06/05/2026 | Press release | Distributed by Public on 06/05/2026 08:45
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Sustainable Core Plus Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg MSCI U.S. Aggregate ESG Choice Bond Index
|
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
SCB-SSTK-0626-101-1.9911704.101
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Sustainable Core Plus Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg MSCI U.S. Aggregate ESG Choice Bond Index
|
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
ASCB-SSTK-0626-101-1.9911703.101
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
SAI Sustainable Core Plus Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg MSCI U.S. Aggregate ESG Choice Bond Index
|
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
SSU-SSTK-0626-101-1.9911694.101
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Series Investment Grade Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg
U.S. Aggregate Bond Index |
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18.502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
LIG-SSTK-0626-112-1.881203.112
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Series Sustainable Investment Grade Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg MSCI U.S. Aggregate ESG Choice Bond Index
|
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
SGB-SSTK-0626-101-1.9911702.101
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Tactical Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg
U.S. Aggregate Bond Index |
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
TBF-SSTK-0626-101-1.9911345.101
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
Tactical Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg
U.S. Aggregate Bond Index |
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
ATBF-SSTK-0626-100-1.9922984.100
|
June 5, 2026
|
|
Fund Name
|
Portfolio Manager
|
Role(s)
|
Compensated on Fund
|
Benchmark Index(s)
|
Sub-Portfolio Benchmark Index(s)
|
Peer Group(s)
|
Sub-Portfolio Peer Group(s)
|
Peer Group Compensation Based on Performance of
|
|
Fidelity®
SAI Total Bond Fund |
Julian
Potenza |
Co-
Portfolio Manager |
Yes
|
Bloomberg
U.S. Aggregate Bond Index |
N/A
|
N/A
|
N/A
|
N/A
|
|
Registered Investment
Companies*
|
Other Pooled
Investment
Vehicles
|
Other
Accounts
|
||||
|
Number of Accounts Managed
|
21
|
18
|
29
|
|||
|
Number of Accounts Managed with Performance-Based Advisory Fees
|
none
|
none
|
none
|
|||
|
Assets Managed (in millions)
|
$229,943
|
$39,694
|
$18,502
|
|||
|
Assets Managed with Performance-Based Advisory Fees (in millions)
|
none
|
none
|
none
|
|
STB-SSTK-0626-104-1.9899404.104
|
June 5, 2026
|