Separately managed accounts
Fidelity Institutional Growth Opportunities Focused Model SMA
A diversified domestic equity SMA that invests across a spectrum of companies with distinct growth profiles.
Fidelity Institutional Growth Opportunities Focused Model SMA* uses fundamental research, a disciplined approach, and a longer-term time horizon to identify opportunities to grow capital.
Fundamental research
Bottom-up, fundamental research can uncover nuances of a company’s business that can have profound implications for the long-term value of the enterprise.
Resilient businesses
Favoring businesses that can create value, grow free cash flow, and have management teams that are able to efficiently allocate capital provides an opportunity for outperformance.
Long-term view
Focusing on companies that are intrinsically undervalued on a three- to seven-year view of earnings, as the market’s short-term perspective often cause stocks to be undervalued on a long-term basis.
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Review information on the Fidelity Advisor Growth Opportunities Fund, including its historical performance, investment objective, fees, and prospectus.
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Why Fidelity Institutional Model SMAs
Fidelity Institutional Model SMAs leverage Fidelity's more than 70 years of equity investing experience to provide compelling SMA models for you to utilize to help clients pursue their investment objectives.
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*Prior to 10/31/25, the Fidelity Institutional Growth Opportunities Focused Model SMA was named Fidelity Advisor Growth Opportunities SMA. The management and strategy have not changed.
This document does not make an offer or solicitation to buy or sell any securities or services and is not investment advice.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. Growth stocks can perform differently from other types of stocks and the market as a whole and can be more volatile than other types of stocks. The strategy may not achieve its intended results and could under perform the market as a whole.
The Fidelity Institutional Model SMAs (“Model SMAs”) are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (FIWA), a registered investment adviser, including intermediaries referred to FIWA by its affiliate Fidelity Distributors Company LLC (FDC), a registered broker-dealer that is compensated by FIWA for such services. Financial intermediaries compensate FIWA for utilizing the Model SMAs.
FDC and FIWA ("Fidelity") are not acting as a fiduciary or in any advisory capacity in providing this information to your clients. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing advisory services to your clients. You are solely responsible for determining whether the Model SMAs and the investments included in the Model SMAs are appropriate and suitable for you to base a recommendation on or to provide advice to any end investor about the potential use of the Model SMAs.
Fidelity does not have investment discretion and does not place trade orders for any of your clients' accounts. Information and other marketing materials provided to you by Fidelity concerning the Model SMAs are not indicative of your client's potential experience from utilizing one or more of the Model SMAs and will differ.
The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
DEFINITIONS AND IMPORTANT INFORMATION
Russell 1000 Growth Index is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth rates.