Fidelity® U.S. Large Cap Equity Strategy
A separately managed account that leverages the power of Fidelity's active management capabilities and seeks to deliver returns greater than the S&P 500® Index over a full market cycle
Strategic Advisers LLC (Strategic Advisers) constructs portfolios using a combination of 3 large-cap model approaches (growth, value, and core), providing ongoing active management to tilt toward different styles throughout the market cycle.
Why we focus on style diversification
Diversification across investment styles is important and may help to provide stability and capital appreciation over the long term.
Performance across investment styles*, 2004–2018
By allocating across investment styles and adjusting as needed, the portfolio seeks to provide less volatile returns than a U.S. Growth or Value index alone.
Past performance is no guarantee of future results.
*Investment styles are represented by Core, Growth, Value, and Blended: Core: Russell 1000® Index; Growth: Russell 1000® Growth Index; Value: Russell 1000® Value Index; Blended: 33.3% Russell 1000® Index, 33.3% Russell 1000® Growth Index, 33.3% Russell 1000® Value Index.
Note: Blended is shown for illustrative purposes only and is not an investment style used within the Fidelity U.S. Large Cap Equity Strategy. Weights shown are not indicative of the actual weights within the portfolio.
The power of Fidelity's active management
Experienced and reliable with deep investment and research capabilities
Strategic Advisers LLC (Strategic Advisers) provides portfolio management capabilities for this strategy and has partnered with FMR Co., Inc. (FMR) to leverage their investment research capabilities. FMR provides model holdings and Strategic Advisers executes the trades and provides ongoing active management of the portfolios, including the use of tax-sensitive investment management techniques.2
FMR leverages its in-depth experience, access to US corporations, and proprietary tools to identify stocks they believe to be consistent with the investment strategy.
* FMR Equity Analysts
† Not all resources and Fidelity Funds are available to the Fidelity U.S. Large Cap Equity Strategy.
We take a disciplined and thoughtful approach to building and maintaining your portfolio by applying a number of tax-sensitive investment management techniques2 designed to help reduce the impact of taxes and enhance after-tax returns in an effort to help you achieve your financial goals.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917