Fidelity® Equity-Income Strategy

This separately managed account seeks 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.

Benefits

Professional investment management Fidelity leverages its extensive global research and portfolio management resources to find appropriate stocks for this strategy. These capabilities, combined with our disciplined portfolio construction process, help create the potential to deliver favorable long-term performance for our clients.
Potential for long-term growth and dividend income

This strategy generally focuses on higher-quality dividend-paying stocks* that have the potential to sustain and grow dividends over time. See how dividend-paying stocks have consistently delivered income over time

High-dividend-paying stocks have historically weathered down markets better than non-dividend-paying stocks. See how high-dividend-paying stocks have performed in different markets

A personal relationship A dedicated service team will help ensure your managed account and your financial needs are met.

Account details

Description The portfolio is generally focused on higher-quality dividend-paying 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.
Minimum investment $200,000
Annual advisory fee An annual advisory fee will be charged—between 0.30% and 0.90%—and will vary based on total assets invested.

Investment management

Investment teams

Strategic Advisers, Inc. and FMR Co., Inc., both Fidelity Investments companies, each have specific responsibilities for this strategy.

Investment Teams

Investment strategy The portfolio generally focuses on higher-quality dividend-paying stocks that have the potential to sustain and grow dividends over time. Higher-quality dividend-paying stocks are understood to mean those issued by large, stable companies that generally invest in profitable projects, manage their expenses effectively, and grow their cash flow.
Investment holdings Investments generally focus on higher-quality dividend-paying equity stocks within the S&P 500® Index.

How we keep in touch

Fidelity contacts A dedicated service team will help you with all of your managed account needs.
Customized communications Visit Fidelity.com to access information specific to your account, including monthly statements, holdings, trade explanations, quarterly investment reviews, and market insights from Fidelity.

Next step

To open a Fidelity® Equity-Income Strategy account, start by telling us your financial needs and goals.

Call an investment professional at 800-544-1766.