Domestic equity strategies that use a client-first approach to help meet investment goals

Research excellence from a leading investment manager

  • Fidelity's deep, experienced equity and debt teams use high-quality proprietary research in their quest to leave no stone unturned. Sector-focused research at the regional and global levels gives our teams the expertise and perspective to find new opportunities.

Extensive, targeted lineup aligning to client goals

  • Advanced investment research and data analytics inform how we develop our strategies, which include options across geographic regions, industries, styles, market caps, factors, and risk preferences. While our lineup is designed for a variety of investing objectives, we can also customize strategies for targeted client requests.

Disciplined process focused on accountability

  • Our U.S. equity strategies are supported by Fidelity's rigorous risk management platform and strong technology capabilities. We use repeatable investment processes that focus on stock and issue selection, based on fundamentals.

Featured Resources

Browse Domestic Equity Strategies

Core

Strategies Fact Sheet
FIAM Large Cap Core

Seeks to provide excess return relative to the S&P 500® index over a full market cycle. The portfolio is constructed to ensure that active return is generated through stock selection.

FIAM Small Cap Core

Seeks to provide excess return relative to the Russell 2000 Index over a full market cycle by investing in a diversified portfolio of small cap equities.

FIAM Small Company

Seeks to provide excess return relative to the Russell 2000 Index over a full market cycle by investing in a diversified portfolio of small cap equities.

FIAM Small/Mid Cap Opportunities

Seeks to provide excess return relative to the Russell 2500 Index over a full market cycle by investing in small and mid cap stocks with superior growth and financial characteristics at attractive valuations.

Value

Strategies Fact Sheet
FIAM Large Cap Value

Seeks to provide excess returns over the Russell 1000 Value Index while maintaining similar style characteristics and sector weights relative to the benchmark.

FIAM Small Cap Value

Seeks to provide excess return relative to the Russell 2000 Value over a full market cycle.

Growth

Strategies Fact Sheet
FIAM Small Cap Growth

Seeks to outperform the Russell 2000 Growth Index over a full market cycle.

FIAM Concentrated Blue Chip Growth

Seeks to generate excess returns relative to the Russell 1000 Growth by investing in a concentrated portfolio of large cap companies with above-average earnings growth potential and sustainable business models, and fast growers that could become the blue chips of tomorrow.

FIAM U.S. Concentrated Growth Opportunities

Seeks growth of capital over the long term and seeks to outperform the Russell 1000 Growth Index.

Defensive

Strategies Fact Sheet
FIAM U.S. Low Volatility Equity

Seeks long-term growth of capital, primarily through investments in the domestic market equity universe, while maintaining an overall risk profile that is lower than the market.

Sustainable

Strategies Fact Sheet
FIAM Sustainable U.S. Equity Leaders

Strategy seeks to provide long-term growth of capital through a portfolio of U.S. equities that has a high ESG rating on an aggregate basis.

Why Fidelity Institutional

We provide actionable strategies, helping our clients meet their investment mandates. We serve as a gateway to Fidelity Investments’ original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.

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