Separately Managed Accounts | U.S. Large Cap Equity

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Fidelity^® U.S. Large Cap Equity Strategy

This separately managed account (SMA) leverages the power of Fidelity's active management and stock selection in an effort to seek capital appreciation and to outperform the S&P 500^® Index over a full market cycle.

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1. Fidelity^® Wealth Services (FWS) Wealth Management service-level clients and all Fidelity^® Strategic Disciplines (FSD) clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in an eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000 for FWS, $100,000 for an FSD equity strategy, and $350,000 for an FSD bond strategy. Non-discretionary financial planning for Fidelity Strategic Disciplines clients if they qualify for Private Wealth Management.

Why we focus on style diversification

The US stock market is made up of thousands of companies that can be defined by different style characteristics, such as growth and value. While some investors may seek to own the best performing style at various points throughout a market cycle, the performance of one or more styles of stocks may vary widely from year to year. This kind of "market timing" may result in the investor/portfolio being exposed to unintended risks. An effective way to remove market timing risk and help to create a smoother investment experience is thorough style diversification.

This diversification, or blending, of US stock investment styles may help to reduce volatility over the long term. While style diversification can't guarantee a profit or prevent a loss, it can help remove the urge to time the market and help to create a smoother investment experience over time.

Diversification across growth and value stock is important and may help to provide stability in changing markets.

Performance across investment styles^†, 2007-2022

Performance across investment styles, 2006–2022

By allocating across investment styles and adjusting as needed, the portfolio seeks to provide less volatile returns than a U.S. Growth or Value index alone.

Fidelity^® U.S. Large Cap Equity Strategy

Summary

FAQs

Summary

$100,000¹

0.30%–0.70%²

FAQs

FAQs: Fidelity^® U.S. Large Cap Equity Strategy

Let's talk about how we can work together

Why we focus on style diversification

		Meet the investment team
		Fidelity^® U.S. Large Cap Equity Overview (PDF)
		Style Diversification

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Fidelity® U.S. Large Cap Equity Strategy

Summary

FAQs

Summary

$100,0001

0.30%–0.70%2

FAQs

FAQs: Fidelity® U.S. Large Cap Equity Strategy

Let's talk about how we can work together

Tell us how you want to work with us

Tell us how you want to work with us

Choose how you want to get started

Why we focus on style diversification

Fidelity^® U.S. Large Cap Equity Strategy

$100,000¹

0.30%–0.70%²

FAQs: Fidelity^® U.S. Large Cap Equity Strategy