
Samuel J. Wald Research Analyst 2003 2019
背景介紹 Samuel Wald joined Fidelity Investments in 1996, since then Mr. Wald has worked as a research analyst and portfolio manager.
Scott Offen Vice President 2006 2017
背景介紹 Scott Offen is portfolio manager of the fund, which he has managed since October 2011. He also manages other Fidelity funds. Since joining Fidelity Investments in 1985, Mr. Offen has worked as a research analyst and portfolio manager.
Joanna Bewick Portfolio Manager 2008 2017
背景介紹 Joanna Bewick is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, Joanna serves as the lead portfolio manager on the Strategic Family of Funds. Before joining Fidelity in 1997, Joanna was a fixed income analyst at Federated Investors from 1990 to 1997. She has been in the investments industry since 1990. Joanna earned her degree in accounting from Ohio University and her MBA in finance from Katz Graduate School of Business at the University of Pittsburgh. She is also a CFA charterholder.
Christopher Sharpe Portfolio Manager 2009 2012
背景介紹 Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed.
Derek Young Senior Vice President 2005 2009
背景介紹 Derek Young joined Fidelity in 1996 as Director of Risk Management and is a portfolio strategist in the Asset Allocation Group for Fidelity Research Management Company (FMR). In 1999, Mr. Young became Senior Vice President of Strategic Services for FMTC. In his role, Mr. Young is responsible for asset allocation portfolios for both FMR and Fidelity Investments Canada Limited. He is also the lead portfolio manager of Fidelity Diversified Income & Growth Fund, launched November 2003 and available exclusively to Canadian investors.
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