Fidelity® Strategic Disciplines Program Fundamentals Fidelity Personal and Workplace Advisors LLC 245 Summer Street, V2A Boston, MA 02210 617.563.7000 Fidelity.com March 28, 2024 This wrap fee program brochure provides information about the qualifications and business practices of Fidelity Personal and...
2. Fidelity®Wealth Services (FWS) Wealth Management service-level clients and all Fidelity®Strategic Disciplines (FSD) clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested...
Fidelity Advisor Growth & Income I FGIOX 123.0% 1,400 0.72% Fidelity Advisor Mega Cap Stock I FTRIX 53.0% 1,400 0.79% Fidelity Disciplined Equity FDEQX 153.0% 7,600 0.59% Fidelity Growth & Income FGRIX 129.0% 5,100 0.72% Fidelity Large Cap Core Enhanced Index FLCEX 104.0% 247 0.46%...
Fidelity Advisor Growth & Income I FGIOX 123.0% 1,400 0.72% Fidelity Advisor Large Cap I FALIX 83.0% 1,200 0.95% Fidelity Advisor Mega Cap Stock A FGTSZ 53.0% 1,400 1.06% Fidelity Advisor Mega Cap Stock I FTRIX 53.0% 1,400 0.79% Fidelity Capital Appreciation FDCAX 182.0% 5,500 0.9...
ADVAX $9.38 North Square Strategic Income Fund A+0.01% BIAHX $13.73 Brown Advisory - WMC Strategic European Equity Fund Inv+0.08% LINSX $17.97 Lord Abbett International Opportunities Fund Retirement+0.09% TAXF $50.09 American Century Diversified Municipal Bond ETF+0.05% GSHRF $0.19 Goldshore Res...
Dreyfus Strategic Value A DAGVX 88.4% 1,000 0.98% Dreyfus Strategic Value I DRGVX 88.4% 1,000 0.73% DWS Core Equity A SUWAX 191.0% 3,200 0.98% DWS Core Equity Institutional SUWIX 191.0% 3,200 0.53% DWS Core Equity S SCD1Z 191.0% 3,200 0.64% DWS Core Equity S SCDGX 191.0% 3...
Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS, and ...
2. Fidelity®Wealth Services (FWS) Wealth Management service-level clients and all Fidelity®Strategic Disciplines (FSD) clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested...
decisions periodically to make sure they are still consistent with your goals. Market indexes are included for informational purposes and for context with respect to market conditions. All indexes are unmanaged, and performance of the indexes includes reinvestment of dividends and interest income, ...