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.*
|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.
|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.
|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.|
|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.|
|Annual advisory fee||An annual advisory fee will be charged—between 0.20% and 0.65%—and will vary based on total assets invested.|
Strategic Advisers, Inc., a Fidelity Investments company.
|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.|
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