High-dividend-paying stocks* have performed reasonably well in strong markets and outperformed both non-dividend-paying stocks and the S&P 500® Index during weak markets.
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.
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
Past performance is no guarantee of future results.
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® Strategic Disciplines is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Separately Managed Account, the Fidelity® Equity-Income Strategy, and the Fidelity® Tax-Managed U.S. Equity Index Strategy. These discretionary money management services are provided for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.