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 Fidelity U.S. Large Cap IndexSM 2


Active tax management1 with the potential for year-round tax-loss harvesting opportunities and other tax-smart investing techniques


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

Types of investments

Primarily U.S. large-cap stocks within the Fidelity U.S. Large Cap IndexSM 2


Investment strategy

Seeks index-like returns with enhanced after-tax returns


Minimum investment



Annual advisory fee


(varies based on total assets invested)

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-smart investing techniques.1

  • 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 of Fidelity® Tax-Managed U.S. Equity Index Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight.

  • 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 Fidelity U.S. Large Cap IndexSM 2

  • How are the investments chosen for my account?

    The investments in this strategy are a subset of the Fidelity U.S. Large Cap IndexSM 2 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 $100,0003

  • How much does it cost?

    The annual advisory fee is between 0.20%–0.40% based on your account balance.4

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