Fidelity® U.S. Large Cap 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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Potential for long-term growth through active management using a blend of U.S. large-cap growth, value, and core equity investment styles.
  

Ongoing tax-management with the potential for year-round tax-loss harvesting opportunities and other tax-smart investing techniques available in taxable accounts.3
  

Active investment process emphasizing diversification and growth potential is driven by in-depth research that leverages our experience, discussions with corporate leaders, proprietary tools, and global presence.

Types of investments

Primarily U.S. large-cap stocks

  

Investment strategy

Focuses on diversifying your portfolio across U.S. large cap equity styles: value, core, and growth.
 

Minimum investment

$100,0001

  

Annual Advisory Fee

0.30%–0.70%2

(varies based on total assets invested)

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Meet the investment team



Style Diversification

FAQs: Fidelity® U.S. Large Cap Strategy

  • What is the investment objective of this strategy?

    This strategy focuses on diversifying your portfolio across across U.S. large cap equity styles value, core & growth—by combining model holdings from Fidelity's managers and tilting the portfolio opportunistically across those styles, seeking capital appreciation and to outperform the S&P 500® Index over a full market cycle.

  • Who manages my money?

    Fidelity Personal and Workplace Advisors LLC (FPWA), has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management, including investment selection and trade execution, subject to FPWA's oversight.

  • What kind of investments can I expect in my account?

    This strategy generally invests in a blend of three U.S. large-cap equity styles: growth, value, and core.

  • How are the investments chosen for my account?

    Strategic Advisers LLC will make investment decisions for Fidelity® Strategic Disciplines equity accounts based on a range of factors, including a particular security's risk and return characteristics and a desire to build a portfolio aligned to your selected strategy.

  • Can I choose my own investments?

    You may not direct the purchase or sale of individual investments in your Fidelity® Strategic Disciplines account. By enrolling in a managed account service like Fidelity® Strategic Disciplines you turn the day-to-day management of your investments over to a team of investment professionals. However, you are entitled to place reasonable restrictions on the management of your account, such as limitations on industries or individual companies from the stocks we'll consider when building your portfolio.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • How much do I need to open an account?

    The minimum funding amount is $100,0001

  • How much does it cost?

    Gross advisory fees range from 0.30% to 0.70% based on account balance.2

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