Strategic Advisers will manage your account for taxes throughout the year—not just at year's end. Your account is evaluated each business day and uses one or a combination of the following techniques to seek enhanced after-tax returns.*
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
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
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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.