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[PDF File]Updated in March 2019, to include Strategic Advisers funds ...
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the Fidelity funds listed in the table on the following pages of this letter during 2018, a portion of the tax-exempt interest dividend income you earned may be exempt from your state’s income tax. ... Updated in March 2019, to include Strategic Advisers funds.

Strategic Advisers Core Income Fund (FPCIX)
Strategic Advisers ® Core Income Fund ... Allocating assets among affiliated fixed-income funds (i.e., Fidelity funds) and non-affiliated fixed-income funds that participate in Fidelity's FundsNetwork, and non-affiliated exchange traded funds (ETFs) (underlying funds) and sub-advisers.

[PDF File]Fidelity Wealth Services
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the Fidelity Strategic Advisers International Equity SMA and the Fidelity Strategic Advisers Tax-Managed International Equity Index SMA. However, there is an additional SMA Fee of up to 0.40% with respect to the Fidelity Strategic Advisers Blended International Equity SMA to compensate the Unaffiliated Model

[PDF File]THE FIDELITY PRIVATE PORTFOLIO SERVICE FUNDAMENTALS
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The Fidelity Private Portfolio Service offers individualized account management provided by Strategic Advisers, Inc. (also referred to as “Strategic Advisers”), a registered investment adviser and a Fidelity Investments® company. The Fidelity Private Portfolio Service is available for investors

[PDF File]Fidelity International Equity Strategy
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FPWA has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management of Fidelity® International Equity Strategy accounts, including investment selection and trade execution, subject to FPWA’s oversight. Strategic Advisers LLC implements ...

Strategic Advisers Core Fund (FCSAX) - Fidelity Investments
Strategic Advisers ® Core Fund (FCSAX) No Transaction Fee 1 Hypothetical Growth of $10,0002,3 (12/30/2009-9/30/2019) n Strategic Advisers ® Core Fund $29,745 n Large Blend $27,144 The performance data featured represents past performance, which is no guarantee of future results.

[PDF File]Fidelity Personalized Planning & Advice at Work Terms and ...
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Fidelity® Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC (“FPWA”) and Strategic Advisers LLC (“Strategic Advisers,” and, together with FPWA, sometimes referred to as “we” or “us” throughout this document).

[PDF File]Strategic Advisers Multi-Manager Funds - Fidelity Investments
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employed by the Strategic Advisers Multi-Manager Funds, please see the prospectuses for the funds. You may also obtain fund information, including a full list of holdings, on NetBeneﬁ ts.com or Fidelity.com. Strategic Advisers Multi-Manager Funds Information on the …

Strategic Advisers Fidelity International Fund (FUSIX)
Strategic Advisers ® Fidelity International Fund (FUSIX) No Transaction Fee 1 Hypothetical Growth of $10,0002,3 (9/30/2009-9/30/2019) n Strategic Advisers ® Fidelity International Fund $17,407 n Foreign Large Growth $18,099 The performance data featured represents past performance, which is no guarantee of future results.

[PDF File]MERGER OF THE FIDELITY MULTI ASSET STRATEGIC FUND AND ...
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MERGER OF THE FIDELITY MULTI ASSET STRATEGIC FUND AND IMPACT ON YOUR RL360 POLICY <PRODUCT> <POLICY NUMBER> Fidelity has announced that it will be merging its Fidelity Multi Asset Strategic fund (the “merging fund”) into its Fidelity Multi Asset Open Strategic fund (the “receiving fund”) on 8 March 2019 (the “effective date”).

Fidelity strategic advisers funds