Fidelity® U.S. Large Cap Equity Strategy

This separately managed account (SMA) leverages the power of Fidelity's active management and stock selection in an effort to seek capital appreciation and to outperform the S&P 500® Index over a full market cycle.

 
  

Potential for long-term growth through active management using a blend of U.S. large-cap growth, value, and core equity investment styles

  

In-depth research that leverages our experience, discussions with corporate leaders, and proprietary tools

  

Active investment process emphasizing diversification, strategic valuation, and potential for growth

Types of investments

Primarily U.S. large-cap stocks

 

Investment strategy

Focuses on diversifying your portfolio across U.S. large cap equity styles: value, core, and growth.

 

Minimum investment

$200,000

 

Annual Advisory Fee

0.30%–0.90%*

(varies based on total assets invested)

FAQs: Fidelity® U.S. Large Cap Equity Strategy

  • What is the investment objective of this strategy?

    This strategy focuses on diversifying your portfolio across across U.S. large cap equity styles value, core & growth—by combining model holdings from Fidelity's managers and tilting the portfolio opportunistically across those styles, seeking capital appreciation and to outperform the S&P 500® Index over a full market cycle.

  • Who manages my money?

    Fidelity Personal and Workplace Advisors LLC (FPWA), has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management, including investment selection and trade execution, subject to FPWA's oversight.

  • What kind of investments can I expect in my account?

    This strategy generally invests in a blend of 3 U.S. large-cap equity styles: growth, value, and core.

  • How are the investments chosen for my account?

    The investments in this strategy are selected based on their potential to provide growth while providing diversification.

  • Can I choose my own investments?

    Our investment professionals will use their experience, thorough research and due diligence to select investments for your account. You will have some of the best investment minds in the business overseeing and monitoring your investments throughout the year to help ensure you're on track to meet your goals.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • How much do I need to open an account?

    The minimum funding amount is $200,000. Accounts can be funded with a check, bank wire, an exchange purchase from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

  • How much does it cost?

    Gross advisory fees range from 0.30% to 0.90% based on account balance.*

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