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Asset Allocation through Fidelity Strategic Funds
Each fund provides exposure to multiple debt and/or equity markets. Fund assets are allocated to several types of securities that have the potential to behave differently as market conditions change, which may help to lower overall volatility and stabilize returns. Fidelity money managers work every day to help keep fund allocations in line with market opportunities.
Invest in Bond Markets at Home and Abroad
Strategic Income Fund invests in four U.S. and international bond markets to which many fixed income investors want exposure - primarily domestic high yield, U.S. government, developed foreign-market, and emerging-market debt.
Who may want to consider this fund? Investors seeking one broadly allocated bond fund that offers the potential for higher yield than a conventional investment grade bond fund.
Help Protect Against Inflation
Strategic Real Return Fund offers potential for inflation protection by investing in debt securities such as U.S. Treasury Inflation Protected Bonds and floating-rate loans, as well as commodities- and real estate-related investments.
Who may want to consider this fund? Investors seeking a broadly allocated hybrid fund with the potential for more inflation protection than a conventional single-sector TIPS or commodities fund.
Focus on Dividend-Paying Securities
Strategic Dividend & Income Fund invests primarily in a broad array of dividend-paying securities: value-oriented common stocks, preferred stocks, convertible securities, and real estate-related investment such as (REITs).
Who may want to consider this fund? Investors seeking a broadly allocated equity-income fund that offers the potential for more dividends than a conventional equity fund.
Bond funds contain interest rate risk (as interest rates rise bond prices usually fall); the risk of issuer default; and inflation risk.
The bonds of below-investment-grade companies are more sensitive than investment grade debt to the condition of the individual issuer, and thus involve less interest rate risk, but greater risk of default or price changes due to potential changes in the credit quality of the issuer.
Investments in foreign securities, especially those in emerging markets, involve risks in addition to those of U.S. investments, including increased political and economic risks as well as exposure to currency fluctuations.
Non-diversified funds that focus on a relatively small number of issuers tend to be more volatile than diversified funds and the market as a whole.
Floating rate loans are subject to restrictions on resale, price changes, and greater risk of default than investment-grade loans. Commodity-linked investments may be affected by overall market movements and other factors that affect the value of a particular industry or commodity.
REITs are affected by changes in real estate values or economic conditions, which can have a positive or negative effect on issuers in the real estate industry.
Stock values fluctuate in response to the activities of individual companies and general market and economic conditions.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Looking for funds that seek to generate income?
For a source of steady income, there is a variety of fixed-income, equity, hybrid, and specialized mutual funds worth considering.
