Fidelity® Tax-Managed U.S. Equity Index Strategy

This separately managed account (SMA) seeks to pursue the long-term growth potential of U.S. large-cap stocks and deliver enhanced after-tax returns.1

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Index strategy using a subset of securities from the S&P 500®

  

Active tax management1 with the potential for year-round tax-loss harvesting opportunities and other tax-sensitive investment management strategies

  

Ability to customize by requesting restrictions of stocks or industries from the portfolio

Types of investments

Primarily U.S. large-cap stocks within the S&P 500®

 

Investment strategy

Seeks index-like returns with enhanced after-tax returns

 

Minimum investment

$200,000

 

Annual advisory fee

0.20%–0.65%

(Cap varies based on total assets invested2)
 

Investment team

Strategic Advisers, Inc., a Fidelity Investments company, will actively manage your personalized portfolio using its disciplined, research-driven approach.


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FAQs: Fidelity® Tax-Managed U.S. Equity Index Strategy

  • How can this strategy help me meet my goals?

    Our professionally managed account offers investors with substantial assets and sophisticated investing needs the opportunity for portfolio growth as well as enhanced after-tax performance using one or a combination of tax-sensitive management techniques.1

  • Who manages my money?

    Strategic Advisers, Inc., a Fidelity Investments company, will actively research, evaluate, and select investments to help you reach your goals. Strategic Advisers employs some of the best minds in the industry, and as your adviser they will always put your interests first.

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

    This strategy is generally focused on U.S. large-cap stocks and seeks to approximate the pre-tax returns and risk characteristics of the S&P 500® Index.

  • How are the investments chosen for my account?

    The investments in this strategy are a subset of the S&P 500® Index and are selected based on their potential to provide index-like growth while managing risk—combined with the potential to reduce the impact of taxes on your returns.

  • Can I choose my own investments?

    Our experienced investment professionals will select investments for you by conducting thorough research and due diligence. 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 to your account at your convenience or through automatic investing options.

  • 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

  • How much does it cost?

    The annual advisory fee is between 0.20%–0.65% based on your account balance.2

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Call an investment professional at 800-544-1766