2016 Important Information for Corporate Shareholders
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- Bernard Barton
- 5 years ago
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1 IMPORTANT TAX INFORMATION 2016 Important Information for Corporate Shareholders We are writing with information to help you complete your U.S. corporate income tax return. A portion of the dividends you received may be eligible for the dividends-received deduction available to corporate shareholders for calendar year The amounts that qualify for the corporate dividends-received deduction may differ from amounts reported to individuals as qualified dividends as a result of certain provisions of the Jobs and Growth Tax Relief Reconciliation Act of To determine the amount of each dividend that may be eligible for the deduction, multiply the amount shown as ordinary dividends in 2016 by the corresponding percentage from the table that follows. The amount of each dividend you received is reported as follows: For Fidelity Brokerage Accounts, in the Detail Information pages of your 2016 Informational Tax Reporting Statement, find the Details of Dividend and Distributions Transactions section, Total Ordinary Dividends and Distributions Detail, Total Ordinary Dividends (column 1a). For Fidelity Mutual Fund Accounts, in the Transaction Details Section of your 2016 year-end Investment Report. The following example shows how a Fidelity Global Strategies Fund corporate investor would calculate the amount of each ordinary dividend that may be eligible for the deduction. Ex-Date 07/15/ /28/ /30/2016 Ordinary Dividends (from your 2016 Tax Reporting Statement or Investment Report) $1,000 $1,000 $1,000 x x x Qualifying Percentage (from table in this letter) 4% 17% 19% = = Dividends that May Qualify for Dividends- Received Deduction $40.00 $ $ $ In this example, $400 may qualify for the dividends-received deduction. Subject to certain exceptions and limitations, the aggregate amount of dividends-received deductions that may be taken by a corporation is limited to 70% of its taxable income. Dividends on fund shares that are held less than 46 days are not eligible for the deduction. We suggest you consult your tax advisor, who is most familiar with your circumstances and the laws of the state in which you reside, to determine how you should report this information on your state tax returns. For questions and important tax information, visit our website at Fidelity.com/tax or call us at Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC FMR LLC. All rights reserved.
2 Page 2 02/05/ % 03/04/ % 04/08/ % 05/06/ % Fidelity Advisor Asset Manager 20%: Class I /03/ % 07/08/ % 08/05/ % 09/09/ % 12/23/2016 9% 02/05/ % 03/04/ % 04/08/ % 05/06/ % Fidelity Advisor Asset Manager 30%: Class I /03/ % 07/08/ % 08/05/ % 09/09/ % 12/23/ % 02/05/ % 03/04/ % 04/08/ % 05/06/ % Fidelity Advisor Asset Manager 30%: Class T /03/ % 07/08/ % 08/05/ % 09/09/ % 12/23/ % 04/08/ % Fidelity Advisor Asset Manager 40%: Class I /08/ % 12/23/ % 04/08/ % Fidelity Advisor Asset Manager 40%: Class T /08/ % 12/23/ % 04/08/ % Fidelity Advisor Asset Manager 50%: Class I /08/ % 12/23/ % Fidelity Advisor Asset Manager 60%: Class I /23/ % Fidelity Advisor Asset Manager 70%: Class A /23/ % Fidelity Advisor Asset Manager 70%: Class I /23/ % Fidelity Advisor Asset Manager 85%: Class I /23/ % Fidelity Advisor Asset Manager 85%: Class T /23/ % Fidelity Advisor Freedom 2005 Fund: Class I /13/2016 1% 12/28/ %
3 Page 3 Fidelity Advisor Freedom 2005 Fund: Class T /13/2016 2% 12/28/ % Fidelity Advisor Freedom 2010 Fund: Class A /13/2016 1% 12/28/ % Fidelity Advisor Freedom 2010 Fund: Class I /13/2016 1% 12/28/ % Fidelity Advisor Freedom 2010 Fund: Class T /13/2016 2% 12/28/ % Fidelity Advisor Freedom 2015 Fund: Class A /13/2016 3% 12/28/ % Fidelity Advisor Freedom 2015 Fund: Class I /13/2016 2% 12/28/ % Fidelity Advisor Freedom 2015 Fund: Class T /13/2016 4% 12/28/ % Fidelity Advisor Freedom 2020 Fund: Class A /13/2016 4% 12/28/ % Fidelity Advisor Freedom 2020 Fund: Class C /28/ % Fidelity Advisor Freedom 2020 Fund: Class I /13/2016 3% 12/28/ % Fidelity Advisor Freedom 2020 Fund: Class T /13/2016 6% 12/28/ % Fidelity Advisor Freedom 2025 Fund: Class A /13/2016 5% 12/28/ % Fidelity Advisor Freedom 2025 Fund: Class C /28/ % Fidelity Advisor Freedom 2025 Fund: Class I /13/2016 3% 12/28/ % Fidelity Advisor Freedom 2025 Fund: Class T /13/2016 8% 12/28/ % Fidelity Advisor Freedom 2030 Fund: Class A /13/ % 12/28/ % Fidelity Advisor Freedom 2030 Fund: Class C /28/ % Fidelity Advisor Freedom 2030 Fund: Class I /13/2016 4% 12/28/ % Fidelity Advisor Freedom 2030 Fund: Class T /28/ % Fidelity Advisor Freedom 2035 Fund: Class A /28/ % Fidelity Advisor Freedom 2035 Fund: Class I /28/ % Fidelity Advisor Freedom 2040 Fund: Class A /13/ % 12/28/ % Fidelity Advisor Freedom 2040 Fund: Class C /28/ % Fidelity Advisor Freedom 2040 Fund: Class I /13/ % 12/28/ % Fidelity Advisor Freedom 2040 Fund: Class T /28/ % Fidelity Advisor Freedom 2045 Fund: Class A /28/ %
4 Page 4 Fidelity Advisor Freedom 2045 Fund: Class I /28/ % Fidelity Advisor Freedom 2050 Fund: Class A /13/ % 12/28/ % Fidelity Advisor Freedom 2050 Fund: Class I /13/ % 12/28/ % Fidelity Advisor Freedom 2055 Fund: Class A /28/ % Fidelity Advisor Freedom 2055 Fund: Class I /13/ % 12/28/ % 04/08/2016 5% 05/13/ % 06/03/ % 07/08/ % Fidelity Advisor Freedom Income Fund: Class A /05/ % 09/09/ % 10/07/ % 11/04/ % 12/28/ % 04/08/2016 4% 05/13/ % 06/03/ % 07/08/ % Fidelity Advisor Freedom Income Fund: Class I /05/ % 09/09/ % 10/07/ % 11/04/ % 12/28/ % 04/08/2016 7% 05/13/ % 06/03/ % 07/08/ % Fidelity Advisor Freedom Income Fund: Class T /05/ % 09/09/ % 10/07/ % 11/04/ % 12/28/ % Fidelity Advisor Balanced Fund: Class A /14/ % 12/09/ % Fidelity Advisor Balanced Fund: Class C /14/ %
5 Page 5 Fidelity Advisor Balanced Fund: Class I /14/ % 12/09/ % Fidelity Advisor Balanced Fund: Class T /14/ % 12/09/ % Fidelity Advisor Canada Fund: Class I /09/2016 1% Fidelity Advisor Consumer Discretionary Fund: Class A 0185 Fidelity Advisor Consumer Discretionary Fund: Class I 0205 Fidelity Advisor Consumer Staples Fund: Class A /16/ % Fidelity Advisor Consumer Staples Fund: Class I /15/ % 12/16/ % Fidelity Advisor Consumer Staples Fund: Class T /16/ % 04/08/ % Fidelity Advisor Convertible Securities Fund: Class A /08/ % 10/07/ % 12/27/2016 3% 04/08/ % Fidelity Advisor Convertible Securities Fund: Class C /08/ % 10/07/ % 12/27/2016 4% 04/08/ % Fidelity Advisor Convertible Securities Fund: Class I /08/ % 10/07/ % 12/27/2016 3% Fidelity Advisor Diversified International Fund: Class A /09/2016 9% Fidelity Advisor Diversified International Fund: Class C /09/ % Fidelity Advisor Diversified International Fund: Class I /09/2016 7% Fidelity Advisor Diversified International Fund: Class T /09/ % Fidelity Advisor Diversified Stock Fund: Class A 0395 Fidelity Advisor Diversified Stock Fund: Class I 1446 Fidelity Advisor Dividend Growth Fund: Class A /27/ % Fidelity Advisor Dividend Growth Fund: Class I /27/ % Fidelity Advisor Dividend Growth Fund: Class T /27/ % Fidelity Advisor Emerging Markets Fund: Class A /27/ % Fidelity Advisor Emerging Markets Fund: Class I /09/ % 12/27/ % Fidelity Advisor Energy Fund: Class A 0247 Fidelity Advisor Energy Fund: Class I 0686
6 Page 6 Fidelity Advisor Equity Income Fund: Class A /27/ % Fidelity Advisor Equity Income Fund: Class C /27/ % Fidelity Advisor Equity Income Fund: Class I /27/ % Fidelity Advisor Equity Income Fund: Class T /27/ % Fidelity Advisor Equity Value Fund: Class I /27/ % Fidelity Advisor Equity Value Fund: Class T /27/ % Fidelity Advisor Event Driven Opportunities Fund: Class I /10/ % 12/02/ % Fidelity Advisor Financial Services Fund: Class A 0183 Fidelity Advisor Financial Services Fund: Class C 0284 Fidelity Advisor Financial Services Fund: Class I 0273 Fidelity Advisor Global Commodity Stock Fund: Class I /09/ % Fidelity Advisor Gold Fund: Class A /15/2016 4% 12/16/2016 3% Fidelity Advisor Gold Fund: Class I /15/2016 3% 12/16/2016 3% Fidelity Advisor Gold Fund: Class T /15/2016 4% 12/16/2016 4% Fidelity Advisor Growth & Income Fund: Class A /27/ % Fidelity Advisor Growth & Income Fund: Class I /27/ % Fidelity Advisor Growth & Income Fund: Class T /27/ % Fidelity Advisor Industrials Fund: Class A 0184 Fidelity Advisor Industrials Fund: Class I 0204 Fidelity Advisor Industrials Fund: Class T 0194 Fidelity Advisor International Capital Appreciation Fund: Class I /09/ % Fidelity Advisor International Discovery Fund: Class A /09/2016 2% Fidelity Advisor International Discovery Fund: Class C /09/2016 5% Fidelity Advisor International Discovery Fund: Class I /09/2016 2% Fidelity Advisor International Discovery Fund: Class T /09/2016 3% Fidelity Advisor International Discovery Fund: Class Z /09/2016 2% Fidelity Advisor International Growth Fund: Class A /09/ % Fidelity Advisor International Growth Fund: Class C /09/ %
7 Page 7 Fidelity Advisor International Growth Fund: Class I /09/ % Fidelity Advisor International Growth Fund: Class Z /09/ % Fidelity Advisor International Small Cap Opportunities Fund: Class A /09/2016 6% Fidelity Advisor International Small Cap Opportunities Fund: Class I /09/2016 4% Fidelity Advisor Large Cap Fund: Class A /27/ % Fidelity Advisor Large Cap Fund: Class I /27/ % Fidelity Advisor Latin America Fund: Class A /29/2016 1% Fidelity Advisor Leveraged Company Stock Fund: Class A /16/ % Fidelity Advisor Leveraged Company Stock Fund: Class I /16/ % Fidelity Advisor Leveraged Company Stock Fund: Class T /16/ % Fidelity Advisor Leveraged Company Stock Fund: Class Z /16/ % Fidelity Advisor Materials Fund: Class A 1789 Fidelity Advisor Materials Fund: Class I 1793 Fidelity Advisor Mid Cap II Fund: Class A 1359 Fidelity Advisor Mid Cap II Fund: Class I 1363 Fidelity Advisor Mid Cap II Fund: Class T 1362 Fidelity Advisor Mid Cap Value Fund: Class A 1816 Fidelity Advisor Mid Cap Value Fund: Class C 1818 Fidelity Advisor Mid Cap Value Fund: Class I 1820 Fidelity Advisor New Insights Fund: Class A /12/ % Fidelity Advisor New Insights Fund: Class C /12/ % Fidelity Advisor New Insights Fund: Class I /12/ % Fidelity Advisor New Insights Fund: Class T /12/ % Fidelity Advisor New Insights Fund: Class Z /12/ % Fidelity Advisor Overseas Fund: Class A /09/2016 4% Fidelity Advisor Overseas Fund: Class C /09/ % Fidelity Advisor Overseas Fund: Class I /09/2016 3% Fidelity Advisor Overseas Fund: Class T /09/2016 6% Fidelity Advisor Small Cap Fund: Class A /27/ % Fidelity Advisor Small Cap Fund: Class I /27/ % Fidelity Advisor Small Cap Fund: Class T /27/ % 09/09/ % Fidelity Advisor Small Cap Value Fund: Class A /27/ % Fidelity Advisor Small Cap Value Fund: Class C /27/ %
8 Page 8 09/09/ % Fidelity Advisor Small Cap Value Fund: Class I /27/ % Fidelity Advisor Small Cap Value Fund: Class T /27/ % Fidelity Advisor Stock Selector All Cap Fund: Class A 2443 Fidelity Advisor Stock Selector All Cap Fund: Class I /09/ % Fidelity Advisor Stock Selector Mid Cap Fund: Class A /27/ % Fidelity Advisor Stock Selector Mid Cap Fund: Class I /27/ % Fidelity Advisor Stock Selector Mid Cap Fund: Class T /27/ % 04/08/ % Fidelity Advisor Strategic Dividend & Income Fund: Class A /27/ % Fidelity Advisor Strategic Dividend & Income Fund: Class C /27/ % 04/08/ % Fidelity Advisor Strategic Dividend & Income Fund: Class I /08/ % 10/07/ % 12/27/ % Fidelity Advisor Strategic Dividend & Income Fund: Class T /27/ % Fidelity Advisor Technology Fund: Class A /09/ % Fidelity Advisor Technology Fund: Class C 0476 Fidelity Advisor Technology Fund: Class I /09/ % Fidelity Advisor Technology Fund: Class T /09/ % Fidelity Advisor Telecommunications Fund: Class I /15/ % 12/16/ % Fidelity Advisor Total International Equity Fund: Class C /09/ % Fidelity Advisor Utilities Fund: Class A /29/ % Fidelity Advisor Utilities Fund: Class C /29/ % Fidelity Advisor Utilities Fund: Class I /29/ % Fidelity Advisor Utilities Fund: Class T /29/ % Fidelity Advisor Value Strategies Fund: Class A /27/ % Fidelity Advisor Value Strategies Fund: Class C /27/ % Fidelity Advisor Value Strategies Fund: Class I /27/ %
9 Page 9 Fidelity Advisor Value Strategies Fund: Class T /27/ % 02/05/ % 03/04/ % 04/08/ % 05/06/ % Fidelity Asset Manager 20%: Retail Class /03/ % 07/08/ % 08/05/ % 09/09/ % 12/23/2016 9% 02/05/ % 03/04/ % 04/08/ % 05/06/ % Fidelity Asset Manager 30%: Retail Class /03/ % 07/08/ % 08/05/ % 09/09/ % 12/23/ % 04/08/ % Fidelity Asset Manager 40%: Retail Class /08/ % 12/23/ % 04/08/ % Fidelity Asset Manager 50%: Retail Class /08/ % 12/23/ % Fidelity Asset Manager 60%: Retail Class /23/ % Fidelity Asset Manager 70%: Retail Class /23/ % Fidelity Asset Manager 85%: Retail Class /23/ % 04/15/ % Fidelity 500 Index Fund: Institutional Class /08/ % 10/07/ % 12/16/ % Fidelity 500 Index Fund: Investor Class /08/ % 10/07/ % 12/16/ % 04/15/ % Fidelity 500 Index Fund: Premium Class /08/ % 10/07/ % 12/16/ % 04/08/ % Fidelity Balanced Fund /08/ % 10/14/ % 12/09/ %
10 Page 10 Fidelity Blue Chip Growth Fund /16/ % Fidelity Blue Chip Value Fund /09/ % Fidelity Canada Fund /09/2016 1% Fidelity Capital Appreciation Fund 0307 Fidelity Contrafund /05/ % Fidelity Contrafund : Class K /05/ % 04/08/ % Fidelity Convertible Securities Fund /08/ % 10/07/ % 12/27/2016 3% Fidelity Disciplined Equity Fund 0315 Fidelity Diversified International Fund /09/2016 9% Fidelity Dividend Growth Fund /16/ % Fidelity Emerging Markets Fund /09/ % 12/27/2016 9% Fidelity Equity Dividend Income Fund /27/ % 03/11/ % 04/08/ % Fidelity Equity-Income Fund /08/ % 10/07/ % 12/09/ % Fidelity Event Driven Opportunities Fund /10/ % 12/02/ % Fidelity Export and Multinational Fund /02/ % Fidelity Extended Market Index Fund: Investor Class /15/ % 12/16/ % Fidelity Extended Market Index Fund: Premium Class /15/ % 12/16/ % Fidelity Focused Stock Fund /09/ % Fidelity Four-in-One Index Fund /15/2016 3% 12/28/ % Fidelity Freedom 2005 Fund /28/ % Fidelity Freedom 2010 Fund /28/ % Fidelity Freedom 2015 Fund /28/ %
11 Page 11 Fidelity Freedom 2020 Fund /13/2016 1% 12/28/ % Fidelity Freedom 2025 Fund /13/2016 2% 12/28/ % Fidelity Freedom 2030 Fund /13/2016 1% 12/28/ % Fidelity Freedom 2035 Fund /28/ % Fidelity Freedom 2040 Fund /13/2016 5% 12/28/ % Fidelity Freedom 2045 Fund /13/2016 7% 12/28/ % Fidelity Freedom 2050 Fund /13/2016 9% 12/28/ % Fidelity Freedom 2055 Fund /13/2016 4% 12/28/ % Fidelity Freedom 2060 Fund /13/2016 2% 12/28/ % Fidelity Freedom Index 2010 Fund: Investor Class /13/2016 3% 12/28/ % Fidelity Freedom Index 2015 Fund: Investor Class /13/2016 3% 12/28/ % Fidelity Freedom Index 2020 Fund: Investor Class /13/2016 3% 12/28/ % Fidelity Freedom Index 2025 Fund: Investor Class /13/2016 4% 12/28/ % Fidelity Freedom Index 2040 Fund: Investor Class /13/ % 12/28/ % Fidelity Freedom Index 2050 Fund: Investor Class /13/ % 12/28/ % 05/13/ % 06/03/ % 07/08/ % Fidelity Freedom Income Fund /05/ % 09/09/ % 10/07/ % 11/04/ % 12/28/ % Fidelity Fund /12/ % Fidelity Global Balanced Fund 0334 Fidelity Global Commodity Stock Fund /09/ %
12 Page 12 04/08/ % Fidelity Global Equity Income Fund /08/ % 10/07/ % 12/16/ % 07/15/2016 4% Fidelity Global Strategies Fund /28/ % 12/30/ % Fidelity Growth & Income Portfolio 0027 Fidelity Growth Company Fund /27/ % Fidelity Growth Discovery Fund 0339 Fidelity Growth Strategies Fund /27/ % Fidelity Independence Fund /27/ % Fidelity International Capital Appreciation Fund /09/ % Fidelity International Discovery Fund /09/2016 2% Fidelity International Growth Fund /09/ % Fidelity International Small Cap Opportunities Fund /09/2016 5% Fidelity International Value Fund /09/2016 3% Fidelity Large Cap Core Enhanced Index Fund 1827 Fidelity Large Cap Growth Enhanced Index Fund 1829 Fidelity Large Cap Growth Index Fund: Premium Class /23/ % Fidelity Large Cap Stock Fund /10/ % 12/02/ % Fidelity Large Cap Value Enhanced Index Fund 1828 Fidelity Large Cap Value Index Fund: Premium Class /23/ % Fidelity Latin America Fund /29/2016 1% Fidelity Leveraged Company Stock Fund /16/ % Fidelity Low-Priced Stock Fund /16/ % 12/09/ % Fidelity Magellan Fund /13/ % Fidelity Mega Cap Stock Fund /12/ % Fidelity Mid Cap Enhanced Index Fund /09/ % 06/10/ % Fidelity Mid Cap Index Fund: Institutional Class /16/ % 12/30/ %
13 Page 13 06/10/ % Fidelity Mid Cap Index Fund: Investor Class /16/ % 12/30/ % 06/10/ % Fidelity Mid Cap Index Fund: Premium Class /16/ % 12/30/ % Fidelity Mid Cap Value Fund 0762 Fidelity Mid-Cap Stock Fund /10/ % 12/09/ % Fidelity Multi-Manager 2005 Fund /13/2016 1% 12/29/ % Fidelity Multi-Manager 2010 Fund /13/2016 2% 12/29/ % Fidelity Multi-Manager 2015 Fund /13/2016 2% 12/29/ % Fidelity Multi-Manager 2025 Fund /13/2016 3% 12/29/ % Fidelity Multi-Manager 2030 Fund /13/2016 7% 12/29/ % Fidelity Multi-Manager 2035 Fund /13/ % 12/29/ % Fidelity Multi-Manager 2040 Fund /29/ % Fidelity Multi-Manager 2045 Fund /13/ % 12/29/ % Fidelity Multi-Manager 2050 Fund /13/ % 12/29/ % Fidelity Multi-Manager 2055 Fund /29/ % Fidelity Multi-Manager 2060 Fund /29/ % 04/08/2016 2% 05/13/ % 06/03/ % 07/08/ % Fidelity Multi-Manager Income Fund /05/ % 09/09/ % 10/07/ % 11/04/ % 12/29/ % Fidelity NASDAQ Composite Index Fund /27/ % 03/18/ % Fidelity NASDAQ Composite Index Tracking Stock /17/ % 09/16/ % 12/16/ %
14 Page 14 Fidelity New Millennium Fund /27/ % Fidelity OTC Portfolio /09/ % Fidelity Overseas Fund /16/2016 2% Fidelity Pacific Basin Fund /16/2016 1% 04/08/ % 07/08/ % Fidelity Puritan Fund /14/ % 12/09/ % 12/27/ % Fidelity SAI Small-Mid Cap 500 Index Fund /16/ % 12/23/ % Fidelity SAI U.S. Large Cap Index Fund /16/ % 12/23/ % Fidelity SAI U.S. Minimum Volatility Index Fund 2759 Fidelity SAI U.S. Quality Index Fund /16/ % 12/02/ % Fidelity Small Cap Discovery Fund 0384 Fidelity Small Cap Enhanced Index Fund /09/ % 12/30/ % Fidelity Small Cap Index Fund: Investor Class /10/ % 12/16/ % Fidelity Small Cap Index Fund: Premium Class /10/ % 12/16/ % Fidelity Small Cap Stock Fund /09/ % Fidelity Small Cap Value Fund /27/ % Fidelity Stock Selector All Cap Fund /09/ % Fidelity Stock Selector Large Cap Value Fund 0708 Fidelity Stock Selector Mid Cap Fund /27/ % Fidelity Stock Selector Small Cap Fund /08/ % Fidelity Strategic Dividend & Income Fund /08/ % 10/07/ % 12/27/ % Fidelity Telecom and Utilities Fund 0311 Fidelity Total International Equity Fund /09/2016 9% Fidelity Total Market Index Fund: Institutional Class /15/ % 12/16/ % Fidelity Total Market Index Fund: Investor Class /16/ %
15 Page 15 Fidelity Total Market Index Fund: Premium Class /15/ % 12/16/ % Fidelity Trend Fund /05/ % Fidelity Value Discovery Fund /09/ % 12/09/ % Fidelity Value Fund /09/ % Fidelity Value Strategies Fund /27/ % Fidelity Worldwide Fund /09/ % Select Air Transportation Portfolio 0034 Select Automotive Portfolio /16/ % Select Banking Portfolio 0507 Select Brokerage and Investment Management Portfolio 0068 Select Chemicals Portfolio /16/ % Select Communications Equipment Portfolio 0518 Select Computers Portfolio 0007 Select Construction and Housing Portfolio 0511 Select Consumer Discretionary Portfolio 0517 Select Consumer Finance Portfolio /15/ % 12/16/ % Select Consumer Staples Portfolio /16/ % Select Defense and Aerospace Portfolio 0067 Select Energy Portfolio 0060 Select Energy Service Portfolio /08/ % 12/02/ % Select Environment and Alternative Energy Portfolio 0516 Select Financial Services Portfolio 0066 Select Gold Portfolio /15/2016 3% 12/16/2016 3% Select Health Care Portfolio 0063 Select Health Care Services Portfolio 0505 Select Industrial Equipment Portfolio 0510 Select Industrials Portfolio 0515 Select Insurance Portfolio 0045
16 Page 16 Select IT Services Portfolio 0353 Select Leisure Portfolio 0062 Select Materials Portfolio 0509 Select Medical Equipment and Systems Portfolio /16/ % Select Multimedia Portfolio 0503 Select Natural Gas Portfolio /08/ % Select Natural Resources Portfolio /08/ % Select Pharmaceuticals Portfolio /16/ % Select Retailing Portfolio 0046 Select Semiconductors Portfolio 0008 Select Software and IT Services Portfolio /15/ % 12/16/ % Select Technology Portfolio 0064 Select Telecommunications Portfolio /15/ % 12/16/ % Select Transportation Portfolio 0512 Select Utilities Portfolio 0065 Select Wireless Portfolio /02/ % Strategic Advisers Core Fund /15/ % 12/28/ % Strategic Advisers Core Multi-Manager Fund /15/ % 12/16/ % Strategic Advisers Core Multi-Manager Fund: Class F /15/ % 12/16/ % Strategic Advisers Emerging Markets Fund /28/2016 1% Strategic Advisers Emerging Markets Fund of Funds /28/2016 1% 12/30/2016 1% Strategic Advisers Emerging Markets Fund of Funds: Class F /28/2016 1% 12/30/2016 1% Strategic Advisers Growth Fund /15/ % 12/28/ % Strategic Advisers Growth Multi-Manager Fund /15/ % Strategic Advisers Growth Multi-Manager Fund: Class F /15/ % Strategic Advisers International Fund /15/2016 9% 12/28/2016 2%
17 Page 17 Strategic Advisers International II Fund /15/2016 5% 12/28/2016 4% Strategic Advisers International Multi-Manager Fund /02/2016 1% Strategic Advisers Small-Mid Cap Fund /28/ % Strategic Advisers Small-Mid Cap Multi-Manager Fund 2388 Strategic Advisers Small-Mid Cap Multi-Manager Fund: Class F 2483 Strategic Advisers Value Fund /15/ % 12/28/ % Strategic Advisers Value Multi-Manager Fund /15/ % Strategic Advisers Value Multi-Manager Fund: Class F /15/ %
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