Asset Allocation Funds: Fidelity Strategic Funds
Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs—bond income from global sources, non-bond income from dividend-paying securities, and real return to help protect against inflation—by investing in a diversified mix of fixed income and/or equity investments chosen for their historical combined performance.
Reasons to consider Fidelity Strategic Funds
- Portfolios are designed to help meet income needs while remaining sensitive to risk.
- Asset allocation expertise seeks to take advantage of market opportunities.
- Security selection is supported by Fidelity’s global research organization.
Allocating assets to a combination of investment types with the potential to behave differently as market conditions change can result in potentially lower volatility over the long term if underperformance in one market is offset by outperformance in another.
Find Fidelity Strategic Funds
|Strategic Income Fund||
This fund invests in four of the most sought-after U.S. and international bond markets: domestic high yield, U.S. government, developed foreign markets, and emerging markets.
|Strategic Dividend & Income Fund||
This fund invests in a broad array of dividend-oriented securities, including high-dividend-paying, value-oriented common stocks, preferred stocks, convertible securities, and real estate-related investments such as real estate investment trusts (REITs).
|Strategic Real Return Fund||
This fund offers the potential for inflation protection by investing in debt securities such as U.S. Treasury Inflation-Protected Bonds and floating rate loans, as well as commodity- and real estate-related investments.