Tax-smart solutions

It’s always good to be smart about taxes, no matter what stage of life you’re in. And Fidelity has the services, the products, the research capabilities and the tools to help you build and grow your investment portfolios so you can achieve financial success.

Fidelity Corporate Class funds are similar to mutual funds, but are held and taxed within a single corporation. This provides two key potential benefits:
  •  flexibility to rebalance your investment portfolio without triggering an immediate capital gain
  •  tax-deferred growth through the potential for reduced taxable distributions means more money staying in your account to grow

Fidelity T-SWP™ (Fidelity Tax-Smart Withdrawal Program) and T-SWP™ Class are designed to provide monthly, tax-efficient cash flow for non-registered investments.

Fidelity Capital Yield solutions help investors reduce investment risk while retaining tax-efficiency benefits.

New tax-smart solutions

Fidelity is an industry leader in the variety of investment classes we make available to investors with more than 100 tax-efficient investment options.

Summary of Fidelity's T-SWP investment options  

Summary of Fidelity's Corporate Class fund options  

Learn about our latest tax-smart investments

• Fidelity American High Yield Capital Yield Fund
• Fidelity Canadian Bond Capital Yield Fund
• Fidelity Canadian Large Cap Class
• Fidelity Dividend Plus Fund (available December 22, 2011)
• Fidelity Income Allocation Fund (available December 22, 2011)
• Fidelity Monthly Income Class