Stock Screeners Terms of Use

Your use of the Stock Screener or the Preferred Stock Screener (“Screeners”) is governed by the following terms and conditions. In addition, your use of the Screeners is subject to your agreement of the Terms of Use on Fidelity.com, including all disclaimers of warranties and limitations of liability therein.

  1. Screeners are Only for Research Purposes
  2. Third-Party Data
  3. Stocks Listed in Screeners
  4. Order of results
  5. Taxes
  6. Key Investment Risks
  7. Stock Ratings by, and Opinions of, Third-Parties

1. Screeners are Only for Research Purposes

Using market data and data on individual equity securities from third-party vendors (including, but not limited to Standard & Poors Compustat, Inc., Recognia, Thomson-Reuters and Vickers), the Screeners provide a means to research information on common and preferred stocks (as well as certain other securities with stock like data such as American Depository Receipts, Master Limited Partnerships and real estate investment trusts) which may be available for purchase or sale in a Fidelity brokerage account. You agree that you will use these Screeners for your personal non-business purposes and that your use is for self-directed research of individual equity securities. You also agree that the Screeners are only one of many ways that you may research individual equity securities for investment and that you will not rely upon the Screeners as the sole basis for an investment decision.

The Screeners are provided to help self-directed investors evaluate stocks based on their individual needs and circumstances. The criteria and inputs entered are at the sole discretion of the user, and any information obtained should not be considered an offer to buy or sell, a solicitation of an offer to buy, or a recommendation for any securities. You acknowledge that your requests and/or searches for information are unsolicited and any information provided in response shall neither constitute, nor be considered as, investment advice by Fidelity Brokerage Services, LLC., Fidelity Distributors Corporation, or their affiliates (collectively, “Fidelity”).

While the Screeners may be of use to investors in evaluating certain information about equity securities, it should not be considered to include every factor that may be necessary for an investor to make a decision to invest in an equity security. A decision to invest in a particular security may be based on a number of factors, including investors’ needs, goals, and comfort with risk. Before making an investment decision you should read the stock issuer's financial statements and other reports (for example, annual reports and Forms 10K, 10Q, 8K), or the in the case of initial public offerings or new issuances the applicable offering documents or registration statement. Please also consider risks associated with the trading of securities, including volatility in the market and individual securities.

The Screeners may provide results that identify securities by name and each name may contain a hyperlink to additional information. The additional information may include, among other things, price and performance information and financial/accounting ratios. The Screeners are dependent upon data provided by third-parties and Fidelity cannot guarantee its accuracy, timeliness or fitness for a specific purpose. The data is subject to change and revision by the third-party data providers.

As with other investments through Fidelity, you must decide for yourself if an investment in a security is consistent with your evaluation of the security, your investment objectives, your risk tolerance, your investment time frame and your financial situation. By making an investment available to its customers, Fidelity is not recommending or endorsing it.

2. Third-Party Data

Data used within the Screeners is provided by, Standard & Poors Compustat, Inc., Recognia, Thomson-Reuters, Vickers and other third-party sources.

Fidelity does not guarantee the suitability or potential value of any particular investment or information source. Data and information is provided for informational purposes only. All data is historical and is subject to revision or change at any time. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

3. Securities Listed in Screeners

The securities included in the Screeners include only those that are currently identified by third-party providers. There are no representations of completeness or that data will be available for all securities within the Screeners.

4. Order of results

Each security included in the Screeners' results set will be listed in an order determined by the display view chosen. The default view is a descending order based on scored results, when criteria can be scored, otherwise it is alphabetically sorted by company name. You may change the sorting order at any time by clicking any of the column headers. To analyze other information related to the security, change the View drop-down menu.

5. Taxes

Taxes on distributions and capital gains/losses upon the sale of shares can affect the returns of an investment in an individual security. Different types of individual securities may have different tax consequences. You should consider the impact of these taxes before making an investment decision. A tax or financial advisor should be consulted for additional information.

6. Key Investment Risks

Equity securities are subject to market volatility which may include the risks associated with investing in smaller companies, foreign securities, commodities and fixed income investments. Individual securities are generally subject to greater market volatility than investments such as mutual funds and exchange-traded funds. They are also subject to the specific risks associated with their sector, region and industry. Investors should read the issuer's financial statements and other reports (for example, annual report and Forms 10K, 10Q, 8K), or the in the case of initial public offerings or new issuances of securities, the security’s offering circular or registration statement to make sure they understand the issuing company's business model, finances and other risks associated with investing in the security.

7. Stock Ratings by, and Opinions of, Third-Parties

Stock ratings and analyst opinions are provided by third parties unaffiliated with Fidelity Investments. The methodology behind these ratings and opinions are located on Fidelity.com in the Stock Research Center on the Research Firm pages.