Fidelity® Equity-Income Strategy

This separately managed account (SMA) seeks to provide long-term growth and dividend income, with potentially less volatility than the U.S. stock market.

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Potential for long-term growth and dividend income with potentially less volatility than the U.S. stock market

  

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 higher-quality dividend-paying equity stocks1 within the S&P 500® Index

 

Investment strategy

Focuses on higher-quality dividend-paying stocks that have the potential to sustain and grow dividends over time

 

Minimum investment

$200,000

 

Annual Advisory Fee

0.30%–0.90%

(varies based on total assets invested2)

Strategic Advisers, Inc., a Fidelity Investments company, has partnered with FMR Co., Inc. (another Fidelity company) to provide the model for this portfolio.


FMR Co. will actively research and evaluate stocks while leveraging their experience and discussions with corporate leaders, to select investments for the model portfolio. FMR benefits from the unique history and expertise of Fidelity, which has:


  • Managed and researched equity strategies for over 75 years3
  • An equity-income investment team with an average of 19 years' experience3
  • More than 300 research professionals in North America3
  • An equity research team that covered 1,218 U.S. companies in 20153

Strategic Advisers will oversee FMR Co. activities to help ensure your portfolio meets the agreed upon investment guidelines.

FAQs: Fidelity® Equity Income Strategy

  • How can this strategy help me meet my goals?

    This strategy is generally focused on higher‐quality dividend‐paying1 stocks that seek to deliver long‐term growth of capital and dividend income greater than the S&P 500 Index, with the potential for less volatility than the U.S. stock market.

  • Who manages my money?

    Strategic Advisers, Inc., a Fidelity Investments company, has partnered with FMR Co., Inc. (another Fidelity Investments company) to provide the model for this portfolio.

    FMR Co. will actively research and evaluate investments for the strategy and leverage their experience and discussions with corporate leaders to construct the model portfolio.

    Strategic Advisers will provide oversight of FMR Co. activities and has discretionary trading authority. They will help ensure your account meets the agreed upon investment guidelines.

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

    This strategy will generally contain higher-quality, dividend-paying, U.S.-oriented equity stocks within the S&P 500 Index.4

  • 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.2

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Call an investment professional at 800-544-1766