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 through tax management.*

Benefits

Potential for index-like returns

The strategy seeks to approximate the pre-tax return characteristics of the S&P® 500 Index but with fewer stocks.

See how we seek index-like returns with enhanced after-tax performance

Tax-sensitive investment management*

We utilize tax-sensitive investment management strategies throughout the year that seek to reduce the impact of taxes on your returns.

See how we manage your account for taxes throughout the year

A customized portfolio Your account can be managed to your tax situation and desire to exclude certain securities.
A personal relationship A dedicated service team will help ensure your managed account and financial needs are met.

Account details

Description The portfolio is generally focused on U.S. large-cap stocks that seek to deliver index-like returns and potentially reduce the impact of taxes through tax management.
Minimum investment $200,000
Annual advisory fee An annual advisory fee will be charged—between 0.20% and 0.65%—and will vary based on total assets invested.

Investment management

Investment team

Strategic Advisers, Inc., a Fidelity Investments company.

Your Investment Team

Investment strategy The strategy seeks to pursue the long-term growth potential of U.S. large-cap stocks and deliver enhanced after-tax returns through tax management.
Investment holdings Investments generally focus on U.S. large-cap stocks and seek to deliver index-like returns but invest in fewer stocks than the S&P 500®.

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® Tax-Managed U.S. Equity Index Strategy account, start by telling us your financial needs and goals.

Call an investment professional at 800-544-1766