Proxy Statement (definitive) (def 14a)

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SCHEDULE 14A INFORMATION

PROXY STATEMENT PURSUANT TO SECTION 14(a)

OF THE SECURITIES EXCHANGE ACT OF 1934

 

 

Filed by the Registrant  ☒                              Filed by a Party other than the Registrant  ☐

Check the appropriate box:

 

   Preliminary Proxy Statement
   Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
   Definitive Proxy Statement
   Definitive Additional Materials
   Soliciting Material under Rule 14a-12
   Fidelity Advisor Series I, Fidelity Advisor Series VII, Fidelity Advisor Series VIII, Fidelity Capital Trust, Fidelity Commonwealth Trust, Fidelity Commonwealth Trust II, Fidelity Concord Street Trust, Fidelity Contrafund, Fidelity Covington Trust, Fidelity Destiny Portfolios, Fidelity Devonshire Trust, Fidelity Financial Trust, Fidelity Hastings Street Trust, Fidelity Investment Trust, Fidelity Magellan Fund, Fidelity Mt. Vernon Street Trust, Fidelity Puritan Trust, Fidelity Securities Fund, Fidelity Select Portfolios, Fidelity Summer Street Trust, and Fidelity Trend Fund

 

    

(Name of Registrant as Specified In Its Charter)

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IMPORTANT

 

LOGO

 

Proxy Materials

PLEASE CAST YOUR VOTE NOW!

FIDELITY ADVISOR SERIES I

FIDELITY ADVISOR SERIES VII

FIDELITY ADVISOR SERIES VIII

FIDELITY CAPITAL TRUST

FIDELITY COMMONWEALTH TRUST

FIDELITY COMMONWEALTH TRUST II

FIDELITY CONCORD STREET TRUST

FIDELITY CONTRAFUND

FIDELITY COVINGTON TRUST

FIDELITY DESTINY PORTFOLIOS

FIDELITY DEVONSHIRE TRUST

FIDELITY FINANCIAL TRUST

FIDELITY HASTINGS STREET TRUST

FIDELITY INVESTMENT TRUST

FIDELITY MAGELLAN FUND

FIDELITY MT. VERNON STREET TRUST

FIDELITY PURITAN TRUST

FIDELITY SECURITIES FUND

FIDELITY SELECT PORTFOLIOS

FIDELITY SUMMER STREET TRUST

FIDELITY TREND FUND

Dear Shareholder:

A special meeting of shareholders of the Fidelity® funds mentioned above will be held on June 9, 2020. The purpose of the meeting is to provide you with the opportunity to vote on important proposals that affects the funds and your investment in them. As a shareholder, you have the opportunity to voice your opinion on the matters that affect your funds. This package contains information about the proposals and the materials to use when casting your vote.

Please read the enclosed materials and cast your vote on the proxy card(s). Please vote your shares promptly. Your vote is extremely important, no matter how large or small your holdings may be.

Each of the proposals has been carefully reviewed by the Board of Trustees. The Trustees, most of whom are not affiliated with Fidelity, are responsible for protecting your interests as a shareholder. The Trustees believe that four of these proposals are in the best interests of shareholders – the proposal to elect a Board of Trustees, the proposals to convert fundamental investment policies to non-fundamental for certain funds, and the proposal to modify the fundamental investment policy and concentration policy for Fidelity Advisor® Semiconductors Fund. They recommend that you vote for these proposals. They recommend that you vote against the proposals submitted by shareholders of certain funds.

The following Q&A is provided to assist you in understanding the proposals. Each of the proposals is described in greater detail in the enclosed proxy statement.

Voting is quick and easy. To cast your vote, you may:

 

 

Vote your shares by visiting the web site indicated on your proxy card(s), enter the control number found on the card(s) and follow the on-line instructions,

OR

 

 

Vote your shares by calling the toll-free number indicated on your proxy card(s), enter the control number found on the card(s) and follow the recorded instructions,

OR

 

 

If you have received a paper copy of the proxy card, vote your shares by completing the proxy card(s) and returning the signed card(s) in the postage-paid envelope.

If you have any questions before you vote, please call Fidelity using the contact information applicable to your funds located in the table in the enclosed Q&A. We’ll be glad to help you get your vote in quickly. Thank you for your participation in this important initiative.

Sincerely,

 

LOGO

James C. Curvey

Chairman


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Important information to help you understand and vote on the proposals

Please read the full text of the proxy statement. Below is a brief overview of the proposals to be voted upon. Your vote is important. We appreciate you placing your trust in Fidelity and look forward to helping you achieve your financial goals.

What proposals am I being asked to vote on?

You are being asked to vote on the following proposals:

 

1.   To elect a Board of Trustees.

 

2.   For shareholders of certain funds, to convert a fundamental investment policy to non-fundamental.

 

3.   For shareholders of Fidelity Advisor® Semiconductors Fund, to modify the fund’s fundamental investment policy.

 

4.   For shareholders of Fidelity Advisor® Semiconductors Fund, to modify the fund’s fundamental concentration policy.

 

5.   For certain funds, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. Certain shareholders of the above-referenced funds (for purposes of Proposal 5, each a “Fund”) have advised the Funds that they intend to present the shareholder proposal at the Meeting. For the reasons set forth after the proposal, the Board of Trustees recommends a vote “Against” the proposal.

 

6.   For shareholders of Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. Certain shareholders of Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund have advised the Funds that they intend to present the shareholder proposal at the Meeting. For the reasons set forth after the proposal, the Board of Trustees recommends a vote “Against” the proposal.

1. To elect a Board of Trustees.

What role does the Board play?

The Trustees serve as representatives of the funds’ shareholders. Members of the Board are fiduciaries and have an obligation to serve the best interests of shareholders, including consideration of policy changes. In addition, the Trustees review fund performance, oversee fund activities, and review contractual arrangements with companies that provide services to the funds.

The Board of Trustees has unanimously approved the proposal and recommends that you vote to approve it.

2. For shareholders of certain funds, to convert a fundamental investment policy to non-fundamental.

Why am I being asked to convert a fundamental investment policy to non-fundamental?

When a policy is fundamental, it requires both board and shareholder approval to change. A non-fundamental policy can be changed by board vote alone.

When a policy can only be changed with shareholder approval, it is difficult and costly for a fund to update and revise its policy, if needed, when market conditions change. Converting to non-fundamental provides greater flexibility to react to market changes in a timely and cost-effective manner.

Will the change from fundamental to non-fundamental change how the funds are managed?

No, there are no plans to change the way any fund is currently managed.

The Board of Trustees has unanimously approved the proposal and recommends that you vote to approve it.

3. For shareholders of Fidelity Advisor Semiconductors Fund, to modify the fund’s fundamental investment policy.

Why am I being asked to approve the modification of the fundamental investment policy?

Fidelity Advisor Semiconductors Fund currently has a fundamental investment policy of investing in companies engaged in the design, manufacture, or sale of electronic components (semiconductors, connectors, printed circuit boards and other components); equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors.

However, as the fund’s name suggests, it invests primarily in companies engaged the design manufacture, or sale of semiconductors and semiconductor equipment. Shareholder approval is required to modify the policy in order to reflect semiconductors instead of electronics. The change will not impact the way the fund is managed.

The Board of Trustees has unanimously approved the proposal and recommends that you vote to approve it.


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4. For shareholders of Fidelity Advisor Semiconductors Fund, to modify the fund’s fundamental concentration policy.

Why am I being asked to modify the fundamental concentration policy?

Fidelity Advisor Semiconductors Fund currently has a fundamental concentration policy that uses generic language. However, as the fund’s name suggests, the fund concentrates in semiconductors and semiconductor industries. Shareholder approval is required to modify the policy to replace the generic language with “semiconductors industries”. The change will not impact the way the fund is managed.

The Board of Trustees has unanimously approved the proposal and recommends that you vote to approve it.

General Questions on the Proxy

Who is Computershare Limited?

Computershare Limited is a third party proxy vendor that had been hired to call shareholders and record proxy votes. In order to hold a shareholder meeting, quorum must be reached. If quorum is not attained, the meeting may adjourn to a future date. The trust attempts to reach shareholders via multiple mailings to remind them to cast their vote. As the meeting approaches, phone calls may be made to clients who have not yet voted their shares so that the shareholder meeting does not have to be postponed.

Voting your shares immediately will help minimize additional solicitation expenses and prevent the need to make a call to you to solicit your vote.

How many votes am I entitled to cast?

As a shareholder, you are entitled to one vote for each dollar of net asset value you own of each of the funds on the record date. The record date is April 13, 2020.

How do I vote my shares?

You can vote your shares by visiting the web site indicated on your proxy card and following the on-line instructions. You may also vote by touch-tone telephone by calling the toll-free number printed on your proxy card(s) and following the recorded instructions. In addition, you may vote by completing and signing the enclosed proxy card(s) and mailing them in the enclosed postage-paid envelope. If you need any assistance, or have any questions regarding the proposals or how to vote your shares, please call Fidelity at the toll-free number on your proxy card or notice.

How do I sign the proxy card?

Individual Accounts:   Shareholders should sign exactly as their names appear on the account registration shown on the card or form.
Joint Accounts:   Either owner may sign, but the name of the person signing should conform exactly to a name shown in the registration.
All Other Accounts:   The person signing must indicate his or her capacity. For example, a trustee for a trust or other entity should sign, “Ann B. Collins, Trustee.”

 

 

1.9898164.100      EQ-PXL-0320  


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Important Notice Regarding the Availability of Proxy Materials for the

Shareholder Meeting to be held on June 9, 2020

The Letter to Shareholders, Notice of Meeting, and Proxy Statement are available at www.proxy-direct.com/fidelity

FIDELITY ADVISOR SERIES I

FIDELITY ADVISOR SERIES VII

FIDELITY ADVISOR SERIES VIII

FIDELITY CAPITAL TRUST

FIDELITY COMMONWEALTH TRUST

FIDELITY COMMONWEALTH TRUST II

FIDELITY CONCORD STREET TRUST

FIDELITY CONTRAFUND

FIDELITY COVINGTON TRUST

FIDELITY DESTINY PORTFOLIOS

FIDELITY DEVONSHIRE TRUST

FIDELITY FINANCIAL TRUST

FIDELITY HASTINGS STREET TRUST

FIDELITY INVESTMENT TRUST

FIDELITY MAGELLAN FUND

FIDELITY MT. VERNON STREET TRUST

FIDELITY PURITAN TRUST

FIDELITY SECURITIES FUND

FIDELITY SELECT PORTFOLIOS

FIDELITY SUMMER STREET TRUST

FIDELITY TREND FUND

245 Summer Street, Boston, Massachusetts 02210

1-800-544-8544 (Retail funds and/or classes)

1-800-FIDELITY (Fidelity ETFs)

1-800-596-3222 (Advisor classes)

NOTICE OF SPECIAL MEETING OF SHAREHOLDERS

To the Shareholders of the above trusts:

NOTICE IS HEREBY GIVEN that a Special Meeting of Shareholders (the Meeting) of the above-named trusts (the trusts) will be held at an office of the trusts, 245 Summer Street, Boston, Massachusetts 02210 (at the corner of Summer Street and Dorchester Avenue, next to Boston’s South Station) on June 9, 2020, at 8 a.m. Eastern Time (ET). Appendix A contains a list of the funds in the trusts (the funds).

The purpose of the Meeting is to consider and act upon the following proposals and to transact such other business as may properly come before the Meeting or any adjournments thereof.

 

  1.

To elect a Board of Trustees.

 

  2.

For certain funds, to convert a fundamental investment policy to a non-fundamental investment policy.

 

  3.

For Fidelity Advisor® Semiconductors Fund, to modify a fundamental investment policy.

 

  4.

For Fidelity Advisor® Semiconductors Fund, to modify the fund’s fundamental concentration policy.

 

  5.

For certain funds, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity.

 

  6.

For each of Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity.

The Board of Trustees has fixed the close of business on April 13, 2020, as the record date for the determination of the shareholders of each of the funds entitled to notice of, and to vote at, such Meeting and any adjournments thereof.

By order of the Board of Trustees,

CYNTHIA LO BESSETTE

Secretary

April 13, 2020


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Your vote is important – please vote your shares promptly.

Shareholders are invited to attend the Meeting in person. Admission to the Meeting will be on a first-come, first-served basis and will require picture identification. Shareholders arriving after the start of the Meeting may be denied entry. Cameras, cell phones, recording equipment and other electronic devices will not be permitted. Fidelity reserves the right to inspect any persons or items prior to admission to the Meeting.

Any shareholder who does not expect to attend the Meeting is urged to vote using the touch-tone telephone or internet voting instructions that follow or by indicating voting instructions on the enclosed proxy card, dating and signing it, and returning it in the envelope provided, which needs no postage if mailed in the United States. In order to avoid unnecessary expense, we ask your cooperation in responding promptly, no matter how large or small your holdings may be. If you wish to wait until the Meeting to vote your shares, you will need to request a paper ballot at the Meeting in order to do so.

INSTRUCTIONS FOR EXECUTING PROXY CARD

The following general rules for executing proxy cards may be of assistance to you and help avoid the time and expense involved in validating your vote if you fail to execute your proxy card properly.

 

  1.

Individual Accounts: Your name should be signed exactly as it appears in the registration on the proxy card.

 

  2.

Joint Accounts: Either party may sign, but the name of the party signing should conform exactly to a name shown in the registration.

 

  3.

All other accounts should show the capacity of the individual signing. This can be shown either in the form of the account registration itself or by the individual executing the proxy card. For example:

 

         

REGISTRATION

 

VALID SIGNATURE

A.     1)     ABC Corp.   John Smith, Treasurer
    2)     ABC Corp.   John Smith, Treasurer
    c/o John Smith, Treasurer  
B.     1)     ABC Corp. Profit Sharing Plan   Ann B. Collins, Trustee
    2)     ABC Trust   Ann B. Collins, Trustee
    3)     Ann B. Collins, Trustee   Ann B. Collins, Trustee
    u/t/d 12/28/78  
C.     1)     Anthony B. Craft, Cust.   Anthony B. Craft
    f/b/o Anthony B. Craft, Jr.  
    UGMA  

INSTRUCTIONS FOR VOTING BY TOUCH-TONE TELEPHONE OR THROUGH THE INTERNET

 

1.

Read the proxy statement, and have your proxy card or notice handy.

 

2.

Call the toll-free number or visit the web site indicated on your proxy card or notice.

 

3.

Enter the number found in either the box on the front of your proxy card or on the proposal page(s) of your notice.

 

4.

Follow the recorded or on-line instructions to cast your vote.


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PROXY STATEMENT

SPECIAL MEETING OF SHAREHOLDERS OF

FIDELITY ADVISOR SERIES I

FIDELITY ADVISOR SERIES VII

FIDELITY ADVISOR SERIES VIII

FIDELITY CAPITAL TRUST

FIDELITY COMMONWEALTH TRUST

FIDELITY COMMONWEALTH TRUST II

FIDELITY CONCORD STREET TRUST

FIDELITY CONTRAFUND

FIDELITY COVINGTON TRUST

FIDELITY DESTINY PORTFOLIOS

FIDELITY DEVONSHIRE TRUST

FIDELITY FINANCIAL TRUST

FIDELITY HASTINGS STREET TRUST

FIDELITY INVESTMENT TRUST

FIDELITY MAGELLAN FUND

FIDELITY MT. VERNON STREET TRUST

FIDELITY PURITAN TRUST

FIDELITY SECURITIES FUND

FIDELITY SELECT PORTFOLIOS

FIDELITY SUMMER STREET TRUST

FIDELITY TREND FUND

TO BE HELD ON JUNE 9, 2020

This Proxy Statement is furnished in connection with a solicitation of proxies made by, and on behalf of, the Board of Trustees of the above-named trusts (the trusts) to be used at the Special Meeting of Shareholders and at any adjournments thereof (the Meeting), to be held on June 9, 2020 at 8 a.m. ET at 245 Summer Street, Boston, Massachusetts 02210, an office of the trusts. Appendix A contains a list of the funds in each trust (the funds).

The following table summarizes the proposals applicable to each fund:

 

Proposal#    Proposal Description    Applicable Fund    Page
1.    To elect a Board of Trustees.    All funds. See Appendix A for a list of funds in each trust.      3
2.    To convert a fundamental investment policy to a non-fundamental investment policy.    Funds listed in Appendix B.      7
3.    To modify a fundamental investment policy.    Fidelity Advisor® Semiconductors Fund.      8
4.    To modify the fund’s fundamental concentration policy.    Fidelity Advisor® Semiconductors Fund.      8
5.    A shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity.    Fidelity® 500 Index Fund, Fidelity® Balanced Fund, Fidelity® Blue Chip Growth Fund, Fidelity® Capital & Income Fund, Fidelity® Capital Appreciation Fund, Fidelity® Contrafund®, Fidelity® Convertible Securities Fund, Fidelity® Diversified International Fund, Fidelity® Dividend Growth Fund, Fidelity® Equity Dividend Income Fund, Fidelity® Equity-Income Fund, Fidelity® Export and Multinational Fund, Fidelity® Growth & Income Portfolio, Fidelity® Growth Company Fund, Fidelity® Independence Fund, Fidelity® International Discovery Fund, Fidelity® International Index Fund, Fidelity® Leveraged Company Stock Fund and Fidelity® Low-Priced Stock Fund      9
6.    A shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity.    Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund    11


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The purpose of the Meeting is set forth in the accompanying Notice. The solicitation is being made primarily by the mailing of the Notice of Internet Availability of Proxy Materials and the distribution of this Proxy Statement and the accompanying proxy card on or about April 13, 2020. Supplementary solicitations may be made by mail, telephone, facsimile, electronic means or by personal interview by representatives of the trusts. In addition, Computershare Limited (Computershare) may be paid on a per-call basis to solicit shareholders by telephone on behalf of the funds in the trusts. The funds may also arrange to have votes recorded by telephone. Computershare may be paid on a per-call basis for vote-by-phone solicitations on behalf of the funds. The approximate anticipated total cost of these services is detailed in Appendix C.

If the funds record votes by telephone or through the internet, they will use procedures designed to authenticate shareholders’ identities, to allow shareholders to authorize the voting of their shares in accordance with their instructions, and to confirm that their instructions have been properly recorded. Proxies voted by telephone or through the internet may be revoked at any time before they are voted at the Meeting.

Some shareholders will not automatically receive a copy of this entire Proxy Statement in the mail, but will instead receive a notice that informs them of how to access all of the proxy materials on a publicly available website (commonly referred to as “notice and access”). Shareholders who receive such a notice will not be able to return the notice to have their vote recorded. However, they can access the proxy materials at www.proxydirect.com/fidelity to vote eligible shares or may use the instructions on the notice to request a paper or email copy of the proxy materials at no charge.

Unless otherwise indicated in Appendix A, (i) the expenses in connection with preparing this Proxy Statement, its enclosures, and all solicitations and (ii) the expenses associated with reimbursing brokerage firms and others for their reasonable expenses in forwarding solicitation material to the beneficial owners of shares, will be borne by each fund.

For a fund whose management contract with Fidelity Management & Research Company LLC (FMR) obligates FMR to pay certain fund level expenses, the expenses in connection with preparing this Proxy Statement and its enclosures and all solicitations will be borne by FMR. FMR will reimburse brokerage firms and others for their reasonable expenses in forwarding solicitation material to the beneficial owners of shares.

Appendix A lists each fund’s auditor and fiscal year end. The principal business address of FMR, each fund’s investment adviser, is 245 Summer Street, Boston, Massachusetts 02210. Each fund’s sub-adviser(s) and each sub-adviser’s principal business address are included in Appendix D. The principal business address of Fidelity Distributors Company LLC, each fund’s principal underwriter and distribution agent, is 100 Salem Street, Smithfield, Rhode Island 02917.

If the enclosed proxy is executed and returned, or an internet or telephonic vote is delivered, that vote may nevertheless be revoked at any time prior to its use by written notification received by a trust, by the execution of a later-dated proxy, by a trust’s receipt of a subsequent valid internet or telephonic vote, or by attending the Meeting and voting in person.

All proxies solicited by the Board of Trustees that are properly executed and received by the Secretary prior to the Meeting, and are not revoked, will be voted at the Meeting. Shares represented by such proxies will be voted in accordance with the instructions thereon. If no specification is made on a properly executed proxy, it will be voted FOR Proposals 1, 2, 3, and 4 and AGAINST Proposals 5 and 6. All shares that are voted and votes to ABSTAIN will be counted towards establishing a quorum, as will broker non-votes. (Broker non-votes are shares for which (i) the beneficial owner has not voted and (ii) the broker holding the shares does not have discretionary authority to vote on the particular matter.)

With respect to fund shares held in Fidelity individual retirement accounts (including Traditional, Rollover, SEP, SARSEP, Roth and SIMPLE IRAs), the IRA Custodian will vote those shares for which it has received instructions from shareholders only in accordance with such instructions. If Fidelity IRA shareholders do not vote their shares, the IRA Custodian will vote their shares for them, in the same proportion as other Fidelity IRA shareholders have voted. For Fidelity fund investments in a Fidelity Series Fund, Fidelity generally will vote in a manner consistent with the recommendation of the Fidelity Series Fund’s Board of Trustees on all proposals.

With respect to Proposal 1, one-third of each trust’s outstanding voting securities entitled to vote constitutes a quorum for the transaction of business at the Meeting. With respect to Proposals 2, 3, 4, 5, and 6, one-third of the impacted fund’s outstanding voting securities entitled to vote constitutes a quorum for the transaction of business at the Meeting. If a quorum is not present at a Meeting, or if a quorum is present at a Meeting but sufficient votes to approve one or more of the proposed items are not received, or if other matters arise requiring shareholder attention, the persons named as proxy agents may propose one or more adjournments of the Meeting to permit further solicitation of proxies. Any such adjournment will require the affirmative vote of a majority of those shares present at the Meeting or represented by proxy. When voting on a proposed adjournment, the persons named as proxy agents will vote FOR the proposed adjournment all shares that they are entitled to vote with respect to each item, unless directed to vote AGAINST an item, in which case such shares will be voted AGAINST the proposed adjournment with respect to that item. However, if sufficient votes to achieve quorum on Proposals 5 and 6 have not been received, the persons named as proxy agents may vote in favor of a proposed adjournment with respect to those items. A shareholder vote may be taken on one or more of the items in this Proxy Statement prior to such adjournment if sufficient votes have been received and it is otherwise appropriate.

Shares of each fund and class, if applicable, issued and outstanding as of February 29, 2020 are indicated in Appendix E.

Information regarding record and/or beneficial ownership of each fund and class, as applicable, is included in Appendix F.

 

2


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Certain shares are registered to FMR or an FMR affiliate. To the extent that FMR and/or another entity or entities of which FMR LLC is the ultimate parent has discretion to vote, these shares will be voted at the Meeting FOR Proposals 1, 2, 3, and 4 and AGAINST Proposals 5 and 6. Otherwise, these shares will be voted in accordance with the plan or agreement governing the shares. Although the terms of the plans and agreements vary, generally the shares must be voted either (i) in accordance with instructions received from shareholders or (ii) in accordance with instructions received from shareholders and, for shareholders who do not vote, in the same proportion as certain other shareholders have voted. Certain funds and accounts that are managed by FMR or its affiliates (including funds of funds) invest in other funds and may at times have substantial investments in one or more funds. Although these funds generally intend to vote their shares of underlying funds using echo voting procedures (that is, in the same proportion as the holders of all other shares of the particular underlying fund), they reserve the right, on a case-by-case basis, to vote in another manner, which may include voting all shares as recommended by the Board.

Shareholders of record at the close of business on April 13, 2020 will be entitled to vote at the Meeting. Each such shareholder will be entitled to one vote for each dollar of net asset value held on that date, with fractional dollar amounts entitled to a proportional fractional vote.

We intend to hold the Meeting in person as set forth in this Proxy Statement. However, we are actively monitoring the coronavirus (COVID-19); we are sensitive to the public health and travel concerns our shareholders may have and the protocols that federal, state, and local governments may impose. As a result, the date, time, location or means of conducting the Meeting may change. In the event of such a change, the funds will post an announcement online at www.proxy-direct.com/fidelity and file the announcement on the Securities and Exchange Commission’s (“SEC”) EDGAR system, among other steps, but may not deliver additional soliciting materials to shareholders or otherwise amend the funds’ proxy materials. Although no decision has been made, the funds may consider imposing additional procedures or limitations on Meeting attendees or conducting the Meeting as a “virtual” shareholder meeting through the internet or other electronic means in lieu of an in-person meeting, subject to any restrictions imposed by applicable law. Please monitor the website at www.proxy-direct.com/fidelity for updated information. If you are planning to attend the Meeting, please check the website one week prior to the Meeting date. As always, we encourage you to vote your shares prior to the Meeting.

For a free copy of each fund’s annual and/or semiannual reports, call Fidelity at 1-800-544-8544 (other than for Advisor classes), 1-800-FIDELITY (Fidelity ETFs), or 1-800-596-3222 (Advisor classes only), visit Fidelity’s web sites at www.fidelity.com or institutional.fidelity.com, or write to Fidelity Distributors Company LLC at 100 Salem Street, Smithfield, Rhode Island 02917.

VOTE REQUIRED: Approval of Proposal 1 requires the affirmative vote of a plurality of the shares of the applicable trust voted in person or by proxy at the Meeting. Approval of Proposals 2, 3, and 4 requires the affirmative vote of a “majority of the outstanding voting securities” of the appropriate fund. Under the Investment Company Act of 1940 (1940 Act), the vote of a “majority of the outstanding voting securities” means the affirmative vote of the lesser of (a) 67% or more of the voting securities present at the Meeting or represented by proxy if the holders of more than 50% of the outstanding voting securities are present or represented by proxy or (b) more than 50% of the outstanding voting securities. Approval of Proposals 5 and 6 requires the affirmative vote of a majority of the shares of the appropriate fund voted in person or by proxy at the Meeting. With respect to Proposals 2, 3, 4, 5, and 6 votes to ABSTAIN and broker non-votes will have the same effect as votes cast AGAINST the Proposals. With respect to Proposal 1, votes to ABSTAIN and broker non-votes will have no effect.

PROPOSAL 1

TO ELECT A BOARD OF TRUSTEES

The purpose of this proposal is to elect a Board of Trustees of each trust. Pursuant to the provisions of the Trust Instrument of each trust, the Trustees have determined that the number of Trustees shall be fixed at 14. It is intended that the enclosed proxy will be voted for the nominees listed below unless such authority has been withheld in the proxy.

Appendix G shows the composition of the Board of Trustees of each trust and the length of service of each Trustee and member of the Advisory Board. Except for Bettina Doulton and Robert A. Lawrence, all nominees named below are currently Trustees or Advisory Board Members of the trusts and have served in that capacity continuously since originally elected or appointed. Certain nominees were previously elected by shareholders to serve as Trustees of certain trusts, while other nominees were initially appointed by the Trustees and have not yet been elected by shareholders of all trusts. With respect to the nominees not previously elected by shareholders of one or more trusts, the trusts’ Governance and Nominating Committee identified Donald F. Donahue, Garnett A. Smith, and Michael E. Wiley as candidates; a third-party search firm retained by the Independent Trustees identified Vicki L. Fuller, Patricia L. Kampling, and Susan Tomasky as candidates; and an executive officer of FMR identified Ms. Doulton and Mr. Lawrence as candidates. The Governance and Nominating Committee has recommended all Independent Trustee candidates.

In the election of Trustees, those nominees receiving the highest number of votes cast at the Meeting, provided a quorum is present, shall be elected. A nominee shall be elected immediately upon shareholder approval, except that for Fidelity Advisor Series VIII, Fidelity Concord Street Trust, Fidelity Investment Trust, Fidelity Puritan Trust and Fidelity Securities Fund, the election of Ms. Doulton will be effective on or before January 1, 2021. For each such trust, the election of the nominees (excluding Ms. Doulton) will result in a board comprised of 14 Trustees, the maximum number permitted under the trust’s organizational documents. Accordingly, Ms. Doulton’s election will be effective once there is a vacancy on the board, which is currently expected to be January 1, 2021.

 

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Except for Messrs. Lawrence and Wiley and Mses. Doulton, Fuller, Kampling, and Tomasky, each of the nominees currently oversees 301 Fidelity funds. Mr. Wiley currently oversees 199 Fidelity funds. If elected, each nominee will oversee 301 Fidelity funds upon effectiveness of their election with respect to all trusts.

James C. Curvey also currently serves as Trustee of each trust and Jonathan Chiel currently serves as trustee of Fidelity Advisor Series VIII, Fidelity Concord Street Trust, Fidelity Investment Trust, Fidelity Puritan Trust, and Fidelity Securities Fund. Mr. Chiel is not nominated for election by shareholders but will continue to serve as a Trustee of such trusts following the election. Mr. Chiel currently oversees 172 Fidelity funds. Mr. Curvey recently announced his retirement from the Board and, as a result, is not standing for reelection.

The nominees you are being asked to elect as Trustees of the funds are as follows:

Interested Nominees*:

Correspondence intended for each Interested Nominee (that is, the nominees that are interested persons (as defined in the 1940 Act)) may be sent to Fidelity Investments, 245 Summer Street, Boston, Massachusetts 02210.

Name, Year of Birth; Principal Occupations and Other Relevant Experience+

Bettina Doulton (1964)

 

Prior to her retirement, Ms. Doulton served in a variety of positions at Fidelity Investments, including as a managing director of research (2006-2007), portfolio manager to certain Fidelity funds (1993-2005), equity analyst and portfolio assistant (1990-1993), and research assistant (1987-1990). Ms. Doulton currently owns and operates Phi Builders + Architects and Cellardoor Winery. Previously, Ms. Doulton served as a member of the Board of Brown Capital Management, LLC (2013-2018).

Robert A. Lawrence (1952)

Mr. Lawrence currently serves as Chairman of the Board of Trustees of the Strategic Advisers Funds (14 funds). Prior to his retirement in 2008, Mr. Lawrence served as Vice President of certain Fidelity funds (2006-2008), Senior Vice President, Head of High Income Division of Fidelity Management & Research Company (investment adviser firm, 2006-2008), and President of Fidelity Strategic Investments (investment adviser firm, 2002-2005).

 

*

Determined to be an “Interested Nominee” by virtue of, among other things, his or her affiliation with the trusts or various entities under common control with FMR.

 

+

The information includes each nominee’s principal occupation during the last five years and other information relating to the experience, attributes, and skills relevant to the nominee’s qualifications to serve as a Trustee, which led to the conclusion that the nominee should serve as a Trustee for each fund.

Independent Nominees:

Correspondence intended for each Independent Nominee (that is, the nominees that are not interested persons (as defined in the 1940 Act)) may be sent to Fidelity Investments, P.O. Box 55235, Boston, Massachusetts 02205-5235.

Name, Year of Birth; Principal Occupations and Other Relevant Experience+

Dennis J. Dirks (1948)

Mr. Dirks also serves as Trustee of other Fidelity® funds. Prior to his retirement in May 2003, Mr. Dirks served as Chief Operating Officer and as a member of the Board of The Depository Trust & Clearing Corporation (financial markets infrastructure), President, Chief Operating Officer and a member of the Board of The Depository Trust Company (DTC), President and a member of the Board of the National Securities Clearing Corporation (NSCC), Chief Executive Officer and a member of the Board of the Government Securities Clearing Corporation and Chief Executive Officer and a member of the Board of the Mortgage-Backed Securities Clearing Corporation. Mr. Dirks currently serves as a member of the Finance Committee (2016-present) and Board (2017-present) and is Treasurer (2018-present) of the Asolo Repertory Theatre.

Donald F. Donahue (1950)

Mr. Donahue also serves as Trustee of other Fidelity® funds. Mr. Donahue serves as President and Chief Executive Officer of Miranda Partners, LLC (risk consulting for the financial services industry, 2012-present). Previously, Mr. Donahue served as Chief Executive Officer (2006-2012), Chief Operating Officer (2003-2006) and Managing Director, Customer Marketing and Development (1999-2003) of The Depository Trust & Clearing Corporation (financial markets infrastructure). Mr. Donahue currently serves as a member (2007-present) and Co-Chairman (2016-present) of the Board of United Way of New York, a member of the Board of NYC Leadership Academy (2012-present) and a member of the Board of Advisors of Ripple Labs, Inc. (financial services, 2015-present). Mr. Donahue previously served as a member of the Advisory Board of certain Fidelity® funds (2015-2018).

 

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Name, Year of Birth; Principal Occupations and Other Relevant Experience+

Vicki L. Fuller (1957)

Ms. Fuller also serves as Member of the Advisory Board of other Fidelity® funds. Previously, Ms. Fuller served as Chief Investment Officer of the New York State Common Retirement Fund (2012-2018) and held a variety of positions at AllianceBernstein L.P. (global asset management, 1985-2012), including Managing Director (2006-2012) and Senior Vice President and Senior Portfolio Manager (2001-2006). Ms. Fuller currently serves as a member of the Board, Audit Committee and Nominating and Governance Committee of The Williams Companies, Inc. (natural gas infrastructure, 2018-present) and as a member of the Board of Treliant, LLC (consulting, 2019-present).

Patricia L. Kampling (1959)

Ms. Kampling also serves as Member of the Advisory Board of other Fidelity® funds. Prior to her retirement, Ms. Kampling served as Chairman of the Board and Chief Executive Officer (2012-2019), President and Chief Operating Officer (2011-2012) and Executive Vice President and Chief Financial Officer (2010-2011) of Alliant Energy Corporation. Ms. Kampling currently serves as a member of the Board, Compensation Committee and Executive Committee and as Chair of the Audit Committee of Briggs & Stratton Corporation (manufacturing, 2011-present) and as a member of the Board, Audit, Finance and Risk Committee and Safety, Environmental, Technology and Operations Committee of American Water Works Company, Inc. (utilities company, 2019-present). In addition, Ms. Kampling currently serves as a member of the Board of the Nature Conservancy, Wisconsin Chapter (2019-present). Previously, Ms. Kampling served as a member of the Board of Interstate Power and Light Company (2012-2019) and Wisconsin Power and Light Company (2012-2019) (each a subsidiary of Alliant Energy Corporation) and as a member of the Board and Workforce Development Committee of the Business Roundtable (2018-2019).

Alan J. Lacy (1953)

Mr. Lacy also serves as Trustee of other Fidelity® funds. Previously, Mr. Lacy served as Senior Adviser (2007-2014) of Oak Hill Capital Partners, L.P. (private equity), Chief Executive Officer (2005) and Vice Chairman (2005-2006) of Sears Holdings Corporation (retail), Chief Executive Officer and Chairman of the Board of Sears, Roebuck and Co. (retail, 2000-2005) and Chairman (2014-2017) and a member of the Board (2010-2017) of Dave & Buster’s Entertainment, Inc. (restaurant and entertainment complexes). Mr. Lacy currently serves as a member of the Board of Bristol-Myers Squibb Company (global pharmaceuticals, 2008-present), Trustee of the California Chapter of The Nature Conservancy (2015-present) and a member of the Board of the Center for Advanced Study in the Behavioral Sciences at Stanford University (2015-present).

Ned C. Lautenbach (1944)

Co-Lead Independent Trustee

Mr. Lautenbach also serves as Trustee of other Fidelity® funds. Mr. Lautenbach currently serves as Chair of the Board of Governors, State University System of Florida (2013-present) and is a member of the Council on Foreign Relations (1994-present). He is also a member and has in the past served as Chairman of the Board of Directors of Artis-Naples (2012-Present). Previously, Mr. Lautenbach served as a member and then Lead Director of the Board of Directors of Eaton Corporation (diversified industrial, 1997-2016). He was also a Partner at Clayton, Dubilier & Rice, LLC (private equity investment, 1998-2010); as well as Director of Sony Corporation (2006-2007). In addition, Mr. Lautenbach had a 30-year career with IBM (technology company), during which time he served as Senior Vice President and as a member of the Corporate Executive Committee (1968-1998).

Joseph Mauriello (1944)

Mr. Mauriello also serves as Trustee of other Fidelity® funds. Prior to his retirement in January 2006, Mr. Mauriello served in numerous senior management positions including Deputy Chairman and Chief Operating Officer (2004-2005) and Vice Chairman of Financial Services (2002-2004) of KPMG LLP US (professional services, 1965-2005). Mr. Mauriello currently serves as a member of the Independent Directors Council Governing Council (2015-present). Previously, Mr. Mauriello served as a member of the Board of XL Group plc. (global insurance and re-insurance, 2006-2018).

Cornelia M. Small (1944)

Ms. Small also serves as Trustee of other Fidelity® funds. Previously, Ms. Small served as Chief Investment Officer, Director of Global Equity Investments and a member of the Board of Scudder, Stevens & Clark and Scudder Kemper Investments. Ms. Small previously served as a member of the Board (2009-2019) and Chair of the Investment Committee (2010-2019) of the Teagle Foundation and a member of the Investment Committee of the Berkshire Taconic Community Foundation (2008-2019).

Garnett A. Smith (1947)

Mr. Smith also serves as Trustee of other Fidelity® funds. Prior to his retirement, Mr. Smith served as Chairman and Chief Executive Officer (1990-1997) and President (1986-1990) of Inbrand Corp. (manufacturer of personal absorbent products). Prior to his employment with Inbrand Corp., he was employed by a retail fabric chain and North Carolina National Bank (now Bank of America). Mr. Smith previously served as a member of the Advisory Board of certain Fidelity® funds (2012-2013).

 

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Name, Year of Birth; Principal Occupations and Other Relevant Experience+

David M. Thomas (1949)

Co-Lead Independent Trustee

Mr. Thomas also serves as Trustee of other Fidelity® funds. Previously, Mr. Thomas served as Executive Chairman (2005-2006) and Chairman and Chief Executive Officer (2000-2005) of IMS Health, Inc. (pharmaceutical and healthcare information solutions). Mr. Thomas currently serves as Non-Executive Chairman of the Board of Fortune Brands Home and Security (home and security products, 2011-present) and a member of the Board (2004-present) and Presiding Director (2013-present) of Interpublic Group of Companies, Inc. (marketing communication).

Susan Tomasky (1953)

Ms. Tomasky also serves as Member of the Advisory Board of other Fidelity® funds. Prior to her retirement, Ms. Tomasky served in various executive officer positions at American Electric Power Company, Inc. (1998-2011), including most recently as President of AEP Transmission (2007-2011). Ms. Tomasky currently serves as a member of the Board and Sustainability Committee and as Chair of the Audit Committee of Marathon Petroleum Corporation (2018-present) and as a member of the Board, Corporate Governance Committee and Organization and Compensation Committee and as Chair of the Audit Committee of Public Service Enterprise Group, Inc. (utilities company, 2012-present). In addition, Ms. Tomasky currently serves as a member of the Board of the Columbus Regional Airport Authority (2007-present), as a member of the Board of the Royal Shakespeare Company – America (2009-present), as a member of the Board of the Columbus Association for the Performing Arts (2011-present) and as a member of the Board of Kenyon College (2016-present). Previously, Ms. Tomasky served as a member of the Board (2011-2019) and as Lead Independent Director (2015-2018) of Andeavor Corporation (previously Tesoro Corporation) (independent oil refiner and marketer) and as a member of the Board of Summit Midstream Partners LP (energy, 2012-2018).

Michael E. Wiley (1950)

Mr. Wiley also serves as Trustee or Member of the Advisory Board of other Fidelity® funds. Previously, Mr. Wiley served as Chairman, President and CEO of Baker Hughes, Inc. (oilfield services, 2000-2004). Mr. Wiley currently serves as a member of the Board of High Point Resources (exploration and production, 2005-present). Previously, Mr. Wiley served as a member of the Board of Andeavor Corporation (independent oil refiner and marketer, 2005-2018) and a member of the Board of Andeavor Logistics LP (natural resources logistics, 2015-2018).

 

+

The information includes the nominee’s principal occupation during the last five years and other information relating to the experience, attributes, and skills relevant to the nominee’s qualifications to serve as a Trustee, which led to the conclusion that the nominee should serve as a Trustee for each fund.

As of February 29, 2020, the Trustees and nominees for election as Trustee and the officers of the trusts and each fund owned, in the aggregate, less than 1% of each fund’s outstanding shares.

During the period May 1, 2018 through February 29, 2020, no transactions were entered into by Trustees and nominees as Trustee of the trust involving more than 1% of the voting common, non-voting common and equivalent stock, or preferred stock of FMR LLC.

The Trustees hold office without limit in time except that (a) any Trustee may resign; (b) any Trustee may be removed by written instrument, signed by at least two-thirds of the number of Trustees prior to such removal; (c) any Trustee who requests to be retired or who has become incapacitated by illness or injury may be retired by written instrument signed by a majority of the other Trustees; and (d) a Trustee may be removed at any special meeting of shareholders by a two-thirds vote of the outstanding voting securities of the trust. Each Independent Trustee shall retire not later than the last day of the calendar year in which his or her 75th birthday occurs. The Independent Trustees may waive this mandatory retirement age policy with respect to individual Trustees. In case a vacancy shall for any reason exist, the remaining Trustees will fill such vacancy by appointing another Trustee, so long as, immediately after such appointment, at least two-thirds of the Trustees have been elected by shareholders. If, at any time, less than a majority of the Trustees holding office has been elected by the shareholders, the Trustees then in office will promptly call a shareholders’ meeting for the purpose of electing a Board of Trustees. Otherwise, there will normally be no meeting of shareholders for the purpose of electing Trustees.

Appendix H sets forth the number of Board meetings held during each fund’s last fiscal year.

For more information about the current Trustees who are not nominees in this Proxy Statement, refer to the section entitled “Trustees, Advisory Board Members, and Officers of the Funds.” For information about the funds’ Board structure and risk oversight function, and current standing committees of the funds’ Trustees, refer to the section entitled “Board Structure and Oversight Function and Standing Committees of the Funds’ Trustees.”

The dollar range of equity securities beneficially owned as of March 31, 2020 by each nominee and Trustee in each fund and in all funds in the aggregate within the same fund family overseen or to be overseen by the nominee or Trustees is included in Appendix I.

Trustee compensation information for each fund covered by this Proxy Statement is included in Appendix J.

The Board of Trustees recommends that shareholders vote FOR Proposal 1.

 

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PROPOSAL 2

TO CONVERT A FUNDAMENTAL INVESTMENT POLICY TO A NON-FUNDAMENTAL INVESTMENT POLICY

Each fund listed in Appendix B

The investment policy for each fund set forth in Appendix K (Policy) is “fundamental,” meaning that it may only be changed by a vote of shareholders of the fund. Each such Policy sets forth the fund’s investment objective and, in certain cases, related policy language. The Board of Trustees recommends that shareholders approve the proposal to make each Policy non-fundamental.

Because each fund’s Policy can only be changed with shareholder approval, it can be difficult, expensive and time consuming for a fund to revise its Policy in response to changes in the market. If approved, this change will allow the Board of Trustees to change each fund’s Policy without the delay and expense of a shareholder vote. If in the future, if the Board of Trustees approves a change to a fund’s Policy, shareholders would receive notice of such change and the fund’s prospectus would be updated accordingly. If this proposal is approved, shareholders will not have the right to vote on any future change to a fund’s Policy. Converting each Policy to non-fundamental would bring the funds in line with industry practice as well as with the practices of certain other Fidelity funds and could potentially avoid entirely, or reduce, future proxy costs and provide greater flexibility for evolution over time. There is no present intention to change the way in which any fund is currently managed if the proposal is approved.

In connection with this proposal, the Board of Trustees also recommends that shareholders approve changes to the Policy for each of Fidelity 500 Index Fund, Fidelity Flex® 500 Index Fund, and Fidelity® Magellan® Fund in order to remove non-standard and unnecessary language, as set forth in the chart below (strikethrough language is to be deleted). These proposed changes are a streamlining measure and are not presently intended to affect how each fund is managed. For all other funds, the existing Policy as it appears in Appendix K would become a non-fundamental policy for the fund without the need for further revision.

 

Fidelity 500 Index Fund   

Fidelity 500 Index Fund seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.

 

The S&P 500 Index broadly represents the performance of common stocks publicly traded in the United States. In the future, the Adviser may, subject to shareholders’ approval and 30 days’ notice, select another index if that index is deemed more representative of the performance of U.S. common stocks.

 

Fidelity Flex® 500 Index Fund   

Fidelity Flex 500 Index Fund seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.

 

The S&P 500 Index broadly represents the performance of common stocks publicly traded in the United States. In the future, the Adviser may, subject to shareholders’ approval and 30 days’ notice, select another index if that index is deemed more representative of the performance of U.S. common stocks.

 

Fidelity® Magellan® Fund    Fidelity Magellan Fund seeks capital appreciation through investments in securities of domestic, foreign, and multinational issuers. The fund normally invests primarily in common stock and securities convertible into common stock, but may also invest in other types of securities in seeking its objective. No more than 40% of the fund’s assets may be invested in companies operating exclusively in any one foreign country. No emphasis is placed on dividend income except when the Adviser believes this income will have a favorable influence on the market value of the security.

Conclusion. The Board of Trustees has concluded that the proposal will benefit each fund and its shareholders. The Trustees recommend voting FOR the proposal. If the conversion of the Policy from fundamental to non-fundamental is approved by a fund’s shareholders, the change (including the additional changes described above for Fidelity 500 Index Fund, Fidelity Flex 500 Index Fund, and Fidelity Magellan Fund) will take effect in conjunction with the fund’s next annual prospectus revision. If Proposal 2 is not approved by a fund’s shareholders, the Policy will remain a fundamental policy for that fund.

 

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PROPOSAL 3

TO MODIFY A FUNDAMENTAL INVESTMENT POLICY

Fidelity Advisor Semiconductors Fund

The purpose of this proposal is to modify Fidelity Advisor Semiconductors Fund’s fundamental investment policy to reflect that it invests primarily in securities of companies engaged in the semiconductors industries, rather than companies engaged in the electronics industries more broadly. The changes to the fundamental investment policy will not affect how the fund is managed.

Fidelity Advisor Semiconductors Fund has a fundamental policy of investing primarily in companies engaged in the design, manufacture, or sale of electronic components (semiconductors, connectors, printed circuit boards and other components); equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors. Because this “invest primarily” policy is fundamental, it can only be changed by a vote of the fund’s shareholders.

The fund also has a narrower policy of investing primarily in companies engaged in the design, manufacture, or sale of semiconductors and semiconductor equipment. The policy is a non-fundamental policy that can be changed without a vote of the fund’s shareholders. The fund has a policy to invest at least 80% of its assets in securities of companies principally engaged in these activities. The fund’s 80% policy can be changed without a vote only upon 60 days’ prior notice to shareholders of the fund.

The narrower policy is consistent with the fund’s name, which was changed from Fidelity Advisor Electronics Fund to Fidelity Advisor Semiconductors Fund in October 2016 to better communicate the fund’s long-term investment focus and positioning in the marketplace. The electronics industry has evolved dramatically over the past few decades and the term “electronics” is a broad term that could apply to many companies in many different industries. In contrast, the term “semiconductors” more fully describes the fund’s investment focus on companies engaged in the design, manufacture or sale of semiconductors and related products and of semiconductor equipment.

The Board of Trustees recommends that shareholders approve a modification to the fund’s fundamental “invest primarily” policy to reflect the more narrow investment focus of the fund, as set forth in the chart below (bold language is to be added and strikethrough language is to be deleted). If the modification is approved, the fund’s fundamental “invest primarily” policy will match its current non-fundamental investment policy. As a result, the non-fundamental investment policy would no longer be necessary and would be removed.

 

Fidelity Advisor Semiconductors Fund    The fund has a policy of investing primarily in companies engaged in the design, manufacture, or sale of semiconductors and semiconductor equipment electronic components (semiconductors, connectors, printed circuit boards and other components); equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors.

Conclusion. The Board of Trustees has concluded that the proposal will benefit Fidelity Advisor Semiconductors Fund and its shareholders. The Trustees recommend voting FOR the proposal. If the modification of the fundamental “invest primarily” policy is approved by shareholders, the change (including the removal of the non-fundamental policy described above) will take effect in conjunction with the fund’s next annual prospectus revision. If Proposal 3 is not approved by the fund’s shareholders, the fundamental “invest primarily” policy will remain unchanged, and the fund will continue to have a separate, narrower non-fundamental “invest primarily” policy. For Proposals 3 and 4, neither proposal is contingent on one another, meaning that a proposal will be implemented if approved by the fund’s shareholders, even if its shareholders have not also approved the other proposal.

PROPOSAL 4

TO MODIFY THE FUND’S FUNDAMENTAL CONCENTRATION POLICY

Fidelity Advisor Semiconductors Fund

The purpose of this proposal is to modify the industry concentration policy for Fidelity Advisor Semiconductors Fund to better reflect its investment focus. The 1940 Act requires funds to state a policy regarding concentration of investments in a particular industry, and to make the policy fundamental (changeable only by shareholder vote). The SEC has taken the position that a fund that invests more than 25% of its total assets in a particular industry is concentrating its investments.

Fidelity Advisor Semiconductors Fund has a fundamental concentration policy that refers generically to its investment strategy, while the concentration policies for other Fidelity sector funds cite specific industries. The Board of Trustees, including the Independent Trustees, has approved, and recommends that shareholders approve, proposed changes to the fund’s concentration policy to standardize the approach with that used by the other Fidelity sector funds.

As described above in Proposal 3, the fund is designed to offer targeted exposure to the securities of companies principally engaged in the design, manufacture, or sale of semiconductors and semiconductor equipment. By modifying the concentration policy as proposed, the fund’s concentration policy will specifically cite the fund’s name while providing flexibility in determining whether an

 

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issuer is principally engaged in activities related to the semiconductors industries. The proposed concentration policy would simply describe more explicitly how the fund already invests. There is no present intention to change the way in which the fund is currently managed or otherwise change its investment policies if the proposal is approved by the fund’s shareholders.

The proposed changes to the fund’s concentration policy are set forth in the chart below (bold language is to be added and strikethrough language is to be deleted). The fund’s concentration policy would continue to be subject to the “look through” and other interpretive disclosure included in the fund’s current statement of additional information.

 

Fidelity Advisor Semiconductors Fund    The fund may not purchase the securities of any issuer if, as a result, less than 25% of the fund’s total assets would be invested in the securities of issuers principally engaged in the business activities having the specific characteristics denoted by the fund semiconductors industries.

Conclusion. The Board of Trustees has concluded that the proposal will benefit Fidelity Advisor Semiconductors Fund and its shareholders. The Trustees recommend voting FOR the proposal. If the modification to the fundamental concentration policy is approved by shareholders, the change will take effect in conjunction with the fund’s next annual prospectus revision. If the modification to the fundamental concentration policy is not approved by the fund’s shareholders, the existing concentration policy will remain in effect for the fund. For Proposals 3 and 4, neither proposal is contingent on one another, meaning that a proposal will be implemented if approved by the fund’s shareholders, even if its shareholders have not also approved the other proposal.

PROPOSAL 5

SHAREHOLDER PROPOSAL REQUESTING THAT THE BOARD OF TRUSTEES INSTITUTE PROCEDURES TO AVOID HOLDING INVESTMENTS IN COMPANIES THAT, IN MANAGEMENT’S JUDGMENT, SUBSTANTIALLY CONTRIBUTE TO GENOCIDE OR CRIMES AGAINST HUMANITY

Fidelity 500 Index Fund, Fidelity Balanced Fund, Fidelity Blue Chip Growth Fund, Fidelity Capital & Income Fund, Fidelity Capital Appreciation Fund, Fidelity® Contrafund®, Fidelity Convertible Securities Fund, Fidelity Diversified International Fund, Fidelity Dividend Growth Fund, Fidelity Equity Dividend Income Fund, Fidelity Equity-Income Fund, Fidelity Export and Multinational Fund, Fidelity Growth & Income Portfolio, Fidelity Growth Company Fund, Fidelity Independence Fund, Fidelity International Discovery Fund, Fidelity International Index Fund, Fidelity Leveraged Company Stock Fund and Fidelity Low-Priced Stock Fund

Certain shareholders of above listed funds (for purposes of Proposal 5 only, each a “Fund”) have advised the Funds that they intend to present the following shareholder proposal at the Meeting. For the reasons set forth after the proposal, the Board of Trustees recommends a vote “AGAINST” the proposal. No Fund is responsible for the contents of the proposal or the supporting statements. A Fund will provide the names, addresses, and shareholdings (to the Fund’s knowledge) of the proponents of a shareholder proposal upon written request sent to the Secretary of the Fund, attention “Fund Shareholder Meetings,” 245 Summer Street, Mailzone V10A, Boston, Massachusetts 02210, or by calling 1-617-563-9021.

Proposal

WHEREAS, we believe that:

1. Investors do not want their investments to help fund genocide.

a) While reasonable people may disagree about socially responsible investing, few want their investments to help fund genocide.

b) KRC Research’s 2010 study showed that 88% of respondents want their mutual funds to be genocide-free.

c) Millions of Fidelity investors have voted for genocide-free investing proposals, submitted by supporters of Investors Against Genocide, despite active management opposition. As many as 29% of Fidelity shareholders voted in favor in 2013 and 31% in 2008.

d) In 2012, a genocide-free investing proposal at an ING mutual fund passed decisively, 59.8% to 10.7% with 29.5% abstaining.

2. The example of PetroChina shows that current policies do not adequately support genocide-free investing because Fidelity and the funds it manages:

a) Are large and long-term investors in PetroChina. PetroChina, through its controlling shareholder, China National Petroleum Company, is Sudan’s largest business partner, thereby helping fund ongoing government-sponsored genocide and crimes against humanity.

b) Unnecessarily expose shareholders to the significant financial, operational and reputational risks of the China National Petroleum group’s operations in areas affected by genocide and mass atrocities.

c) Actively opposed earlier shareholder requests for genocide-free investing.

 

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d) Continued to buy shares of problem companies even after becoming aware of the investments’ connection to genocide in the Darfur region of Sudan.

e) Claimed to have a policy addressing extreme human rights issues, but has taken no action to avoid problem investments.

f) Made investments in PetroChina that, while legal, are inconsistent with U.S. sanctions explicitly prohibiting transactions relating to Sudan’s petroleum industry.

3. Individuals, through ownership of shares of Fidelity funds, may inadvertently invest in companies that help support genocide. With no policy to prevent these investments, Fidelity may at any time add or increase holdings in problem companies.

4. No sound reasons prevent having a genocide-free investing policy because:

a) Ample alternative investments exist.

b) Avoiding problem companies need not have a significant effect on investment performance, as shown in Gary Brinson’s classic asset allocation study.

c) Only a handful of Fidelity’s U.S. funds would be affected, because most of Fidelity’s holdings of problem companies such as PetroChina are by Fidelity funds sold outside the U.S.

d) Appropriate disclosure can address any legal concerns regarding the exclusion of problem companies.

e) Management can easily obtain independent assessments to identify companies connected to genocide.

f) Other large financial firms such as T. Rowe Price and TIAA-CREF have avoided investments connected to genocide by divesting problem companies such as PetroChina.

5. Investor action can influence foreign governments, as in South Africa. Similar action on Talisman Energy helped end the conflict in South Sudan.

RESOLVED

Shareholders request that the Board institute transparent procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity, the most egregious violations of human rights. Such procedures may include time-limited engagement with problem companies if management believes that their behavior can be changed.

* * *

Statement of Opposition

The Fidelity Equity and High Income Board of Trustees recommends that you vote AGAINST this proposal.

Fidelity, as investment adviser to the Funds, seeks to achieve the best investment results for each Fund consistent with the stated investment policies of the relevant Fund. In doing so, Fidelity is obligated to limit such Fund’s investments to holdings that are lawful under the laws of the United States. The Fidelity Equity and High Income Board of Trustees has procedures in place to review fund performance as investment adviser to the Funds, including each Fund’s compliance with all applicable laws.

Fidelity is committed to complying fully with applicable law, including any investment sanctions that the United States government might enact.

The Fidelity Equity and High Income Board of Trustees recognizes and respects that investors, including those investing in the Funds, have other investment opportunities open to them should they wish to avoid investments in certain companies or countries. Shareholders of the Funds, however, choose to invest based on the specific stated investment policies of the relevant fund. If adopted, this proposal would limit investments by the Funds that would be lawful under the laws of the United States. For this reason, the Board of Trustees recommends that you vote AGAINST this proposal.

 

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PROPOSAL 6

SHAREHOLDER PROPOSAL REQUESTING THAT THE BOARD OF TRUSTEES INSTITUTE PROCEDURES TO AVOID HOLDING INVESTMENTS IN COMPANIES THAT, IN MANAGEMENT’S JUDGMENT, SUBSTANTIALLY CONTRIBUTE TO GENOCIDE OR CRIMES AGAINST HUMANITY

Fidelity Overseas Fund and Fidelity Telecom and Utilities Fund

Certain shareholders of the Fidelity Overseas Fund and Fidelity Telecom and Utilities Fund (for purposes of Proposal 6 only, each a “Fund”) have advised the Funds that they intend to present the following shareholder proposal at the Meeting. For the reasons set forth after the proposal, the Board of Trustees recommends a vote “AGAINST” the proposal. No Fund is responsible for the contents of the proposal or the supporting statements. A Fund will provide the names, addresses, and shareholdings (to the Fund’s knowledge) of the proponents of a shareholder proposal upon written request sent to the Secretary of the Fund, attention “Fund Shareholder Meetings,” 245 Summer Street, Mailzone V10A, Boston, Massachusetts 02210, or by calling 1-617-563-9021.

Proposal

WHEREAS

We believe that:

1. While reasonable people may disagree about socially responsible investing, few want their investments to help fund genocide. KRC Research’s 2010 study showed 88% of respondents want their mutual funds to be genocide-free.

2. Millions of Fidelity investors voted for genocide-free investing proposals, submitted by supporters of Investors Against Genocide. Details on genocide-free investing are available at http://bit.ly/2AiqPWD.

3. Fidelity has opposed genocide-free investing since the issue was raised in 2006.

4. Genocide-free investing is consistent with the company’s values. Notably, Fidelity:

a) Signed the UN Principles for Responsible Investment in 2017, agreeing to incorporate social issues into investment decision-making processes and “better align investors with broader objectives of society.”

b) Published its “Commitment to responsible investing.”

c) States that “by investing in companies which operate with high standards of corporate responsibility we can protect and enhance investment returns for our clients.”

d) Claims a “rigorous bottom-up research process” that provides an “in-depth understanding of Environmental, Social and Governance (ESG) issues at a company.”

e) Boasts it is “continually striving for enhanced ESG policies and integration into our investment process.”

5. Examples demonstrate that Fidelity’s policies inadequately support genocide-free investing because Fidelity and funds it manages:

a) Have for many years been large holders of both PetroChina and Sinopec. PetroChina’s controlling parent, CNPC, is Sudan’s largest oil partner, thereby helping fund genocide there. CNPC/PetroChina also partners with Syria. Sinopec, another oil company, also operates in both countries.

b) Claim to have a policy addressing extreme human rights issues, but have taken no action to avoid problem investments.

6. Individuals, by owning Fidelity funds, may inadvertently invest in companies that help support genocide. With no policy to prevent these investments, Fidelity may at any time increase holdings in problem companies.

7. Fidelity can implement a genocide-free investing policy because:

a) Ample alternative investments exist.

b) Avoiding problem companies need not significantly affect investment performance, as shown in Gary Brinson’s classic asset allocation study.

c) Appropriate disclosure can address any legal concerns regarding exclusion of problem companies, even in index funds that sample rather than replicate their index.

d) Management can easily obtain independent assessments to identify companies connected to genocide.

e) Other large financial firms (including T. Rowe Price and TIAA) have policies to avoid such investments.

f) Procedures may include time-limited engagement with problem companies if management believes that their behavior can be changed.

 

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g) In the rare case that the company believes it cannot avoid an investment tied to genocide, it can prominently disclose the issue to shareholders.

h) Only a handful of Fidelity’s U.S. funds would be affected, because most of Fidelity’s holdings of problem companies such as PetroChina are by Fidelity funds sold outside the U.S.

RESOLVED

Shareholders request that the Board institute transparent procedures to avoid holding or recommending investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity, the most egregious violations of human rights.

* * *

Statement of Opposition

The Fidelity Equity and High Income Board of Trustees recommends that you vote AGAINST this proposal.

Fidelity, as investment adviser to the Funds, seeks to achieve the best investment results for each Fund consistent with the stated investment policies of the relevant Fund. In doing so, Fidelity is obligated to limit such Fund’s investments to holdings that are lawful under the laws of the United States. The Fidelity Equity and High Income Board of Trustees has procedures in place to review fund performance as investment adviser to the Funds, including each Fund’s compliance with all applicable laws.

Fidelity is committed to complying fully with applicable law, including any investment sanctions that the United States government might enact.

The Fidelity Equity and High Income Board of Trustees recognizes and respects that investors, including those investing in the Funds, have other investment opportunities open to them should they wish to avoid investments in certain companies or countries. Shareholders of the Funds, however, choose to invest based on the specific stated investment policies of the relevant fund. If adopted, this proposal would limit investments by the Funds that would be lawful under the laws of the United States. For this reason, the Board of Trustees recommends that you vote AGAINST this proposal.

OTHER BUSINESS

The Board knows of no other business to be brought before the Meeting. However, if any other matters properly come before the Meeting, it is the intention that proxies that do not contain specific instructions to the contrary will be voted on such matters in accordance with the judgment of the persons therein designated.

TRUSTEES, ADVISORY BOARD MEMBERS, AND

OFFICERS OF THE FUNDS

Appendix G shows the composition of the Board of Trustees of each trust and the Advisory Board Members, if any, of each trust. The officers of the funds include: Elizabeth Paige Baumann, Craig S. Brown, John J. Burke III, William C. Coffey, Timothy M. Cohen, Jonathan Davis, Laura M. Del Prato, Colm A. Hogan, Pamela R. Holding, Cynthia Lo Bessette, Chris Maher, Kenneth B. Robins, Stacie M. Smith, Marc L. Spector, and Jim Wegmann. Additional information about Messrs. Dirks, Donahue, Lacy, Lautenbach, Mauriello, Smith, Thomas, and Wiley and Mses. Fuller, Kampling, Small, and Tomasky can be found in Proposal 1. Additional information about Messrs. Chiel and Curvey, Peter S. Lynch, and the officers of the funds can be found in the following table.

Interested Trustees*:

Correspondence intended for a Trustee who is an interested person may be sent to Fidelity Investments, 245 Summer Street, Boston, Massachusetts 02210.

Name, Year of Birth; Principal Occupations and Other Relevant Experience+

Jonathan Chiel (1957)

Mr. Chiel also serves as Trustee of other Fidelity® funds. Mr. Chiel is Executive Vice President and General Counsel for FMR LLC (diversified financial services company, 2012-present). Previously, Mr. Chiel served as general counsel (2004-2012) and senior vice president and deputy general counsel (2000-2004) for John Hancock Financial Services; a partner with Choate, Hall & Stewart (1996-2000) (law firm); and an Assistant United States Attorney for the United States Attorney’s Office of the District of Massachusetts (1986-95), including Chief of the Criminal Division (1993-1995). Mr. Chiel is a director on the boards of the Boston Bar Foundation and the Maimonides School.

 

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Name, Year of Birth; Principal Occupations and Other Relevant Experience+

James C. Curvey (1935)

Chairman of the Board of Trustees

Mr. Curvey also serves as Trustee of other Fidelity® funds. Mr. Curvey is Vice Chairman (2007-present) and Director of FMR LLC (diversified financial services company). In addition, Mr. Curvey is an Overseer Emeritus for the Boston Symphony Orchestra, a Director of Artis-Naples, and a Trustee of Brewster Academy in Wolfeboro, New Hampshire. Previously, Mr. Curvey served as a Director of Fidelity Research & Analysis Co. (investment adviser firm, 2009-2018), Director of Fidelity Investments Money Management, Inc. (investment adviser firm, 2009-2014) and a Director of FMR and FMR Co., Inc. (investment adviser firms, 2007-2014).

 

*

Determined to be an “Interested Trustee” by virtue of, among other things, his affiliation with the trusts or various entities under common control with FMR.

 

+

The information includes the Trustee’s principal occupation during the last five years and other information relating to the experience, attributes, and skills relevant to the Trustee’s qualifications to serve as a Trustee, which led to the conclusion that the Trustee should serve as a Trustee for each fund.

Advisory Board Members and Officers:

The officers and Advisory Board Members hold office without limit in time, except that any officer or Advisory Board Member may resign or may be removed by a vote of a majority of the Trustees at any regular meeting or any special meeting of the Trustees. Correspondence intended for each officer and Mr. Lynch may be sent to Fidelity Investments, 245 Summer Street, Boston, Massachusetts 02210.

Name, Year of Birth; Principal Occupation

Peter S. Lynch (1944)

Mr. Lynch also serves as Member of the Advisory Board of other Fidelity® funds. Mr. Lynch is Vice Chairman and a Director of Fidelity Management & Research Company LLC (investment adviser firm). In addition, Mr. Lynch serves as a Trustee of Boston College and as the Chairman of the Inner-City Scholarship Fund. Previously, Mr. Lynch served as Vice Chairman and a Director of FMR Co., Inc. (investment adviser firm) and on the Special Olympics International Board of Directors (1997-2006).

Elizabeth Paige Baumann (1968)

Year of Election or Appointment: 2017

Anti-Money Laundering (AML) Officer

Ms. Baumann also serves as AML Officer of other funds. She is Chief AML Officer (2012-present) and Senior Vice President (2014-present) of FMR LLC (diversified financial services company) and is an employee of Fidelity Investments. Previously, Ms. Baumann served as AML Officer of certain funds (2017-2019), as AML Officer of the funds (2012-2016), and Vice President (2007-2014) and Deputy Anti-Money Laundering Officer (2007-2012) of FMR LLC.

Craig S. Brown (1977)

Year of Election or Appointment: 2019

Assistant Treasurer

Mr. Brown also serves as Assistant Treasurer of other funds. Mr. Brown is an employee of Fidelity Investments (2013-present).

John J. Burke III (1964)

Year of Election or Appointment: 2018

Chief Financial Officer

Mr. Burke also serves as Chief Financial Officer of other funds. Mr. Burke serves as Head of Investment Operations for Fidelity Fund and Investment Operations (2018-present) and is an employee of Fidelity Investments (1998-present). Previously Mr. Burke served as head of Asset Management Investment Operations (2012-2018).

 

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Name, Year of Birth; Principal Occupation

William C. Coffey (1969)

Year of Election or Appointment: 2019

Assistant Secretary

Mr. Coffey also serves as Assistant Secretary of other funds. He is Senior Vice President and Deputy General Counsel of FMR LLC (diversified financial services company, 2010-present), and is an employee of Fidelity Investments. Previously, Mr. Coffey served as Secretary and CLO of certain funds (2018-2019); CLO, Secretary, and Senior Vice President of Fidelity Management & Research Company and FMR Co., Inc. (investment adviser firms, 2018-2019); Secretary of Fidelity SelectCo, LLC and Fidelity Investments Money Management, Inc. (investment adviser firms, 2018-2019); CLO of Fidelity Management & Research (Hong Kong) Limited, FMR Investment Management (UK) Limited, and Fidelity Management & Research (Japan) Limited (investment adviser firms, 2018-2019); and Assistant Secretary of certain funds (2009-2018).

Timothy M. Cohen (1969)

Year of Election or Appointment: 2018

Vice President

Mr. Cohen also serves as Vice President of other funds. Mr. Cohen serves as Co-Head of Equity (2018-present), a Director of Fidelity Management & Research (Japan) Limited (investment adviser firm, 2016-present), and is an employee of Fidelity Investments. Previously, Mr. Cohen served as Executive Vice President of Fidelity SelectCo, LLC (2019), Head of Global Equity Research (2016-2018), Chief Investment Officer – Equity and a Director of Fidelity Management & Research (U.K.) Inc. (investment adviser firm, 2013-2015) and as a Director of Fidelity Management & Research (Hong Kong) Limited (investment adviser firm, 2017).

Jonathan Davis (1968)

Year of Election or Appointment: 2010

Assistant Treasurer

Mr. Davis also serves as Assistant Treasurer of other funds. Mr. Davis serves as Assistant Treasurer of FMR Capital, Inc. (2017-present) and is an employee of Fidelity Investments. Previously, Mr. Davis served as Vice President and Associate General Counsel of FMR LLC (diversified financial services company, 2003-2010).

Laura M. Del Prato (1964)

Year of Election or Appointment: 2018

Assistant Treasurer

Ms. Del Prato also serves as an officer of other funds. Ms. Del Prato is an employee of Fidelity Investments (2017-present). Prior to joining Fidelity Investments, Ms. Del Prato served as a Managing Director and Treasurer of the JPMorgan Mutual Funds (2014-2017). Prior to JPMorgan, Ms. Del Prato served as a partner at Cohen Fund Audit Services (accounting firm, 2012-2013) and KPMG LLP (accounting firm, 2004-2012).

Colm A. Hogan (1973)

Year of Election or Appointment: 2016

Deputy Treasurer

Mr. Hogan also serves as an officer of other funds. Mr. Hogan serves as Assistant Treasurer of FMR Capital, Inc. (2017-present) and is an employee of Fidelity Investments (2005-present). Previously, Mr. Hogan served as Deputy Treasurer of certain Fidelity® funds (2016-2020) and Assistant Treasurer of certain Fidelity® funds (2016-2018).

Pamela R. Holding (1964)

Year of Election or Appointment: 2018

Vice President

Ms. Holding also serves as Vice President of other funds. Ms. Holding serves as Co-Head of Equity (2018-present) and is an employee of Fidelity Investments (2013-present). Previously, Ms. Holding served as Executive Vice President of Fidelity SelectCo, LLC (2019) and as Chief Investment Officer of Fidelity Institutional Asset Management (2013-2018).

 

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Name, Year of Birth; Principal Occupation

Cynthia Lo Bessette (1969)

Year of Election or Appointment: 2019

Secretary and Chief Legal Officer (CLO)

Ms. Lo Bessette also serves as an officer of other funds. Ms. Lo Bessette serves as CLO, Secretary, and Senior Vice President of Fidelity Management & Research Company LLC (investment adviser firm, 2019-present); and CLO of Fidelity Management & Research (Hong Kong) Limited, FMR Investment Management (UK) Limited, and Fidelity Management & Research (Japan) Limited (investment adviser firms, 2019-present). She is a Senior Vice President and Deputy General Counsel of FMR LLC (diversified financial services company, 2019-present), and is an employee of Fidelity Investments. Previously, Ms. Lo Bessette served as CLO, Secretary, and Senior Vice President of FMR Co., Inc. (investment adviser firm, 2019); Secretary of Fidelity SelectCo, LLC and Fidelity Investments Money Management, Inc. (investment adviser firms, 2019). Prior to joining Fidelity Investments, Ms. Lo Bessette was Executive Vice President, General Counsel (2016-2019) and Senior Vice President, Deputy General Counsel (2015-2016) of OppenheimerFunds (investment management company) and Deputy Chief Legal Officer (2013-2015) of Jennison Associates LLC (investment adviser firm).

Chris Maher (1972)

Year of Election or Appointment: 2013

Assistant Treasurer

Mr. Maher also serves as an officer of other funds. Mr. Maher serves as Assistant Treasurer of FMR Capital, Inc. (2017-present), and is an employee of Fidelity Investments (2008-present). Previously, Mr. Maher served as Assistant Treasurer of certain funds (2013-2020); Vice President of Asset Management Compliance (2013), Vice President of the Program Management Group of FMR (investment adviser firm, 2010-2013), and Vice President of Valuation Oversight (2008-2010).

Kenneth B. Robins (1969)

Year of Election or Appointment: 2016

Chief Compliance Officer

Mr. Robins also serves as an officer of other funds. Mr. Robins serves as Compliance Officer of Fidelity Management & Research Company LLC (investment adviser firm, 2016-present) and is an employee of Fidelity Investments (2004-present). Previously, Mr. Robins served as Compliance Officer of FMR Co., Inc. (investment adviser firm, 2016-2019), as Executive Vice President of Fidelity Investments Money Management, Inc. (investment adviser firm, 2013-2016) and served in other fund officer roles.

Stacie M. Smith (1974)

Year of Election or Appointment: 2016

President and Treasurer

Ms. Smith also serves as an officer of other funds. Ms. Smith serves as Assistant Treasurer of FMR Capital, Inc. (2017-present), is an employee of Fidelity Investments (2009-present), and has served in other fund officer roles. Prior to joining Fidelity Investments, Ms. Smith served as Senior Audit Manager of Ernst & Young LLP (accounting firm, 1996-2009). Previously, Ms. Smith served as Assistant Treasurer (2013-2019) and Deputy Treasurer (2013-2016) of certain Fidelity® funds.

Marc L. Spector (1972)

Year of Election or Appointment: 2016

Assistant Treasurer

Mr. Spector also serves as an officer of other funds. Mr. Spector serves as Assistant Treasurer of FMR Capital, Inc. (2017-present) and is an employee of Fidelity Investments (2016-present). Prior to joining Fidelity Investments, Mr. Spector served as Director at the Siegfried Group (accounting firm, 2013-2016), and prior to Siegfried Group as audit senior manager at Deloitte & Touche (accounting firm, 2005-2013).

Jim Wegmann (1979)

Year of Election or Appointment: 2019

Assistant Treasurer

Mr. Wegmann also serves as Assistant Treasurer of other funds. Mr. Wegmann is an employee of Fidelity Investments (2011-present).

 

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BOARD STRUCTURE AND OVERSIGHT FUNCTION AND

STANDING COMMITTEES OF THE FUNDS’ TRUSTEES

Correspondence intended for each Independent Trustee may be sent to the attention of the individual Trustee or to the Board of Trustees at Fidelity Investments, P.O. Box 55235, Boston, Massachusetts 02205-5235. Correspondence intended for each Interested Trustee may be sent to the attention of the individual Trustee or to the Board of Trustees at Fidelity Investments, 245 Summer Street, Boston, Massachusetts 02210. The current process for collecting and organizing shareholder communications requires that the Board of Trustees receive copies of all communications addressed to it. All communications addressed to the Board of Trustees or any individual Trustee are logged and sent to the Board or individual Trustee. The funds do not hold annual meetings and therefore do not have a policy with regard to Trustees’ attendance at such meetings. However, as a matter of practice, at least one Trustee attends special meetings.

Mr. Curvey is an interested person and currently serves as Chairman. The Trustees have determined that an interested Chairman is appropriate and benefits shareholders because an interested Chairman has a personal and professional stake in the quality and continuity of services provided to the funds. Independent Trustees exercise their informed business judgment to appoint an individual of their choosing to serve as Chairman, regardless of whether the Trustee happens to be independent or a member of management. The Independent Trustees have determined that they can act independently and effectively without having an Independent Trustee serve as Chairman and that a key structural component for assuring that they are in a position to do so is for the Independent Trustees to constitute a substantial majority for the Board. The Independent Trustees also regularly meet in executive session. Messrs. Lautenbach and Thomas serve as Co-Lead Independent Trustees and as such each (i) acts as a liaison between the Independent Trustees and management with respect to matters important to the Independent Trustees and (ii) with management prepares agendas for Board meetings.

Fidelity® funds are overseen by different Boards of Trustees. The funds’ Board oversees Fidelity’s high income and certain equity funds, and other Boards oversee Fidelity’s investment-grade bond, money market, asset allocation, and other equity funds. The asset allocation funds may invest in Fidelity® funds overseen by the funds’ Board. The use of separate Boards, each with its own committee structure, allows the Trustees of each group of Fidelity® funds to focus on the unique issues of the funds they oversee, including common research, investment, and operational issues. On occasion, the separate Boards establish joint committees to address issues of overlapping consequences for the Fidelity® funds overseen by each Board.

The Trustees operate using a system of committees to facilitate the timely and efficient consideration of all matters of importance to the Trustees, the funds, and fund shareholders and to facilitate compliance with legal and regulatory requirements and oversight of the funds’ activities and associated risks. The Board, acting through its committees, has charged FMR and its affiliates with (i) identifying events or circumstances the occurrence of which could have demonstrably adverse effects on the funds’ business and/or reputation; (ii) implementing processes and controls to lessen the possibility that such events or circumstances occur or to mitigate the effects of such events or circumstances if they do occur; and (iii) creating and maintaining a system designed to evaluate continuously business and market conditions in order to facilitate the identification and implementation processes described in (i) and (ii) above. Because the day-to-day operations and activities of the funds are carried out by or through FMR, its affiliates, and other service providers, the funds’ exposure to risks is mitigated but not eliminated by the processes overseen by the Trustees. While each of the Board’s committees has responsibility for overseeing different aspects of the funds’ activities, oversight is exercised primarily through the Operations, Audit, and Compliance Committees. Appropriate personnel, including but not limited to the funds’ Chief Compliance Officer (CCO), the adviser’s internal auditor, the independent accountants, the funds’ Treasurer and portfolio management personnel, make periodic reports to the Board’s committees, as appropriate, including an annual review of Fidelity’s risk management program for the Fidelity® funds.

The Board of Trustees has established various committees to support the Independent Trustees in acting independently in pursuing the best interests of the funds and their shareholders. Currently, the Board of Trustees has 11 standing committees. The members of each committee are Independent Trustees. Advisory Board Members may be invited to attend meetings of the committees. See Appendix H for the number of meetings each standing committee held during each fund’s last fiscal year.

The Operations Committee is composed of all of the Independent Trustees, with Mr. Lautenbach currently serving as Chair and Mr. Thomas serving as Vice Chair. Mr. Wiley also serves as Vice Chair (for trusts for which he serves as trustee). The committee serves as a forum for consideration of issues of importance to, or calling for particular determinations by, the Independent Trustees. The committee also considers matters involving potential conflicts of interest between the funds and FMR and its affiliates and reviews proposed contracts and the proposed continuation of contracts between the funds and FMR and its affiliates, and reviews and makes recommendations regarding contracts with third parties unaffiliated with FMR, including insurance coverage and custody agreements. The committee also monitors additional issues including the nature, levels and quality of services provided to shareholders and significant litigation. The committee also has oversight of compliance issues not specifically within the scope of any other committee. The committee is also responsible for definitive action on all compliance matters involving the potential for significant reimbursement by FMR.

 

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The Fair Value Oversight Committee is composed of Messrs. Donahue (Chair), Dirks, Mauriello, and Thomas, and Ms. Small. The Fair Value Oversight Committee monitors and establishes policies concerning procedures and controls regarding the valuation of fund investments and monitors matters of disclosure to the extent required to fulfill its statutory responsibilities. The committee also reviews actions taken by FMR’s Fair Value Committee.

The Board of Trustees has established two Fund Oversight Committees: the Equity I Committee (composed of Ms. Small (Chair), and Messrs. Dirks, Donahue, Lacy, and Wiley (for trusts for which he serves as trustee)) and the Equity II Committee (composed of Messrs. Thomas (Chair), Lautenbach, Mauriello, and Smith). Each committee develops an understanding of and reviews the investment objectives, policies, and practices of each fund under its oversight. Each committee also monitors investment performance, compliance by each relevant fund with its investment policies and restrictions and reviews appropriate benchmarks, competitive universes, unusual or exceptional investment matters, the personnel and other resources devoted to the management of each fund and all other matters bearing on each fund’s investment results. Each committee will review and recommend any required action to the Board in respect of specific funds, including new funds, changes in fundamental and non-fundamental investment policies and restrictions, partial or full closing to new investors, fund mergers, fund name changes, and liquidations of funds. The members of each committee may organize working groups to make recommendations concerning issues related to funds that are within the scope of the committee’s review. These working groups report to the committee or to the Independent Trustees, or both, as appropriate. Each working group may request from FMR such information from FMR as may be appropriate to the working group’s deliberations.

The Shareholder, Distribution and Brokerage Committee is composed of Messrs. Dirks (Chair), Thomas, and Wiley (for trusts for which he serves as trustee), and Ms. Small. Regarding shareholder services, the committee considers the structure and amount of the funds’ transfer agency fees and fees, including direct fees to investors (other than sales loads), such as bookkeeping and custodial fees, and the nature and quality of services rendered by FMR and its affiliates or third parties (such as custodians) in consideration of these fees. The committee also considers other non-investment management services rendered to the funds by FMR and its affiliates, including pricing and bookkeeping services. The committee monitors and recommends policies concerning the securities transactions of the funds, including brokerage. The committee periodically reviews the policies and practices with respect to efforts to achieve best execution, commissions paid to firms supplying research and brokerage services or paying fund expenses, and policies and procedures designed to assure that any allocation of portfolio transactions is not influenced by the sale of fund shares. The committee also monitors brokerage and other similar relationships between the funds and firms affiliated with FMR that participate in the execution of securities transactions. Regarding the distribution of fund shares, the committee considers issues bearing on the various distribution channels employed by the funds, including issues regarding Rule 18f-3 plans and related consideration of classes of shares, sales load structures (including breakpoints), load waivers, selling concessions and service charges paid to intermediaries, Rule 12b-1 plans, contingent deferred sales charges, and finder’s fees, and other means by which intermediaries are compensated for selling fund shares or providing shareholder servicing, including revenue sharing. The committee also considers issues bearing on the preparation and use of advertisements and sales literature for the funds, policies and procedures regarding frequent purchase of fund shares, and selective disclosure of portfolio holdings.

The Audit Committee is composed of Messrs. Mauriello (Chair), Donahue, Lacy, and Wiley (for trusts for which he serves as trustee). All committee members must be able to read and understand fundamental financial statements, including a company’s balance sheet, income statement, and cash flow statement. At least one committee member will be an “audit committee financial expert” as defined by the SEC. The committee will have at least one committee member in common with the Compliance Committee. The committee meets separately at least annually with the funds’ Treasurer, with the funds’ Chief Financial Officer, with personnel responsible for the internal audit function of FMR LLC, and with the funds’ outside auditors. The committee has direct responsibility for the appointment, compensation, and oversight of the work of the outside auditors employed by the funds. The committee assists the Trustees in overseeing and monitoring: (i) the systems of internal accounting and financial controls of the funds and the funds’ service providers, (to the extent such controls impact the funds’ financial statements); (ii) the funds’ auditors and the annual audits of the funds’ financial statements; (iii) the financial reporting processes of the funds; (iv) whistleblower reports; and (v) the accounting policies and disclosures of the funds. The committee considers and acts upon (i) the provision by any outside auditor of any non-audit services for any fund, and (ii) the provision by any outside auditor of certain non-audit services to fund service providers and their affiliates to the extent that such approval (in the case of this clause (ii)) is required under applicable regulations of the SEC. In furtherance of the foregoing, the committee has adopted (and may from time to time amend or supplement) and provides oversight of policies and procedures for non-audit engagements by outside auditors of the funds. The committee is responsible for approving all audit engagement fees and terms for the funds and for resolving disagreements between a fund and any outside auditor regarding any fund’s financial reporting. Auditors of the funds report directly to the committee. The committee will obtain assurance of independence and objectivity from the outside auditors, including a formal written statement delineating all relationships between the auditor and the funds and any service providers consistent with the rules of the Public Company Accounting Oversight Board. It oversees and receives reports on the funds’ service providers’ internal controls and reviews the adequacy and effectiveness of the service providers’ accounting and financial controls, including: (i) any significant deficiencies or material weaknesses in the design or operation of internal controls over financial reporting that are reasonably likely to adversely affect the funds’ ability to record, process, summarize, and report financial data; (ii) any change in the fund’s internal control over financial reporting that has materially affected, or is reasonably likely to materially affect, the fund’s internal control over financial reporting; and (iii) any fraud, whether material or not, that involves

 

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management or other employees who have a significant role in the funds’ or service providers internal controls over financial reporting. The committee will also review any correspondence with regulators or governmental agencies or published reports that raise material issues regarding the funds’ financial statements or accounting policies. These matters may also be reviewed by the Compliance Committee or the Operations Committee. The Chair of the Audit Committee will coordinate with the Chairs of other committees, as appropriate. The committee reviews at least annually a report from each outside auditor describing any material issues raised by the most recent internal quality control, peer review, or Public Company Accounting Oversight Board examination of the auditing firm and any material issues raised by any inquiry or investigation by governmental or professional authorities of the auditing firm and in each case any steps taken to deal with such issues. The committee will oversee and receive reports on the funds’ financial reporting process, will discuss with FMR , the funds’ Treasurer, outside auditors and, if appropriate, internal audit personnel of FMR LLC, their qualitative judgments about the appropriateness and acceptability of accounting principles and financial disclosure practices used or proposed for adoption by the funds. The committee will review with FMR, the funds’ Treasurer, outside auditor, and internal audit personnel of FMR LLC and, as appropriate, legal counsel the results of audits of the funds’ financial statements. The committee will review periodically the funds’ major internal controls exposures and the steps that have been taken to monitor and control such exposures.

The Governance and Nominating Committee is composed of Messrs. Lautenbach (Chair), Dirks, Thomas, and Wiley (for trusts for which he serves as trustee). With respect to fund governance and board administration matters, the committee periodically reviews procedures of the Board of Trustees and its committees (including committee charters) and periodically reviews compensation of Independent Trustees. The committee monitors corporate governance matters and makes recommendations to the Board of Trustees on the frequency and structure of the Board of Trustee meetings and on any other aspect of Board procedures. It acts as the administrative committee under the retirement plan for Independent Trustees who retired prior to December 30, 1996 and under the fee deferral plan for Independent Trustees. It reviews the performance of legal counsel employed by the funds and the Independent Trustees. On behalf of the Independent Trustees, the committee will make such findings and determinations as to the independence of counsel for the Independent Trustees as may be necessary or appropriate under applicable regulations or otherwise. The committee is also responsible for Board administrative matters applicable to Independent Trustees, such as expense reimbursement policies and compensation for attendance at meetings, conferences and other events. The committee monitors compliance with, acts as the administrator of, and makes determinations in respect of, the provisions of the code of ethics and any supplemental policies regarding personal securities transactions applicable to the Independent Trustees. The committee monitors the functioning of each Board committee and makes recommendations for any changes, including the creation or elimination of standing or ad hoc Board committees. The committee monitors regulatory and other developments to determine whether to recommend modifications to the committee’s responsibilities or other Trustee policies and procedures in light of rule changes, reports concerning “best practices” in corporate governance, and other developments in mutual fund governance. The committee reports regularly to the Independent Trustees with respect to these activities. The committee recommends that the Board establish such special or ad hoc Board committees as may be desirable or necessary from time to time in order to address ethical, legal, or other matters that may arise. The committee also oversees the annual self-evaluation of the Board of Trustees and of each committee and establishes procedures to allow it to exercise this oversight function. In conducting this oversight, the committee shall address all matters that it considers relevant to the performance of the Board of Trustees and shall report the results of its evaluation to the Board of Trustees, including any recommended amendments to the principles of governance, and any recommended changes to the funds’ or the Board of Trustees’ policies, procedures, and structures. The committee reviews periodically the size and composition of the Board of Trustees as a whole and recommends, if necessary, measures to be taken so that the Board of Trustees reflects the appropriate balance of knowledge, experience, skills, expertise, and diversity required for the Board as a whole and contains at least the minimum number of Independent Trustees required by law. The committee makes nominations for the election or appointment of Independent Trustees and non-management Members of any Advisory Board, and for membership on committees. The committee shall have authority to retain and terminate any third-party advisers, including authority to approve fees and other retention terms. Such advisers may include search firms to identify Independent Trustee candidates and board compensation consultants. The committee may conduct or authorize investigations into or studies of matters within the committee’s scope of responsibilities, and may retain, at the funds’ expense, such independent counsel or other advisers as it deems necessary. The committee will consider Independent Trustee candidates to the Board of Trustees recommended by shareholders based upon the criteria applied to candidates presented to the committee by a search firm or other source. Recommendations, along with appropriate background material concerning the candidate that demonstrates his or her ability to serve as an Independent Trustee of the funds, should be submitted to the Chair of the committee at the address maintained for communications with Independent Trustees. If the committee retains a search firm, the Chair will generally forward all such submissions to the search firm for evaluation. With respect to the criteria for selecting Independent Trustees, it is expected that all candidates will possess the following minimum qualifications: (i) unquestioned personal integrity; (ii) not an interested person of the funds within the meaning of the 1940 Act; (iii) does not have a material relationship (e.g., commercial, banking, consulting, legal, or accounting) with FMR, any sub-adviser, or their affiliates that could create an appearance of lack of independence in respect of the funds; (iv) has the disposition to act independently in respect of FMR and its affiliates and others in order to protect the interests of the funds and all shareholders; (v) ability to attend regularly scheduled meetings during the year; (vi) demonstrates sound business judgment gained through broad experience in significant positions where the candidate has dealt with management, technical, financial, or regulatory issues; (vii) sufficient financial or accounting knowledge to add value in the complex financial environment of the funds; (viii) experience on corporate or other institutional oversight

 

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bodies having similar responsibilities, but which board memberships or other relationships could not result in business or regulatory conflicts with the funds; and (ix) capacity for the hard work and attention to detail that is required to be an effective Independent Trustee in light of the funds’ complex regulatory, operational, and marketing setting. The Governance and Nominating Committee may determine that a candidate who does not have the type of previous experience or knowledge referred to above should nevertheless be considered as a nominee if the Governance and Nominating Committee finds that the candidate has additional qualifications such that his or her qualifications, taken as a whole, demonstrate the same level of fitness to serve as an Independent Trustee. A current copy of the Governance and Nominating Committee Charter is attached as Exhibit 1.

The Compliance Committee is composed of Messrs. Lacy (Chair), Lautenbach, Mauriello, and Smith, and Ms. Small. The committee oversees the administration and operation of the compliance policies and procedures of the funds and their service providers as required by Rule 38a-1 of the 1940 Act. The committee is responsible for the review and approval of policies and procedures relating to (i) provisions of the Code of Ethics, (ii) anti-money laundering requirements, (iii) compliance with investment restrictions and limitations, (iv) privacy, (v) recordkeeping, and (vi) other compliance policies and procedures which are not otherwise delegated to another committee. The committee has responsibility for recommending to the Board the designation of a CCO of the funds. The committee serves as the primary point of contact between the CCO and the Board, it oversees the annual performance review and compensation of the CCO, and if required, makes recommendations to the Board with respect to the removal of the appointed CCO. The committee receives reports of significant correspondence with regulators or governmental agencies, employee complaints or published reports which raise concerns regarding compliance matters, and copies of significant non-routine correspondence with the SEC. The committee receives reports from the CCO including the annual report concerning the funds’ compliance policies as required by Rule 38a-1, quarterly reports in respect of any breaches of fiduciary duty or violations of federal securities laws, and reports on any other compliance or related matters that would otherwise be subject to periodic reporting or that may have a significant impact on the funds. The committee will recommend to the Board, what actions, if any, should be taken with respect to such reports.

The Proxy Committee is composed of Messrs. Smith (Chair), Dirks, and Thomas, and Ms. Small. The committee reviews the fund’s proxy voting policies, considers changes to the policies, and reviews the manner in which the policies have been applied. The committee will receive reports on the manner in which proxy votes have been cast under the proxy voting policies and reports on consultations between FMR and portfolio companies concerning matters presented to shareholders for approval. The committee will address issues relating to the fund’s annual voting report filed with the SEC. The committee will receive reports concerning the implementation of procedures and controls designed to ensure that the proxy voting policies are implemented in accordance with their terms. The committee will consider FMR’s recommendations concerning certain non-routine proposals not covered by the proxy voting policies. The committee will receive reports with respect to steps taken by FMR to assure that proxy voting has been done without regard to any other FMR relationships, business or otherwise, with that portfolio company. The committee will make recommendations to the Board concerning the casting of proxy votes in circumstances where FMR has determined that, because of a conflict of interest, the proposal to be voted on should be reviewed by the Board.

The Research Committee is composed of Messrs. Lacy (Chair), Thomas, and Wiley (for trusts for which he serves as trustee), and Ms. Small. The Committee’s purpose is to assess the quality of the investment research available to FMR’s investment professionals. As such, the Committee reviews information pertaining to the sources of such research, the categories of research, the manner in which the funds bear the cost of research, and FMR’s internal research capabilities, including performance metrics, interactions between FMR portfolio managers and research analysts, and the professional quality of analysts in research careers. Where necessary, the Committee recommends actions with respect to various reports providing information on FMR’s research function.

The Sector and ETF Committee is composed of Messrs. Wiley, Donahue, and Smith, with Mr. Wiley currently serving as the Chair. The committee assists the Board in acting independently of Fidelity by receiving and considering information related to Fidelity’s sector funds (Sector Funds) and exchange-traded funds (ETFs), and recommends any appropriate policy changes. The committee also considers the services provided to the Sector Funds and ETFs by third-parties and non-investment management services provided to the Sector Funds and ETFs by Fidelity and its affiliates as well as issues bearing on the various distribution channels employed by the Sector Funds and ETFs. In particular, the committee will: (i) receive information on sales and redemptions of shares of the ETFs via creation units; (ii) receive updates on any sub-advisers engaged to manage assets of the ETFs; (iii) receive information on index providers to the Sector Funds and ETFs; and (iv) consider issues bearing on the business platform of the Sector Funds.

INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRMS

The firm of PricewaterhouseCoopers LLP (PwC) or Deloitte & Touche LLP (Deloitte), the member firms of Deloitte Touche Tohmatsu, and their respective affiliates (collectively, Deloitte Entities), has been selected as the independent registered public accounting firm for each fund, as indicated in Appendix A. PwC and Deloitte Entities, in accordance with Public Company Accounting Oversight Board rules, have confirmed to the Audit Committee of each trust, as applicable, that they are the independent registered public accounting firms with respect to the funds.

The independent registered public accounting firms audit annual financial statements for the funds and provide other audit-related, non-audit, and tax-related services to the funds. Representatives of PwC and Deloitte Entities are not expected to be present at the Meeting, but have been given the opportunity to make a statement if they so desire and will be available should any matter arise requiring their presence.

 

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Each trust’s Audit Committee must pre-approve all audit and non-audit services provided by a fund’s independent registered public accounting firm relating to the operations or financial reporting of the funds. Prior to the commencement of any audit or non-audit services to a fund, the Audit Committee reviews the services to determine whether they are appropriate and permissible under applicable law.

Each trust’s Audit Committee has adopted policies and procedures to, among other purposes, provide a framework for the Committee’s consideration of non-audit services by the audit firms that audit the Fidelity funds. The policies and procedures require that any non-audit service provided by a fund audit firm to a Fidelity fund and any non-audit service provided by a fund auditor to FMR and entities controlling, controlled by, or under common control with FMR (not including any sub-adviser whose role is primarily portfolio management and is subcontracted with or overseen by another investment adviser) that provide ongoing services to the funds (Fund Service Providers) that relates directly to the operations and financial reporting of a Fidelity fund (Covered Service) are subject to approval by the Audit Committee before such service is provided. All Covered Services must be approved in advance of provision of the service either: (i) by formal resolution of the Audit Committee, or (ii) by oral or written approval of the service by the Chair of the Audit Committee (or if the Chair is unavailable, such other member of the Audit Committee as may be designated by the Chair to act in the Chair’s absence). The approval contemplated by (ii) above is permitted where the Treasurer determines that action on such an engagement is necessary before the next meeting of the Audit Committee.

Non-audit services provided by a fund audit firm to a Fund Service Provider that do not relate directly to the operations and financial reporting of a Fidelity fund (Non-Covered Service) are reported to the Audit Committee on a periodic basis.

Each trust’s Audit Committee has considered non-audit services that were not pre-approved that were provided by PwC and Deloitte Entities to Fund Service Providers to be compatible with maintaining the independence of PwC and Deloitte Entities in their audit of the funds, taking into account representations from PwC and Deloitte Entities, in accordance with Public Company Accounting Oversight Board rules, regarding their independence from the funds and their related entities and FMR’s review of the appropriateness and permissibility under applicable law of such non-audit services prior to their provision to the Fund Service Providers.

Fees and Services

Appendix L presents fees billed by PwC and Deloitte Entities in each of the last two fiscal years for services rendered to the funds.

Appendix M presents fees billed by PwC and Deloitte Entities that were required to be approved by each trust’s Audit Committee for services that relate directly to the operations and financial reporting of the funds and that are rendered on behalf of Fund Service Providers.

Appendix N presents the aggregate non-audit fees billed by PwC and Deloitte Entities for services rendered to the funds and any Fund Service Provider for each of the last two fiscal years of the funds.

There were no non-audit services approved or required to be approved by the trusts’ Audit Committee pursuant to the de minimis exception during the funds’ last two fiscal years relating to services provided to (i) the funds or (ii) any Fund Service Provider that relate directly to the operations and financial reporting of the funds.

SUBMISSION OF CERTAIN SHAREHOLDER PROPOSALS

The trusts do not hold annual shareholder meetings. Shareholders wishing to submit proposals for inclusion in a proxy statement for a subsequent shareholder meeting should send their written proposals to the Secretary of the funds, attention “Fund Shareholder Meetings,” 245 Summer Street, Mailzone V10A, Boston, Massachusetts 02210. Proposals must be received a reasonable time before a fund begins to print and send its proxy materials to be considered for inclusion in the proxy materials for the meeting. Timely submission of a proposal does not, however, necessarily mean the proposal will be included. With respect to proposals submitted on an untimely basis and presented at a shareholder meeting, persons named as proxy agents will vote in their discretion.

NOTICE TO BANKS, BROKER-DEALERS AND

VOTING TRUSTEES AND THEIR NOMINEES

Please advise the trusts, in care of Fidelity Investments Institutional Operations Company, Inc., 245 Summer Street, Boston, Massachusetts 02210, whether other persons are beneficial owners of shares for which proxies are being solicited and, if so, the number of copies of the Proxy Statement and Annual Reports you wish to receive in order to supply copies to the beneficial owners of the respective shares.

 

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EXHIBIT 1

EQUITY AND HIGH INCOME FUNDS

GOVERNANCE AND NOMINATING COMMITTEE CHARTER

A. Background

The investment companies managed or administered by Fidelity Management & Research Company or its affiliates (collectively, “Fidelity”) comprising the Equity and High Income Funds of the Fidelity Funds are referred to as the “Funds”; the Boards of Trustees of the Funds are referred to collectively as the “Board of Trustees” and the members are referred to as the “Trustees”; Trustees who are not “interested persons” (as such term is defined in the Investment Company Act of 1940) of the Funds are referred to as the “Independent Trustees”; and other Trustees are referred to as the “Management Trustees.” The Board of Trustees, including at least a majority of the Independent Trustees, has adopted this Charter, which may from time to time be amended or supplemented by vote of the Board of Trustees, including at least a majority of the Independent Trustees, upon the recommendation of the Governance and Nominating Committee. The Governance and Nominating Committee is referred to herein as the “Committee.”

B. Purposes of the Committee

The purposes of the Committee are as follows:

(1) To identify individuals qualified to serve as Independent Trustees.

(2) To advise the Board of Trustees with respect to Board composition, procedures and committees.

(3) To oversee periodic self-assessments of the Board of Trustees and committees of the Board of Directors.

(4) To monitor corporate governance matters and make recommendations in respect thereof to the Board of Trustees.

(5) To act as the administrative committee with respect to Board of Trustees policies and procedures, committee policies and procedures and codes of ethics as they relate to Independent Directors.

(6) To review and make recommendations to the Board of Directors in respect of Independent Director compensation.

C. Composition of the Committee

All members of the Committee will be Independent Trustees. The members and the Chair of the Committee will be determined annually by vote of the Independent Trustees, upon the recommendation of the Committee. If a Vice Chair of the Independent Trustees has been designated, such Vice Chair will normally serve on the Committee. Advisory Board members, if any, may be invited to attend meetings of the Committee.

D. Chair; Functions of the Chair

An Independent Trustee will act as Chair of the Committee (the “Chair”). The Chair will have the following responsibilities:

(1) The Chair will preside at all meetings of the Committee. The Vice Chair, if any, or in such Vice Chair’s absence, any designated acting or other lead Independent Trustee alternate will preside in the Committee Chair’s absence.

(2) The Chair will be responsible for reviewing and providing direction on meeting agendas.

(3) The Chair will coordinate with the chairs of other committees as appropriate.

(4) At meetings of the Operations Committee or the Board of Trustees the Chair will report on the Committee’s recommendations on applicable resolutions and on any important actions by or discussions at the Committee.

(5) The Chair will coordinate with counsel for the Funds and/or counsel to the Independent Trustees on matters requiring legal advice.

(6) The Chair may make temporary assignments of members and chairs of other Board Committees to fill vacancies or to provide for absences.

E. Meetings and Procedures of the Committee

(1) The Committee will normally meet each time the full Board meets, or more frequently as called by the Chair. The Chair or a majority of the members of the Committee may call a special meeting of the Committee.

(2) The Committee may determine its own rules of procedure, which shall be consistent with the Declaration of Trust or other charter document of the applicable Fund, the Bylaws of such Fund and this Charter.

 

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(3) A majority of the members of the Committee, present in person or by means of a conference telephone or other communications equipment by means of which all persons participating in the meeting can communicate with each other, shall constitute a quorum. The Committee may take action by written consent if at least the number of members required for approval at a meeting consent to the action in writing and the written consents are filed with the records of meetings of the Committee, unless otherwise required by applicable law.

(4) The Committee may request that any trustees, officers or employees of a Fund, or other persons whose advice and counsel are sought by the Committee, attend any meeting of the Committee to provide such information as the Committee requests.

(5) The Committee shall keep written minutes of its meetings, which minutes shall be maintained with the books and records of the applicable Fund.

F. Particular Actions of the Committee

(1) Governance Functions

(a) Periodically review Board and Committee procedures and Committee Charters.

(b) Periodically review Independent Trustee compensation and recommend any changes deemed by the Committee to be appropriate.

(c) Make recommendations on the frequency and structure of Board of Trustees meetings.

(d) Make recommendations concerning any other aspect of the procedures of the Board that the Committee considers warranted.

(e) Make recommendations as to the size and members, the chair, vice chair if any, alternate presiding members and alternate members of each standing or ad hoc Board Committee. The members and the chair of each Board Committee will be as determined by majority vote of the Independent Trustees upon the recommendation of the Committee. It is anticipated that members and chairs of any Committee will be designated annually (other than the Chairs of the Operations Committee and the Governance and Nominating Committee), with membership periodically rotated to give Independent Trustees the opportunity to broaden their experience. Rotation will be accomplished in a manner that provides reasonable continuity of membership.

(f) Review the annual calendar of Board Committee meetings and the schedule for consideration of routine or recurring matters.

(g) Make recommendations on the requirements for, and means of, Board of Trustees orientation and training.

(h) Act as administrative committee under the Funds’ fee deferral plan for Independent Trustees.

(i) Monitor the performance of legal counsel employed by the Funds and the Independent Trustees and be responsible for the supervision of counsel for the Independent Trustees. The selection and oversight of fund counsel shall be the joint responsibility of the Committee and Fidelity. On behalf of the Independent Trustees, the Committee will make such findings and determinations as to the independence of counsel for the Independent Trustees as may be necessary or appropriate under applicable regulations or otherwise.

(j) Be responsible for oversight of Independent Trustees administrative matters, such as expense reimbursement policies and compensation for attendance at meetings, conferences and other events.

(k) Monitor compliance with, act as the administrator of, and make determinations in respect of (a) the provisions of the Code of Ethics applicable to the Independent Trustees, and (b) supplemental policies adopted by the Independent Trustees in respect of personal securities transactions of Independent Trustees.

(l) Monitor the functioning of the Board Committees and make recommendations for any changes, including the creation or elimination of standing or ad hoc Board Committees.

(m) Monitor regulatory and other developments to determine whether to recommend modifications to the Committee’s responsibilities or other Trustee policies and procedures in light of rule changes, reports concerning “best practices” in corporate governance and other developments in mutual fund governance. The Committee will report regularly to the Independent Trustees with respect to these activities.

(n) Recommend that the Board establish such special or ad hoc Board Committees as may be desirable or necessary from time to time in order to address ethical, legal or other matters that may arise. The Committee’s power to make such a recommendation under this Charter shall be without prejudice to the right of any other committee of the Board, or any individual trustee/director, to make such a recommendation at any time.

(o) Oversee the annual self-evaluation of the Board of Trustees. The Committee shall establish procedures to allow it to exercise this oversight function. In conducting this oversight, the Committee shall address all matters that the Committee considers relevant to the Board of Trustees’ performance. The Committee shall report to the Board of Trustees on the results of its evaluation, including any recommended amendments to the principles of governance, and any recommended changes to the Funds’ or the Board of Trustees’ policies, procedures and structures. This report may be written or oral.

 

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(2) Nominating Functions

(a) Identification of Candidates

(i) Review periodically the size and composition of the Board of Trustees as a whole and recommend, if necessary, measures to be taken so that the Board of Trustees reflects the appropriate balance of knowledge, experience, skills, expertise and diversity required for the Board as a whole and contains at least the minimum number of Independent Trustees required by law.

(ii) Periodically review the Independent Trustees’ Statement of Policy on Criteria for Selecting Independent Trustees (“Statement of Policy”), which may from time to time be revised by vote of a majority of Independent Trustees upon the recommendation of the Committee.

(iii) Make nominations for the appointment or election of Independent Trustees in accordance with the Statement of Policy. The selection of Independent Trustees will be committed solely to the discretion of the Independent Trustees; persons so selected will be “disinterested” in terms of both the letter and spirit of the Investment Company Act.

(iv) Make nominations for the appointment of any non-management member of any Advisory Board which the Board of Trustees shall have from time to time established. Each member of any Advisory Board shall serve at the pleasure of the Board of Trustees. In accordance with the definition of “advisory board” in Section 2(a)(1) of the Investment Company Act of 1940, any Advisory Board shall be distinct from the Board of Trustees and shall serve such advisory functions as to investments and such other roles as may be designated by the Board of Trustees, but shall have no power to determine that any security or other investment shall be purchased or sold by any fund. In the discretion of the Board of Trustees, each Advisory Board member may be indemnified in respect of claims arising in connection with his or her services as such. Any member of an Advisory Board shall be compensated in accordance with policies in respect thereof adopted by the Board of Trustees. Service by a person on an Advisory Board shall not preclude such person’s subsequent service as a Trustee.

(v) Consider Independent Trustee candidates recommended by Fund shareholders. Any such candidates will be considered based upon the criteria applied to candidates presented to the Committee by a search firm or other sources, as set forth in the Statement of Policy. The names of such candidates should be submitted to the Chair in writing at the address maintained for communications with Independent Trustees. The submission should be accompanied by appropriate background material concerning the candidate that demonstrates his or her ability to serve as an Independent Trustee of the Funds. If the Committee retains a search firm, the Chair will generally forward such submissions to the search firm for evaluation unless the Committee concludes that the credentials of such candidate are not consistent with the criteria that are to be applied by the Committee in such search.

G. Consultants; Investigations and Studies; Outside Advisers

The Committee shall have the authority to carry out its duties and responsibilities as set forth in this Charter. The Committee shall have authority to retain and terminate any third-party advisers, including authority to approve fees and other retention terms. The Committee may conduct or authorize investigations into or studies of matters within the Committee’s scope of responsibilities, and may retain, at the Funds’ expense, such independent counsel or other advisers as it deems necessary. The Committee may call upon the Funds’ independent accountants (with the concurrence of the Audit Committee) or other third parties for such fact-finding and analysis as may be appropriate in light of the objectives of this Charter.

H. Self-Assessment; Amendment of Charter

The Committee shall, on an annual basis, assess its performance. The Committee shall address such matters as the Committee considers relevant to its performance. The Committee shall report to the Board on an annual basis the results of its evaluation, including any recommended amendments to this Charter and any recommended changes to a Fund’s or the Board’s policies or procedures. This report may be oral or written. The Committee may from time to time recommend to the Board such amendments to this Charter as the Committee determines to be necessary or appropriate.

 

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APPENDIX A

List of trusts and funds, most recent fiscal year ends, and fund auditors.

 

TRUST/Fund

  

Auditor1

    

FYE

 
FIDELITY ADVISOR SERIES I      
Fidelity Advisor Balanced Fund      Deloitte        8/31/19  
Fidelity Advisor Dividend Growth Fund      PwC        11/30/19  
Fidelity Advisor Equity Growth Fund      Deloitte        11/30/19  
Fidelity Advisor Equity Income Fund      Deloitte        11/30/19  
Fidelity Advisor Equity Value Fund      Deloitte        11/30/19  
Fidelity Advisor Floating Rate High Income Fund      Deloitte        10/31/19  
Fidelity Advisor Growth & Income Fund      Deloitte        11/30/19  
Fidelity Advisor Growth Opportunities Fund      Deloitte        11/30/19  
Fidelity Advisor High Income Advantage Fund      Deloitte        10/31/19  
Fidelity Advisor Large Cap Fund      Deloitte        11/30/19  
Fidelity Advisor Leveraged Company Stock Fund      PwC        7/31/19  
Fidelity Advisor Mid Cap II Fund      Deloitte        12/31/19  
Fidelity Advisor Series Equity Growth Fund      PwC        11/30/19  
Fidelity Advisor Series Growth Opportunities Fund      Deloitte        11/30/19  
Fidelity Advisor Series Small Cap Fund      PwC        11/30/19  
Fidelity Advisor Small Cap Fund      PwC        11/30/19  
Fidelity Advisor Stock Selector Mid Cap Fund      Deloitte        11/30/19  
Fidelity Advisor Value Fund      Deloitte        10/31/19  
Fidelity Advisor Value Strategies Fund      Deloitte        11/30/19  
Fidelity Real Estate High Income Fund      PwC        11/30/19  
FIDELITY ADVISOR SERIES VII      
Fidelity Advisor Biotechnology Fund      Deloitte        7/31/19  
Fidelity Advisor Communications Equipment Fund      Deloitte        7/31/19  
Fidelity Advisor Consumer Discretionary Fund      Deloitte        7/31/19  
Fidelity Advisor Energy Fund      Deloitte        7/31/19  
Fidelity Advisor Financial Services Fund      Deloitte        7/31/19  
Fidelity Advisor Global Real Estate Fund      Deloitte        7/31/19  
Fidelity Advisor Health Care Fund      Deloitte        7/31/19  
Fidelity Advisor Industrials Fund      Deloitte        7/31/19  
Fidelity Advisor Real Estate Fund      Deloitte        7/31/19  
Fidelity Advisor Semiconductors Fund      Deloitte        7/31/19  
Fidelity Advisor Technology Fund      Deloitte        7/31/19  
Fidelity Advisor Utilities Fund      Deloitte        7/31/19  
FIDELITY ADVISOR SERIES VIII      
Fidelity Advisor Diversified International Fund      PwC        10/31/19  
Fidelity Advisor Emerging Asia Fund      PwC        10/31/19  
Fidelity Advisor Emerging Markets Fund      Deloitte        10/31/19  
Fidelity Advisor Global Capital Appreciation Fund      PwC        10/31/19  
Fidelity Advisor Global Equity Income Fund      PwC        10/31/19  
Fidelity Advisor International Capital Appreciation Fund      Deloitte        10/31/19  
Fidelity Advisor Overseas Fund      PwC        10/31/19  
Fidelity Advisor Value Leaders Fund      PwC        10/31/19  

 

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TRUST/Fund

  

Auditor1

    

FYE

 
FIDELITY CAPITAL TRUST      
Fidelity Capital Appreciation Fund      PwC        10/31/19  
Fidelity Disciplined Equity Fund      PwC        10/31/19  
Fidelity Flex Small Cap Fund      Deloitte        10/31/19  
Fidelity Focused Stock Fund      PwC        10/31/19  
Fidelity Stock Selector All Cap Fund      Deloitte        9/30/19  
Fidelity Stock Selector Small Cap Fund      Deloitte        10/31/19  
Fidelity Value Fund      PwC        10/31/19  
FIDELITY COMMONWEALTH TRUST      
Fidelity® Nasdaq Composite Index® Tracking Stock      PwC        11/30/19  
FIDELITY COMMONWEALTH TRUST II      
Fidelity International Enhanced Index Fund      PwC        8/31/19  
Fidelity Large Cap Core Enhanced Index Fund      PwC        8/31/19  
Fidelity Large Cap Growth Enhanced Index Fund      PwC        8/31/19  
Fidelity Large Cap Value Enhanced Index Fund      PwC        8/31/19  
Fidelity Mid Cap Enhanced Index Fund      PwC        8/31/19  
Fidelity Small Cap Enhanced Index Fund      PwC        2/29/20  
FIDELITY CONCORD STREET TRUST      
Fidelity 500 Index Fund2      PwC        2/29/20  
Fidelity Event Driven Opportunities Fund      PwC        4/30/19  
Fidelity Extended Market Index Fund2      PwC        2/29/20  
Fidelity Flex 500 Index Fund      Deloitte        2/29/20  
Fidelity Flex Large Cap Value II Fund      PwC        4/30/19  
Fidelity Founders Fund      PwC        4/30/19  
Fidelity International Index Fund2      PwC        2/29/20  
Fidelity Large Cap Stock Fund      Deloitte        4/30/19  
Fidelity Large Cap Stock K6 Fund      Deloitte        4/30/19  
Fidelity Mid-Cap Stock Fund      Deloitte        4/30/19  
Fidelity Mid-Cap Stock K6 Fund      PwC        4/30/19  
Fidelity® Nasdaq Composite Index® Fund      Deloitte        11/30/19  
Fidelity Series International Index Fund      Deloitte        10/31/19  
Fidelity Series Small Cap Discovery Fund      Deloitte        4/30/19  
Fidelity Series Total Market Index Fund      PwC        2/29/20  
Fidelity Small Cap Discovery Fund      Deloitte        4/30/19  
Fidelity Small Cap Stock Fund      Deloitte        4/30/19  
Fidelity Small Cap Stock K6 Fund      Deloitte        4/30/19  
Fidelity Total Market Index Fund2      PwC        2/29/20  
Fidelity ZERO Extended Market Index Fund2      Deloitte        10/31/19  
Fidelity ZERO International Index Fund2      Deloitte        10/31/19  
Fidelity ZERO Large Cap Index Fund2      Deloitte        10/31/19  
Fidelity ZERO Total Market Index Fund2      Deloitte        10/31/19  
FIDELITY CONTRAFUND      
Fidelity Advisor New Insights Fund      PwC        12/31/19  
Fidelity Contrafund      PwC        12/31/19  
Fidelity Contrafund K6      PwC        12/31/19  
Fidelity Flex Opportunistic Insights Fund      PwC        12/31/19  
Fidelity Series Opportunistic Insights Fund      PwC        12/31/19  

 

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TRUST/Fund

  

Auditor1

    

FYE

 
FIDELITY COVINGTON TRUST      
Fidelity Dividend ETF for Rising Rates      PwC        7/31/19  
Fidelity High Dividend ETF      PwC        7/31/19  
Fidelity High Yield Factor ETF      PwC        8/31/19  
Fidelity International High Dividend ETF      Deloitte        10/31/19  
Fidelity International Value Factor ETF      Deloitte        10/31/19  
Fidelity Low Volatility Factor ETF      PwC        7/31/19  
Fidelity Momentum Factor ETF      PwC        7/31/19  
Fidelity MSCI Communication Services Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Consumer Discretionary Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Consumer Staples Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Energy Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Financials Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Health Care Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Industrials Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Information Technology Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Materials Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Real Estate Index ETF2      Deloitte        7/31/19  
Fidelity MSCI Utilities Index ETF2      Deloitte        7/31/19  
Fidelity Quality Factor ETF      PwC        7/31/19  
Fidelity Small-Mid Factor ETF      PwC        7/31/19  
Fidelity Stocks for Inflation ETF      Deloitte        7/31/19  
Fidelity Targeted Emerging Markets Factor ETF      Deloitte        10/31/19  
Fidelity Targeted International Factor ETF      Deloitte        10/31/19  
Fidelity Value Factor ETF      PwC        7/31/19  
FIDELITY DESTINY PORTFOLIOS      
Fidelity Advisor Capital Development Fund      Deloitte        9/30/19  
Fidelity Advisor Diversified Stock Fund      Deloitte        9/30/19  
FIDELITY DEVONSHIRE TRUST      
Fidelity Equity-Income Fund      PwC        1/31/20  
Fidelity Equity-Income K6 Fund      Deloitte        1/31/20  
Fidelity Flex Mid Cap Value Fund      Deloitte        1/31/20  
Fidelity Mid Cap Value Fund      PwC        1/31/20  
Fidelity Mid Cap Value K6 Fund      Deloitte        1/31/20  
Fidelity Series All-Sector Equity Fund      Deloitte        1/31/20  
Fidelity Series Stock Selector Large Cap Value Fund      PwC        1/31/20  
Fidelity Series Value Discovery Fund      Deloitte        1/31/20  
Fidelity Stock Selector Large Cap Value Fund      PwC        1/31/20  
FIDELITY FINANCIAL TRUST      
Fidelity Convertible Securities Fund      PwC        11/30/19  
Fidelity Equity Dividend Income Fund      PwC        11/30/19  
Fidelity Independence Fund      PwC        11/30/19  
FIDELITY HASTINGS STREET TRUST      
Fidelity Fund      PwC        6/30/19  
Fidelity Growth Discovery Fund      PwC        6/30/19  
Fidelity Mega Cap Stock Fund      PwC        6/30/19  
Fidelity Series Emerging Markets Debt Fund      PwC        12/31/19  
Fidelity Series Large Cap Stock Fund      PwC        6/30/19  

 

26


Table of Contents

TRUST/Fund

  

Auditor1

  

FYE

 
FIDELITY INVESTMENT TRUST      
Fidelity Canada Fund    PwC      10/31/19  
Fidelity China Region Fund    PwC      10/31/19  
Fidelity Diversified International Fund    Deloitte      10/31/19  
Fidelity Diversified International K6 Fund    Deloitte      10/31/19  
Fidelity Emerging Asia Fund    PwC      10/31/19  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    Deloitte      10/31/19  
Fidelity Emerging Markets Discovery Fund    PwC      10/31/19  
Fidelity Emerging Markets Fund    PwC      10/31/19  
Fidelity Enduring Opportunities Fund    PwC      10/31/19  
Fidelity Europe Fund    PwC      10/31/19  
Fidelity Flex International Fund    Deloitte      10/31/19  
Fidelity Global Commodity Stock Fund    PwC      10/31/19  
Fidelity Global Equity Income Fund    Deloitte      10/31/19  
Fidelity Infrastructure Fund    PwC      10/31/19  
Fidelity International Capital Appreciation Fund    Deloitte      10/31/19  
Fidelity International Capital Appreciation K6 Fund    Deloitte      10/31/19  
Fidelity International Discovery Fund    PwC      10/31/19  
Fidelity International Discovery K6 Fund    Deloitte      10/31/19  
Fidelity International Growth Fund    PwC      10/31/19  
Fidelity International Small Cap Fund    Deloitte      10/31/19  
Fidelity International Small Cap Opportunities Fund    Deloitte      10/31/19  
Fidelity International Value Fund    Deloitte      10/31/19  
Fidelity Japan Fund    PwC      10/31/19  
Fidelity Japan Smaller Companies Fund    PwC      10/31/19  
Fidelity Latin America Fund    PwC      10/31/19  
Fidelity Nordic Fund    PwC      10/31/19  
Fidelity Overseas Fund    PwC      10/31/19  
Fidelity Pacific Basin Fund    PwC      10/31/19  
Fidelity SAI International SMA Completion Fund    Deloitte      10/31/19  
Fidelity Series Canada Fund    PwC      10/31/19  
Fidelity Series Emerging Markets Fund    Deloitte      10/31/19  
Fidelity Series Emerging Markets Opportunities Fund    Deloitte      10/31/19  
Fidelity Series International Growth Fund    PwC      10/31/19  
Fidelity Series International Small Cap Fund    Deloitte      10/31/19  
Fidelity Series International Value Fund    Deloitte      10/31/19  
Fidelity Series Overseas Fund    Deloitte      10/31/19  
Fidelity Total Emerging Markets Fund    PwC      10/31/19  
Fidelity Total International Equity Fund    Deloitte      10/31/19  
Fidelity Worldwide Fund    Deloitte      10/31/19  
FIDELITY MAGELLAN FUND      
Fidelity Magellan Fund    PwC      3/31/19  
Fidelity Magellan K6 Fund    PwC      3/31/19  
FIDELITY MT. VERNON STREET TRUST      
Fidelity Flex Mid Cap Growth Fund    PwC      11/30/19  
Fidelity Growth Company Fund    Deloitte      11/30/19  
Fidelity Growth Company K6 Fund    Deloitte      11/30/19  
Fidelity Growth Strategies Fund    PwC      11/30/19  
Fidelity Growth Strategies K6 Fund    PwC      11/30/19  
Fidelity® New Millennium Fund®    PwC      11/30/19  
Fidelity Series Growth Company Fund    Deloitte      11/30/19  

 

27


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TRUST/Fund

  

Auditor1

  

FYE

 
FIDELITY PURITAN TRUST      
Fidelity Balanced Fund    PwC      8/31/19  
Fidelity Balanced K6 Fund    PwC      8/31/19  
Fidelity Flex Intrinsic Opportunities Fund    Deloitte      7/31/19  
Fidelity Low-Priced Stock Fund    PwC      7/31/19  
Fidelity Low-Priced Stock K6 Fund    PwC      7/31/19  
Fidelity® Puritan® Fund    PwC      8/31/19  
Fidelity Puritan K6 Fund    PwC      8/31/19  
Fidelity Series Intrinsic Opportunities Fund    Deloitte      7/31/19  
Fidelity Value Discovery Fund    Deloitte      7/31/19  
Fidelity Value Discovery K6 Fund    Deloitte      7/31/19  
FIDELITY SECURITIES FUND      
Fidelity Blue Chip Growth Fund    Deloitte      7/31/19  
Fidelity Blue Chip Growth K6 Fund    Deloitte      7/31/19  
Fidelity Blue Chip Value Fund    PwC      7/31/19  
Fidelity Dividend Growth Fund    PwC      7/31/19  
Fidelity Flex Large Cap Growth Fund    Deloitte      7/31/19  
Fidelity Growth & Income Portfolio    PwC      7/31/19  
Fidelity Leveraged Company Stock Fund    PwC      7/31/19  
Fidelity OTC K6 Portfolio    Deloitte      7/31/19  
Fidelity OTC Portfolio    Deloitte      7/31/19  
Fidelity Real Estate Income Fund    Deloitte      7/31/19  
Fidelity Series Blue Chip Growth Fund    Deloitte      7/31/19  
Fidelity Series Real Estate Income Fund    Deloitte      7/31/19  
Fidelity Series Small Cap Opportunities Fund    Deloitte      7/31/19  
Fidelity Small Cap Growth Fund    PwC      7/31/19  
Fidelity Small Cap Growth K6 Fund    PwC      7/31/19  
Fidelity Small Cap Value Fund    PwC      7/31/19  
FIDELITY SELECT PORTFOLIOS      
Fidelity Flex Real Estate Fund    Deloitte      7/31/19  
Fidelity International Real Estate Fund    Deloitte      7/31/19  
Fidelity Real Estate Investment Portfolio    Deloitte      7/31/19  
Fidelity Telecom and Utilities Fund    PwC      1/31/20  
Select Air Transportation Portfolio    PwC      2/29/20  
Select Automotive Portfolio    PwC      2/29/20  
Select Banking Portfolio    PwC      2/29/20  
Select Biotechnology Portfolio    PwC      2/29/20  
Select Brokerage and Investment Management Portfolio    PwC      2/29/20  
Select Chemicals Portfolio    PwC      2/29/20  
Select Communication Services Portfolio    PwC      2/29/20  
Select Communications Equipment Portfolio    PwC      2/29/20  
Select Computers Portfolio    PwC      2/29/20  
Select Construction and Housing Portfolio    PwC      2/29/20  
Select Consumer Discretionary Portfolio    PwC      2/29/20  
Select Consumer Finance Portfolio    PwC      2/29/20  
Select Consumer Staples Portfolio    PwC      2/29/20  
Select Defense and Aerospace Portfolio    PwC      2/29/20  
Select Energy Portfolio    PwC      2/29/20  
Select Energy Service Portfolio    PwC      2/29/20  

 

28


Table of Contents

TRUST/Fund

  

Auditor1

  

FYE

 
FIDELITY SELECT PORTFOLIOS      
Select Environment and Alternative Energy Portfolio    PwC      2/29/20  
Select Financial Services Portfolio    PwC      2/29/20  
Select Gold Portfolio    PwC      2/29/20  
Select Health Care Portfolio    PwC      2/29/20  
Select Health Care Services Portfolio    PwC      2/29/20  
Select Industrials Portfolio    PwC      2/29/20  
Select Insurance Portfolio    PwC      2/29/20  
Select IT Services Portfolio    PwC      2/29/20  
Select Leisure Portfolio    PwC      2/29/20  
Select Materials Portfolio    PwC      2/29/20  
Select Medical Technology and Devices Portfolio    PwC      2/29/20  
Select Natural Gas Portfolio    PwC      2/29/20  
Select Natural Resources Portfolio    PwC      2/29/20  
Select Pharmaceuticals Portfolio    PwC      2/29/20  
Select Retailing Portfolio    PwC      2/29/20  
Select Semiconductors Portfolio    PwC      2/29/20  
Select Software and IT Services Portfolio    PwC      2/29/20  
Select Technology Portfolio    PwC      2/29/20  
Select Telecommunications Portfolio    PwC      2/29/20  
Select Transportation Portfolio    PwC      2/29/20  
Select Utilities Portfolio    PwC      2/29/20  
Select Wireless Portfolio    PwC      2/29/20  
FIDELITY SUMMER STREET TRUST      
Fidelity Capital & Income Fund    PwC      4/30/19  
Fidelity Export and Multinational Fund    PwC      8/31/19  
Fidelity Focused High Income Fund    PwC      4/30/19  
Fidelity Global High Income Fund    PwC      4/30/19  
Fidelity High Income Fund    PwC      4/30/19  
Fidelity New Markets Income Fund    PwC      12/31/19  
Fidelity Series Floating Rate High Income Fund    Deloitte      9/30/19  
Fidelity Series High Income Fund    Deloitte      4/30/19  
Fidelity Short Duration High Income Fund    Deloitte      4/30/19  
Fidelity U.S. Low Volatility Equity Fund    PwC      4/30/19  
Fidelity Women’s Leadership Fund    Deloitte      4/30/19  
FIDELITY TREND FUND      
Fidelity Trend Fund    PwC      12/31/19  

 

1 

“PwC” refers to PricewaterhouseCoopers LLP and “Deloitte” refers to Deloitte & Touche LLP.

2 

Expenses in connection with preparing this proxy statement and all solicitations will be borne by FMR.

 

29


Table of Contents

APPENDIX B

Shareholders of each of the following funds will be voting on Proposal 2:

Fund

Fidelity 500 Index Fund

Fidelity Advisor Balanced Fund

Fidelity Advisor Capital Development

Fidelity Advisor Diversified International Fund

Fidelity Advisor Diversified Stock Fund

Fidelity Advisor Dividend Growth Fund

Fidelity Advisor Emerging Asia Fund

Fidelity Advisor Emerging Markets Fund

Fidelity Advisor Equity Growth Fund

Fidelity Advisor Equity Income Fund

Fidelity Advisor Equity Value Fund

Fidelity Advisor Floating Rate High Income Fund

Fidelity Advisor Global Capital Appreciation Fund

Fidelity Advisor Global Equity Income Fund

Fidelity Advisor Growth & Income Fund

Fidelity Advisor Growth Opportunities Fund

Fidelity Advisor High Income Advantage Fund

Fidelity Advisor International Capital Appreciation Fund

Fidelity Advisor Large Cap Fund

Fidelity Advisor Leveraged Company Stock Fund

Fidelity Advisor Mid Cap II Fund

Fidelity Advisor New Insights Fund

Fidelity Advisor Overseas Fund

Fidelity Advisor Series Equity Growth Fund

Fidelity Advisor Series Growth Opportunities Fund

Fidelity Advisor Series Small Cap Fund

Fidelity Advisor Small Cap Fund

Fidelity Advisor Stock Selector Mid Cap Fund

Fidelity Advisor Value Fund

Fidelity Advisor Value Leaders Fund

Fidelity Advisor Value Strategies Fund

Fidelity Balanced Fund

Fidelity Blue Chip Growth Fund

Fidelity Blue Chip Growth K6 Fund

Fidelity Blue Chip Value Fund

Fidelity Canada Fund

Fidelity Capital & Income Fund

Fidelity Capital Appreciation Fund

Fidelity China Region Fund

Fidelity Contrafund

Fidelity Contrafund K6

Fidelity Convertible Securities Fund

Fidelity Disciplined Equity Fund

Fidelity Diversified International Fund

Fidelity Diversified International K6 Fund

Fidelity Dividend Growth Fund

Fidelity Emerging Asia Fund

Fidelity Emerging Europe, Middle East, Africa Fund

Fidelity Emerging Markets Discovery Fund

Fidelity Emerging Markets Fund

Fidelity Equity Dividend Income Fund

Fidelity Equity-Income Fund

Fidelity Europe Fund

Fidelity Export and Multinational Fund

Fidelity Extended Market Index Fund

 

30


Table of Contents

Fund

Fidelity Flex 500 Index Fund

Fidelity Flex International Fund

Fidelity Flex Intrinsic Opportunities Fund

Fidelity Flex Large Cap Growth Fund

Fidelity Flex Mid Cap Growth Fund

Fidelity Flex Mid Cap Value Fund

Fidelity Flex Opportunistic Insights Fund

Fidelity Flex Small Cap Fund

Fidelity Focused High Income Fund

Fidelity Focused Stock Fund

Fidelity Fund

Fidelity Global Commodity Stock Fund

Fidelity Global Equity Income Fund

Fidelity Global High Income Fund

Fidelity Growth & Income Portfolio

Fidelity Growth Company Fund

Fidelity Growth Discovery Fund

Fidelity Growth Strategies Fund

Fidelity Growth Strategies K6 Fund

Fidelity High Income Fund

Fidelity Independence Fund

Fidelity International Capital Appreciation Fund

Fidelity International Capital Appreciation K6 Fund

Fidelity International Discovery Fund

Fidelity International Growth Fund

Fidelity International Index Fund

Fidelity International Small Cap Fund

Fidelity International Small Cap Opportunities Fund

Fidelity International Value Fund

Fidelity Japan Fund

Fidelity Japan Smaller Companies Fund

Fidelity Large Cap Stock Fund

Fidelity Large Cap Stock K6 Fund

Fidelity Latin America Fund

Fidelity Leveraged Company Stock Fund

Fidelity Low-Priced Stock Fund

Fidelity Low-Priced Stock K6 Fund

Fidelity Magellan Fund

Fidelity Mega Cap Stock Fund

Fidelity Mid Cap Value Fund

Fidelity Mid Cap Value K6 Fund

Fidelity Mid-Cap Stock Fund

Fidelity® Nasdaq Composite Index® Fund

Fidelity New Markets Income Fund

Fidelity® New Millennium Fund®

Fidelity Nordic Fund

Fidelity OTC Portfolio

Fidelity Overseas Fund

Fidelity Pacific Basin Fund

Fidelity® Puritan® Fund

Fidelity Real Estate High Income Fund

Fidelity Real Estate Income Fund

Fidelity Series All-Sector Equity Fund

Fidelity Series Blue Chip Growth Fund

Fidelity Series Canada Fund

Fidelity Series Emerging Markets Debt Fund

Fidelity Series Emerging Markets Opportunities Fund

Fidelity Series Floating Rate High Income Fund

Fidelity Series Growth Company Fund

Fidelity Series High Income Fund

 

31


Table of Contents

Fund

Fidelity Series International Growth Fund

Fidelity Series International Small Cap Fund

Fidelity Series International Value Fund

Fidelity Series Intrinsic Opportunities Fund

Fidelity Series Opportunistic Insights Fund

Fidelity Series Real Estate Income Fund

Fidelity Series Small Cap Discovery Fund

Fidelity Series Small Cap Opportunities Fund

Fidelity Series Stock Selector Large Cap Value Fund

Fidelity Series Value Discovery Fund

Fidelity Short Duration High Income Fund

Fidelity Small Cap Discovery Fund

Fidelity Small Cap Growth Fund

Fidelity Small Cap Growth K6 Fund

Fidelity Small Cap Stock Fund

Fidelity Small Cap Stock K6 Fund

Fidelity Small Cap Value Fund

Fidelity Stock Selector All Cap Fund

Fidelity Stock Selector Large Cap Value Fund

Fidelity Stock Selector Small Cap Fund

Fidelity Total Emerging Markets Fund

Fidelity Total International Equity Fund

Fidelity Total Market Index Fund

Fidelity Trend Fund

Fidelity Value Discovery Fund

Fidelity Value Discovery K6 Fund

Fidelity Value Fund

Fidelity Worldwide Fund

 

32


Table of Contents

APPENDIX C

Estimated aggregate costs for services to be provided by Computershare to receive votes over the phone and to call and solicit votes are stated below.

 

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY ADVISOR SERIES I      
Fidelity Advisor Balanced Fund    $ 7,766      $ 1,296  
Fidelity Advisor Dividend Growth Fund    $ 1,500      $ 750  
Fidelity Advisor Equity Growth Fund    $ 3,000      $ 1,500  
Fidelity Advisor Equity Income Fund    $ 1,500      $ 750  
Fidelity Advisor Equity Value Fund    $ 1,500      $ 750  
Fidelity Advisor Floating Rate High Income Fund    $ 1,500      $ 750  
Fidelity Advisor Growth & Income Fund    $ 1,500      $ 750  
Fidelity Advisor Growth Opportunities Fund    $ 1,500      $ 750  
Fidelity Advisor High Income Advantage Fund    $ 3,000      $ 1,500  
Fidelity Advisor Large Cap Fund    $ 1,500      $ 750  
Fidelity Advisor Leveraged Company Stock Fund    $ 3,000      $ 1,500  
Fidelity Advisor Mid Cap II Fund    $ 3,250      $ 1,750  
Fidelity Advisor Series Equity Growth Fund    $ 1,500      $ 750  
Fidelity Advisor Series Growth Opportunities Fund    $ 1,500      $ 750  
Fidelity Advisor Series Small Cap Fund    $ 1,500      $ 750  
Fidelity Advisor Small Cap Fund    $ 1,500      $ 750  
Fidelity Advisor Stock Selector Mid Cap Fund    $ 1,500      $ 750  
Fidelity Advisor Value Fund    $ 1,500      $ 750  
Fidelity Advisor Value Strategies Fund    $ 350      $ 150  
Fidelity Real Estate High Income Fund    $ 3,000      $ 1,500  
FIDELITY ADVISOR SERIES VII      
Fidelity Advisor Biotechnology Fund    $ 350      $ 150  
Fidelity Advisor Communications Equipment Fund    $ 350      $ 150  
Fidelity Advisor Consumer Discretionary Fund    $ 350      $ 150  
Fidelity Advisor Energy Fund    $ 350      $ 150  
Fidelity Advisor Financial Services Fund    $ 350      $ 150  
Fidelity Advisor Global Real Estate Fund    $ 350      $ 150  
Fidelity Advisor Health Care Fund    $ 350      $ 150  
Fidelity Advisor Industrials Fund    $ 350      $ 150  
Fidelity Advisor Real Estate Fund    $ 350      $ 150  
Fidelity Advisor Semiconductors Fund    $ 3,250      $ 1,750  
Fidelity Advisor Technology Fund    $ 350      $ 150  
Fidelity Advisor Utilities Fund    $ 350      $ 150  
FIDELITY ADVISOR SERIES VIII      
Fidelity Advisor Diversified International Fund    $ 1,500      $ 750  
Fidelity Advisor Emerging Asia Fund    $ 1,500      $ 750  
Fidelity Advisor Emerging Markets Fund    $ 1,500      $ 750  
Fidelity Advisor Global Capital Appreciation Fund    $ 3,250      $ 1,750  
Fidelity Advisor Global Equity Income Fund    $ 1,500      $ 750  
Fidelity Advisor International Capital Appreciation Fund    $ 3,250      $ 1,750  
Fidelity Advisor Overseas Fund    $ 1,500      $ 750  
Fidelity Advisor Value Leaders Fund    $ 1,500      $ 750  

 

33


Table of Contents

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY CAPITAL TRUST      
Fidelity Capital Appreciation Fund    $ 1,500      $ 750  
Fidelity Disciplined Equity Fund    $ 1,500      $ 750  
Fidelity Flex Small Cap Fund    $ 2,417      $ 512  
Fidelity Focused Stock Fund    $ 1,500      $ 750  
Fidelity Stock Selector All Cap Fund    $ 1,500      $ 750  
Fidelity Stock Selector Small Cap Fund    $ 1,500      $ 750  
Fidelity Value Fund    $ 1,500      $ 750  
FIDELITY COMMONWEALTH TRUST      
Fidelity® Nasdaq Composite Index® Tracking Stock    $ 350      $ 150  
FIDELITY COMMONWEALTH TRUST II      
Fidelity International Enhanced Index Fund    $ 350      $ 150  
Fidelity Large Cap Core Enhanced Index Fund    $ 350      $ 150  
Fidelity Large Cap Growth Enhanced Index Fund    $ 350      $ 150  
Fidelity Large Cap Value Enhanced Index Fund    $ 350      $ 150  
Fidelity Mid Cap Enhanced Index Fund    $ 350      $ 150  
Fidelity Small Cap Enhanced Index Fund    $ 350      $ 150  
FIDELITY CONCORD STREET TRUST      
Fidelity 500 Index Fund    $ 3,000      $ 1,500  
Fidelity Event Driven Opportunities Fund    $ 1,500      $ 750  
Fidelity Extended Market Index Fund    $ 3,250      $ 1,750  
Fidelity Flex 500 Index Fund    $ 1,500      $ 750  
Fidelity Flex Large Cap Value II Fund    $ 350      $ 150  
Fidelity Founders Fund    $ 350      $ 150  
Fidelity International Index Fund    $ 1,500      $ 750  
Fidelity Large Cap Stock Fund    $ 1,500      $ 750  
Fidelity Large Cap Stock K6 Fund    $ 1,767      $ 76  
Fidelity Mid-Cap Stock Fund    $ 1,500      $ 750  
Fidelity Mid-Cap Stock K6 Fund    $ 350      $ 150  
Fidelity Nasdaq Composite Index Fund    $ 1,500      $ 750  
Fidelity Series International Index Fund    $ 350      $ 150  
Fidelity Series Small Cap Discovery Fund    $ 1,500      $ 750  
Fidelity Series Total Market Index Fund    $ 350      $ 150  
Fidelity Small Cap Discovery Fund    $ 1,500      $ 750  
Fidelity Small Cap Stock Fund    $ 1,500      $ 750  
Fidelity Small Cap Stock K6 Fund    $ 1,500      $ 750  
Fidelity Total Market Index Fund    $ 1,500      $ 750  
Fidelity ZERO Extended Market Index Fund    $ 350      $ 150  
Fidelity ZERO International Index Fund    $ 350      $ 150  
Fidelity ZERO Large Cap Index Fund    $ 350      $ 150  
Fidelity ZERO Total Market Index Fund    $ 350      $ 150  
FIDELITY CONTRAFUND      
Fidelity Advisor New Insights Fund    $ 3,500      $ 2,500  
Fidelity Contrafund    $ 1,500      $ 750  
Fidelity Contrafund K6    $ 3,250      $ 1,750  
Fidelity Flex Opportunistic Insights Fund    $ 2,211      $ 252  
Fidelity Series Opportunistic Insights Fund    $ 1,500      $ 750  

 

34


Table of Contents

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY COVINGTON TRUST      
Fidelity Dividend ETF for Rising Rates    $ 350      $ 150  
Fidelity High Dividend ETF    $ 350      $ 150  
Fidelity High Yield Factor ETF    $ 350      $ 150  
Fidelity International High Dividend ETF    $ 350      $ 150  
Fidelity International Value Factor ETF    $ 350      $ 150  
Fidelity Low Volatility Factor ETF    $ 350      $ 150  
Fidelity Momentum Factor ETF    $ 350      $ 150  
Fidelity MSCI Communication Services Index ETF    $ 350      $ 150  
Fidelity MSCI Consumer Discretionary Index ETF    $ 350      $ 150  
Fidelity MSCI Consumer Staples Index ETF    $ 350      $ 150  
Fidelity MSCI Energy Index ETF    $ 350      $ 150  
Fidelity MSCI Financials Index ETF    $ 350      $ 150  
Fidelity MSCI Health Care Index ETF    $ 350      $ 150  
Fidelity MSCI Industrials Index ETF    $ 350      $ 150  
Fidelity MSCI Information Technology Index ETF    $ 350      $ 150  
Fidelity MSCI Materials Index ETF    $ 350      $ 150  
Fidelity MSCI Real Estate Index ETF    $ 350      $ 150  
Fidelity MSCI Utilities Index ETF    $ 350      $ 150  
Fidelity Quality Factor ETF    $ 350      $ 150  
Fidelity Small-Mid Factor ETF    $ 350      $ 150  
Fidelity Stocks for Inflation ETF    $ 350      $ 150  
Fidelity Targeted Emerging Markets Factor ETF    $ 350      $ 150  
Fidelity Targeted International Factor ETF    $ 350      $ 150  
Fidelity Value Factor ETF    $ 350      $ 150  
FIDELITY DESTINY PORTFOLIOS      
Fidelity Advisor Capital Development Fund    $ 1,500      $ 750  
Fidelity Advisor Diversified Stock Fund    $ 1,500      $ 750  
FIDELITY DEVONSHIRE TRUST      
Fidelity Equity-Income Fund    $ 1,500      $ 750  
Fidelity Equity-Income K6 Fund    $ 350      $ 150  
Fidelity Flex Mid Cap Value Fund    $ 1,584      $ 296  
Fidelity Mid Cap Value Fund    $ 1,500      $ 750  
Fidelity Mid Cap Value K6 Fund    $ 1,500      $ 750  
Fidelity Series All-Sector Equity Fund    $ 1,500      $ 750  
Fidelity Series Stock Selector Large Cap Value Fund    $ 1,500      $ 750  
Fidelity Series Value Discovery Fund    $ 1,500      $ 750  
Fidelity Stock Selector Large Cap Value Fund    $ 1,500      $ 750  
FIDELITY FINANCIAL TRUST      
Fidelity Convertible Securities Fund    $ 1,500      $ 750  
Fidelity Equity Dividend Income Fund    $ 1,500      $ 750  
Fidelity Independence Fund    $ 1,500      $ 750  
FIDELITY HASTINGS STREET TRUST      
Fidelity Fund    $ 1,500      $ 750  
Fidelity Growth Discovery Fund    $ 1,500      $ 750  

 

35


Table of Contents

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY HASTINGS STREET TRUST      
Fidelity Mega Cap Stock Fund    $ 1,500      $ 750  
Fidelity Series Emerging Markets Debt Fund    $ 1,500      $ 750  
Fidelity Series Large Cap Stock Fund    $ 350      $ 150  
FIDELITY INVESTMENT TRUST      
Fidelity Canada Fund    $ 1,500      $ 750  
Fidelity China Region Fund    $ 1,500      $ 750  
Fidelity Diversified International Fund    $ 1,500      $ 750  
Fidelity Diversified International K6 Fund    $ 68,328      $ 15,568  
Fidelity Emerging Asia Fund    $ 1,500      $ 750  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    $ 1,500      $ 750  
Fidelity Emerging Markets Discovery Fund    $ 1,500      $ 750  
Fidelity Emerging Markets Fund    $ 1,500      $ 750  
Fidelity Enduring Opportunities Fund    $ 350      $ 150  
Fidelity Europe Fund    $ 1,500      $ 750  
Fidelity Flex International Fund    $ 2,479      $ 760  
Fidelity Global Commodity Stock Fund    $ 1,500      $ 750  
Fidelity Global Equity Income Fund    $ 1,500      $ 750  
Fidelity Infrastructure Fund    $ 350      $ 150  
Fidelity International Capital Appreciation Fund    $ 1,500      $ 750  
Fidelity International Capital Appreciation K6 Fund    $ 1,500      $ 750  
Fidelity International Discovery Fund    $ 1,500      $ 750  
Fidelity International Discovery K6 Fund    $ 350      $ 150  
Fidelity International Growth Fund    $ 1,500      $ 750  
Fidelity International Small Cap Fund    $ 1,500      $ 750  
Fidelity International Small Cap Opportunities Fund    $ 1,500      $ 750  
Fidelity International Value Fund    $ 1,500      $ 750  
Fidelity Japan Fund    $ 1,500      $ 750  
Fidelity Japan Smaller Companies Fund    $ 1,500      $ 750  
Fidelity Latin America Fund    $ 1,500      $ 750  
Fidelity Nordic Fund    $ 1,500      $ 750  
Fidelity Overseas Fund    $ 1,500      $ 750  
Fidelity Pacific Basin Fund    $ 1,500      $ 750  
Fidelity SAI International SMA Completion Fund    $ 350      $ 150  
Fidelity Series Canada Fund    $ 1,500      $ 750  
Fidelity Series Emerging Markets Fund    $ 350      $ 150  
Fidelity Series Emerging Markets Opportunities Fund    $ 1,500      $ 750  
Fidelity Series International Growth Fund    $ 1,500      $ 750  
Fidelity Series International Small Cap Fund    $ 1,500      $ 750  
Fidelity Series International Value Fund    $ 1,500      $ 750  
Fidelity Series Overseas Fund    $ 350      $ 150  
Fidelity Total Emerging Markets Fund    $ 3,000      $ 1,500  
Fidelity Total International Equity Fund    $ 1,500      $ 750  
Fidelity Worldwide Fund    $ 1,500      $ 750  
FIDELITY MAGELLAN FUND      
Fidelity Magellan Fund    $ 1,500      $ 750  
Fidelity Magellan K6 Fund    $ 350      $ 150  

 

36


Table of Contents

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY MT. VERNON STREET TRUST      
Fidelity Flex Mid Cap Growth Fund    $ 1,500      $ 750  
Fidelity Growth Company Fund    $ 1,500      $ 750  
Fidelity Growth Company K6 Fund    $ 350      $ 150  
Fidelity Growth Strategies Fund    $ 1,500      $ 750  
Fidelity Growth Strategies K6 Fund    $ 1,500      $ 750  
Fidelity New Millennium Fund    $ 1,500      $ 750  
Fidelity Series Growth Company Fund    $ 1,500      $ 750  
FIDELITY PURITAN TRUST      
Fidelity Balanced Fund    $ 1,500      $ 750  
Fidelity Balanced K6 Fund    $ 350      $ 150  
Fidelity Flex Intrinsic Opportunities Fund    $ 627      $ 44  
Fidelity Low-Priced Stock Fund    $ 1,500      $ 750  
Fidelity Low-Priced Stock K6 Fund    $ 11,805      $ 2,744  
Fidelity Puritan Fund    $ 1,500      $ 750  
Fidelity Puritan K6 Fund    $ 350      $ 150  
Fidelity Series Intrinsic Opportunities Fund    $ 1,500      $ 750  
Fidelity Value Discovery Fund    $ 1,500      $ 750  
Fidelity Value Discovery K6 Fund    $ 1,500      $ 750  
FIDELITY SECURITIES FUND      
Fidelity Blue Chip Growth Fund    $ 1,500      $ 750  
Fidelity Blue Chip Growth K6 Fund    $ 27,802      $ 5,444  
Fidelity Blue Chip Value Fund    $ 1,500      $ 750  
Fidelity Dividend Growth Fund    $ 1,500      $ 750  
Fidelity Flex Large Cap Growth Fund    $ 621      $ 48  
Fidelity Growth & Income Portfolio    $ 1,500      $ 750  
Fidelity Leveraged Company Stock Fund    $ 1,500      $ 750  
Fidelity OTC K6 Portfolio    $ 350      $ 150  
Fidelity OTC Portfolio    $ 3,000      $ 1,500  
Fidelity Real Estate Income Fund    $ 1,500      $ 750  
Fidelity Series Blue Chip Growth Fund    $ 1,500      $ 750  
Fidelity Series Real Estate Income Fund    $ 1,500      $ 750  
Fidelity Series Small Cap Opportunities Fund    $ 1,500      $ 750  
Fidelity Small Cap Growth Fund    $ 1,500      $ 750  
Fidelity Small Cap Growth K6 Fund    $ 30,089      $ 6,008  
Fidelity Small Cap Value Fund    $ 16,150      $ 3,380  
FIDELITY SELECT PORTFOLIOS      
Fidelity Flex Real Estate Fund    $ 350      $ 150  
Fidelity International Real Estate Fund    $ 350      $ 150  
Fidelity Real Estate Investment Portfolio    $ 350      $ 150  
Fidelity Telecom and Utilities Fund    $ 350      $ 150  
Select Air Transportation Portfolio    $ 350      $ 150  
Select Automotive Portfolio    $ 350      $ 150  
Select Banking Portfolio    $ 350      $ 150  
Select Biotechnology Portfolio    $ 350      $ 150  
Select Brokerage and Investment Management Portfolio    $ 350      $ 150  

 

37


Table of Contents

TRUST/Fund

  

Estimated
aggregate cost for
Computershare
to call  and solicit
votes

    

Estimated
aggregate cost for
Computershare
to receive  votes
over the phone

 
FIDELITY SELECT PORTFOLIOS      
Select Chemicals Portfolio    $ 350      $ 150  
Select Communication Services Portfolio    $ 350      $ 150  
Select Communications Equipment Portfolio    $ 350      $ 150  
Select Computers Portfolio    $ 350      $ 150  
Select Construction and Housing Portfolio    $ 350      $ 150  
Select Consumer Discretionary Portfolio    $ 350      $ 150  
Select Consumer Finance Portfolio    $ 350      $ 150  
Select Consumer Staples Portfolio    $ 350      $ 150  
Select Defense and Aerospace Portfolio    $ 350      $ 150  
Select Energy Portfolio    $ 350      $ 150  
Select Energy Service Portfolio    $ 350      $ 150  
Select Environment and Alternative Energy Portfolio    $ 350      $ 150  
Select Financial Services Portfolio    $ 350      $ 150  
Select Gold Portfolio    $ 350      $ 150  
Select Health Care Portfolio    $ 350      $ 150  
Select Health Care Services Portfolio    $ 350      $ 150  
Select Industrials Portfolio    $ 350      $ 150  
Select Insurance Portfolio    $ 350      $ 150  
Select IT Services Portfolio    $ 350      $ 150  
Select Leisure Portfolio    $ 350      $ 150  
Select Materials Portfolio    $ 350      $ 150  
Select Medical Technology and Devices Portfolio    $ 350      $ 150  
Select Natural Gas Portfolio    $ 350      $ 150  
Select Natural Resources Portfolio    $ 350      $ 150  
Select Pharmaceuticals Portfolio    $ 350      $ 150  
Select Retailing Portfolio    $ 350      $ 150  
Select Semiconductors Portfolio    $ 350      $ 150  
Select Software and IT Services Portfolio    $ 350      $ 150  
Select Technology Portfolio    $ 350      $ 150  
Select Telecommunications Portfolio    $ 350      $ 150  
Select Transportation Portfolio    $ 350      $ 150  
Select Utilities Portfolio    $ 350      $ 150  
Select Wireless Portfolio    $ 350      $ 150  
FIDELITY SUMMER STREET TRUST      
Fidelity Capital & Income Fund    $ 1,500      $ 750  
Fidelity Export and Multinational Fund    $ 1,500      $ 750  
Fidelity Focused High Income Fund    $ 1,500      $ 750  
Fidelity Global High Income Fund    $ 1,500      $ 750  
Fidelity High Income Fund    $ 1,500      $ 750  
Fidelity New Markets Income Fund    $ 1,500      $ 750  
Fidelity Series Floating Rate High Income Fund    $ 1,500      $ 750  
Fidelity Series High Income Fund    $ 1,500      $ 750  
Fidelity Short Duration High Income Fund    $ 1,500      $ 750  
Fidelity U.S. Low Volatility Equity Fund    $ 350      $ 150  
Fidelity Women’s Leadership Fund    $ 350      $ 150  
FIDELITY TREND FUND      
Fidelity Trend Fund    $ 14,901      $ 1,128  

 

38


Table of Contents

APPENDIX D

Each fund’s sub-adviser(s) and each sub-adviser’s principal business address are listed below.

 

TRUST/Fund

  

FMR
UK1

    

FMR
H.K.2

    

FMR
Japan3

    

FIA4

    

FIJ5

    

FIA
(UK)6

    

Black-
Rock7

    

Geode8

 
FIDELITY ADVISOR SERIES I                        
Fidelity Advisor Balanced Fund      X        X        X                                     
Fidelity Advisor Dividend Growth Fund      X        X        X                                     
Fidelity Advisor Equity Growth Fund      X        X        X                                     
Fidelity Advisor Equity Income Fund      X        X        X                                     
Fidelity Advisor Equity Value Fund      X        X        X                                     
Fidelity Advisor Floating Rate High Income Fund      X        X        X                                     
Fidelity Advisor Growth & Income Fund      X        X        X                                     
Fidelity Advisor Growth Opportunities Fund      X        X        X                                     
Fidelity Advisor High Income Advantage Fund      X        X        X                                     
Fidelity Advisor Large Cap Fund      X        X        X                                     
Fidelity Advisor Leveraged Company Stock Fund      X        X        X                                     
Fidelity Advisor Mid Cap II Fund      X        X        X                                     
Fidelity Advisor Series Equity Growth Fund      X        X        X                                     
Fidelity Advisor Series Growth Opportunities Fund             X        X                                     
Fidelity Advisor Series Small Cap Fund             X        X                                     
Fidelity Advisor Small Cap Fund      X        X        X                                     
Fidelity Advisor Stock Selector Mid Cap Fund      X        X        X                                     
Fidelity Advisor Value Fund      X        X        X                                     
Fidelity Advisor Value Strategies Fund      X        X        X                                     
Fidelity Real Estate High Income Fund      X        X        X                                     
FIDELITY ADVISOR SERIES VII                        
Fidelity Advisor Biotechnology Fund      X        X        X                                     
Fidelity Advisor Communications Equipment Fund      X        X        X                                     
Fidelity Advisor Consumer Discretionary Fund      X        X        X                                     
Fidelity Advisor Energy Fund      X        X        X                                     
Fidelity Advisor Financial Services Fund      X        X        X                                     
Fidelity Advisor Global Real Estate Fund      X        X        X                                     
Fidelity Advisor Health Care Fund      X        X        X                                     
Fidelity Advisor Industrials Fund      X        X        X                                     
Fidelity Advisor Real Estate Fund      X        X        X                                     
Fidelity Advisor Semiconductors Fund      X        X        X                                     
Fidelity Advisor Technology Fund      X        X        X                                     
Fidelity Advisor Utilities Fund      X        X        X                                     
FIDELITY ADVISOR SERIES VIII                        
Fidelity Advisor Diversified International Fund      X        X        X        X        X        X                
Fidelity Advisor Emerging Asia Fund      X        X        X        X        X        X                
Fidelity Advisor Emerging Markets Fund      X        X        X        X        X        X                
Fidelity Advisor Global Capital Appreciation Fund      X        X        X        X        X        X                
Fidelity Advisor Global Equity Income Fund      X        X        X        X        X        X                
Fidelity Advisor International Capital Appreciation Fund      X        X        X        X        X        X                
Fidelity Advisor Overseas Fund      X        X        X        X        X        X                
Fidelity Advisor Value Leaders Fund      X        X        X                                     
FIDELITY CAPITAL TRUST                        
Fidelity Capital Appreciation Fund      X        X        X                                     
Fidelity Disciplined Equity Fund      X        X        X                                     
Fidelity Flex Small Cap Fund      X        X        X                                     
Fidelity Focused Stock Fund      X        X        X                                     
Fidelity Stock Selector All Cap Fund      X        X        X                                     
Fidelity Stock Selector Small Cap Fund      X        X        X                                     
Fidelity Value Fund      X        X        X                                     
FIDELITY COMMONWEALTH TRUST                        
Fidelity Nasdaq Composite Index Tracking Stock                                                       X  
FIDELITY COMMONWEALTH TRUST II                        
Fidelity International Enhanced Index Fund                                                       X  
Fidelity Large Cap Core Enhanced Index Fund                                                       X  

 

39


Table of Contents

TRUST/Fund

  

FMR
UK1

    

FMR
H.K.2

    

FMR
Japan3

    

FIA4

    

FIJ5

    

FIA
(UK)6

    

Black-
Rock7

    

Geode8

 
FIDELITY COMMONWEALTH TRUST II                        
Fidelity Large Cap Growth Enhanced Index Fund                                                       X  
Fidelity Large Cap Value Enhanced Index Fund                                                       X  
Fidelity Mid Cap Enhanced Index Fund                                                       X  
Fidelity Small Cap Enhanced Index Fund                                                       X  
FIDELITY CONCORD STREET TRUST                        
Fidelity 500 Index Fund                                                       X  
Fidelity Event Driven Opportunities Fund             X        X                                     
Fidelity Extended Market Index Fund                                                       X  
Fidelity Flex 500 Index Fund                                                       X  
Fidelity Flex Large Cap Value II Fund      X        X        X                                    X  
Fidelity Founders Fund      X        X        X                                     
Fidelity International Index Fund                                                       X  
Fidelity Large Cap Stock Fund      X        X        X                                     
Fidelity Large Cap Stock K6 Fund      X        X        X                                     
Fidelity Mid-Cap Stock Fund      X        X        X                                     
Fidelity Mid-Cap Stock K6 Fund      X        X        X                                     
Fidelity Nasdaq Composite Index Fund                                                       X  
Fidelity Series International Index Fund                                                       X  
Fidelity Series Small Cap Discovery Fund             X        X                                     
Fidelity Series Total Market Index Fund                                                       X  
Fidelity Small Cap Discovery Fund      X        X        X                                     
Fidelity Small Cap Stock Fund      X        X        X                                     
Fidelity Small Cap Stock K6 Fund      X        X        X                                     
Fidelity Total Market Index Fund                                                       X  
Fidelity ZERO Extended Market Index Fund                                                       X  
Fidelity ZERO International Index Fund                                                       X  
Fidelity ZERO Large Cap Index Fund                                                       X  
Fidelity ZERO Total Market Index Fund                                                       X  
FIDELITY CONTRAFUND                        
Fidelity Advisor New Insights Fund      X        X        X                                     
Fidelity Contrafund      X        X        X                                     
Fidelity Contrafund K6      X        X        X                                     
Fidelity Flex Opportunistic Insights Fund      X        X        X                                     
Fidelity Series Opportunistic Insights Fund      X        X        X                                     
FIDELITY COVINGTON TRUST                        
Fidelity Dividend ETF for Rising Rates                                                       X  
Fidelity High Dividend ETF                                                       X  
Fidelity High Yield Factor ETF      X        X        X                                     
Fidelity International High Dividend ETF                                                       X  
Fidelity International Value Factor ETF                                                       X  
Fidelity Low Volatility Factor ETF                                                       X  
Fidelity Momentum Factor ETF                                                       X  
Fidelity MSCI Communication Services Index ETF                                                X         
Fidelity MSCI Consumer Discretionary Index ETF                                                X         
Fidelity MSCI Consumer Staples Index ETF                                                X         
Fidelity MSCI Energy Index ETF                                                X         
Fidelity MSCI Financials Index ETF                                                X         
Fidelity MSCI Health Care Index ETF                                                X         
Fidelity MSCI Industrials Index ETF                                                X         
Fidelity MSCI Information Technology Index ETF                                                X         
Fidelity MSCI Materials Index ETF                                                X         
Fidelity MSCI Real Estate Index ETF                                                X         
Fidelity MSCI Utilities Index ETF                                                X         
Fidelity Quality Factor ETF                                                       X  
Fidelity Small-Mid Factor ETF                                                       X  
Fidelity Stocks for Inflation ETF                                                       X  
Fidelity Targeted Emerging Markets Factor ETF                                                       X  
Fidelity Targeted International Factor ETF                                                       X  
Fidelity Value Factor ETF                                                       X  

 

40


Table of Contents

TRUST/Fund

  

FMR
UK1

    

FMR
H.K.2

    

FMR
Japan3

    

FIA4

    

FIJ5

    

FIA
(UK)6

    

Black-
Rock7

    

Geode8

 
FIDELITY DESTINY PORTFOLIOS                        
Fidelity Advisor Capital Development Fund      X        X        X                                     
Fidelity Advisor Diversified Stock Fund      X        X        X                                     
FIDELITY DEVONSHIRE TRUST                        
Fidelity Equity-Income Fund      X        X        X                                     
Fidelity Equity-Income K6 Fund      X        X        X                                     
Fidelity Flex Mid Cap Value Fund      X        X        X                                     
Fidelity Mid Cap Value Fund      X        X        X                                     
Fidelity Mid Cap Value K6 Fund      X        X        X                                     
Fidelity Series All-Sector Equity Fund      X        X        X                                     
Fidelity Series Stock Selector Large Cap Value Fund      X        X        X                                     
Fidelity Series Value Discovery Fund      X        X        X                                     
Fidelity Stock Selector Large Cap Value Fund      X        X        X                                     
FIDELITY FINANCIAL TRUST                        
Fidelity Convertible Securities Fund      X        X        X                                     
Fidelity Equity Dividend Income Fund      X        X        X                                     
Fidelity Independence Fund      X        X        X                                     
FIDELITY HASTINGS STREET TRUST                        
Fidelity Fund      X        X        X                                     
Fidelity Growth Discovery Fund      X        X        X                                     
Fidelity Mega Cap Stock Fund      X        X        X                                     
Fidelity Series Emerging Markets Debt Fund      X        X        X                                     
Fidelity Series Large Cap Stock Fund      X        X        X                                     
FIDELITY INVESTMENT TRUST                        
Fidelity Canada Fund      X        X        X        X               X                
Fidelity China Region Fund      X        X        X        X        X        X                
Fidelity Diversified International Fund      X        X        X        X        X        X                
Fidelity Diversified International K6 Fund      X        X        X                                     
Fidelity Emerging Asia Fund      X        X        X        X        X        X                
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund      X        X        X        X        X        X                
Fidelity Emerging Markets Discovery Fund      X        X        X        X        X        X                
Fidelity Emerging Markets Fund      X        X        X        X        X        X                
Fidelity Enduring Opportunities Fund      X        X        X                                     
Fidelity Europe Fund      X        X        X        X               X                
Fidelity Flex International Fund      X        X        X                                     
Fidelity Global Commodity Stock Fund      X        X        X        X        X        X                
Fidelity Global Equity Income Fund      X        X        X        X        X        X                
Fidelity Infrastructure Fund      X        X        X                                     
Fidelity International Capital Appreciation Fund      X        X        X        X        X        X                
Fidelity International Capital Appreciation K6 Fund      X        X        X                                     
Fidelity International Discovery Fund      X        X        X        X        X        X                
Fidelity International Discovery K6 Fund      X        X        X                                     
Fidelity International Growth Fund      X        X        X        X        X        X                
Fidelity International Small Cap Fund      X        X        X        X        X        X                
Fidelity International Small Cap Opportunities Fund      X        X        X        X        X        X                
Fidelity International Value Fund      X        X        X        X        X        X                
Fidelity Japan Fund      X        X        X        X        X        X                
Fidelity Japan Smaller Companies Fund      X        X        X        X        X        X                
Fidelity Latin America Fund      X        X        X        X               X                
Fidelity Nordic Fund      X        X        X        X               X                
Fidelity Overseas Fund      X        X        X        X        X        X                
Fidelity Pacific Basin Fund      X        X        X        X        X        X                
Fidelity SAI International SMA Completion Fund      X        X        X                                     
Fidelity Series Canada Fund      X        X        X                                     
Fidelity Series Emerging Markets Fund      X        X        X                                     
Fidelity Series Emerging Markets Opportunities Fund      X        X        X                                     
Fidelity Series International Growth Fund      X        X        X                                     
Fidelity Series International Small Cap Fund      X        X        X                                     
Fidelity Series International Value Fund      X        X        X                                     
Fidelity Series Overseas Fund      X        X        X                                     

 

41


Table of Contents

TRUST/Fund

  

FMR
UK1

    

FMR
H.K.2

    

FMR
Japan3

    

FIA4

    

FIJ5

    

FIA
(UK)6

    

Black-
Rock7

    

Geode8

 
FIDELITY INVESTMENT TRUST                        
Fidelity Total Emerging Markets Fund      X        X        X        X        X        X                
Fidelity Total International Equity Fund      X        X        X        X        X        X                
Fidelity Worldwide Fund      X        X        X        X        X        X                
FIDELITY MAGELLAN FUND                        
Fidelity Magellan Fund      X        X        X                                     
Fidelity Magellan K6 Fund      X        X        X                                     
FIDELITY MT. VERNON STREET TRUST                        
Fidelity Flex Mid Cap Growth Fund      X        X        X                                     
Fidelity Growth Company Fund      X        X        X                                     
Fidelity Growth Company K6 Fund      X        X        X                                     
Fidelity Growth Strategies Fund      X        X        X                                     
Fidelity Growth Strategies K6 Fund      X        X        X                                     
Fidelity New Millennium Fund      X        X        X                                     
Fidelity Series Growth Company Fund             X        X                                     
FIDELITY PURITAN TRUST                        
Fidelity Balanced Fund      X        X        X                                     
Fidelity Balanced K6 Fund      X        X        X                                     
Fidelity Flex Intrinsic Opportunities Fund      X        X        X                                     
Fidelity Low-Priced Stock Fund      X        X        X                                     
Fidelity Low-Priced Stock K6 Fund      X        X        X                                     
Fidelity Puritan Fund      X        X        X                                     
Fidelity Puritan K6 Fund      X        X        X                                     
Fidelity Series Intrinsic Opportunities Fund      X        X        X                                     
Fidelity Value Discovery Fund      X        X        X                                     
Fidelity Value Discovery K6 Fund      X        X        X                                     
FIDELITY SECURITIES FUND                        
Fidelity Blue Chip Growth Fund      X        X        X                                     
Fidelity Blue Chip Growth K6 Fund      X        X        X                                     
Fidelity Blue Chip Value Fund      X        X        X                                     
Fidelity Dividend Growth Fund      X        X        X                                     
Fidelity Flex Large Cap Growth Fund      X        X        X                                     
Fidelity Growth & Income Portfolio      X        X        X                                     
Fidelity Leveraged Company Stock Fund      X        X        X                                     
Fidelity OTC K6 Portfolio      X        X        X                                     
Fidelity OTC Portfolio      X        X        X                                     
Fidelity Real Estate Income Fund      X        X        X                                     
Fidelity Series Blue Chip Growth Fund             X        X                                     
Fidelity Series Real Estate Income Fund      X        X        X                                     
Fidelity Series Small Cap Opportunities Fund      X        X        X                                     
Fidelity Small Cap Growth Fund      X        X        X                                     
Fidelity Small Cap Growth K6 Fund      X        X        X                                     
Fidelity Small Cap Value Fund      X        X        X                                     
FIDELITY SELECT PORTFOLIOS                        
Fidelity Flex Real Estate Fund      X        X        X                                     
Fidelity International Real Estate Fund      X        X        X        X        X        X                
Fidelity Real Estate Investment Portfolio      X        X        X                                     
Fidelity Telecom and Utilities Fund      X        X        X                                     
Select Air Transportation Portfolio      X        X        X                                     
Select Automotive Portfolio      X        X        X                                     
Select Banking Portfolio      X        X        X                                     
Select Biotechnology Portfolio      X        X        X                                     
Select Brokerage and Investment Management Portfolio      X        X        X                                     
Select Chemicals Portfolio      X        X        X                                     
Select Communication Services Portfolio      X        X        X                                     
Select Communications Equipment Portfolio      X        X        X                                     
Select Computers Portfolio      X        X        X                                     
Select Construction and Housing Portfolio      X        X        X                                     
Select Consumer Discretionary Portfolio      X        X        X                                     
Select Consumer Finance Portfolio      X        X        X                                     

 

42


Table of Contents

TRUST/Fund

  

FMR
UK1

    

FMR
H.K.2

    

FMR
Japan3

    

FIA4

    

FIJ5

    

FIA
(UK)6

    

Black-
Rock7

    

Geode8

 
FIDELITY SELECT PORTFOLIOS                        
Select Consumer Staples Portfolio      X        X        X                                     
Select Defense and Aerospace Portfolio      X        X        X                                     
Select Energy Portfolio      X        X        X                                     
Select Energy Service Portfolio      X        X        X                                     
Select Environment and Alternative Energy Portfolio      X        X        X                                     
Select Financial Services Portfolio      X        X        X                                     
Select Gold Portfolio      X        X        X                                     
Select Health Care Portfolio      X        X        X                                     
Select Health Care Services Portfolio      X        X        X                                     
Select Industrials Portfolio      X        X        X                                     
Select Insurance Portfolio      X        X        X                                     
Select IT Services Portfolio      X        X        X                                     
Select Leisure Portfolio      X        X        X                                     
Select Materials Portfolio      X        X        X                                     
Select Medical Technology and Devices Portfolio      X        X        X                                     
Select Natural Gas Portfolio      X        X        X                                     
Select Natural Resources Portfolio      X        X        X                                     
Select Pharmaceuticals Portfolio      X        X        X                                     
Select Retailing Portfolio      X        X        X                                     
Select Semiconductors Portfolio      X        X        X                                     
Select Software and IT Services Portfolio      X        X        X                                     
Select Technology Portfolio      X        X        X                                     
Select Telecommunications Portfolio      X        X        X                                     
Select Transportation Portfolio      X        X        X                                     
Select Utilities Portfolio      X        X        X                                     
Select Wireless Portfolio      X        X        X                                     
FIDELITY SUMMER STREET TRUST                        
Fidelity Capital & Income Fund      X        X        X                                     
Fidelity Export and Multinational Fund      X        X        X                                     
Fidelity Focused High Income Fund      X        X        X                                     
Fidelity Global High Income Fund      X        X        X        X        X        X                
Fidelity High Income Fund      X        X        X                                     
Fidelity New Markets Income Fund      X        X        X        X        X        X                
Fidelity Series Floating Rate High Income Fund      X        X        X                                     
Fidelity Series High Income Fund      X        X        X                                     
Fidelity Short Duration High Income Fund             X        X                                     
Fidelity U.S. Low Volatility Equity Fund      X        X        X                                     
Fidelity Women’s Leadership Fund      X        X        X                                     
FIDELITY TREND FUND                        
Fidelity Trend Fund      X        X        X                                     

 

1 

The principal business address of FMR Investment Management (UK) Limited (FMR UK) is 1 St. Martin’s Le Grand, London, EC1A 4AS, United Kingdom.

 

2 

The principal business address of Fidelity Management & Research (Hong Kong) Limited (FMR H.K.) is Floor 19, 41 Connaught Road Central, Hong Kong.

 

3 

The principal business address of Fidelity Management & Research (Japan) Limited (FMR Japan) is Kamiyacho Prime Place, 1-17, Toranomon-4-Chome, Minato-ku, Tokyo, Japan.

 

4 

The principal business address of FIL Investment Advisors (FIA) is Pembroke Hall, 42 Crow Lane, Pembroke HM19, Bermuda.

 

5 

The principal business address of FIL Investments (Japan) Limited (FIJ) is Tri-Seven Roppongi, 7-7-7 Roppongi, Minato-ku, Tokyo, Japan 106-0032.

 

6 

The principal business address of FIL Investment Advisors (UK) Limited (FIA (UK)) is Oakhill House, 130 Tonbridge Road, Hildenborough, TN11 9DZ, United Kingdom.

 

7 

The principal business address of BlackRock Fund Advisors (BlackRock) is 400 Howard Street, San Francisco, California 94105.

 

8 

The principal business address of Geode Capital Management, LLC (Geode) is 100 Summer Street, 12th Floor, Boston, Massachusetts 02110.

 

43


Table of Contents

Appendix E

Information regarding the number of shares of each fund and class, as applicable, of each trust issued and outstanding is provided below.

 

Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
FIDELITY ADVISOR SERIES I   
Fidelity Advisor Balanced Fund: Class A      41,535,806  
Fidelity Advisor Balanced Fund: Class M      59,646,964  
Fidelity Advisor Balanced Fund: Class C      32,439,266  
Fidelity Advisor Balanced Fund: Class I      39,920,886  
Fidelity Advisor Balanced Fund: Class Z      14,669,294  
Fidelity Advisor Dividend Growth Fund: Class A      25,157,928  
Fidelity Advisor Dividend Growth Fund: Class M      21,963,235  
Fidelity Advisor Dividend Growth Fund: Class C      4,427,079  
Fidelity Advisor Dividend Growth Fund: Class I      10,280,860  
Fidelity Advisor Dividend Growth Fund: Class Z      907,349  
Fidelity Advisor Equity Growth Fund: Class A      86,049,249  
Fidelity Advisor Equity Growth Fund: Class M      117,354,924  
Fidelity Advisor Equity Growth Fund: Class C      10,014,865  
Fidelity Advisor Equity Growth Fund: Class I      40,106,568  
Fidelity Advisor Equity Growth Fund: Class Z      8,589,753  
Fidelity Advisor Equity Income Fund: Class A      22,504,970  
Fidelity Advisor Equity Income Fund: Class M      20,953,163  
Fidelity Advisor Equity Income Fund: Class C      2,800,039  
Fidelity Advisor Equity Income Fund: Class I      6,857,839  
Fidelity Advisor Equity Income Fund: Class Z      937,014  
Fidelity Advisor Equity Value Fund: Class A      3,964,324  
Fidelity Advisor Equity Value Fund: Class M      1,518,623  
Fidelity Advisor Equity Value Fund: Class C      840,872  
Fidelity Advisor Equity Value Fund: Class I      993,073  
Fidelity Advisor Equity Value Fund: Class Z      170,536  
Fidelity Floating Rate High Income Fund      745,436,005  
Fidelity Advisor Floating Rate High Income Fund: Class A      55,850,954  
Fidelity Advisor Floating Rate High Income Fund: Class M      8,344,342  
Fidelity Advisor Floating Rate High Income Fund: Class C      25,387,418  
Fidelity Advisor Floating Rate High Income Fund: Class I      101,928,900  
Fidelity Advisor Floating Rate High Income Fund: Class Z      112,448,320  
Fidelity Advisor Growth & Income Fund: Class A      10,610,584  
Fidelity Advisor Growth & Income Fund: Class M      6,205,550  
Fidelity Advisor Growth & Income Fund: Class C      1,615,975  
Fidelity Advisor Growth & Income Fund: Class I      1,747,314  
Fidelity Advisor Growth & Income Fund: Class Z      252,551  
Fidelity Advisor Growth Opportunities Fund: Class A      16,761,690  
Fidelity Advisor Growth Opportunities Fund: Class M      23,946,335  
Fidelity Advisor Growth Opportunities Fund: Class C      7,391,427  
Fidelity Advisor Growth Opportunities Fund: Class I      35,692,842  
Fidelity Advisor Growth Opportunities Fund: Class Z      14,171,662  
Fidelity Advisor High Income Advantage Fund: Class A      45,458,747  
Fidelity Advisor High Income Advantage Fund: Class M      28,542,393  

 

44


Table of Contents

Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor High Income Advantage Fund: Class C      8,045,985  
Fidelity Advisor High Income Advantage Fund: Class I      56,697,043  
Fidelity Advisor High Income Advantage Fund: Class Z      17,552,020  
Fidelity Advisor Large Cap Fund: Class A      13,596,961  
Fidelity Advisor Large Cap Fund: Class M      5,571,704  
Fidelity Advisor Large Cap Fund: Class C      4,228,028  
Fidelity Advisor Large Cap Fund: Class I      8,946,583  
Fidelity Advisor Large Cap Fund: Class Z      872,435  
Fidelity Advisor Leveraged Company Stock Fund: Class A      13,047,606  
Fidelity Advisor Leveraged Company Stock Fund: Class M      6,755,791  
Fidelity Advisor Leveraged Company Stock Fund: Class C      2,205,335  
Fidelity Advisor Leveraged Company Stock Fund: Class I      7,689,660  
Fidelity Advisor Leveraged Company Stock Fund: Class Z      674,560  
Fidelity Advisor Mid Cap II Fund: Class A      32,921,606  
Fidelity Advisor Mid Cap II Fund: Class M      16,084,054  
Fidelity Advisor Mid Cap II Fund: Class C      5,920,516  
Fidelity Advisor Mid Cap II Fund: Class I      22,501,940  
Fidelity Advisor Mid Cap II Fund: Class Z      2,092,194  
Fidelity Real Estate High Income Fund      96,577,124  
Fidelity Advisor Series Equity Growth Fund      64,795,289  
Fidelity Advisor Series Growth Opportunities Fund      46,675,843  
Fidelity Advisor Series Small Cap Fund      39,822,492  
Fidelity Advisor Small Cap Fund: Class A      26,928,464  
Fidelity Advisor Small Cap Fund: Class M      24,447,000  
Fidelity Advisor Small Cap Fund: Class C      5,593,601  
Fidelity Advisor Small Cap Fund: Class I      15,149,917  
Fidelity Advisor Small Cap Fund: Class Z      4,876,001  
Fidelity Stock Selector Mid Cap Fund      9,859,210  
Fidelity Advisor Stock Selector Mid Cap Fund: Class A      17,443,206  
Fidelity Advisor Stock Selector Mid Cap Fund: Class M      15,139,473  
Fidelity Advisor Stock Selector Mid Cap Fund: Class C      1,094,192  
Fidelity Advisor Stock Selector Mid Cap Fund: Class I      8,372,562  
Fidelity Advisor Stock Selector Mid Cap Fund: Class Z      7,001,366  
Fidelity Advisor Value Fund: Class A      1,958,158  
Fidelity Advisor Value Fund: Class M      668,711  
Fidelity Advisor Value Fund: Class C      399,456  
Fidelity Advisor Value Fund: Class I      482,023  
Fidelity Advisor Value Fund: Class Z      123,133  
Fidelity Value Strategies Fund      8,691,095  
Fidelity Value Strategies Fund: Class K      1,388,855  
Fidelity Advisor Value Strategies Fund: Class A      6,288,034  
Fidelity Advisor Value Strategies Fund: Class M      6,663,764  
Fidelity Advisor Value Strategies Fund: Class C      468,384  
Fidelity Advisor Value Strategies Fund: Class I      1,828,365  
FIDELITY ADVISOR SERIES VII   
Fidelity Advisor Biotechnology Fund: Class A      22,560,333  
Fidelity Advisor Biotechnology Fund: Class M      4,826,810  

 

45


Table of Contents

Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Biotechnology Fund: Class C      16,428,798  
Fidelity Advisor Biotechnology Fund: Class I      32,987,829  
Fidelity Advisor Biotechnology Fund: Class Z      1,304,560  
Fidelity Advisor Communications Equipment Fund: Class A      734,350  
Fidelity Advisor Communications Equipment Fund: Class M      307,759  
Fidelity Advisor Communications Equipment Fund: Class C      224,066  
Fidelity Advisor Communications Equipment Fund: Class I      132,869  
Fidelity Advisor Consumer Discretionary Fund: Class A      5,086,191  
Fidelity Advisor Consumer Discretionary Fund: Class M      1,114,182  
Fidelity Advisor Consumer Discretionary Fund: Class C      2,852,138  
Fidelity Advisor Consumer Discretionary Fund: Class I      4,000,251  
Fidelity Advisor Consumer Discretionary Fund: Class Z      905,600  
Fidelity Advisor Energy Fund: Class A      5,913,110  
Fidelity Advisor Energy Fund: Class M      2,698,122  
Fidelity Advisor Energy Fund: Class C      2,837,693  
Fidelity Advisor Energy Fund: Class I      6,002,663  
Fidelity Advisor Energy Fund: Class Z      1,799,472  
Fidelity Advisor Financial Services Fund: Class A      6,384,054  
Fidelity Advisor Financial Services Fund: Class M      2,171,679  
Fidelity Advisor Financial Services Fund: Class C      3,118,713  
Fidelity Advisor Financial Services Fund: Class I      4,271,392  
Fidelity Advisor Financial Services Fund: Class Z      1,177,354  
Fidelity Advisor Global Real Estate Fund: Class A      201,312  
Fidelity Advisor Global Real Estate Fund: Class M      73,354  
Fidelity Advisor Global Real Estate Fund: Class C      75,237  
Fidelity Advisor Global Real Estate Fund: Class I      111,486  
Fidelity Advisor Global Real Estate Fund: Class Z      45,437  
Fidelity Advisor Health Care Fund: Class A      21,689,280  
Fidelity Advisor Health Care Fund: Class M      6,287,956  
Fidelity Advisor Health Care Fund: Class C      13,886,143  
Fidelity Advisor Health Care Fund: Class I      31,714,194  
Fidelity Advisor Health Care Fund: Class Z      6,962,357  
Fidelity Advisor Industrials Fund: Class A      6,768,406  
Fidelity Advisor Industrials Fund: Class M      1,565,481  
Fidelity Advisor Industrials Fund: Class C      2,414,227  
Fidelity Advisor Industrials Fund: Class I      4,560,920  
Fidelity Advisor Industrials Fund: Class Z      698,609  
Fidelity Advisor Real Estate Fund: Class A      6,417,387  
Fidelity Advisor Real Estate Fund: Class M      5,383,816  
Fidelity Advisor Real Estate Fund: Class C      1,368,478  
Fidelity Advisor Real Estate Fund: Class I      9,809,977  
Fidelity Advisor Real Estate Fund: Class Z      473,008  
Fidelity Advisor Semiconductors Fund: Class A      4,823,845  
Fidelity Advisor Semiconductors Fund: Class M      1,030,523  
Fidelity Advisor Semiconductors Fund: Class C      2,440,262  
Fidelity Advisor Semiconductors Fund: Class I      4,102,501  
Fidelity Advisor Semiconductors Fund: Class Z      472,092  
Fidelity Advisor Technology Fund: Class A      17,142,349  

 

46


Table of Contents

Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Technology Fund: Class M      6,500,946  
Fidelity Advisor Technology Fund: Class C      5,498,400  
Fidelity Advisor Technology Fund: Class I      11,810,737  
Fidelity Advisor Technology Fund: Class Z      2,753,124  
Fidelity Advisor Utilities Fund: Class A      8,875,406  
Fidelity Advisor Utilities Fund: Class M      2,057,880  
Fidelity Advisor Utilities Fund: Class C      2,399,059  
Fidelity Advisor Utilities Fund: Class I      7,668,909  
Fidelity Advisor Utilities Fund: Class Z      1,689,759  
FIDELITY ADVISOR SERIES VIII   
Fidelity Advisor Diversified International Fund: Class A      22,076,364  
Fidelity Advisor Diversified International Fund: Class M      7,239,144  
Fidelity Advisor Diversified International Fund: Class C      2,499,745  
Fidelity Advisor Diversified International Fund: Class I      25,836,592  
Fidelity Advisor Diversified International Fund: Class Z      13,045,457  
Fidelity Advisor Emerging Asia Fund: Class A      3,716,641  
Fidelity Advisor Emerging Asia Fund: Class M      1,036,324  
Fidelity Advisor Emerging Asia Fund: Class C      652,539  
Fidelity Advisor Emerging Asia Fund: Class I      2,638,400  
Fidelity Advisor Emerging Asia Fund: Class Z      1,221,162  
Fidelity Advisor Emerging Markets Fund: Class A      5,447,458  
Fidelity Advisor Emerging Markets Fund: Class M      1,639,453  
Fidelity Advisor Emerging Markets Fund: Class C      1,619,021  
Fidelity Advisor Emerging Markets Fund: Class I      11,403,241  
Fidelity Advisor Emerging Markets Fund: Class Z      6,864,749  
Fidelity Advisor Global Capital Appreciation Fund: Class A      1,835,185  
Fidelity Advisor Global Capital Appreciation Fund: Class M      1,203,315  
Fidelity Advisor Global Capital Appreciation Fund: Class C      880,924  
Fidelity Advisor Global Capital Appreciation Fund: Class I      2,246,628  
Fidelity Advisor Global Equity Income Fund: Class A      559,912  
Fidelity Advisor Global Equity Income Fund: Class M      215,742  
Fidelity Advisor Global Equity Income Fund: Class C      266,196  
Fidelity Advisor Global Equity Income Fund: Class I      139,670  
Fidelity Advisor Global Equity Income Fund: Class Z      216,159  
Fidelity Advisor International Capital Appreciation Fund: Class A      14,623,578  
Fidelity Advisor International Capital Appreciation Fund: Class M      6,335,083  
Fidelity Advisor International Capital Appreciation Fund: Class C      6,516,604  
Fidelity Advisor International Capital Appreciation Fund: Class I      107,786,172  
Fidelity Advisor International Capital Appreciation Fund: Class Z      24,267,323  
Fidelity Advisor Overseas Fund: Class A      1,933,089  
Fidelity Advisor Overseas Fund: Class M      8,552,484  
Fidelity Advisor Overseas Fund: Class C      248,360  
Fidelity Advisor Overseas Fund: Class I      4,798,752  
Fidelity Advisor Overseas Fund: Class Z      1,643,835  
Fidelity Advisor Value Leaders Fund: Class A      790,816  
Fidelity Advisor Value Leaders Fund: Class M      272,093  
Fidelity Advisor Value Leaders Fund: Class C      142,726  
Fidelity Advisor Value Leaders Fund: Class I      124,022  

 

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Number of Shares
Outstanding as of
February 29, 2020

 
FIDELITY CAPITAL TRUST   
Fidelity Capital Appreciation Fund      139,318,650  
Fidelity Capital Appreciation Fund: Class K      23,989,686  
Fidelity Disciplined Equity Fund      31,076,524  
Fidelity Disciplined Equity Fund: Class K      2,246,234  
Fidelity Flex Small Cap Fund      1,060,467  
Fidelity Focused Stock Fund      112,330,142  
Fidelity Stock Selector All Cap Fund      177,292,976  
Fidelity Stock Selector All Cap Fund: Class K      1,626,475  
Fidelity Advisor Stock Selector All Cap Fund: Class A      4,377,561  
Fidelity Advisor Stock Selector All Cap Fund: Class M      2,356,608  
Fidelity Advisor Stock Selector All Cap Fund: Class C      615,366  
Fidelity Advisor Stock Selector All Cap Fund: Class I      839,189  
Fidelity Advisor Stock Selector All Cap Fund: Class Z      250,720  
Fidelity Stock Selector Small Cap Fund      40,050,371  
Fidelity Advisor Stock Selector Small Cap Fund: Class A      1,796,794  
Fidelity Advisor Stock Selector Small Cap Fund: Class M      355,041  
Fidelity Advisor Stock Selector Small Cap Fund: Class C      351,198  
Fidelity Advisor Stock Selector Small Cap Fund: Class I      682,287  
Fidelity Advisor Stock Selector Small Cap Fund: Class Z      1,625,416  
Fidelity Value Fund      571,531,316  
Fidelity Value Fund: Class K      67,163,855  
FIDELITY COMMONWEALTH TRUST   
Fidelity Nasdaq Composite Index Tracking Stock      6,720,000  
FIDELITY COMMONWEALTH TRUST II   
Fidelity International Enhanced Index Fund      170,105,030  
Fidelity Large Cap Core Enhanced Index Fund      56,415,380  
Fidelity Large Cap Growth Enhanced Index Fund      54,598,142  
Fidelity Large Cap Value Enhanced Index Fund      306,155,149  
Fidelity Mid Cap Enhanced Index Fund      85,576,705  
Fidelity Small Cap Enhanced Index Fund      45,763,869  
FIDELITY CONCORD STREET TRUST   
Fidelity 500 Index Fund      2,134,428,578  
Fidelity Event Driven Opportunities Fund      8,763,193  
Fidelity Extended Market Index Fund      389,651,927  
Fidelity Flex 500 Index Fund      66,885,722  
Fidelity Flex Large Cap Value II Fund      1,831,809  
Fidelity Founders Fund      1,750,233  
Fidelity Advisor Founders Fund: Class A      282,914  
Fidelity Advisor Founders Fund: Class M      55,931  
Fidelity Advisor Founders Fund: Class C      28,050  
Fidelity Advisor Founders Fund: Class I      31,964  
Fidelity Advisor Founders Fund: Class Z      443,619  
Fidelity International Index Fund      732,526,948  
Fidelity Large Cap Stock Fund      76,197,103  
Fidelity Large Cap Stock K6 Fund      7,113,596  
Fidelity Mid-Cap Stock Fund      148,388,930  

 

48


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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Mid-Cap Stock Fund: Class K      52,902,397  
Fidelity Mid-Cap Stock K6 Fund      12,528,950  
Fidelity Nasdaq Composite Index Fund      66,187,235  
Fidelity Series International Index Fund      11,350,619  
Fidelity Series Small Cap Discovery Fund      133,248,685  
Fidelity Series Total Market Index Fund      2,116,392,919  
Fidelity Small Cap Discovery Fund      119,207,241  
Fidelity Small Cap Stock Fund      81,906,586  
Fidelity Small Cap Stock K6 Fund      8,253,355  
Fidelity Total Market Index Fund      553,637,352  
Fidelity ZERO Extended Market Index Fund      57,866,111  
Fidelity ZERO International Index Fund      155,731,484  
Fidelity ZERO Large Cap Index Fund      162,163,351  
Fidelity ZERO Total Market Index Fund      474,754,687  
FIDELITY CONTRAFUND   
Fidelity Contrafund      6,980,555,232  
Fidelity Contrafund: Class K      1,600,356,482  
Fidelity Contrafund K6      826,936,385  
Fidelity Flex Opportunistic Insights Fund      1,713,178  
Fidelity Advisor New Insights Fund: Class A      188,315,789  
Fidelity Advisor New Insights Fund: Class M      59,002,808  
Fidelity Advisor New Insights Fund: Class C      79,761,021  
Fidelity Advisor New Insights Fund: Class I      413,445,128  
Fidelity Advisor New Insights Fund: Class Z      67,463,190  
Fidelity Series Opportunistic Insights Fund      375,876,669  
FIDELITY COVINGTON TRUST   
Fidelity Dividend ETF for Rising Rates      10,900,000  
Fidelity High Dividend ETF      17,800,000  
Fidelity High Yield Factor ETF      2,250,000  
Fidelity International High Dividend ETF      2,300,000  
Fidelity International Value Factor ETF      600,000  
Fidelity Low Volatility Factor ETF      11,050,000  
Fidelity Momentum Factor ETF      2,500,000  
Fidelity MSCI Communication Services Index ETF      13,850,000  
Fidelity MSCI Consumer Discretionary Index ETF      15,650,000  
Fidelity MSCI Consumer Staples Index ETF      16,600,000  
Fidelity MSCI Energy Index ETF      29,350,000  
Fidelity MSCI Financials Index ETF      24,200,000  
Fidelity MSCI Health Care Index ETF      35,500,000  
Fidelity MSCI Industrials Index ETF      10,800,000  
Fidelity MSCI Information Technology Index ETF      46,050,000  
Fidelity MSCI Materials Index ETF      6,800,000  
Fidelity MSCI Real Estate Index ETF      38,600,000  
Fidelity MSCI Utilities Index ETF      23,500,000  
Fidelity Quality Factor ETF      4,250,000  
Fidelity Small-Mid Factor ETF      400,000  
Fidelity Stocks for Inflation ETF      100,000  

 

49


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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Targeted Emerging Markets Factor ETF      400,000  
Fidelity Targeted International Factor ETF      400,000  
Fidelity Value Factor ETF      5,200,000  
FIDELITY DESTINY PORTFOLIOS   
Fidelity Advisor Capital Development Fund: Class A      31,041,497  
Fidelity Advisor Capital Development Fund: Class O      175,885,050  
Fidelity Advisor Capital Development Fund: Class M      223,092  
Fidelity Advisor Capital Development Fund: Class C      235,536  
Fidelity Advisor Capital Development Fund: Class I      882,485  
Fidelity Advisor Diversified Stock Fund: Class A      11,149,220  
Fidelity Advisor Diversified Stock Fund: Class O      65,832,192  
Fidelity Advisor Diversified Stock Fund: Class M      1,551,943  
Fidelity Advisor Diversified Stock Fund: Class C      1,209,884  
Fidelity Advisor Diversified Stock Fund: Class I      2,170,749  
Fidelity Advisor Diversified Stock Fund: Class Z      464,250  
FIDELITY DEVONSHIRE TRUST   
Fidelity Equity-Income Fund      89,885,248  
Fidelity Equity-Income Fund: Class K      12,680,456  
Fidelity Equity-Income K6 Fund      4,457,867  
Fidelity Flex Mid Cap Value Fund      3,366,665  
Fidelity Mid Cap Value Fund      50,694,380  
Fidelity Advisor Mid Cap Value Fund: Class A      6,277,493  
Fidelity Advisor Mid Cap Value Fund: Class M      1,617,916  
Fidelity Advisor Mid Cap Value Fund: Class C      2,815,864  
Fidelity Advisor Mid Cap Value Fund: Class I      5,509,609  
Fidelity Advisor Mid Cap Value Fund: Class Z      1,580,947  
Fidelity Mid Cap Value K6 Fund      5,072,408  
Fidelity Series All-Sector Equity Fund      334,281,407  
Fidelity Series Stock Selector Large Cap Value Fund      800,213,135  
Fidelity Series Value Discovery Fund      580,818,875  
Fidelity Stock Selector Large Cap Value Fund      20,049,963  
Fidelity Advisor Stock Selector Large Cap Value Fund: Class A      1,200,797  
Fidelity Advisor Stock Selector Large Cap Value Fund: Class M      493,139  
Fidelity Advisor Stock Selector Large Cap Value Fund: Class C      432,992  
Fidelity Advisor Stock Selector Large Cap Value Fund: Class I      437,177  
Fidelity Advisor Stock Selector Large Cap Value Fund: Class Z      607,788  
FIDELITY FINANCIAL TRUST   
Fidelity Convertible Securities Fund      44,677,202  
Fidelity Advisor Convertible Securities Fund: Class A      811,937  
Fidelity Advisor Convertible Securities Fund: Class M      203,750  
Fidelity Advisor Convertible Securities Fund: Class C      637,505  
Fidelity Advisor Convertible Securities Fund: Class I      2,006,832  
Fidelity Advisor Convertible Securities Fund: Class Z      854,422  
Fidelity Equity Dividend Income Fund      193,669,999  
Fidelity Equity Dividend Income Fund: Class K      12,740,509  
Fidelity Independence Fund      96,055,002  
Fidelity Independence Fund: Class K      9,104,486  

 

50


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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
FIDELITY HASTINGS STREET TRUST   
Fidelity Fund      83,832,109  
Fidelity Fund: Class K      10,118,928  
Fidelity Growth Discovery Fund      46,711,989  
Fidelity Growth Discovery Fund: Class K      7,985,653  
Fidelity Mega Cap Stock Fund      83,653,875  
Fidelity Advisor Mega Cap Stock Fund: Class A      4,596,245  
Fidelity Advisor Mega Cap Stock Fund: Class M      1,640,022  
Fidelity Advisor Mega Cap Stock Fund: Class C      1,870,588  
Fidelity Advisor Mega Cap Stock Fund: Class I      2,964,390  
Fidelity Advisor Mega Cap Stock Fund: Class Z      11,700,176  
Fidelity Series Emerging Markets Debt Fund      153,208,228  
Fidelity Series Large Cap Stock Fund      871,054,743  
FIDELITY INVESTMENT TRUST   
Fidelity Canada Fund      15,202,041  
Fidelity Advisor Canada Fund: Class A      567,762  
Fidelity Advisor Canada Fund: Class M      168,716  
Fidelity Advisor Canada Fund: Class C      106,627  
Fidelity Advisor Canada Fund: Class I      276,552  
Fidelity Advisor Canada Fund: Class Z      389,090  
Fidelity China Region Fund      29,837,957  
Fidelity Advisor China Region Fund: Class A      840,464  
Fidelity Advisor China Region Fund: Class M      252,057  
Fidelity Advisor China Region Fund: Class C      265,481  
Fidelity Advisor China Region Fund: Class I      743,459  
Fidelity Advisor China Region Fund: Class Z      1,302,535  
Fidelity Diversified International Fund      226,640,348  
Fidelity Diversified International Fund: Class K      102,141,202  
Fidelity Diversified International K6 Fund      275,401,384  
Fidelity Emerging Asia Fund      23,068,254  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund      7,630,591  
Fidelity Advisor Emerging Europe, Middle East, Africa (EMEA) Fund: Class A      560,995  
Fidelity Advisor Emerging Europe, Middle East, Africa (EMEA) Fund: Class M      233,921  
Fidelity Advisor Emerging Europe, Middle East, Africa (EMEA) Fund: Class C      244,105  
Fidelity Advisor Emerging Europe, Middle East, Africa (EMEA) Fund: Class I      2,622,341  
Fidelity Emerging Markets Discovery Fund      14,955,610  
Fidelity Advisor Emerging Markets Discovery Fund: Class A      1,006,581  
Fidelity Advisor Emerging Markets Discovery Fund: Class M      398,740  
Fidelity Advisor Emerging Markets Discovery Fund: Class C      496,706  
Fidelity Advisor Emerging Markets Discovery Fund: Class I      3,760,330  
Fidelity Advisor Emerging Markets Discovery Fund: Class Z      1,208,047  
Fidelity Emerging Markets Fund      100,876,510  
Fidelity Emerging Markets Fund: Class K      31,597,294  
Fidelity Enduring Opportunities Fund      527,941  
Fidelity Europe Fund      23,866,966  
Fidelity Advisor Europe Fund: Class A      666,021  
Fidelity Advisor Europe Fund: Class M      162,390  
Fidelity Advisor Europe Fund: Class C      175,841  

 

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Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Europe Fund: Class I      189,218  
Fidelity Advisor Europe Fund: Class Z      610,939  
Fidelity Flex International Fund      6,861,838  
Fidelity Global Commodity Stock Fund      19,576,991  
Fidelity Advisor Global Commodity Stock Fund: Class A      2,046,993  
Fidelity Advisor Global Commodity Stock Fund: Class M      447,647  
Fidelity Advisor Global Commodity Stock Fund: Class C      917,953  
Fidelity Advisor Global Commodity Stock Fund: Class I      10,133,250  
Fidelity Advisor Global Commodity Stock Fund: Class Z      7,651,477  
Fidelity Global Equity Income Fund      4,805,467  
Fidelity Infrastructure Fund      958,408  
Fidelity International Capital Appreciation Fund      175,249,112  
Fidelity International Capital Appreciation K6 Fund      49,969,371  
Fidelity International Discovery Fund      156,722,056  
Fidelity International Discovery Fund: Class K      35,186,813  
Fidelity Advisor International Discovery Fund: Class A      4,116,082  
Fidelity Advisor International Discovery Fund: Class M      531,440  
Fidelity Advisor International Discovery Fund: Class C      269,450  
Fidelity Advisor International Discovery Fund: Class I      9,908,247  
Fidelity Advisor International Discovery Fund: Class Z      1,840,362  
Fidelity International Discovery K6 Fund      7,007,188  
Fidelity International Growth Fund      82,087,053  
Fidelity Advisor International Growth Fund: Class A      11,707,387  
Fidelity Advisor International Growth Fund: Class M      1,955,183  
Fidelity Advisor International Growth Fund: Class C      3,939,931  
Fidelity Advisor International Growth Fund: Class I      70,723,505  
Fidelity Advisor International Growth Fund: Class Z      83,424,325  
Fidelity International Small Cap Fund      48,823,604  
Fidelity Advisor International Small Cap Fund: Class A      4,249,453  
Fidelity Advisor International Small Cap Fund: Class M      606,899  
Fidelity Advisor International Small Cap Fund: Class C      947,836  
Fidelity Advisor International Small Cap Fund: Class I      29,310,407  
Fidelity Advisor International Small Cap Fund: Class Z      11,545,872  
Fidelity International Small Cap Opportunities Fund      54,586,885  
Fidelity Advisor International Small Cap Opportunities Fund: Class A      2,136,274  
Fidelity Advisor International Small Cap Opportunities Fund: Class M      707,776  
Fidelity Advisor International Small Cap Opportunities Fund: Class C      488,673  
Fidelity Advisor International Small Cap Opportunities Fund: Class I      6,789,338  
Fidelity Advisor International Small Cap Opportunities Fund: Class Z      3,923,152  
Fidelity International Value Fund      55,678,136  
Fidelity Advisor International Value Fund: Class A      903,150  
Fidelity Advisor International Value Fund: Class M      450,749  
Fidelity Advisor International Value Fund: Class C      449,635  
Fidelity Advisor International Value Fund: Class I      1,079,831  
Fidelity Advisor International Value Fund: Class Z      280,058  
Fidelity Japan Fund      24,540,120  
Fidelity Advisor Japan Fund: Class A      1,031,760  
Fidelity Advisor Japan Fund: Class M      237,755  

 

52


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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Japan Fund: Class C      489,185  
Fidelity Advisor Japan Fund: Class I      22,076,220  
Fidelity Advisor Japan Fund: Class Z      507,216  
Fidelity Japan Smaller Companies Fund      39,885,426  
Fidelity Latin America Fund      18,302,861  
Fidelity Advisor Latin America Fund: Class A      606,553  
Fidelity Advisor Latin America Fund: Class M      203,054  
Fidelity Advisor Latin America Fund: Class C      88,938  
Fidelity Advisor Latin America Fund: Class I      395,734  
Fidelity Advisor Latin America Fund: Class Z      894,302  
Fidelity Nordic Fund      5,568,223  
Fidelity Overseas Fund      127,283,101  
Fidelity Overseas Fund: Class K      21,782,103  
Fidelity Pacific Basin Fund      27,265,088  
Fidelity SAI International SMA Completion Fund      8,082,963  
Fidelity Series Canada Fund      276,781,680  
Fidelity Series Emerging Markets Fund      248,449,557  
Fidelity Series Emerging Markets Opportunities Fund      1,075,500,409  
Fidelity Series International Growth Fund      900,160,084  
Fidelity Series International Small Cap Fund      222,221,437  
Fidelity Series International Value Fund      1,562,960,771  
Fidelity Series Overseas Fund      1,001,837,839  
Fidelity Total Emerging Markets Fund      15,648,243  
Fidelity Advisor Total Emerging Markets Fund: Class A      3,020,360  
Fidelity Advisor Total Emerging Markets Fund: Class M      683,796  
Fidelity Advisor Total Emerging Markets Fund: Class C      2,798,015  
Fidelity Advisor Total Emerging Markets Fund: Class I      28,436,457  
Fidelity Advisor Total Emerging Markets Fund: Class Z      5,613,444  
Fidelity Total International Equity Fund      7,498,499  
Fidelity Advisor Total International Equity Fund: Class A      725,356  
Fidelity Advisor Total International Equity Fund: Class M      1,188,300  
Fidelity Advisor Total International Equity Fund: Class C      217,054  
Fidelity Advisor Total International Equity Fund: Class I      337,043  
Fidelity Advisor Total International Equity Fund: Class Z      391,084  
Fidelity Worldwide Fund      73,218,359  
Fidelity Advisor Worldwide Fund: Class A      2,057,116  
Fidelity Advisor Worldwide Fund: Class M      493,600  
Fidelity Advisor Worldwide Fund: Class C      414,305  
Fidelity Advisor Worldwide Fund: Class I      1,623,521  
Fidelity Advisor Worldwide Fund: Class Z      3,666,951  
FIDELITY MAGELLAN FUND   
Fidelity Magellan Fund      1,659,272,964  
Fidelity Magellan Fund: Class K      118,144,035  
Fidelity Magellan K6 Fund      13,826,170  
FIDELITY MT. VERNON STREET TRUST   
Fidelity Flex Mid Cap Growth Fund      138,150  
Fidelity Growth Company Fund      1,348,536,409  

 

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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Growth Company Fund: Class K      643,651,434  
Fidelity Growth Company K6 Fund      235,294,041  
Fidelity Growth Strategies Fund      57,552,240  
Fidelity Growth Strategies Fund: Class K      4,460,805  
Fidelity Growth Strategies K6 Fund      12,987,298  
Fidelity New Millennium Fund      77,293,012  
Fidelity Series Growth Company Fund      590,315,325  
FIDELITY PURITAN TRUST   
Fidelity Balanced Fund      1,101,022,664  
Fidelity Balanced Fund: Class K      342,103,258  
Fidelity Balanced K6 Fund      28,970,465  
Fidelity Flex Intrinsic Opportunities Fund      1,565,511  
Fidelity Low-Priced Stock Fund      488,743,934  
Fidelity Low-Priced Stock Fund: Class K      106,347,058  
Fidelity Low-Priced Stock K6 Fund      188,380,265  
Fidelity Puritan Fund      951,198,599  
Fidelity Puritan Fund: Class K      242,498,847  
Fidelity Puritan K6 Fund      13,578,911  
Fidelity Series Intrinsic Opportunities Fund      805,789,424  
Fidelity Value Discovery Fund      70,737,931  
Fidelity Value Discovery Fund: Class K      1,755,665  
Fidelity Value Discovery K6 Fund      17,542,276  
FIDELITY SECURITIES FUND   
Fidelity Blue Chip Growth Fund      222,880,281  
Fidelity Blue Chip Growth Fund: Class K      49,946,297  
Fidelity Blue Chip Growth K6 Fund      185,091,611  
Fidelity Blue Chip Value Fund      24,215,658  
Fidelity Dividend Growth Fund      189,170,029  
Fidelity Dividend Growth Fund: Class K      50,301,670  
Fidelity Flex Large Cap Growth Fund      2,410,786  
Fidelity Growth & Income Portfolio      147,990,269  
Fidelity Growth & Income Portfolio: Class K      12,433,869  
Fidelity Leveraged Company Stock Fund      59,072,981  
Fidelity Leveraged Company Stock Fund: Class K      10,646,973  
Fidelity OTC K6 Fund      27,468,313  
Fidelity OTC Portfolio      1,120,789,963  
Fidelity OTC Portfolio: Class K      523,347,421  
Fidelity Real Estate Income Fund      185,972,959  
Fidelity Advisor Real Estate Income Fund: Class A      35,556,890  
Fidelity Advisor Real Estate Income Fund: Class M      5,300,821  
Fidelity Advisor Real Estate Income Fund: Class C      17,625,984  
Fidelity Advisor Real Estate Income Fund: Class I      212,788,562  
Fidelity Advisor Real Estate Income Fund: Class Z      78,588,908  
Fidelity Series Blue Chip Growth Fund      370,172,774  
Fidelity Series Real Estate Income Fund      96,102,855  
Fidelity Series Small Cap Opportunities Fund      395,605,597  
Fidelity Small Cap Growth Fund      103,043,872  

 

54


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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Small Cap Growth Fund: Class A      10,774,507  
Fidelity Advisor Small Cap Growth Fund: Class M      2,892,946  
Fidelity Advisor Small Cap Growth Fund: Class C      3,882,300  
Fidelity Advisor Small Cap Growth Fund: Class I      20,478,125  
Fidelity Advisor Small Cap Growth Fund: Class Z      7,228,640  
Fidelity Small Cap Growth K6 Fund      60,800,954  
Fidelity Small Cap Value Fund      100,137,795  
Fidelity Advisor Small Cap Value Fund: Class A      8,401,216  
Fidelity Advisor Small Cap Value Fund: Class M      3,426,549  
Fidelity Advisor Small Cap Value Fund: Class C      1,465,018  
Fidelity Advisor Small Cap Value Fund: Class I      15,847,714  
Fidelity Advisor Small Cap Value Fund: Class Z      6,174,715  
FIDELITY SELECT PORTFOLIOS   
Fidelity Advisor Communication Services Fund: Class A      164,341  
Fidelity Advisor Communication Services Fund: Class M      37,142  
Fidelity Advisor Communication Services Fund: Class C      32,746  
Fidelity Advisor Communication Services Fund: Class I      42,825  
Fidelity Advisor Communication Services Fund: Class Z      30,013  
Fidelity Advisor Consumer Staples Fund: Class A      3,010,754  
Fidelity Advisor Consumer Staples Fund: Class M      715,184  
Fidelity Advisor Consumer Staples Fund: Class C      1,521,024  
Fidelity Advisor Consumer Staples Fund: Class I      1,864,779  
Fidelity Advisor Consumer Staples Fund: Class Z      519,446  
Fidelity Flex Real Estate Fund      206,358  
Fidelity Advisor Gold Fund: Class A      3,002,533  
Fidelity Advisor Gold Fund: Class M      937,230  
Fidelity Advisor Gold Fund: Class C      2,604,952  
Fidelity Advisor Gold Fund: Class I      5,339,797  
Fidelity Advisor Gold Fund: Class Z      4,305,652  
Fidelity International Real Estate Fund      20,406,573  
Fidelity Advisor International Real Estate Fund: Class A      1,059,586  
Fidelity Advisor International Real Estate Fund: Class M      306,842  
Fidelity Advisor International Real Estate Fund: Class C      399,452  
Fidelity Advisor International Real Estate Fund: Class I      13,982,869  
Fidelity Advisor International Real Estate Fund: Class Z      11,448,485  
Fidelity Advisor Materials Fund: Class A      1,296,091  
Fidelity Advisor Materials Fund: Class M      331,317  
Fidelity Advisor Materials Fund: Class C      425,105  
Fidelity Advisor Materials Fund: Class I      2,354,367  
Fidelity Advisor Materials Fund: Class Z      225,548  
Fidelity Real Estate Investment Portfolio      95,257,844  
Fidelity Telecom and Utilities Fund      39,963,679  
Fidelity Advisor Telecommunications Fund: Class A      354,030  
Fidelity Advisor Telecommunications Fund: Class M      115,319  
Fidelity Advisor Telecommunications Fund: Class C      107,468  
Fidelity Advisor Telecommunications Fund: Class I      204,728  
Fidelity Advisor Telecommunications Fund: Class Z      415,199  

 

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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Select Air Transportation Portfolio      3,589,507  
Select Automotive Portfolio      1,049,606  
Select Banking Portfolio      15,537,082  
Select Biotechnology Portfolio      316,342,704  
Select Brokerage and Investment Management Portfolio      4,132,323  
Select Chemicals Portfolio      63,015,810  
Select Communication Services Portfolio      9,544,531  
Select Communications Equipment Portfolio      4,664,377  
Select Computers Portfolio      6,856,092  
Select Construction and Housing Portfolio      5,558,017  
Select Consumer Discretionary Portfolio      8,914,925  
Select Consumer Finance Portfolio      9,303,901  
Select Consumer Staples Portfolio      9,657,466  
Select Defense and Aerospace Portfolio      166,534,892  
Select Energy Portfolio      25,006,411  
Select Energy Service Portfolio      9,178,002  
Select Environment and Alternative Energy Portfolio      7,641,495  
Select Financial Services Portfolio      51,219,107  
Select Gold Portfolio      58,409,222  
Select Health Care Portfolio      273,120,707  
Select Health Care Services Portfolio      10,659,277  
Select Industrials Portfolio      16,659,086  
Select Insurance Portfolio      3,797,605  
Select IT Services Portfolio      56,506,925  
Select Leisure Portfolio      31,340,318  
Select Materials Portfolio      6,827,845  
Select Medical Technology and Devices Portfolio      109,277,392  
Select Natural Gas Portfolio      8,472,298  
Select Natural Resources Portfolio      15,393,507  
Select Pharmaceuticals Portfolio      35,307,859  
Select Retailing Portfolio      173,707,695  
Select Semiconductors Portfolio      333,475,807  
Select Software and IT Services Portfolio      407,285,386  
Select Technology Portfolio      336,719,385  
Select Telecommunications Portfolio      3,606,082  
Select Transportation Portfolio      3,804,890  
Select Utilities Portfolio      13,859,993  
Select Wireless Portfolio      33,626,829  
FIDELITY SUMMER STREET TRUST   
Fidelity Capital & Income Fund      1,224,294,189  
Fidelity Export and Multinational Fund      64,262,482  
Fidelity Export and Multinational Fund: Class K      13,660,212  
Fidelity Focused High Income Fund      42,999,159  
Fidelity Global High Income Fund      10,051,121  
Fidelity Advisor Global High Income Fund: Class A      819,224  
Fidelity Advisor Global High Income Fund: Class M      384,080  
Fidelity Advisor Global High Income Fund: Class C      369,454  

 

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Trust/Fund

  

Number of Shares
Outstanding as of
February 29, 2020

 
Fidelity Advisor Global High Income Fund: Class I      851,871  
Fidelity High Income Fund      495,575,645  
Fidelity Advisor High Income Fund: Class A      18,808,054  
Fidelity Advisor High Income Fund: Class M      5,863,400  
Fidelity Advisor High Income Fund: Class C      4,924,402  
Fidelity Advisor High Income Fund: Class I      60,417,605  
Fidelity Advisor High Income Fund: Class Z      7,094,616  
Fidelity New Markets Income Fund      281,794,033  
Fidelity Advisor New Markets Income Fund: Class A      10,676,951  
Fidelity Advisor New Markets Income Fund: Class M      3,491,068  
Fidelity Advisor New Markets Income Fund: Class C      4,078,865  
Fidelity Advisor New Markets Income Fund: Class I      130,919,249  
Fidelity Advisor New Markets Income Fund: Class Z      125,739,928  
Fidelity Series Floating Rate High Income Fund      31,092,034  
Fidelity Series High Income Fund      175,820,499  
Fidelity Short Duration High Income Fund      9,255,496  
Fidelity Advisor Short Duration High Income Fund: Class A      1,768,139  
Fidelity Advisor Short Duration High Income Fund: Class M      252,033  
Fidelity Advisor Short Duration High Income Fund: Class C      461,670  
Fidelity Advisor Short Duration High Income Fund: Class I      513,978  
Fidelity Advisor Short Duration High Income Fund: Class Z      276,890  
Fidelity U.S. Low Volatility Equity Fund      855,263  
Fidelity Women’s Leadership Fund      2,228,726  
Fidelity Advisor Women’s Leadership Fund: Class A      68,201  
Fidelity Advisor Women’s Leadership Fund: Class M      42,832  
Fidelity Advisor Women’s Leadership Fund: Class C      47,889  
Fidelity Advisor Women’s Leadership Fund: Class I      73,027  
Fidelity Advisor Women’s Leadership Fund: Class Z      274,066  
FIDELITY TREND FUND   
Fidelity Trend Fund      19,295,107  

 

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APPENDIX F

To the knowledge of the trusts, substantial (5% or more) record and/or beneficial ownership of each fund or class on February 29, 2020 (as of February 25, 2020 for Fidelity Covington Trust and Fidelity Commonwealth Trust) was as follows:

 

FIDELITY ADVISOR SERIES I        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR BALANCED FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.40%  
FIDELITY ADVISOR BALANCED FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.94%  
FIDELITY ADVISOR BALANCED FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.94%  
FIDELITY ADVISOR BALANCED FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     59.05%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     14.09%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     13.95%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.12%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.92%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.55%  
FIDELITY ADVISOR BALANCED FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.08%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     14.83%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     11.75%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     9.55%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     9.42%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.16%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.15%  
FIDELITY ADVISOR BALANCED FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.95%  
FIDELITY ADVISOR BALANCED FUND: CLASS Z   COUNTRY TRUST BANK   BLOOMINGTON   IL     24.72%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.73%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.79%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.89%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.50%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     38.86%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.94%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.44%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.55%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.30%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.23%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     42.98%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     6.55%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.26%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.20%  
FIDELITY ADVISOR DIVIDEND GROWTH FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     8.27%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.33%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.18%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.11%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     30.85%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     12.72%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     6.72%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     18.89%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.78%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.37%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.62%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS Z   STATE STREET BANK TRUST CO   HARRISON   NY     14.76%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   KNOXVILLE   TN     6.88%  
FIDELITY ADVISOR EQUITY GROWTH FUND: CLASS Z   ADVISORS CLEARING NETWORK INC   PITTSBURGH   PA     5.51%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.18%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.71%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     24.16%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     6.54%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.61%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.21%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.75%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.27%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     31.12%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.63%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     5.24%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   KNOXVILLE   TN     20.08%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS Z   RELIANCE TRUST CO   ATLANTA   GA     7.68%  
FIDELITY ADVISOR EQUITY INCOME FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     5.09%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.05%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.42%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     5.43%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     10.29%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.56%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     11.81%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.08%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     8.03%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     7.61%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.35%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.41%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS Z   THE BULFINCH COMPANIES INC 401K PLAN AND TRUST   MILTON   MA     9.24%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS Z   THE BULFINCH COMPANIES INC 401K PLAN AND TRUST   WINCHESTER   MA     8.79%  
FIDELITY ADVISOR EQUITY VALUE FUND: CLASS Z   THUMB NATIONAL BANK   PIGEON   MI     5.20%  
FIDELITY FLOATING RATE HIGH INCOME FUND   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.60%  
FIDELITY FLOATING RATE HIGH INCOME FUND   STRATEGIC ADVISERS® FIDELITY CORE INCOME FUND   BOSTON   MA     7.62%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.63%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.22%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.04%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.47%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     9.73%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS M   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.34%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.17%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     11.03%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.52%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.09%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.55%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     6.59%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.17%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     15.00%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.18%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     9.09%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.04%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.03%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.30%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.95%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.21%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS Z   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     17.08%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS Z   SEI INVESTMENTS DISTRIBUTION CO   OAKS   PA     10.64%  
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND: CLASS Z   RELIANCE TRUST CO   ATLANTA   GA     5.42%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.82%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.24%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.10%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.24%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.17%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.04%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.50%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.88%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     9.60%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.05%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS Z   TD AMERITRADE CLEARING IN   MATTAPOISETT   MA     10.80%  
FIDELITY ADVISOR GROWTH & INCOME FUND: CLASS Z   BOYCE   WATERFORD   CT     5.00%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.64%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.19%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.18%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.23%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     19.76%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     6.26%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     17.47%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.43%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.83%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.15%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.92%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.88%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     14.92%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     11.32%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.10%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.59%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.79%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.51%  
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.15%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.42%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.94%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.40%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.88%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS M   PRINCIPAL SECURITIES INC   DES MOINES   IA     10.40%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.06%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     5.85%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.45%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     11.82%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.93%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.15%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.43%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.22%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.34%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.97%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   PRINCIPAL SECURITIES INC   DES MOINES   IA     5.96%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.76%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.62%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.48%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.47%  
FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND: CLASS Z   PRINCIPAL SECURITIES INC   DES MOINES   IA     37.57%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.95%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS A   ADP BROKERDEALER INC   BOSTON   MA     5.31%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     18.73%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     16.72%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     9.99%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     9.09%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.17%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.17%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     8.52%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     7.98%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.53%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.20%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.71%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS I   NYL BENEFITS SERVICES   WESTWOOD   MA     5.05%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   KNOXVILLE   TN     22.98%  
FIDELITY ADVISOR LARGE CAP FUND: CLASS Z   PRINCIPAL SECURITIES INC   DES MOINES   IA     6.86%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.39%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.58%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.31%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   HARTFORD LIFE INSURANCE COMPANY   HARTFORD   CT     13.80%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     8.40%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   GREAT WEST LIFE AND ANNUITY   ENGLEWOOD   CO     6.81%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   SAMMONS FINANCIAL NETWORK LLC   WEST DES MOINES   IA     5.64%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   MASSACHUSETTS MUTUAL LIFE INS CO   SPRINGFIELD   MA     5.47%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   HARTFORD   CT     5.20%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.26%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.92%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     8.58%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.20%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.09%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.21%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     15.25%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   JOHN HANCOCK LIFE INSURANCE COMPANY USA   BOSTON   MA     11.21%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     9.91%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     8.69%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.41%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.25%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.05%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS Z   GREAT WEST LIFE AND ANNUITY   ENGLEWOOD   CO     12.79%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     7.56%  
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND: CLASS Z   MMLD AVIATOR   SPRINGFIELD   MA     6.59%  
FIDELITY ADVISOR MID CAP II FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.95%  
FIDELITY ADVISOR MID CAP II FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.41%  
FIDELITY ADVISOR MID CAP II FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     35.62%  
FIDELITY ADVISOR MID CAP II FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.47%  
FIDELITY ADVISOR MID CAP II FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.40%  
FIDELITY ADVISOR MID CAP II FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.89%  
FIDELITY ADVISOR MID CAP II FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.13%  
FIDELITY ADVISOR MID CAP II FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     33.33%  
FIDELITY ADVISOR MID CAP II FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.53%  
FIDELITY ADVISOR MID CAP II FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.88%  
FIDELITY ADVISOR MID CAP II FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     7.52%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY REAL ESTATE HIGH INCOME FUND   STATE OF ALASKA RETIREMENT MGMT   JUNEAU   AK     25.69%  
FIDELITY REAL ESTATE HIGH INCOME FUND   INTERNATIONAL MONETARY FUND   WASHINGTON   DC     13.91%  
FIDELITY REAL ESTATE HIGH INCOME FUND   MONTANA BOARD OF INVESTMENTS   HELENA   MT     11.99%  
FIDELITY REAL ESTATE HIGH INCOME FUND   CORE PLUS COMMINGLED POOL   SMITHFIELD   RI     7.80%  
FIDELITY REAL ESTATE HIGH INCOME FUND   PERMANENT FUND INVESTMENTS LLC   IGNACIO   CO     6.81%  
FIDELITY REAL ESTATE HIGH INCOME FUND   BNYH FIXED INCOME LLC   NEW YORK   NY     6.79%  
FIDELITY REAL ESTATE HIGH INCOME FUND   CITIBANK NA   DULUTH   GA     5.11%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.80%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.56%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.57%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     28.03%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     6.28%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.00%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.98%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.66%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.73%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     5.23%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     15.75%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     14.68%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     7.58%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.40%  
FIDELITY ADVISOR SMALL CAP FUND: CLASS Z   SAXON CO   PHILADELPHIA   PA     6.69%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.89%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.36%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.27%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.02%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.16%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS M   ABD RETIREMENT SERVICES INC   PITTSBURGH   PA     5.41%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     8.33%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS M   COMMONWEALTH FINANCIAL NETWORK   PITTSBURGH   PA     5.41%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     15.74%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     10.69%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.57%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.24%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     25.33%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.17%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     11.12%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS I   NATIONWIDE LIFE INSURANCE COMPANY   COLUMBUS   OH     5.67%  
FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND: CLASS I   FIRST NATL BANK TRUST CO OF NEWTOWN   NEWTOWN   PA     5.07%  
FIDELITY ADVISOR VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.29%  
FIDELITY ADVISOR VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.96%  
FIDELITY ADVISOR VALUE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     8.93%  
FIDELITY ADVISOR VALUE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.42%  
FIDELITY ADVISOR VALUE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.06%  
FIDELITY ADVISOR VALUE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     23.77%  
FIDELITY ADVISOR VALUE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     7.94%  
FIDELITY ADVISOR VALUE FUND: CLASS I   EFC FINANCIAL SERVICES LLC   FARGO   ND     7.81%  
FIDELITY ADVISOR VALUE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     6.95%  
FIDELITY ADVISOR VALUE FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.02%  
FIDELITY ADVISOR VALUE FUND: CLASS Z   GREAT WEST LIFE AND ANNUITY   GREENWOOD VILLAGE   CO     16.74%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.62%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.85%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.28%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     6.24%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS M   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.70%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS C   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     15.54%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.09%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.89%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     47.94%  
FIDELITY ADVISOR VALUE STRATEGIES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     6.97%  
FIDELITY ADVISOR SERIES VII        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.35%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.27%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.03%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.26%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.17%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS M   SAMMONS FINANCIAL NETWORK LLC   WEST DES MOINES   IA     8.77%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     8.55%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     14.50%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.81%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.20%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.59%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     8.23%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.09%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.17%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     14.30%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     14.25%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     11.13%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.87%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     9.54%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.47%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     6.46%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.30%  
FIDELITY ADVISOR BIOTECHNOLOGY FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     9.76%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.08%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.56%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS M   ADP BROKERDEALER INC   COLUMBUS   IN     15.76%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.42%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS C   WESTERN INTERNATIONAL SECURITIES   SANTA ANA   CA     8.61%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.84%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.28%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     5.15%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     22.44%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     19.83%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     10.74%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.97%  
FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND: CLASS I   TD AMERITRADE CLEARING IN   CLIFTON PARK   NY     5.13%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.83%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     10.88%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.03%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     17.55%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     14.21%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     12.41%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.42%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.40%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.82%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.70%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     16.55%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.23%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     10.50%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     8.13%  
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.35%  
FIDELITY ADVISOR ENERGY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.86%  
FIDELITY ADVISOR ENERGY FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.43%  
FIDELITY ADVISOR ENERGY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.23%  
FIDELITY ADVISOR ENERGY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.90%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     16.66%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.34%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.39%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     7.92%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.32%  
FIDELITY ADVISOR ENERGY FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.86%  
FIDELITY ADVISOR ENERGY FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     20.64%  
FIDELITY ADVISOR ENERGY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.92%  
FIDELITY ADVISOR ENERGY FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.33%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR ENERGY FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.62%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     14.53%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.81%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.12%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     9.93%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS M   ING LIFE INSURANCE ANNUITY COMPANY   WINDSOR   MA     9.85%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     13.14%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     8.45%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.44%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.68%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.63%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS C   J P MORGAN SECURITIES INC   BROOKLYN   NY     6.15%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     22.84%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     21.43%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     9.58%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     7.34%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.92%  
FIDELITY ADVISOR FINANCIAL SERVICES FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.34%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS A   FMR CAPITAL   BOSTON   MA     51.02%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.84%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS M   FMR CAPITAL   BOSTON   MA     71.47%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS M   AMERICAN PORTFOLIOS FINANCIAL SERVICES I   SEVERNA PARK   MD     7.22%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS M   AMERICAN PORTFOLIOS FINANCIAL SERVICES I   CENTREVILLE   MD     6.66%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS C   SNAVELY   COLUMBUS   GA     34.11%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS C   SNAVELY   COLUMBUS   GA     34.11%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS C   SNAVELY   COLUMBUS   GA     6.52%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS C   EMRY   INDEPENDENCE   MO     5.87%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS C   AMERICAN PORTFOLIOS FINANCIAL SERVICES I   SARASOTA   FL     5.46%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS I   FMR CAPITAL   BOSTON   MA     53.76%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     17.58%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS I   BULLER   WELLESLEY   MA     10.21%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   FMR CAPITAL   BOSTON   MA     23.85%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   NEW BERN   NC     20.30%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   MARTIN   REPUBLIC   WA     6.11%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   READING   MA     5.86%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   CARY   NC     5.77%  
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND: CLASS Z   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.69%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.82%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.88%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.26%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.72%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     9.35%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     13.37%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     13.00%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     10.77%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.67%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.56%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     18.54%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.87%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.28%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     10.35%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.98%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.53%  
FIDELITY ADVISOR HEALTH CARE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.44%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.00%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.39%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     9.78%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     12.89%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS M   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     10.16%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     16.51%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     13.34%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.77%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.07%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.39%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     15.36%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     14.32%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     11.77%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     10.91%  
FIDELITY ADVISOR INDUSTRIALS FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     8.21%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.54%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.17%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS M   SAMMONS FINANCIAL NETWORK LLC   WEST DES MOINES   IA     39.08%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     11.48%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS M   SECURITY BENEFIT GROUP   TOPEKA   KS     7.97%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.80%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.53%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.32%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.05%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     19.60%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS I   OHIO NATIONAL FUND INC   CINCINNATI   OH     8.71%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS I   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   JACKSON   MI     5.31%  
FIDELITY ADVISOR REAL ESTATE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.24%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR REAL ESTATE FUND: CLASS Z   WELLS FARGO BANK NA   CHARLOTTE   NC     5.30%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.02%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.64%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.96%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS A   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     5.78%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     8.54%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     12.59%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.95%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.94%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.77%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     21.83%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     14.70%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     11.90%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     11.04%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.38%  
FIDELITY ADVISOR SEMICONDUCTORS FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     10.47%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.83%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.48%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.00%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.09%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS M   MSCS FINANCIAL SERVICES DIVISION OF BROA   WASHINGTON   DC     5.06%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     13.90%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     11.38%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.32%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.42%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.25%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.45%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     10.51%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.91%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS I   PRINCIPAL SECURITIES INC   DES MOINES   IA     5.42%  
FIDELITY ADVISOR TECHNOLOGY FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.39%  
FIDELITY ADVISOR UTILITIES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     14.76%  
FIDELITY ADVISOR UTILITIES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.16%  
FIDELITY ADVISOR UTILITIES FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.98%  
FIDELITY ADVISOR UTILITIES FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.38%  
FIDELITY ADVISOR UTILITIES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.02%  
FIDELITY ADVISOR UTILITIES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     14.43%  
FIDELITY ADVISOR UTILITIES FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.16%  
FIDELITY ADVISOR UTILITIES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.61%  
FIDELITY ADVISOR UTILITIES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.43%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     16.48%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.07%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.41%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     7.92%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.28%  
FIDELITY ADVISOR UTILITIES FUND: CLASS I   MSCS FINANCIAL SERVICES DIVISION OF BROA   OAK BROOK   IL     5.27%  
FIDELITY ADVISOR SERIES VII        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.83%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     7.87%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.58%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.49%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.20%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     5.62%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     15.56%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.79%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     5.24%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS I   NEW HAMPSHIRE HIGHER EDUCATION SAVINGS PLAN TRUST   MERRIMACK   NH     14.60%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     10.51%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS I   US BANK   MILWAUKEE   MN     9.61%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.97%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   PHOENIX   AZ     22.92%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   KALAMAZOO   MI     13.43%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS Z   ING INSTITUTIONAL PLAN SERVICES LLC   BRAINTREE   MA     12.52%  
FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL FUND: CLASS Z   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   WALNUT CREEK   CA     7.38%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.75%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     9.59%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.64%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.02%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.10%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.57%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     8.83%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.19%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.12%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.56%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.63%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     13.31%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     10.68%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.67%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.06%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     7.46%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     7.08%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     6.12%  
FIDELITY ADVISOR EMERGING ASIA FUND: CLASS Z   TD AMERITRADE CLEARING IN   SOMERSET   PA     6.28%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     14.61%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.77%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.65%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     5.82%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     12.89%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.96%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.56%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.41%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     21.56%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     20.80%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     10.46%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     9.27%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.94%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     5.28%  
FIDELITY ADVISOR EMERGING MARKETS FUND: CLASS Z   FIDUCIARY TRUST COMPANY   BOSTON   MA     25.82%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.86%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.01%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS A   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     9.10%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.22%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     14.50%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.84%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     5.56%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     18.32%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   ALLEN   WESTON   MA     16.18%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.49%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   BOWER   MILTON   MA     8.02%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     5.07%  
FIDELITY ADVISOR GLOBAL CAPITAL APPRECIATION FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     5.07%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.89%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS A   EDWARD D JONES CO   SAINT LOUIS   MO     6.41%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.14%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     10.11%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.71%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS C   PHILIOU   PEPPER PIKE   OH     7.93%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS I   PERSAUD   BOSTON   MA     22.53%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS I   HERRING   SWAMPSCOTT   MA     20.36%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS I   COUNSEL TRUST COMPANY   YORK   PA     17.69%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.76%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.83%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS M   AMERICAN PORTFOLIOS FINANCIAL SERVICES I   FORT LEE   NJ     7.22%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   BOSTON   MA     9.60%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   SCITUATE   MA     6.21%  
FIDELITY ADVISOR GLOBAL EQUITY INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   SHARON   MA     5.69%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.34%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.15%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     7.13%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.02%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS M   SECURITY BENEFIT GROUP   TOPEKA   KS     26.91%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS M   AUL   INDIANAPOLIS   IN     14.77%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     15.51%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     13.07%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.18%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     7.14%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.53%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     6.40%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     6.28%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.52%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     20.97%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     15.48%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.53%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     9.18%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     7.95%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.41%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.17%  
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND: CLASS Z   WELLS FARGO BANK NA   CHARLOTTE   NC     12.25%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.10%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.33%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS M   PAYCHEX SECURITIES CORP   WEST HENRIETTA   NY     57.43%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.73%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.48%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.30%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS I   STRATEGIC ADVISERS® FIDELITY INTERNATIONAL FUND   BOSTON   MA     64.09%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   ANN ARBOR   MI     35.29%  
FIDELITY ADVISOR OVERSEAS FUND: CLASS Z   RABO BANK   SAN LOIS OBISPO   CA     24.14%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.89%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     7.54%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.52%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.60%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS M   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     6.32%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     6.09%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.55%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     27.97%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     17.97%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   TRACT RADIOLOGY INC 401K PLAN   TULSA   OK     13.27%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     10.99%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     7.97%  
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.62%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR VALUE LEADERS FUND: CLASS I   ADVISORS CLEARING NETWORK INC   PITTSBURGH   PA     6.56%  
FIDELITY CAPITAL TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY STOCK SELECTOR ALL CAP FUND*   FIDELITY CHARITABLE GIFT FUND: U.S. EQUITY POOL   BOSTON   MA     30.54%  
FIDELITY STOCK SELECTOR ALL CAP FUND*   VIP FUNDSMANAGER® 60% PORTFOLIO   BOSTON   MA     24.22%  
FIDELITY STOCK SELECTOR ALL CAP FUND*   VIP FUNDSMANAGER® 50% PORTFOLIO   BOSTON   MA     19.41%  
FIDELITY STOCK SELECTOR ALL CAP FUND*   VIP FUNDSMANAGER® 70% PORTFOLIO   BOSTON   MA     7.91%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.23%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.21%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.13%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.84%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     17.57%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.35%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.56%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND: CLASS Z   THUMB NATIONAL   PIGEON   MI     7.04%  
FIDELITY ADVISOR STOCK SELECTOR ALL CAP FUND: CLASS Z   OTTO CANDIES LLC RETIREMENT SAVINGS PLAN   DES ALLEMANDS   LA     5.15%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     21.24%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.98%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.90%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     12.27%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     5.68%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     15.01%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.61%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     22.67%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     22.45%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     13.53%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.21%  
FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     10.57%  

 

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FIDELITY COMMONWEALTH TRUST II        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY INTERNATIONAL ENHANCED INDEX FUND   VIP FUNDSMANAGER® 60% PORTFOLIO   BOSTON   MA     5.67%  
FIDELITY LARGE CAP VALUE ENHANCED INDEX FUND   STRATEGIC ADVISERS® FIDELITY U.S. TOTAL STOCK FUND   BOSTON   MA     50.15%  
FIDELITY CONCORD STREET TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY 500 INDEX FUND   J P MORGAN SECURITIES INC   BROOKLYN   NY     12.70%  
FIDELITY FOUNDERS FUND*   DANOFF   WESTON   MA     22.16%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS A   FMR CAPITAL   BOSTON   MA     5.66%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS M   FMR CAPITAL   BOSTON   MA     28.61%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS M   GARDEN STATE SECURITIES INC   COLTS NECK   NJ     11.00%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS M   PITT   LAKE   MI     5.50%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS M   GARDEN STATE SECURITIES INC   OAKLAND   NJ     5.22%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS C   FMR CAPITAL   BOSTON   MA     57.04%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS C   CETERA ADVISOR NETWORKS LLC   LANSING   MI     12.99%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS C   CETERA ADVISOR NETWORKS LLC   HOWELL   MI     6.22%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS I   FMR CAPITAL   BOSTON   MA     50.10%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS I   FOX   FORT LAUDERDALE   FL     22.43%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     16.84%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   GILLETTE   NJ     6.82%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   BOSTON   MA     5.61%  
FIDELITY ADVISOR FOUNDERS FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   CINCINNATI   OH     5.19%  
FIDELITY INTERNATIONAL INDEX FUND   J P MORGAN SECURITIES INC   BROOKLYN   NY     20.45%  
FIDELITY INTERNATIONAL INDEX FUND   FIDELITY FOUR-IN-ONE INDEX FUND   BOSTON   MA     5.62%  
FIDELITY LARGE CAP STOCK FUND   FIDELITY NON-PROFIT MGMT FNDTN   SALEM   NH     5.91%  
FIDELITY TOTAL MARKET INDEX FUND   FIDELITY MANAGEMENT TRUST CO   SMITHFIELD   RI     7.30%  
FIDELITY CONTRAFUND        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY CONTRAFUND K6   NATIONWIDE LIFE INSURANCE COMPANY   COLUMBUS   OH     7.25%  
FIDELITY FLEX OPPORTUNISTIC INSIGHTS FUND   FMR CAPITAL   BOSTON   MA     30.00%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.87%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.41%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.53%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     5.59%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS M   ING LIFE INSURANCE ANNUITY COMPANY   WINDSOR   MA     9.06%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.11%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.77%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     10.60%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.77%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.17%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.07%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.13%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     27.09%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     13.65%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.94%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.46%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.22%  
FIDELITY ADVISOR NEW INSIGHTS FUND: CLASS Z   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.39%  
FIDELITY COVINGTON TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY DIVIDEND ETF FOR RISING RATES   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     66.64%  
FIDELITY DIVIDEND ETF FOR RISING RATES   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     11.11%  
FIDELITY DIVIDEND ETF FOR RISING RATES   MERRILL LYNCH   NEW YORK   NY     6.59%  
FIDELITY HIGH DIVIDEND ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     75.77%  
FIDELITY HIGH DIVIDEND ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     6.72%  
FIDELITY HIGH YIELD FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     78.23%  
FIDELITY HIGH YIELD FACTOR ETF   TD AMERITRADE CLEARING, INC   OMAHA   NE     12.23%  
FIDELITY INTERNATIONAL HIGH DIVIDEND ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     83.29%  
FIDELITY INTERNATIONAL VALUE FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     81.90%  
FIDELITY INTERNATIONAL VALUE FACTOR ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     11.07%  
FIDELITY LOW VOLATILITY FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     82.10%  
FIDELITY MOMENTUM FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     82.40%  
FIDELITY MOMENTUM FACTOR ETF   FIFTH THIRD BANK   CINCINNATI   OH     5.90%  
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     41.62%  
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     36.85%  
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     56.63%  
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     28.72%  
FIDELITY MSCI CONSUMER STAPLES INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     71.61%  
FIDELITY MSCI CONSUMER STAPLES INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     12.83%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY MSCI ENERGY INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     75.52%  
FIDELITY MSCI ENERGY INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     9.95%  
FIDELITY MSCI FINANCIALS INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     70.59%  
FIDELITY MSCI FINANCIALS INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     9.83%  
FIDELITY MSCI HEALTH CARE INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     68.60%  
FIDELITY MSCI HEALTH CARE INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     16.47%  
FIDELITY MSCI INDUSTRIALS INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     66.76%  
FIDELITY MSCI INDUSTRIALS INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     12.87%  
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     66.13%  
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     14.93%  
FIDELITY MSCI MATERIALS INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     67.14%  
FIDELITY MSCI MATERIALS INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     12.04%  
FIDELITY MSCI MATERIALS INDEX ETF   TD AMERITRADE CLEARING, INC   OMAHA   NE     6.51%  
FIDELITY MSCI REAL ESTATE INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     72.65%  
FIDELITY MSCI REAL ESTATE INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     9.06%  
FIDELITY MSCI REAL ESTATE INDEX ETF   TD AMERITRADE CLEARING, INC   OMAHA   NE     7.58%  
FIDELITY MSCI UTILITIES INDEX ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     70.32%  
FIDELITY MSCI UTILITIES INDEX ETF   CHARLES SCHWAB & CO., INC.   SAN FRANCISCO   CA     10.83%  
FIDELITY MSCI UTILITIES INDEX ETF   TD AMERITRADE CLEARING, INC   OMAHA   NE     6.00%  
FIDELITY QUALITY FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     83.19%  
FIDELITY SMALL-MID FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     76.11%  
FIDELITY SMALL-MID FACTOR ETF   BOFA SECURITIES, INC.   CHARLOTTE   NC     13.14%  
FIDELITY STOCKS FOR INFLATION ETF   BOFA SECURITIES, INC.   CHARLOTTE   NC     47.68%  
FIDELITY STOCKS FOR INFLATION ETF   GOLDMAN SACHS & CO. LLC   NEW YORK   NY     25.10%  
FIDELITY STOCKS FOR INFLATION ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     23.44%  
FIDELITY TARGETED EMERGING MARKETS FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     59.16%  
FIDELITY TARGETED EMERGING MARKETS FACTOR ETF   J.P. MORGAN SECURITIES LLC   BROOKLYN   NY     27.76%  
FIDELITY TARGETED EMERGING MARKETS FACTOR ETF   PERSHING LLC   JERSEY CITY   NJ     5.91%  
FIDELITY TARGETED INTERNATIONAL FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     43.69%  
FIDELITY TARGETED INTERNATIONAL FACTOR ETF   GOLDMAN SACHS & CO. LLC   NEW YORK   NY     24.51%  
FIDELITY TARGETED INTERNATIONAL FACTOR ETF   CITIGROUP®   NEW YORK   NY     22.06%  
FIDELITY VALUE FACTOR ETF   NATIONAL FINANCIAL SERVICES LLC   NEW YORK   NY     80.29%  
FIDELITY VALUE FACTOR ETF   TD AMERITRADE CLEARING, INC   OMAHA   NE     6.72%  

 

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FIDELITY DESTINY PORTFOLIOS        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     8.45%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.74%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     28.57%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     6.22%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     38.72%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS I   MSCS FINANCIAL SERVICES DIVISION OF BROA   FORT WORTH   TX     9.93%  
FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.55%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS A   JOHN HANCOCK LIFE INSURANCE COMPANY USA   BOSTON   MA     7.25%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS M   ING LIFE INSURANCE ANNUITY COMPANY   WINDSOR   MA     10.84%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     8.81%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS M   MMLD AVIATOR   SPRINGFIELD   MA     6.74%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.73%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.31%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.97%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.30%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I   ADVISORS CLEARING NETWORK INC   PITTSBURGH   PA     11.98%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.85%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I   MSCS FINANCIAL SERVICES DIVISION OF BROA   FORT WORTH   TX     5.82%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.42%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   GREAT WEST LIFE AND ANNUITY   GREENWOOD VLG   CO     12.71%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     9.20%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   PRINCIPAL SECURITIES INC   DES MOINES   IA     8.89%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   HARTFORD LIFE INSURANCE COMPANY   HARTFORD   CT     7.68%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   EDWARD D JONES CO   SAINT LOUIS   MO     6.59%  
FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS Z   MMLD AVIATOR   SPRINGFIELD   MA     5.59%  
FIDELITY DEVONSHIRE TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.09%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.72%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.62%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     12.09%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.13%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     10.03%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.96%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.36%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     18.55%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     11.43%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     9.76%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     7.94%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.65%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.57%  
FIDELITY ADVISOR MID CAP VALUE FUND: CLASS Z   ADVANCED ADVISOR GROUP LLC   DENVER   CO     5.89%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.24%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.59%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS M   ADP BROKERDEALER INC   BOSTON   MA     9.41%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS C   MSCS FINANCIAL SERVICES DIVISION OF BROA   CLEVELAND   OH     15.64%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     6.98%  
FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.19%  
FIDELITY FINANCIAL TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY CONVERTIBLE SECURITIES FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.32%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     21.37%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     7.58%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.66%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     15.27%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     14.13%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     11.74%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.38%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     23.41%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.91%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     12.06%  
FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.30%  
FIDELITY HASTINGS STREET TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY MEGA CAP STOCK FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     11.83%  
FIDELITY MEGA CAP STOCK FUND*   VIP FUNDSMANAGER® 50% PORTFOLIO   BOSTON   MA     9.55%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     14.79%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.11%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.41%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   HARTFORD   CT     59.58%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     5.96%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     25.12%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.36%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.59%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.61%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     44.27%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     18.02%  
FIDELITY ADVISOR MEGA CAP STOCK FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.42%  
FIDELITY INVESTMENT TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR CANADA FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     15.70%  
FIDELITY ADVISOR CANADA FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.18%  
FIDELITY ADVISOR CANADA FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.30%  
FIDELITY ADVISOR CANADA FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     9.40%  
FIDELITY ADVISOR CANADA FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     15.48%  
FIDELITY ADVISOR CANADA FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     9.16%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR CANADA FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.05%  
FIDELITY ADVISOR CANADA FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.13%  
FIDELITY ADVISOR CANADA FUND: CLASS I   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     21.51%  
FIDELITY ADVISOR CANADA FUND: CLASS I   FIAM TOTAL ENDOWMENT LP   SMITHFIELD   RI     14.90%  
FIDELITY ADVISOR CANADA FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     13.75%  
FIDELITY ADVISOR CANADA FUND: CLASS I   FMTC-UNITIZED   MERRIMACK   NH     9.12%  
FIDELITY ADVISOR CANADA FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.45%  
FIDELITY ADVISOR CANADA FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.46%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS A   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     11.14%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.10%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.89%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     21.30%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     10.41%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     9.09%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     8.39%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     8.39%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   J P MORGAN SECURITIES INC   BROOKLYN   NY     6.51%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.33%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.33%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     14.42%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     11.90%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     10.45%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.13%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.86%  
FIDELITY ADVISOR CHINA REGION FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     7.69%  
FIDELITY DIVERSIFIED INTERNATIONAL FUND*   STRATEGIC ADVISERS® FIDELITY INTERNATIONAL FUND   BOSTON   MA     15.62%  
FIDELITY DIVERSIFIED INTERNATIONAL FUND*   STRATEGIC ADVISERS® INTERNATIONAL FUND   BOSTON   MA     7.30%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.52%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.40%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     8.08%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.24%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     14.60%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     11.56%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.66%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.43%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.46%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS I   J P MORGAN SECURITIES INC   BROOKLYN   NY     8.79%  
FIDELITY ADVISOR EMERGING EUROPE, MIDDLE EAST, AFRICA (EMEA) FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.41%  
FIDELITY EMERGING MARKETS DISCOVERY FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     11.45%  
FIDELITY EMERGING MARKETS DISCOVERY FUND*   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     10.61%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     19.69%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.59%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS A   EDWARD D JONES CO   SAINT LOUIS   MO     10.07%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.15%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     20.29%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.12%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     15.11%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     12.49%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.55%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS C   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     8.38%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     36.17%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     16.37%  
FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     6.25%  
FIDELITY EMERGING MARKETS FUND*   STRATEGIC ADVISERS® EMERGING MARKETS FUND   BOSTON   MA     12.07%  
FIDELITY EMERGING MARKETS FUND*   FIDELITY EMERGING MARKETS FUND   BROOKLYN   NY     10.08%  
FIDELITY ENDURING OPPORTUNITIES FUND   FMR CAPITAL   BOSTON   MA     56.88%  
FIDELITY EUROPE FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     5.54%  
FIDELITY ADVISOR EUROPE FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     33.31%  
FIDELITY ADVISOR EUROPE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.65%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR EUROPE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.43%  
FIDELITY ADVISOR EUROPE FUND: CLASS C   J P MORGAN SECURITIES INC   BROOKLYN   NY     14.78%  
FIDELITY ADVISOR EUROPE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     13.98%  
FIDELITY ADVISOR EUROPE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.43%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     10.41%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   SERGEANT   ST JOHN’S WOOD   UNITED KINGDOM     9.17%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.73%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.34%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   TYE   WINTER PARK   FL     6.29%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     5.66%  
FIDELITY ADVISOR EUROPE FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.42%  
FIDELITY FLEX INTERNATIONAL FUND   FMR CAPITAL   BOSTON   MA     7.68%  
FIDELITY GLOBAL COMMODITY STOCK FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     19.95%  
FIDELITY GLOBAL COMMODITY STOCK FUND*   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     13.10%  
FIDELITY GLOBAL COMMODITY STOCK FUND*   VIP FUNDSMANAGER® 70% PORTFOLIO   BOSTON   MA     5.57%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     31.34%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.19%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS A   NORTHWESTERN MUTUAL INVESTMENT SERVICES   ADEL   IA     5.44%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS M   FIRST CLEARING LLC   SAINT LOUIS   MO     6.97%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.59%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     24.25%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     11.70%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.58%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.84%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.71%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS I   FLATLEY   BRAINTREE   MA     27.27%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     12.90%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.08%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS I   FLATLEY   BRAINTREE   MA     5.87%  
FIDELITY ADVISOR GLOBAL COMMODITY STOCK FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.27%  
FIDELITY INFRASTRUCTURE FUND   FMR CAPITAL   BOSTON   MA     10.47%  
FIDELITY INTERNATIONAL CAPITAL APPRECIATION FUND   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     30.27%  
FIDELITY INTERNATIONAL DISCOVERY FUND*   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     20.01%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY INTERNATIONAL DISCOVERY FUND*   STRATEGIC ADVISERS® INTERNATIONAL FUND   BOSTON   MA     15.43%  
FIDELITY INTERNATIONAL DISCOVERY FUND*   CISCO INTERNATIONAL EQUITY   SAN JOSE   CA     6.04%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.94%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.59%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.28%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     12.90%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.13%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS I   US BANK   MILWAUKEE   MN     26.22%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS Z   ALERUS FINANCIAL NA   GRAND FORKS   ND     17.96%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS Z   GREAT WEST LIFE AND ANNUITY   ENGLEWOOD   CO     17.12%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS Z   TD AMERITRADE CLEARING IN   WILSON   WY     8.81%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   DENVER   CO     8.75%  
FIDELITY ADVISOR INTERNATIONAL DISCOVERY FUND: CLASS Z   PRINCIPAL SECURITIES INC   DES MOINES   IA     5.20%  
FIDELITY INTERNATIONAL GROWTH FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.50%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.41%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     11.69%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.79%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     8.45%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     16.07%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.14%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     9.77%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.51%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.04%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     30.46%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     19.64%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.85%  
FIDELITY ADVISOR INTERNATIONAL GROWTH FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.61%  
FIDELITY INTERNATIONAL SMALL CAP FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     13.69%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     38.44%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     7.30%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.93%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS A   EDWARD D JONES CO   SAINT LOUIS   MO     5.13%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     5.12%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     13.98%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.20%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.71%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     7.90%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.99%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.16%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     17.07%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     14.22%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     12.51%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     11.63%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     11.58%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.10%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.19%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS Z   THE NORTHERN TRUST CO   CHICAGO   IL     8.41%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP FUND: CLASS Z   MSCS FINANCIAL SERVICES DIVISION OF BROA   PITTSBURGH   PA     5.29%  
FIDELITY INTERNATIONAL SMALL CAP OPPORTUNITIES FUND*   FIDELITY NON-PROFIT MGMT FNDTN   SALEM   NH     9.82%  
FIDELITY INTERNATIONAL SMALL CAP OPPORTUNITIES FUND*   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     7.39%  
FIDELITY INTERNATIONAL SMALL CAP OPPORTUNITIES FUND*   STRATEGIC ADVISERS INTERNATIONAL FUND   BOSTON   MA     5.30%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.35%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.23%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS M   CETERA ADVISOR NETWORKS LLC   NEW YORK   NY     5.47%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS M   CETERA ADVISOR NETWORKS LLC   NEW YORK   NY     5.01%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.02%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.61%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.20%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.32%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.26%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     11.42%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     10.81%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     10.50%  
FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.03%  
FIDELITY INTERNATIONAL VALUE FUND*   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     45.58%  
FIDELITY INTERNATIONAL VALUE FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     14.98%  
FIDELITY INTERNATIONAL VALUE FUND*   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     11.00%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     15.01%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.83%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS M   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.07%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS C   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     19.09%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     44.83%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     19.62%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   WESTON   MA     16.50%  
FIDELITY ADVISOR INTERNATIONAL VALUE FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   WESTON   MA     14.91%  
FIDELITY JAPAN FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     30.09%  
FIDELITY JAPAN FUND*   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     23.30%  
FIDELITY JAPAN FUND*   VIP FUNDSMANAGER 70% PORTFOLIO   BOSTON   MA     9.09%  
FIDELITY ADVISOR JAPAN FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     27.69%  
FIDELITY ADVISOR JAPAN FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     14.60%  
FIDELITY ADVISOR JAPAN FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.83%  
FIDELITY ADVISOR JAPAN FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     6.02%  
FIDELITY ADVISOR JAPAN FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     16.12%  
FIDELITY ADVISOR JAPAN FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     41.16%  
FIDELITY ADVISOR JAPAN FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     12.78%  
FIDELITY ADVISOR JAPAN FUND: CLASS C   J P MORGAN SECURITIES INC   BROOKLYN   NY     11.34%  
FIDELITY ADVISOR JAPAN FUND: CLASS I   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     80.96%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR JAPAN FUND: CLASS I   STRATEGIC ADVISERS INTERNATIONAL FUND   BOSTON   MA     15.49%  
FIDELITY JAPAN SMALLER COMPANIES FUND   STRATEGIC ADVISERS INTERNATIONAL FUND   BOSTON   MA     17.19%  
FIDELITY JAPAN SMALLER COMPANIES FUND   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     13.58%  
FIDELITY JAPAN SMALLER COMPANIES FUND   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     11.88%  
FIDELITY JAPAN SMALLER COMPANIES FUND   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     6.54%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.51%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS M   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.74%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     10.60%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.85%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.65%  
FIDELITY ADVISOR LATIN AMERICA FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     66.69%  
FIDELITY OVERSEAS FUND*   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     22.24%  
FIDELITY OVERSEAS FUND*   STRATEGIC ADVISERS INTERNATIONAL FUND   BOSTON   MA     8.40%  
FIDELITY OVERSEAS FUND*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     6.54%  
FIDELITY PACIFIC BASIN FUND   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     17.92%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     18.11%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     14.76%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.74%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     6.34%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS A   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     5.88%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     13.39%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS M   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.73%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     27.02%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     15.34%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     14.33%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.82%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     7.02%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     30.79%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     13.77%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     13.51%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.35%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     7.22%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.33%  
FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS Z   RELIANCE TRUST CO   ATLANTA   GA     12.09%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.02%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.67%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.81%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   HARTFORD   CT     71.94%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS C   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     7.48%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     16.14%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.75%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS I   INTEGRATED FINL PLANNING SVS   WEST HARTFORD   CT     6.22%  
FIDELITY ADVISOR TOTAL INTERNATIONAL EQUITY FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   BOSTON   MA     5.85%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.21%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     10.91%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.91%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     7.17%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     16.23%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.61%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     30.58%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     20.46%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.87%  
FIDELITY ADVISOR WORLDWIDE FUND: CLASS Z   STATE STREET BANK TRUST CO   HARRISON   NY     8.88%  
FIDELITY MAGELLAN FUND        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY MAGELLAN FUND*   STRATEGIC ADVISERS® FIDELITY U.S. TOTAL STOCK FUND   BOSTON   MA     7.72%  

 

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FIDELITY MT. VERNON STREET TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY FLEX MID CAP GROWTH FUND   FMR CAPITAL   BOSTON   MA     100.00%  
FIDELITY GROWTH COMPANY FUND*   STRATEGIC ADVISERS® GROWTH FUND   BOSTON   MA     9.41%  
FIDELITY GROWTH COMPANY FUND*   STRATEGIC ADVISERS FIDELITY U.S. TOTAL STOCK FUND   BOSTON   MA     8.98%  
FIDELITY PURITAN TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY FLEX INTRINSIC OPPORTUNITIES FUND   FMR CAPITAL   BOSTON   MA     34.52%  
FIDELITY VALUE DISCOVERY FUND*   FIDELITY NON-PROFIT MGMT FNDTN   SALEM   NH     12.43%  
FIDELITY VALUE DISCOVERY FUND*   FIDELITY FOUNDATION   SALEM   NH     7.19%  
FIDELITY SECURITIES FUND        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY FLEX LARGE CAP GROWTH FUND   FMR CAPITAL   BOSTON   MA     21.78%  
FIDELITY OTC PORTFOLIO: CLASS K   NATIONWIDE LIFE INSURANCE COMPANY   QUINCY   NY     50.48%  
FIDELITY REAL ESTATE INCOME FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     9.10%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     19.31%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     18.27%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.54%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     6.13%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.09%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.51%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     11.75%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS M   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.98%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     17.81%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     13.64%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.10%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.34%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.78%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     17.87%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     15.35%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     9.23%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     9.16%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.98%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     6.32%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.13%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS Z   J P MORGAN SECURITIES INC   BROOKLYN   NY     26.81%  
FIDELITY ADVISOR REAL ESTATE INCOME FUND: CLASS Z   UMBSC & CO NOMINEE UMB BANK NA   KANSAS CITY   MO     10.46%  
FIDELITY SMALL CAP GROWTH FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.27%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.35%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.06%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   HARTFORD   CT     14.29%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     13.32%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.37%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     9.33%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.69%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.62%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.79%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I   GREAT WEST LIFE AND ANNUITY   ENGLEWOOD   CO     7.74%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     7.03%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     6.39%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS Z   ALERUS FINANCIAL NA   GRAND FORKS   ND     11.14%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS Z   WELLS FARGO BANK NA   CHARLOTTE   NC     9.82%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS Z   SEI INVESTMENTS DISTRIBUTION CO   OAKS   PA     6.25%  
FIDELITY ADVISOR SMALL CAP GROWTH FUND: CLASS Z   PRINCIPAL SECURITIES INC   DES MOINES   IA     5.27%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.11%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.52%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   HARTFORD   CT     15.35%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS M   PRINCIPAL SECURITIES INC   DES MOINES   IA     10.56%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.54%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS M   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   EAST LANSING   MI     6.11%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     11.02%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS C   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     10.77%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.74%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.34%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.04%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     8.50%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   PRINCIPAL SECURITIES INC   DES MOINES   IA     8.07%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     7.26%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   RELIANCE TRUST COMPANY   MILWAUKEE   WI     7.16%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.85%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   US BANK   MILWAUKEE   WI     5.21%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   GREAT WEST LIFE AND ANNUITY   ENGLEWOOD   CO     5.04%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS I   PRUDENTIAL INVESTMENT MGMT SERVICES LLC   WALNUT CREEK   CA     5.01%  
FIDELITY ADVISOR SMALL CAP VALUE FUND: CLASS Z   SEI INVESTMENTS DISTRIBUTION CO   OAKS   PA     7.01%  
FIDELITY SELECT PORTFOLIOS        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.48%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     7.67%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     12.30%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS M   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.00%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS M   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.67%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS M   FMR CAPITAL   BOSTON   MA     5.15%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS C   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     32.55%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.61%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.36%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS C   J P MORGAN SECURITIES INC   BROOKLYN   NY     7.81%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS C   FMR CAPITAL   BOSTON   MA     5.84%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     25.60%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     14.20%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     5.68%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS Z   CASE   SAN DIEGO   CA     18.57%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS Z   ANDLER   EVERETT   MA     11.60%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS Z   KLEIN   NEW ALBANY   IN     6.73%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS Z   FMR CAPITAL   BOSTON   MA     6.39%  
FIDELITY ADVISOR COMMUNICATION SERVICES FUND: CLASS Z   MURPHY   ORANGE   CA     5.82%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     15.70%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.49%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.10%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     11.95%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS M   RBC WEALTH MGMT A DIV OF RBC CAP MKTS CO   MINNEAPOLIS   MN     5.14%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     12.03%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     10.88%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.84%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     8.46%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS C   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     5.95%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     18.05%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     17.97%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     17.54%  
FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.93%  
FIDELITY FLEX REAL ESTATE FUND   RSL MANAGEMENT CORPORATION 401K PLAN   MANORVILLE   NY     20.93%  
FIDELITY FLEX REAL ESTATE FUND   NATIONAL TELECONSULTANTS RETIREMENT SAVINGS PLAN   SHERMAN OAKS   CA     18.33%  
FIDELITY FLEX REAL ESTATE FUND   FMR CAPITAL   BOSTON   MA     13.22%  
FIDELITY FLEX REAL ESTATE FUND   NATIONAL TELECONSULTANTS RETIREMENT SAVINGS PLAN   SHERMAN OAKS   CA     12.97%  
FIDELITY FLEX REAL ESTATE FUND   FINTRAC INC 401K PLAN   ST. THOMAS   VI     6.56%  
FIDELITY SELECT GOLD PORTFOLIO*   VIP FUNDSMANAGER 60% PORTFOLIO   BOSTON   MA     6.18%  
FIDELITY SELECT GOLD PORTFOLIO*   VIP FUNDSMANAGER 50% PORTFOLIO   BOSTON   MA     5.66%  
FIDELITY ADVISOR GOLD FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.66%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GOLD FUND: CLASS A   J P MORGAN SECURITIES INC   BROOKLYN   NY     9.25%  
FIDELITY ADVISOR GOLD FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.54%  
FIDELITY ADVISOR GOLD FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     13.98%  
FIDELITY ADVISOR GOLD FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     60.59%  
FIDELITY ADVISOR GOLD FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     54.27%  
FIDELITY ADVISOR GOLD FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     10.78%  
FIDELITY ADVISOR GOLD FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.41%  
FIDELITY INTERNATIONAL REAL ESTATE FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     13.27%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     15.89%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.35%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS A   NATIONWIDE LIFE INSURANCE COMPANY   COLUMBUS   OH     7.38%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.76%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     19.84%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS M   CADARET GRANT CO INC   WEST NYACK   NY     5.75%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS M   CADARET GRANT CO INC   WEST NYACK   NY     5.28%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.71%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.06%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.59%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     6.89%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.60%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS I   STRATEGIC ADVISERS FIDELITY INTERNATIONAL FUND   BOSTON   MA     53.17%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS I   FIDELITY CHARITABLE GIFT FUND: CHARITABLE LEGACY POOL   BOSTON   MA     7.62%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.02%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS Z   WELLS FARGO BANK MN NA   MINNEAPOLIS   MN     80.54%  
FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS Z   SEI INVESTMENTS DISTRIBUTION CO   OAKS   PA     9.20%  
FIDELITY ADVISOR MATERIALS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     12.64%  
FIDELITY ADVISOR MATERIALS FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     9.70%  
FIDELITY ADVISOR MATERIALS FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.94%  
FIDELITY ADVISOR MATERIALS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     8.66%  
FIDELITY ADVISOR MATERIALS FUND: CLASS M   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     8.16%  
FIDELITY ADVISOR MATERIALS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     16.89%  
FIDELITY ADVISOR MATERIALS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     9.52%  
FIDELITY ADVISOR MATERIALS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.99%  
FIDELITY ADVISOR MATERIALS FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.88%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR MATERIALS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     9.41%  
FIDELITY ADVISOR MATERIALS FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     9.19%  
FIDELITY ADVISOR MATERIALS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.34%  
FIDELITY ADVISOR MATERIALS FUND: CLASS I   RAYMOND JAMES ASSOCIATES INC   SAINT PETERSBURG   FL     7.53%  
FIDELITY ADVISOR MATERIALS FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.15%  
FIDELITY ADVISOR MATERIALS FUND: CLASS I   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.06%  
FIDELITY ADVISOR MATERIALS FUND: CLASS Z   PERSHING LLC   JERSEY CITY   NJ     6.81%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.92%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.52%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS M   ETRADE CLEARING LLC   ENGLEWOOD   CO     12.64%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS M   SAMMONS FINANCIAL NETWORK LLC   WEST DES MOINES   IA     10.24%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     6.88%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     11.66%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     10.57%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     7.29%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     5.51%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS C   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     5.42%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     42.22%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.02%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I   MERRILL LYNCH PIERCE FENNER SMITH INC   JACKSONVILLE   FL     7.18%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     7.08%  
FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     6.14%  
FIDELITY SELECT INDUSTRIALS PORTFOLIO   SUTTER HEALTH   SACRAMENTO   CA     6.73%  
FIDELITY SUMMER STREET TRUST        

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     14.52%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     13.94%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     9.17%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     13.81%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.25%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.84%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS C   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.43%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     33.65%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS I   UBS FINANCIAL SERVICES INC   WEEHAWKEN   NJ     29.87%  
FIDELITY ADVISOR GLOBAL HIGH INCOME FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     10.21%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.53%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     8.20%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS M   FIRST BANK AND TRUST   BROOKINGS   SD     19.46%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS M   PERSHING LLC   JERSEY CITY   NJ     5.16%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     14.43%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     7.60%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     7.07%  
FIDELITY ADVISOR HIGH INCOME FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     6.66%  
FIDELITY NEW MARKETS INCOME FUND*   STRATEGIC ADVISERS® FIDELITY CORE INCOME FUND   BOSTON   MA     9.72%  
FIDELITY NEW MARKETS INCOME FUND*   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     6.40%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS A   FIRST CLEARING LLC   SAINT LOUIS   MO     10.78%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     9.56%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS A   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     7.56%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS A   MORGAN STANLEY SMITH BARNEY   NEW YORK   NY     5.87%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS A   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     5.45%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS C   FIRST CLEARING LLC   SAINT LOUIS   MO     29.95%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS C   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     12.79%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     8.53%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     5.78%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     46.26%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS I   FIRST CLEARING LLC   SAINT LOUIS   MO     14.81%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS I   CHARLES SCHWAB CO INC   SAN FRANCISCO   CA     11.90%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS I   AMERIPRISE FINANCIAL SERVICES INC   MINNEAPOLIS   MN     6.89%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS Z   WELLS FARGO BANK MN NA   MINNEAPOLIS   MN     55.42%  

 

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Table of Contents

Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS Z   EDWARD D JONES CO   SAINT LOUIS   MO     15.47%  
FIDELITY ADVISOR NEW MARKETS INCOME FUND: CLASS Z   SEI INVESTMENTS DISTRIBUTION CO   OAKS   PA     8.24%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS A   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     28.59%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     10.52%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS M   LANG   WEXFORD   PA     24.39%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS M   KATCHEN   DENVER   CO     10.61%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS C   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     14.38%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS C   PERSHING LLC   JERSEY CITY   NJ     11.08%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS C   ING FINANCIAL PARTNERS INC   LIMA   OH     5.39%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     35.94%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS I   LPL FINANCIAL CORPORATION   SAN DIEGO   CA     23.26%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS I   MSCS FINANCIAL SERVICES DIVISION OF BROA   TAMPA   FL     5.26%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS I   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     5.15%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   CANTON   MA     15.60%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   HINGHAM   MA     13.27%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   NEW YORK   NY     9.26%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   HOLDEN   MA     5.97%  
FIDELITY ADVISOR SHORT DURATION HIGH INCOME FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   ANDOVER   MA     5.28%  
FIDELITY US LOW VOLATILITY EQUITY FUND   FMR CAPITAL   BOSTON   MA     11.73%  
FIDELITY WOMEN’S LEADERSHIP FUND*   JOHNSON   MILTON   MA     6.17%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS A   FMR CAPITAL   BOSTON   MA     23.50%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS A   CRI SECURITIES LLC   DOWNERS GROVE   IL     17.39%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS A   CRI SECURITIES LLC   EXCELSIOR   MN     12.16%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS A   PERSHING LLC   JERSEY CITY   NJ     8.41%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   FMR CAPITAL   BOSTON   MA     37.39%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   GARDEN STATE SECURITIES INC   COLTS NECK   NJ     11.24%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   WU   LAKE OSWEGO   OR     10.14%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   GARDEN STATE SECURITIES INC   OAKLAND   NJ     7.23%  

 

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Class Name

 

Owner Name

 

City

 

State

 

Ownership%

 
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   H BECK INC   GAITHERSBURG   MD     5.79%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS M   GARDEN STATE SECURITIES INC   LAKE GROVE   NY     5.32%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS C   STIFEL NICOLAUS CO INC   SAINT LOUIS   MO     49.59%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS C   FMR CAPITAL   BOSTON   MA     33.41%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS C   LPL FINANCIAL CORPORATION   DENVER   CO     5.28%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS I   PERSHING LLC   JERSEY CITY   NJ     48.15%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS I   FMR CAPITAL   BOSTON   MA     21.97%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS I   TD AMERITRADE CLEARING IN   IOWA CITY   IA     6.90%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS I   JANNEY MONTGOMERY SCOTT LLC   PHILADELPHIA   PA     5.55%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   BOSTON   MA     11.49%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   HARVARD   MA     9.63%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS Z   FMR CAPITAL   BOSTON   MA     5.85%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   ARLINGTON   MA     5.69%  
FIDELITY ADVISOR WOMEN’S LEADERSHIP FUND: CLASS Z   FIDELITY RETIREMENT SAVINGS PLAN   ATLANTA   GA     5.02%  

 

*The

ownership information shown above is for a class of shares of the fund.

To the knowledge of the trusts, no other shareholder owned of record or beneficially more than 5% of the outstanding shares of each class of the funds on that date.

A shareholder owning of record or beneficially more than 25% of a fund’s outstanding shares may be considered a controlling person. That shareholder’s vote could have a more significant effect on matters presented at a shareholders’ meeting than votes of other shareholders.

 

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APPENDIX G

The following chart lists the lengths of service of each current Trustee or Advisory Board Member of each trust.

 

     

Interested Trustees*

  

Advisory Board Members

Trust

  

Jonathan
Chiel

  

James C.
Curvey

  

Vicki L.
Fuller

  

Peter S.
Lynch

  

Patricia L.
Kampling

  

Susan
Tomasky

Fidelity Advisor Series I    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Advisor Series VII    n/a    Trustee 2018    Advisory Board
Member 2018
   Advisory Board
Member 2018
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Advisor Series VIII    Trustee 2016    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Capital Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Commonwealth Trust    n/a    Trustee 2018    Advisory Board
Member 2018
   Advisory Board
Member 2018
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Commonwealth Trust II    n/a    Trustee 2018    Advisory Board
Member 2018
   Advisory Board
Member 2018
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Concord Street Trust    Trustee 2016    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Contrafund    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Covington Trust    n/a    Trustee 2018    Advisory Board
Member 2018
   Advisory Board
Member 2018
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Destiny Portfolios    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Devonshire Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Financial Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Hastings Street Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Investment Trust    Trustee 2016    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Magellan Fund    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Mt. Vernon Street Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Puritan Trust    Trustee 2016    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Securities Fund    Trustee 2016    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Select Portfolios    n/a    Trustee 2018    Advisory Board
Member 2018
   Advisory Board
Member 2018
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Summer Street Trust    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020
Fidelity Trend Fund    n/a    Trustee 2007    Advisory Board
Member 2018
   Advisory Board
Member 2003
   Advisory Board
Member 2020
   Advisory Board
Member 2020

 

*

Trustee has been determined to be “interested” by virtue of, among other things, his affiliation with a trust or various entities under common control with FMR.

 

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Independent Trustees

Trust

 

Dennis J.
Dirks

 

Donald F.
Donahue

 

Alan J.
Lacy

 

Ned C.
Lautenbach

 

Joseph
Mauriello

 

Cornelia M.
Small

 

Garnett A.
Smith

 

David M.
Thomas

 

Michael E.
Wiley

Fidelity Advisor Series I   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Advisor Series VII   Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2013
  Trustee
2018
  Trustee 2008
Fidelity Advisor Series VIII   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Advisory Board
Member 2018
Fidelity Capital Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Commonwealth Trust   Trustee
2018
  Trustee
2017
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2017
  Trustee
2018
  Trustee 2017
Fidelity Commonwealth Trust II   Trustee
2018
  Trustee
2017
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2017
  Trustee
2018
  Trustee 2017
Fidelity Concord Street Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Advisory Board
Member 2018
Fidelity Contrafund   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Covington Trust   Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2013
  Trustee
2018
  Trustee 2013
Fidelity Destiny Portfolios   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Devonshire Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Financial Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Hastings Street Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Investment Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Advisory Board
Member 2018
Fidelity Magellan Fund   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Mt. Vernon Street Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Puritan Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Advisory Board
Member 2018
Fidelity Securities Fund   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Advisory Board
Member 2018
Fidelity Select Portfolios   Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2018
  Trustee
2013
  Trustee
2018
  Trustee 2008
Fidelity Summer Street Trust   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018
Fidelity Trend Fund   Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee
2000
  Trustee
2008
  Trustee
2005
  Trustee
2018
  Trustee
2008
  Trustee 2018

 

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APPENDIX H

The following table provides the number of meetings the Board of Trustees and each standing committee held during each of the fiscal year ends listed in the table. See Appendix A for each fund’s fiscal year end.

 

Number of Meetings

Fiscal
Year End

  Board of
Trustees
  Operations
Committee
  Fair Value
Oversight
Committee
  Equity
Committee I
  Equity
Committee II
  Shareholder,
Distribution
and
Brokerage
Committee
  Audit
Committee
  Governance
and
Nominating
Committee
  Compliance
Committee
  Proxy
Committee
  Research
Committee
  Sector and
ETF
Committee
3/31/19   8   12   6   7   7   6   4   7   4   4   7   3
4/30/19   8   12   6   7   7   6   4   7   4   4   7   3
6/30/19   8   12   6   7   7   6   4   7   4   3   7   3
7/31/19   8   12   6   7   7   6   4   7   4   3   7   3
8/31/19   8   12   6   7   7   6   4   7   4   3   7   3
9/30/19   8   12   5   7   7   5   4   7   4   3   7   3
10/31/19   8   12   5   7   7   6   4   7   5   3   7   3
11/30/19   8   12   5   7   7   6   4   7   5   3   7   2
12/31/19   8   12   5   7   7   6   4   7   5   3   7   2
1/31/20   8   12   5   6   7   6   4   7   5   3   7   2
2/29/20   7   12   5   6   7   6   4   7   5   3   7   2

 

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APPENDIX I

Information regarding nominee and Trustee ownership of fund shares as of March 31, 2020 is provided below.

Interested Nominees

 

Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY ADVISOR SERIES I    
Fidelity Advisor Balanced Fund   none   none
Fidelity Advisor Dividend Growth Fund   none   none
Fidelity Advisor Equity Growth Fund   none   none
Fidelity Advisor Equity Income Fund   none   none
Fidelity Advisor Equity Value Fund   none   none
Fidelity Advisor Floating Rate High Income Fund   none   none
Fidelity Advisor Growth & Income Fund   none   none
Fidelity Advisor Growth Opportunities Fund   over $100,000   none
Fidelity Advisor High Income Advantage Fund   none   none
Fidelity Advisor Large Cap Fund   none   none
Fidelity Advisor Leveraged Company Stock Fund   none   none
Fidelity Advisor Mid Cap II Fund   none   none
Fidelity Advisor Series Equity Growth Fund   none   none
Fidelity Advisor Series Growth Opportunities Fund   none   none
Fidelity Advisor Series Small Cap Fund   none   none
Fidelity Advisor Small Cap Fund   none   none
Fidelity Advisor Stock Selector Mid Cap Fund   none   none
Fidelity Advisor Value Fund   none   none
Fidelity Advisor Value Strategies Fund   none   none
Fidelity Real Estate High Income Fund   none   none
FIDELITY ADVISOR SERIES VII    
Fidelity Advisor Biotechnology Fund   none   none
Fidelity Advisor Communications Equipment Fund   none   none
Fidelity Advisor Consumer Discretionary Fund   none   none
Fidelity Advisor Energy Fund   none   none
Fidelity Advisor Financial Services Fund   none   none
Fidelity Advisor Global Real Estate Fund   none   none
Fidelity Advisor Health Care Fund   none   none
Fidelity Advisor Industrials Fund   none   none
Fidelity Advisor Real Estate Fund   none   none
Fidelity Advisor Semiconductors Fund   none   none
Fidelity Advisor Technology Fund   none   none
Fidelity Advisor Utilities Fund   none   none
FIDELITY ADVISOR SERIES VIII    
Fidelity Advisor Diversified International Fund   none   none
Fidelity Advisor Emerging Asia Fund   none   none
Fidelity Advisor Emerging Markets Fund   none   none
Fidelity Advisor Global Capital Appreciation Fund   none   none
Fidelity Advisor Global Equity Income Fund   none   none
Fidelity Advisor International Capital Appreciation Fund   none   none
Fidelity Advisor Overseas Fund   none   none
Fidelity Advisor Value Leaders Fund   none   none

 

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Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY CAPITAL TRUST    
Fidelity Capital Appreciation Fund   none   none
Fidelity Disciplined Equity Fund   none   none
Fidelity Flex Small Cap Fund   none   none
Fidelity Focused Stock Fund   none   none
Fidelity Stock Selector All Cap Fund   none   none
Fidelity Stock Selector Small Cap Fund   none   none
Fidelity Value Fund   none   none
FIDELITY COMMONWEALTH TRUST    
Fidelity Nasdaq Composite Index Tracking Stock   none   none
FIDELITY COMMONWEALTH TRUST II    
Fidelity International Enhanced Index Fund   none   none
Fidelity Large Cap Core Enhanced Index Fund   none   $50,001 – $100,000
Fidelity Large Cap Growth Enhanced Index Fund   none   none
Fidelity Large Cap Value Enhanced Index Fund   none   none
Fidelity Mid Cap Enhanced Index Fund   none   none
Fidelity Small Cap Enhanced Index Fund   none   none
FIDELITY CONCORD STREET TRUST    
Fidelity 500 Index Fund   none   over $100,000
Fidelity Event Driven Opportunities Fund   none   none
Fidelity Extended Market Index Fund   none   none
Fidelity Flex 500 Index Fund   none   none
Fidelity Flex Large Cap Value II Fund   none   none
Fidelity Founders Fund   none   none
Fidelity International Index Fund   none   none
Fidelity Large Cap Stock Fund   none   none
Fidelity Large Cap Stock K6 Fund   none   none
Fidelity Mid-Cap Stock Fund   none   none
Fidelity Mid-Cap Stock K6 Fund   none   none
Fidelity Nasdaq Composite Index Fund   none   none
Fidelity Series International Index Fund   none   none
Fidelity Series Small Cap Discovery Fund   none   none
Fidelity Series Total Market Index Fund   none   none
Fidelity Small Cap Discovery Fund   none   none
Fidelity Small Cap Stock Fund   none   none
Fidelity Small Cap Stock K6 Fund   none   none
Fidelity Total Market Index Fund   none   none
Fidelity ZERO Extended Market Index Fund   none   none
Fidelity ZERO International Index Fund   none   none
Fidelity ZERO Large Cap Index Fund   none   none
Fidelity ZERO Total Market Index Fund   none   none
FIDELITY CONTRAFUND    
Fidelity Advisor New Insights Fund   none   none
Fidelity Contrafund   none   none
Fidelity Contrafund K6   none   none
Fidelity Flex Opportunistic Insights Fund   none   none
Fidelity Series Opportunistic Insights Fund   none   none
FIDELITY COVINGTON TRUST    
Fidelity Dividend ETF for Rising Rates   none   none
Fidelity High Dividend ETF   none   none
Fidelity High Yield Factor ETF   none   none
Fidelity International High Dividend ETF   none   none
Fidelity International Value Factor ETF   none   none
Fidelity Low Volatility Factor ETF   none   none
Fidelity Momentum Factor ETF   none   none
Fidelity MSCI Communication Services Index ETF   none   none

 

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Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY COVINGTON TRUST    
Fidelity MSCI Consumer Discretionary Index ETF   none   none
Fidelity MSCI Consumer Staples Index ETF   none   none
Fidelity MSCI Energy Index ETF   none   none
Fidelity MSCI Financials Index ETF   none   none
Fidelity MSCI Health Care Index ETF   none   none
Fidelity MSCI Industrials Index ETF   none   none
Fidelity MSCI Information Technology Index ETF   none   none
Fidelity MSCI Materials Index ETF   none   none
Fidelity MSCI Real Estate Index ETF   none   none
Fidelity MSCI Utilities Index ETF   none   none
Fidelity Quality Factor ETF   none   none
Fidelity Small-Mid Factor ETF   none   none
Fidelity Stocks for Inflation ETF   none   none
Fidelity Targeted Emerging Markets Factor ETF   none   none
Fidelity Targeted International Factor ETF   none   none
Fidelity Value Factor ETF   none   none
FIDELITY DESTINY PORTFOLIOS    

Fidelity Advisor Capital Development Fund

   

Fidelity Advisor Diversified Stock Fund

   
FIDELITY DEVONSHIRE TRUST    
Fidelity Equity-Income Fund   none   none
Fidelity Equity-Income K6 Fund   none   none
Fidelity Flex Mid Cap Value Fund   none   none
Fidelity Mid Cap Value Fund   none   none
Fidelity Mid Cap Value K6 Fund   none   none
Fidelity Series All-Sector Equity Fund   none   none
Fidelity Series Stock Selector Large Cap Value Fund   none   none
Fidelity Series Value Discovery Fund   none   none
Fidelity Stock Selector Large Cap Value Fund   none   none
FIDELITY FINANCIAL TRUST    
Fidelity Convertible Securities Fund   none   none
Fidelity Equity Dividend Income Fund   none   none
Fidelity Independence Fund   none   none
FIDELITY HASTINGS STREET TRUST    
Fidelity Fund   none   none
Fidelity Growth Discovery Fund   none   none
Fidelity Mega Cap Stock Fund   none   none
Fidelity Series Emerging Markets Debt Fund   none   none
Fidelity Series Large Cap Stock Fund   none   none
FIDELITY INVESTMENT TRUST    
Fidelity Canada Fund   none   none
Fidelity China Region Fund   none   none
Fidelity Diversified International Fund   none   none
Fidelity Diversified International K6 Fund   none   none
Fidelity Emerging Asia Fund   none   none
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund   none   none
Fidelity Emerging Markets Discovery Fund   none   none
Fidelity Emerging Markets Fund   none   none
Fidelity Enduring Opportunities Fund   none   none
Fidelity Europe Fund   none   none

 

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Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY INVESTMENT TRUST    
Fidelity Flex International Fund   none   none
Fidelity Global Commodity Stock Fund   none   none
Fidelity Global Equity Income Fund   none   none
Fidelity Infrastructure Fund   none   none
Fidelity International Capital Appreciation Fund   none   none
Fidelity International Capital Appreciation K6 Fund   none   none
Fidelity International Discovery Fund   none   none
Fidelity International Discovery K6 Fund   none   none
Fidelity International Growth Fund   none   none
Fidelity International Small Cap Fund   none   none
Fidelity International Small Cap Opportunities Fund   none   none
Fidelity International Value Fund   none   none
Fidelity Japan Fund   none   none
Fidelity Japan Smaller Companies Fund   none   none
Fidelity Latin America Fund   none   none
Fidelity Nordic Fund   none   none
Fidelity Overseas Fund   none   none
Fidelity Pacific Basin Fund   none   none
Fidelity SAI International SMA Completion Fund   none   none
Fidelity Series Canada Fund   none   none
Fidelity Series Emerging Markets Fund   none   none
Fidelity Series Emerging Markets Opportunities Fund   none   none
Fidelity Series International Growth Fund   none   none
Fidelity Series International Small Cap Fund   none   none
Fidelity Series International Value Fund   none   none
Fidelity Series Overseas Fund   none   none
Fidelity Total Emerging Markets Fund   none   none
Fidelity Total International Equity Fund   none   none
Fidelity Worldwide Fund   none   none
FIDELITY MAGELLAN FUND    
Fidelity Magellan Fund   none   none
Fidelity Magellan K6 Fund   none   none
FIDELITY MT. VERNON STREET TRUST    
Fidelity Flex Mid Cap Growth Fund   none   none
Fidelity Growth Company Fund   none   none
Fidelity Growth Company K6 Fund   none   none
Fidelity Growth Strategies Fund   none   none
Fidelity Growth Strategies K6 Fund   none   none
Fidelity New Millennium Fund   none   none
Fidelity Series Growth Company Fund   none   none
FIDELITY PURITAN TRUST    
Fidelity Balanced Fund   none   none
Fidelity Balanced K6 Fund   none   none
Fidelity Flex Intrinsic Opportunities Fund   none   none
Fidelity Low-Priced Stock Fund   none   none
Fidelity Low-Priced Stock K6 Fund   none   none
Fidelity Puritan Fund   none   none
Fidelity Puritan K6 Fund   none   none
Fidelity Series Intrinsic Opportunities Fund   none   none
Fidelity Value Discovery Fund   none   none
Fidelity Value Discovery K6 Fund   none   none

 

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Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY SECURITIES FUND    
Fidelity Blue Chip Growth Fund   none   over $100,000
Fidelity Blue Chip Growth K6 Fund   none   none
Fidelity Blue Chip Value Fund   none   none
Fidelity Dividend Growth Fund   none   none
Fidelity Flex Large Cap Growth Fund   none   none
Fidelity Growth & Income Portfolio   none   none
Fidelity Leveraged Company Stock Fund   none   none
Fidelity OTC K6 Portfolio   none   none
Fidelity OTC Portfolio   none   over $100,000
Fidelity Real Estate Income Fund   none   none
Fidelity Series Blue Chip Growth Fund   none   none
Fidelity Series Real Estate Income Fund   none   none
Fidelity Series Small Cap Opportunities Fund   none   none
Fidelity Small Cap Growth Fund   none   none
Fidelity Small Cap Growth K6 Fund   none   none
Fidelity Small Cap Value Fund   none   none
FIDELITY SELECT PORTFOLIOS    
Fidelity Flex Real Estate Fund   none   none
Fidelity International Real Estate Fund   none   none
Fidelity Real Estate Investment Portfolio   none   none
Fidelity Telecom and Utilities Fund   none   none
Select Air Transportation Portfolio   none   none
Select Automotive Portfolio   none   none
Select Banking Portfolio   none   none
Select Biotechnology Portfolio   none   none
Select Brokerage and Investment Management Portfolio   none   none
Select Chemicals Portfolio   none   none
Select Communication Services Portfolio   none   none
Select Communications Equipment Portfolio   none   none
Select Computers Portfolio   none   none
Select Construction and Housing Portfolio   none   none
Select Consumer Discretionary Portfolio   none   none
Select Consumer Finance Portfolio   none   none
Select Consumer Staples Portfolio   none   none
Select Defense and Aerospace Portfolio   none   none
Select Energy Portfolio   none   none
Select Energy Service Portfolio   none   none
Select Environment and Alternative Energy Portfolio   none   none
Select Financial Services Portfolio   none   none
Select Gold Portfolio   none   none
Select Health Care Portfolio   none   none
Select Health Care Services Portfolio   none   none
Select Industrials Portfolio   none   none
Select Insurance Portfolio   none   none
Select IT Services Portfolio   none   none
Select Leisure Portfolio   none   none
Select Materials Portfolio   none   none
Select Medical Technology and Devices Portfolio   none   none
Select Natural Gas Portfolio   none   none
Select Natural Resources Portfolio   none   none
Select Pharmaceuticals Portfolio   none   none
Select Retailing Portfolio   none   none
Select Semiconductors Portfolio   none   none
Select Software and IT Services Portfolio   none   none
Select Technology Portfolio   none   none
Select Telecommunications Portfolio   none   none
Select Transportation Portfolio   none   none

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Bettina Doulton

 

Robert A. Lawrence

FIDELITY SELECT PORTFOLIOS    
Select Utilities Portfolio   none   none
Select Wireless Portfolio   none   none
FIDELITY SUMMER STREET TRUST    
Fidelity Capital & Income Fund   none   none
Fidelity Export and Multinational Fund   none   none
Fidelity Focused High Income Fund   none   over $100,000
Fidelity Global High Income Fund   none   none
Fidelity High Income Fund   none   over $100,000
Fidelity New Markets Income Fund   none   none
Fidelity Series Floating Rate High Income Fund   none   none
Fidelity Series High Income Fund   none   none
Fidelity Short Duration High Income Fund   none   none
Fidelity U.S. Low Volatility Equity Fund   none   none
Fidelity Women’s Leadership Fund   none   none
FIDELITY TREND FUND    
Fidelity Trend Fund   none   none
AGGREGATE DOLLAR RANGE OF FUND SHARES IN ALL FUNDS OVERSEEN WITHIN FUND FAMILY   over $100,000   over $100,000

 

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Independent Nominees

 

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

    

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY ADVISOR SERIES I                  
Fidelity Advisor Balanced Fund      none        none        none        none        none        none  
Fidelity Advisor Dividend Growth Fund      none        none        none        none        none        none  
Fidelity Advisor Equity Growth Fund      none        none        none        none        none        none  
Fidelity Advisor Equity Income Fund      none        none        none        none        none        none  
Fidelity Advisor Equity Value Fund      none        none        none        none        none        none  
Fidelity Advisor Floating Rate High Income Fund      $10,001 – $50,000        none        none        none        $10,001 – $50,000        none  
Fidelity Advisor Growth & Income Fund      none        none        none        none        none        none  
Fidelity Advisor Growth Opportunities Fund      none        none        none        none        none        none  
Fidelity Advisor High Income Advantage Fund      none        none        none        none        none        none  
Fidelity Advisor Large Cap Fund      none        none        none        none        none        none  
Fidelity Advisor Leveraged Company Stock Fund      none        none        none        none        none        none  
Fidelity Advisor Mid Cap II Fund      none        none        none        none        none        none  
Fidelity Advisor Series Equity Growth Fund      none        none        none        none        none        none  
Fidelity Advisor Series Growth Opportunities Fund      none        none        none        none        none        none  
Fidelity Advisor Series Small Cap Fund      none        none        none        none        none        none  
Fidelity Advisor Small Cap Fund      none        none        none        none        none        none  
Fidelity Advisor Stock Selector Mid Cap Fund      none        none        none        none        none        none  
Fidelity Advisor Value Fund      none        none        none        none        none        none  
Fidelity Advisor Value Strategies Fund      none        none        none        none        none        none  
Fidelity Real Estate High Income Fund      none        none        none        none        none        none  
FIDELITY ADVISOR SERIES VII                  
Fidelity Advisor Biotechnology Fund      none        none        none        none        none        none  
Fidelity Advisor Communications Equipment Fund      none        none        none        none        none        none  
Fidelity Advisor Consumer Discretionary Fund      none        none        none        none        none        none  
Fidelity Advisor Energy Fund      none        none        none        none        none        none  
Fidelity Advisor Financial Services Fund      none        none        none        none        none        none  
Fidelity Advisor Global Real Estate Fund      none        none        none        none        none        none  
Fidelity Advisor Health Care Fund      none        none        none        none        none        none  
Fidelity Advisor Industrials Fund      none        none        none        none        none        none  
Fidelity Advisor Real Estate Fund      none        none        none        none        none        none  
Fidelity Advisor Semiconductors Fund      none        none        none        none        none        none  
Fidelity Advisor Technology Fund      none        none        none        none        none        none  
Fidelity Advisor Utilities Fund      none        none        none        none        none        none  
FIDELITY ADVISOR SERIES VIII                  
Fidelity Advisor Diversified International Fund      none        none        none        none        none        none  
Fidelity Advisor Emerging Asia Fund      none        none        none        none        none        none  
Fidelity Advisor Emerging Markets Fund      none        none        none        none        none        none  
Fidelity Advisor Global Capital Appreciation Fund      none        none        none        none        none        none  
Fidelity Advisor Global Equity Income Fund      none        none        none        none        none        none  
Fidelity Advisor International Capital Appreciation Fund      none        none        none        none        none        none  
Fidelity Advisor Overseas Fund      none        none        none        none        none        none  
Fidelity Advisor Value Leaders Fund      none        none        none        none        none        none  
FIDELITY CAPITAL TRUST                  
Fidelity Capital Appreciation Fund      none        none        none        none        none        none  
Fidelity Disciplined Equity Fund      none        none        none        none        none        none  
Fidelity Flex Small Cap Fund      none        none        none        none        none        none  
Fidelity Focused Stock Fund      none        none        none        none        none        none  
Fidelity Stock Selector All Cap Fund      none        none        none        none        none        none  
Fidelity Stock Selector Small Cap Fund      none        none        none        none        none        none  
Fidelity Value Fund      none        none        none        none        none        none  
FIDELITY COMMONWEALTH TRUST                  
Fidelity Nasdaq Composite Index Tracking Stock      none        none        none        none        none        none  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

    

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY COMMONWEALTH TRUST II

 

              
Fidelity International Enhanced Index Fund      $10,001 – $50,000        $10,001 – $50,000        none        none        none        none  
Fidelity Large Cap Core Enhanced Index Fund      none        none        none        none        none        none  
Fidelity Large Cap Growth Enhanced Index Fund      none        none        none        none        none        none  
Fidelity Large Cap Value Enhanced Index Fund      none        none        none        none        none        none  
Fidelity Mid Cap Enhanced Index Fund      none        none        none        none        none        none  
Fidelity Small Cap Enhanced Index Fund      none        $10,001 – $50,000        none        none        none        none  
FIDELITY CONCORD STREET TRUST                  
Fidelity 500 Index Fund      none        none        none        none        over $100,000        none  
Fidelity Event Driven Opportunities Fund      none        none        none        none        none        none  
Fidelity Extended Market Index Fund      none        none        none        none        none        none  
Fidelity Flex 500 Index Fund      none        none        none        none        none        none  
Fidelity Flex Large Cap Value II Fund      none        none        none        none        none        none  
Fidelity Founders Fund      none        none        none        none        none        none  
Fidelity International Index Fund      none        none        none        none        none        none  
Fidelity Large Cap Stock Fund      none        none        none        none        none        none  
Fidelity Large Cap Stock K6 Fund      none        none        none        none        none        none  
Fidelity Mid-Cap Stock Fund      none        none        none        none        none        none  
Fidelity Mid-Cap Stock K6 Fund      none        none        none        none        none        none  
Fidelity Nasdaq Composite Index Fund      none        none        none        none        none        none  
Fidelity Series International Index Fund      none        none        none        none        none        none  
Fidelity Series Small Cap Discovery Fund      none        none        none        none        none        none  
Fidelity Series Total Market Index Fund      none        none        none        none        none        none  
Fidelity Small Cap Discovery Fund      none        none        none        none        none        none  
Fidelity Small Cap Stock Fund      none        none        none        none        none        none  
Fidelity Small Cap Stock K6 Fund      none        none        none        none        none        none  
Fidelity Total Market Index Fund      none        none        none        none        over $100,000        none  
Fidelity ZERO Extended Market Index Fund      $50,001 – $100,000        none        none        none        none        none  
Fidelity ZERO International Index Fund      none        none        none        none        none        none  
Fidelity ZERO Large Cap Index Fund      none        none        none        none        none        none  
Fidelity ZERO Total Market Index Fund      none        none        none        none        none        none  
FIDELITY CONTRAFUND                  
Fidelity Advisor New Insights Fund      none        none        none        none        none        none  
Fidelity Contrafund      over $100,000        none        none        none        over $100,000        over $100,000  
Fidelity Contrafund K6      none        none        none        none        none        none  
Fidelity Flex Opportunistic Insights Fund      none        none        none        none        none        none  
Fidelity Series Opportunistic Insights Fund      none        none        none        none        none        none  
FIDELITY COVINGTON TRUST                  
Fidelity Dividend ETF for Rising Rates      none        none        none        none        none        none  
Fidelity High Dividend ETF      none        none        none        none        none        none  
Fidelity High Yield Factor ETF      none        none        none        none        none        none  
Fidelity International High Dividend ETF      none        none        none        none        none        none  
Fidelity International Value Factor ETF      none        none        none        none        none        none  
Fidelity Low Volatility Factor ETF      none        none        none        none        none        none  
Fidelity Momentum Factor ETF      none        none        none        none        none        none  
Fidelity MSCI Communication Services Index ETF      none        none        none        none        none        none  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

    

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY COVINGTON TRUST                  
Fidelity MSCI Consumer Discretionary Index ETF      none        none        none        none        none        none  
Fidelity MSCI Consumer Staples Index ETF      none        none        none        none        none        none  
Fidelity MSCI Energy Index ETF      none        none        none        none        none        none  
Fidelity MSCI Financials Index ETF      none        none        none        none        none        none  
Fidelity MSCI Health Care Index ETF      none        none        none        none        none        none  
Fidelity MSCI Industrials Index ETF      none        none        none        none        none        none  
Fidelity MSCI Information Technology Index ETF      none        none        none        none        none        none  
Fidelity MSCI Materials Index ETF      none        none        none        none        none        none  
Fidelity MSCI Real Estate Index ETF      none        none        none        none        none        none  
Fidelity MSCI Utilities Index ETF      none        none        none        none        none        none  
Fidelity Quality Factor ETF      none        none        none        none        none        none  
Fidelity Small-Mid Factor ETF      none        none        none        none        none        none  
Fidelity Stocks for Inflation ETF      none        none        none        none        none        none  
Fidelity Targeted Emerging Markets Factor ETF      none        none        none        none        none        none  
Fidelity Targeted International Factor ETF      none        none        none        none        none        none  
Fidelity Value Factor ETF      none        none        none        none        none        none  
FIDELITY DESTINY PORTFOLIOS                  

Fidelity Advisor Capital Development Fund

                 

Fidelity Advisor Diversified Stock Fund

                 
FIDELITY DEVONSHIRE TRUST                  
Fidelity Equity-Income Fund      none        $50,001-$100,000        none        none        none        none  
Fidelity Equity-Income K6 Fund      none        none        none        none        none        none  
Fidelity Flex Mid Cap Value Fund      none        none        none        none        none        none  
Fidelity Mid Cap Value Fund      none        none        none        none        none        none  
Fidelity Mid Cap Value K6 Fund      none        none        none        none        none        none  
Fidelity Series All-Sector Equity Fund      none        none        none        none        none        none  
Fidelity Series Stock Selector Large Cap Value Fund      none        none        none        none        none        none  
Fidelity Series Value Discovery Fund      none        none        none        none        none        none  
Fidelity Stock Selector Large Cap Value Fund      none        none        none        none        none        none  
FIDELITY FINANCIAL TRUST                  
Fidelity Convertible Securities Fund      none        none        none        none        none        none  
Fidelity Equity Dividend Income Fund      none        none        none        none        none        none  
Fidelity Independence Fund      none        none        none        none        none        none  
FIDELITY HASTINGS STREET TRUST

 

              
Fidelity Fund      none        none        none        none        none        none  
Fidelity Growth Discovery Fund      none        none        none        none        none        none  
Fidelity Mega Cap Stock Fund      none        none        none        none        none        none  
Fidelity Series Emerging Markets Debt Fund      none        none        none        none        none        none  
Fidelity Series Large Cap Stock Fund      none        none        none        none        none        none  
FIDELITY INVESTMENT TRUST                  
Fidelity Canada Fund      none        none        none        none        none        none  
Fidelity China Region Fund      none        none        none        none        none        none  
Fidelity Diversified International Fund      none        none        none        $50,001-$100,000        none        over $100,000  
Fidelity Diversified International K6 Fund      none        none        none        none        none        none  
Fidelity Emerging Asia Fund      over $100,000        none        none        none        over $100,000        none  

 

113


Table of Contents

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

  

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY INVESTMENT TRUST               
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    none      none        none        none        none        none  
Fidelity Emerging Markets Discovery Fund    none      none        none        none        none        none  
Fidelity Emerging Markets Fund    none      none        none        none        none        none  
Fidelity Enduring Opportunities Fund    none      none        none        none        none        none  
Fidelity Europe Fund    none      none        none        none        none        none  
Fidelity Flex International Fund    none      none        none        none        none        none  
Fidelity Global Commodity Stock Fund    none      none        none        none        none        none  
Fidelity Global Equity Income Fund    none      none        none        none        none        none  
Fidelity Infrastructure Fund    none      none        none        none        none        none  
Fidelity International Capital Appreciation Fund    none      none        none        $1 – $10,000        over $100,000        none  
Fidelity International Capital Appreciation K6 Fund    none      none        none        none        none        none  
Fidelity International Discovery Fund    none      none        none        none        none        none  
Fidelity International Discovery K6 Fund    none      none        none        none        none        none  
Fidelity International Growth Fund    none      none        none        $10,001 – $50,000        none        none  
Fidelity International Small Cap Fund    none      none        none        none        none        none  
Fidelity International Small Cap Opportunities Fund    none      none        none        none        none        none  
Fidelity International Value Fund    none      none        none        none        none        none  
Fidelity Japan Fund    none      none        none        none        none        none  
Fidelity Japan Smaller Companies Fund    none      none        none        none        none        none  
Fidelity Latin America Fund    none      none        none        none        none        none  
Fidelity Nordic Fund    none      none        none        none        none        none  
Fidelity Overseas Fund    none      over $100,000        none        none        none        none  
Fidelity Pacific Basin Fund    none      none        none        none        over $100,000        none  
Fidelity SAI International SMA Completion Fund    none      none        none        $10,001 – $50,000        none        none  
Fidelity Series Canada Fund    none      none        none        none        none        none  
Fidelity Series Emerging Markets Fund    none      none        none        none        none        none  
Fidelity Series Emerging Markets Opportunities Fund    none      none        none        none        none        none  
Fidelity Series International Growth Fund    none      none        none        none        none        none  
Fidelity Series International Small Cap Fund    none      none        none        none        none        none  
Fidelity Series International Value Fund    none      none        none        none        none        none  
Fidelity Series Overseas Fund    none      none        none        none        none        none  
Fidelity Total Emerging Markets Fund    none      none        none        none        none        none  
Fidelity Total International Equity Fund    none      none        none        none        none        none  
Fidelity Worldwide Fund    none      none        none        none        none        none  
FIDELITY MAGELLAN FUND               
Fidelity Magellan Fund    over $100,000      none        none        none        none        over $100,000  
Fidelity Magellan K6 Fund    none      none        none        none        none        none  
FIDELITY MT. VERNON STREET TRUST               
Fidelity Flex Mid Cap Growth Fund    none      none        none        none        none        none  
Fidelity Growth Company Fund    over $100,000      none        none        none        none        over $100,000  
Fidelity Growth Company K6 Fund    none      none        none        none        none        none  
Fidelity Growth Strategies Fund    over $100,000      none        none        none        none        none  
Fidelity Growth Strategies K6 Fund    none      none        none        none        none        none  
Fidelity New Millennium Fund    none      none        none        none        none        none  
Fidelity Series Growth Company Fund    none      none        none        none        none        none  

 

114


Table of Contents

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

    

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY PURITAN TRUST                  
Fidelity Balanced Fund      none        none        $10,001 – $50,000        none        none        none  
Fidelity Balanced K6 Fund      none        none        none        none        none        none  
Fidelity Flex Intrinsic Opportunities Fund      none        none        none        none        none        none  
Fidelity Low-Priced Stock Fund      over $100,000        none        none        none        none        over $100,000  
Fidelity Low-Priced Stock K6 Fund      none        none        none        none        none        none  
Fidelity Puritan Fund      none        over $100,000        none        none        none        none  
Fidelity Puritan K6 Fund      none        none        none        none        none        none  
Fidelity Series Intrinsic Opportunities Fund      none        none        none        none        none        none  
Fidelity Value Discovery Fund      none        none        none        none        none        none  
Fidelity Value Discovery K6 Fund      none        none        none        none        none        none  
FIDELITY SECURITIES FUND

 

              
Fidelity Blue Chip Growth Fund      none        none        none        none        none        none  
Fidelity Blue Chip Growth K6 Fund      none        none        none        none        none        none  
Fidelity Blue Chip Value Fund      none        none        none        none        none        none  
Fidelity Dividend Growth Fund      none        none        none        none        none        none  
Fidelity Flex Large Cap Growth Fund      none        none        none        none        none        none  
Fidelity Growth & Income Portfolio      none        none        $1 – $10,000        none        none        none  
Fidelity Leveraged Company Stock Fund      none        none        none        none        none        none  
Fidelity OTC K6 Portfolio      none        none        none        none        none        none  
Fidelity OTC Portfolio      none        none        none        none        none        none  
Fidelity Real Estate Income Fund      none        none        none        none        none        none  
Fidelity Series Blue Chip Growth Fund      none        none        none        none        none        none  
Fidelity Series Real Estate Income Fund      none        none        none        none        none        none  
Fidelity Series Small Cap Opportunities Fund      none        none        none        none        none        none  
Fidelity Small Cap Growth Fund      none        none        none        none        none        none  
Fidelity Small Cap Growth K6 Fund      none        none        none        none        none        none  
Fidelity Small Cap Value Fund      none        none        none        none        none        none  
FIDELITY SELECT PORTFOLIOS                  
Fidelity Flex Real Estate Fund      none        none        none        none        none        none  
Fidelity International Real Estate Fund      none        none        none        none        none        none  
Fidelity Real Estate Investment Portfolio      none        none        none        none        none        none  
Fidelity Telecom and Utilities Fund      none        none        none        none        none        none  
Select Air Transportation Portfolio      none        none        none        none        none        none  
Select Automotive Portfolio      none        none        none        none        none        none  
Select Banking Portfolio      none        none        none        none        none        none  
Select Biotechnology Portfolio      none        none        none        none        none        none  
Select Brokerage and Investment Management Portfolio      none        none        none        none        none        none  
Select Chemicals Portfolio      none        none        none        none        none        none  
Select Communication Services Portfolio      none        none        none        none        none        none  
Select Communications Equipment Portfolio      none        none        none        none        none        none  
Select Computers Portfolio      none        none        none        none        none        none  
Select Construction and Housing Portfolio      none        none        none        none        none        none  
Select Consumer Discretionary Portfolio      none        none        none        none        none        none  
Select Consumer Finance Portfolio      none        none        none        none        none        none  
Select Consumer Staples Portfolio      none        none        none        none        none        none  
Select Defense and Aerospace Portfolio      none        none        none        none        none        none  
Select Energy Portfolio      none        none        none        none        none        none  
Select Energy Service Portfolio      none        none        none        none        none        none  
Select Environment and Alternative Energy Portfolio      none        $10,001 – $50,000        none        none        none        none  
Select Financial Services Portfolio      none        none        none        none        none        none  
Select Gold Portfolio      none        none        none        none        none        none  
Select Health Care Portfolio      none        over $100,000        none        none        none        none  
Select Health Care Services Portfolio      none        none        none        none        none        none  
Select Industrials Portfolio      none        none        none        none        none        none  
Select Insurance Portfolio      none        none        none        none        none        none  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

  

Dennis J.
Dirks

    

Donald F.
Donahue

    

Vicki L.
Fuller

    

Patricia L.
Kampling

    

Alan J.
Lacy

    

Ned C.
Lautenbach

 
FIDELITY SELECT PORTFOLIOS

 

              
Select IT Services Portfolio      none        $50,001 – $100,000        none        none        none        none  
Select Leisure Portfolio      none        none        none        none        none        none  
Select Materials Portfolio      none        none        none        none        none        none  
Select Medical Technology and Devices Portfolio      none        none        none        none        none        none  
Select Natural Gas Portfolio      none        none        none        none        none        none  
Select Natural Resources Portfolio      none        none        none        none        none        none  
Select Pharmaceuticals Portfolio      none        none        none        none        none        none  
Select Retailing Portfolio      none        none        none        none        none        none  
Select Semiconductors Portfolio      none        none        none        none        none        none  
Select Software and IT Services Portfolio      none        none        none        none        none        none  
Select Technology Portfolio      none        $50,001 – $100,000        none        none        none        none  
Select Telecommunications Portfolio      none        none        none        none        none        none  
Select Transportation Portfolio      none        none        none        none        none        none  
Select Utilities Portfolio      none        none        none        none        none        none  
Select Wireless Portfolio      none        none        none        none        none        none  
FIDELITY SUMMER STREET TRUST

 

              
Fidelity Capital & Income Fund      none        none        none        none        none        none  
Fidelity Export and Multinational Fund      none        none        none        none        none        none  
Fidelity Focused High Income Fund      none        none        none        none        none        none  
Fidelity Global High Income Fund      none        none        none        none        none        none  
Fidelity High Income Fund      none        over $100,000        none        none        none        none  
Fidelity New Markets Income Fund      none        none        none        none        none        none  
Fidelity Series Floating Rate High Income Fund      none        none        none        none        none        none  
Fidelity Series High Income Fund      none        none        none        none        none        none  
Fidelity Short Duration High Income Fund      none        none        none        none        none        none  
Fidelity U.S. Low Volatility Equity Fund      none        none        none        none        none        none  
Fidelity Women’s Leadership Fund      none        none        none        $10,001 – $50,000        none        none  
FIDELITY TREND FUND                  
Fidelity Trend Fund      none        none        none        none        none        none  
AGGREGATE DOLLAR RANGE OF FUND SHARES IN ALL FUNDS OVERSEEN WITHIN FUND FAMILY      over $100,000        over $100,000        $10,001 – $50,000        over $100,000        over $100,000        over $100,000  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

   

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY ADVISOR SERIES I            
Fidelity Advisor Balanced Fund     none       none       none       none       none       none  
Fidelity Advisor Dividend Growth Fund     none       none       none       none       none       none  
Fidelity Advisor Equity Growth Fund     none       none       none       none       none       none  
Fidelity Advisor Equity Income Fund     none       none       none       none       none       none  
Fidelity Advisor Equity Value Fund     none       none       none       none       none       none  
Fidelity Advisor Floating Rate High Income Fund     over $100,000       none       none       none       none       none  
Fidelity Advisor Growth & Income Fund     none       none       none       none       none       none  
Fidelity Advisor Growth Opportunities Fund     none       none       none       none       none       none  
Fidelity Advisor High Income Advantage Fund     none       none       none       none       none       none  
Fidelity Advisor Large Cap Fund     none       none       none       none       none       none  
Fidelity Advisor Leveraged Company Stock Fund     none       none       none       none       none       none  
Fidelity Advisor Mid Cap II Fund     none       none       none       none       none       none  
Fidelity Advisor Series Equity Growth Fund     none       none       none       none       none       none  
Fidelity Advisor Series Growth Opportunities Fund     none       none       none       none       none       none  
Fidelity Advisor Series Small Cap Fund     none       none       none       none       none       none  
Fidelity Advisor Small Cap Fund     none       none       none       none       none       none  
Fidelity Advisor Stock Selector Mid Cap Fund     none       none       none       none       none       none  
Fidelity Advisor Value Fund     none       none       none       none       none       none  
Fidelity Advisor Value Strategies Fund     none       none       none       none       none       none  
Fidelity Real Estate High Income Fund     none       none       none       none       none       none  
FIDELITY ADVISOR SERIES VII            
Fidelity Advisor Biotechnology Fund     none       none       none       none       none       none  
Fidelity Advisor Communications Equipment Fund     none       none       none       none       none       none  
Fidelity Advisor Consumer Discretionary Fund     none       none       none       none       none       none  
Fidelity Advisor Energy Fund     none       none       none       none       none       none  
Fidelity Advisor Financial Services Fund     none       none       none       none       none       none  
Fidelity Advisor Global Real Estate Fund     none       none       none       none       none       none  
Fidelity Advisor Health Care Fund     none       none       none       none       none       none  
Fidelity Advisor Industrials Fund     none       none       none       none       none       none  
Fidelity Advisor Real Estate Fund     none       none       none       none       none       none  
Fidelity Advisor Semiconductors Fund     none       none       none       none       none       none  
Fidelity Advisor Technology Fund     none       none       none       none       none       none  
Fidelity Advisor Utilities Fund     none       none       none       none       none       none  
FIDELITY ADVISOR SERIES VIII            
Fidelity Advisor Diversified International Fund     none       none       none       none       none       none  
Fidelity Advisor Emerging Asia Fund     none       none       none       none       none       none  
Fidelity Advisor Emerging Markets Fund     none       none       none       none       none       none  
Fidelity Advisor Global Capital Appreciation Fund     none       none       none       none       none       none  
Fidelity Advisor Global Equity Income Fund     none       none       none       none       none       none  
Fidelity Advisor International Capital Appreciation Fund     none       none       none       none       none       none  
Fidelity Advisor Overseas Fund     none       none       none       none       none       none  
Fidelity Advisor Value Leaders Fund     none       none       none       none       none       none  
FIDELITY CAPITAL TRUST            
Fidelity Capital Appreciation Fund     $50,001 – $100,000       over $100,000       none       none       none       none  
Fidelity Disciplined Equity Fund     none       none       none       none       none       none  
Fidelity Flex Small Cap Fund     none       none       none       none       none       none  
Fidelity Focused Stock Fund     $10,001 – $50,000       none       none       none       none       none  
Fidelity Stock Selector All Cap Fund     none       none       none       none       none       none  
Fidelity Stock Selector Small Cap Fund     none       none       none       none       none       none  
Fidelity Value Fund     $50,001 – $100,000       over $100,000       none       none       none       none  
FIDELITY COMMONWEALTH TRUST            
Fidelity Nasdaq Composite Index Tracking Stock     none       none       none       none       none       none  
FIDELITY COMMONWEALTH TRUST II            
Fidelity International Enhanced Index Fund     none       none       none       none       none       none  
Fidelity Large Cap Core Enhanced Index Fund     none       none       none       none       none       none  
Fidelity Large Cap Growth Enhanced Index Fund     none       none       none       none       none       none  

 

117


Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

 

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY COMMONWEALTH TRUST II          
Fidelity Large Cap Value Enhanced Index Fund   none     none       none       none       none       over $100,000  
Fidelity Mid Cap Enhanced Index Fund   none     none       none       none       none       none  
Fidelity Small Cap Enhanced Index Fund   none     none       none       none       none       none  
FIDELITY CONCORD STREET TRUST          
Fidelity 500 Index Fund   none     over $100,000       over $100,000       none       none       none  
Fidelity Event Driven Opportunities Fund   none     none       none       none       none       none  
Fidelity Extended Market Index Fund   none     none       none       none       none       none  
Fidelity Flex 500 Index Fund   none     none       none       none       none       none  
Fidelity Flex Large Cap Value II Fund   none     none       none       none       none       none  
Fidelity Founders Fund   none     none       $10,001 – $50,000       none       none       none  
Fidelity International Index Fund   none     over $100,000       over $100,000       none       none       none  
Fidelity Large Cap Stock Fund   none     $50,001 – $100,000       none       none       none       none  
Fidelity Large Cap Stock K6 Fund   none     none       none       none       none       none  
Fidelity Mid-Cap Stock Fund   none     none       none       none       none       none  
Fidelity Mid-Cap Stock K6 Fund   none     none       none       none       none       none  
Fidelity Nasdaq Composite Index Fund   none     none       none       none       none       none  
Fidelity Series International Index Fund   none     none       none       none       none       none  
Fidelity Series Small Cap Discovery Fund   none     none       none       none       none       none  
Fidelity Series Total Market Index Fund   none     none       none       none       none       none  
Fidelity Small Cap Discovery Fund   none     none       over $100,000       none       none       none  
Fidelity Small Cap Stock Fund   none     none       none       none       none       none  
Fidelity Small Cap Stock K6 Fund   none     none       none       none       none       none  
Fidelity Total Market Index Fund   $10,001 – $50,000     over $100,000       none       none       none       $1 – $10,000  
Fidelity ZERO Extended Market Index Fund   none     none       none       none       none       none  
Fidelity ZERO International Index Fund   none     none       none       none       none       none  
Fidelity ZERO Large Cap Index Fund   none     none       none       none       none       none  
Fidelity ZERO Total Market Index Fund   none     none       none       none       none       none  
FIDELITY CONTRAFUND          
Fidelity Advisor New Insights Fund   none     none       none       none       none       none  
Fidelity Contrafund   over $100,000     over $100,000       over $100,000       over $100,000       $10,001 – $50,000       over $100,000  
Fidelity Contrafund K6   none     none       none       none       none       none  
Fidelity Flex Opportunistic Insights Fund   none     none       none       none       none       none  
Fidelity Series Opportunistic Insights Fund   none     none       none       none       none       none  
FIDELITY COVINGTON TRUST          
Fidelity Dividend ETF for Rising Rates   none     none       none       none       none       none  
Fidelity High Dividend ETF   none     none       none       none       none       none  
Fidelity High Yield Factor ETF   none     none       none       none       none       none  
Fidelity International High Dividend ETF   none     none       none       none       none       none  
Fidelity International Value Factor ETF   none     none       none       none       none       none  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

   

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY COVINGTON TRUST

 

         
Fidelity Low Volatility Factor ETF     none       none       none       none       none       none  
Fidelity Momentum Factor ETF     none       none       none       none       none       none  
Fidelity MSCI Communication Services Index ETF     none       none       none       none       none       none  
Fidelity MSCI Consumer Discretionary Index ETF     none       none       none       none       none       none  
Fidelity MSCI Consumer Staples Index ETF     none       none       none       none       none       none  
Fidelity MSCI Energy Index ETF     none       none       none       none       none       none  
Fidelity MSCI Financials Index ETF     none       none       none       none       none       none  
Fidelity MSCI Health Care Index ETF     none       none       none       none       none       none  
Fidelity MSCI Industrials Index ETF     none       none       none       none       none       none  
Fidelity MSCI Information Technology Index ETF     none       none       none       none       none       none  
Fidelity MSCI Materials Index ETF     none       none       none       none       none       none  
Fidelity MSCI Real Estate Index ETF     none       none       none       none       none       none  
Fidelity MSCI Utilities Index ETF     none       none       none       none       none       none  
Fidelity Quality Factor ETF     none       none       none       none       none       none  
Fidelity Small-Mid Factor ETF     none       none       none       none       none       none  
Fidelity Stocks for Inflation ETF     none       none       none       none       none       none  
Fidelity Targeted Emerging Markets Factor ETF     none       none       none       none       none       none  
Fidelity Targeted International Factor ETF     none       none       none       none       none       none  
Fidelity Value Factor ETF     none       none       none       none       none       none  
FIDELITY DESTINY PORTFOLIOS            

Fidelity Advisor Capital Development Fund

           

Fidelity Advisor Diversified Stock Fund

           
FIDELITY DEVONSHIRE TRUST            
Fidelity Equity-Income Fund     none       none       none       $1 – $10,000       none       none  
Fidelity Equity-Income K6 Fund     none       none       none       none       none       none  
Fidelity Flex Mid Cap Value Fund     none       none       none       none       none       none  
Fidelity Mid Cap Value Fund     none       none       $50,001 – $100,000       none       none       none  
Fidelity Mid Cap Value K6 Fund     none       none       none       none       none       none  
Fidelity Series All-Sector Equity Fund     none       none       none       none       none       none  
Fidelity Series Stock Selector Large Cap Value Fund     none       none       none       none       none       none  
Fidelity Series Value Discovery Fund     none       none       none       none       none       none  
Fidelity Stock Selector Large Cap Value Fund     none       none       none       none       none       none  
FIDELITY FINANCIAL TRUST            
Fidelity Convertible Securities Fund     none       over $100,000       none       none       none       $10,001 – $50,000  
Fidelity Equity Dividend Income Fund     none       none       none       none       none       none  
Fidelity Independence Fund     none       over $100,000       none       none       none       none  
FIDELITY HASTINGS STREET TRUST            
Fidelity Fund     none       none       none       none       none       none  
Fidelity Growth Discovery Fund     none       none       none       none       none       none  
Fidelity Mega Cap Stock Fund     none       none       none       none       none       none  
Fidelity Series Emerging Markets Debt Fund     none       none       none       none       none       none  
Fidelity Series Large Cap Stock Fund     none       none       none       none       none       none  
FIDELITY INVESTMENT TRUST            
Fidelity Canada Fund     none       none       none       none       none       none  
Fidelity China Region Fund     none       none       none       none       none       none  
Fidelity Diversified International Fund     none       over $100,000       none       over $100,000       none       none  
Fidelity Diversified International K6 Fund     none       none       none       none       none       none  
Fidelity Emerging Asia Fund     none       none       none       none       none       over $100,000  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund     none       none       none       none       none       none  
Fidelity Emerging Markets Discovery Fund     none       none       over $100,000       none       none       none  

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

   

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY INVESTMENT TRUST            
Fidelity Emerging Markets Fund     $50,001 – $100,000       over $100,000       $50,001 – $100,000       over $100,000       none       $1 – $10,000  
Fidelity Enduring Opportunities Fund     none       none       none       none       none       none  
Fidelity Europe Fund     none       none       none       none       none       none  
Fidelity Flex International Fund     none       none       none       none       none       none  
Fidelity Global Commodity Stock Fund     none       none       none       none       none       none  
Fidelity Global Equity Income Fund     none       none       none       none       none       none  
Fidelity Infrastructure Fund     none       none       none       none       none       none  
Fidelity International Capital Appreciation Fund     none       none       over $100,000       none       none       over $100,000  
Fidelity International Capital Appreciation K6 Fund     none       none       none       none       none       none  
Fidelity International Discovery Fund     over $100,000       over $100,000       none       none       none       none  
Fidelity International Discovery K6 Fund     none       none       none       none       none       none  
Fidelity International Growth Fund     none       none       over $100,000       $10,001 – $50,000       none       none  
Fidelity International Small Cap Fund     none       none       none       none       none       none  
Fidelity International Small Cap Opportunities Fund     none       none       $10,001 – $50,000       none       none       $10,001 – $50,000  
Fidelity International Value Fund     none       none       none       none       none       none  
Fidelity Japan Fund     none       none       none       none       none       none  
Fidelity Japan Smaller Companies Fund     none       none       none       none       none       none  
Fidelity Latin America Fund     none       none       none       none       none       none  
Fidelity Nordic Fund     none       none       none       none       none       none  
Fidelity Overseas Fund     $10,001 – $50,000       none       none       $1 – $10,000       none       over $100,000  
Fidelity Pacific Basin Fund     none       none       none       none       none       none  
Fidelity SAI International SMA Completion Fund     none       none       $1 – $10,000       none       none       none  
Fidelity Series Canada Fund     none       none       none       none       none       none  
Fidelity Series Emerging Markets Fund     none       none       none       none       none       none  
Fidelity Series Emerging Markets Opportunities Fund     none       none       none       none       none       none  
Fidelity Series International Growth Fund     none       none       none       none       none       none  
Fidelity Series International Small Cap Fund     none       none       none       none       none       none  
Fidelity Series International Value Fund     none       none       none       none       none       none  
Fidelity Series Overseas Fund     none       none       none       none       none       none  
Fidelity Total Emerging Markets Fund     none       none       none       none       none       none  
Fidelity Total International Equity Fund     none       none       none       none       none       none  
Fidelity Worldwide Fund     $10,001 – $50,000       none       none       none       none       none  
FIDELITY MAGELLAN FUND            
Fidelity Magellan Fund     over $100,000       none       none       none       none       none  
Fidelity Magellan K6 Fund     none       none       none       none       none       none  
FIDELITY MT. VERNON STREET TRUST

 

         
Fidelity Flex Mid Cap Growth Fund     none       none       none       none       none       none  
Fidelity Growth Company Fund     none       none       over $100,000       over $100,000       none       over $100,000  
Fidelity Growth Company K6 Fund     none       none       none       none       none       none  
Fidelity Growth Strategies Fund     $10,001 – $50,000       none       none       none       none       $10,001 – $50,000  
Fidelity Growth Strategies K6 Fund     none       none       none       none       none       none  
Fidelity New Millennium Fund     $50,001 – $100,000       over $100,000       none       $10,001 – $50,000       none       none  
Fidelity Series Growth Company Fund     none       none       none       none       none       none  

 

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Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

   

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY PURITAN TRUST            
Fidelity Balanced Fund     over $100,000       none       none       none       none       none  
Fidelity Balanced K6 Fund     none       none       none       none       none       none  
Fidelity Flex Intrinsic Opportunities Fund     none       none       none       none       none       none  
Fidelity Low-Priced Stock Fund     $50,001 – $100,000       over $100,000       over $100,000       over $100,000       none       over $100,000  
Fidelity Low-Priced Stock K6 Fund     none       none       none       none       none       none  
Fidelity Puritan Fund     none       none       none       none       none       none  
Fidelity Puritan K6 Fund     none       none       none       none       none       none  
Fidelity Series Intrinsic Opportunities Fund     none       none       none       none       none       none  
Fidelity Value Discovery Fund     $10,001 – $50,000       none       none       $10,001 – $50,000       none       $50,001 – $100,000  
Fidelity Value Discovery K6 Fund     none       none       none       none       none       none  
FIDELITY SECURITIES FUND

 

         
Fidelity Blue Chip Growth Fund     $50,001 – $100,000       none       none       over $100,000       none       $10,001 – $50,000  
Fidelity Blue Chip Growth K6 Fund     none       none       none       none       none       none  
Fidelity Blue Chip Value Fund     none       none       none       none       none       none  
Fidelity Dividend Growth Fund     none       none       none       $1 – $10,000       none       none  
Fidelity Flex Large Cap Growth Fund     none       none       none       none       none       none  
Fidelity Growth & Income Portfolio     none       none       none       $10,001 – $50,000       none       none  
Fidelity Leveraged Company Stock Fund     $50,001 – $100,000       over $100,000       none       none       none       none  
Fidelity OTC K6 Portfolio     none       none       none       none       none       none  
Fidelity OTC Portfolio     none       over $100,000       over $100,000       none       none       over $100,000  
Fidelity Real Estate Income Fund     $10,001 – $50,000       $50,001 – $100,000       none       none       none       none  
Fidelity Series Blue Chip Growth Fund     none       none       none       none       none       none  
Fidelity Series Real Estate Income Fund     none       none       none       none       none       none  
Fidelity Series Small Cap Opportunities Fund     none       none       none       none       none       none  
Fidelity Small Cap Growth Fund     none       $50,001 – $100,000       over $100,000       none       none       none  
Fidelity Small Cap Growth K6 Fund     none       none       none       none       none       none  
Fidelity Small Cap Value Fund     none       $50,001 – $100,000       none       $10,001 – $50,000       none       none  
FIDELITY SELECT PORTFOLIOS

 

         
Fidelity Flex Real Estate Fund     none       none       none       none       none       none  
Fidelity International Real Estate Fund     none       $10,001 – $50,000       none       none       none       none  
Fidelity Real Estate Investment Portfolio     none       none       none       none       none       none  
Fidelity Telecom and Utilities Fund     none       none       none       none       none       none  
Select Air Transportation Portfolio     none       none       $10,001 – $50,000       none       none       none  
Select Automotive Portfolio     none       none       none       none       none       none  
Select Banking Portfolio     none       none       none       none       none       none  
Select Biotechnology Portfolio     none       none       $10,001 – $50,000       none       none       none  
Select Brokerage and Investment Management Portfolio     none       none       none       none       none       none  
Select Chemicals Portfolio     none       none       none       none       none       none  
Select Communication Services Portfolio     none       none       none       none       none       over $100,000  

 

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Dollar range of fund shares
as of March 31, 2020

 

Joseph
Mauriello

   

Cornelia M.
Small

   

Garnett A.
Smith

   

David M.
Thomas

   

Susan
Tomasky

   

Michael E.
Wiley

 
FIDELITY SELECT PORTFOLIOS

 

         
Select Communications Equipment Portfolio     none       none       none       none       none       none  
Select Computers Portfolio     none       none       none       none       none       none  
Select Construction and Housing Portfolio     none       none       none       none       none       none  
Select Consumer Discretionary Portfolio     none       none       $10,001 – $50,000       none       none       over $100,000  
Select Consumer Finance Portfolio     none       none       none       none       none       none  
Select Consumer Staples Portfolio     none       none       none       none       none       none  
Select Defense and Aerospace Portfolio     none       none       none       none       none       none  
Select Energy Portfolio     none       none       none       none       none       none  
Select Energy Service Portfolio     none       none       none       none       none       none  
Select Environment and Alternative Energy Portfolio     none       none       none       none       none       none  
Select Financial Services Portfolio     none       none       none       none       none       over $100,000  
Select Gold Portfolio     none       none       none       none       none       none  
Select Health Care Portfolio     none       none       over $100,000       none       none       over $100,000  
Select Health Care Services Portfolio     none       none       none       none       none       none  
Select Industrials Portfolio     none       none       none       none       none       over $100,000  
Select Insurance Portfolio     none       none       none       none       none       none  
Select IT Services Portfolio     none       none       $10,001 – $50,000       none       none       none  
Select Leisure Portfolio     none       none       none       none       none       none  
Select Materials Portfolio     none       none       none       none       none       none  
Select Medical Technology and Devices Portfolio     $50,001 – $100,000       none       none       none       none       none  
Select Natural Gas Portfolio     none       none       none       none       none       none  
Select Natural Resources Portfolio     none       none       none       none       none       none  
Select Pharmaceuticals Portfolio     none       none       none       none       none       none  
Select Retailing Portfolio     none       none       none       none       none       none  
Select Semiconductors Portfolio     none       none       none       none       none       none  
Select Software and IT Services Portfolio     none       none       $10,001 – $50,000       none       none       none  
Select Technology Portfolio     none       none       none       none       none       over $100,000  
Select Telecommunications Portfolio     none       none       none       none       none       none  
Select Transportation Portfolio     none       none       none       none       none       none  
Select Utilities Portfolio     none       none       none       none       none       none  
Select Wireless Portfolio     none       none       none       none       none       none  
FIDELITY SUMMER STREET TRUST

 

         
Fidelity Capital & Income Fund     $1 – $10,000       over $100,000       none       none       none       none  
Fidelity Export and Multinational Fund     none       over $100,000       none       none       none       none  
Fidelity Focused High Income Fund     none       none       none       none       none       none  
Fidelity Global High Income Fund     none       none       none       none       none       none  
Fidelity High Income Fund     $10,001 – $50,000       none       none       none       none       none  
Fidelity New Markets Income Fund     none       $50,001 – $100,000       $10,001 – $50,000       none       none       none  
Fidelity Series Floating Rate High Income Fund     none       none       none       none       none       none  
Fidelity Series High Income Fund     none       none       none       none       none       none  
Fidelity Short Duration High Income Fund     none       none       none       none       none       none  
Fidelity U.S. Low Volatility Equity Fund     none       none       none       none       none       none  
Fidelity Women’s Leadership Fund     none       none       none       none       none       none  
FIDELITY TREND FUND            
Fidelity Trend Fund     none       none       none       none       none       none  
AGGREGATE DOLLAR RANGE OF FUND SHARES IN ALL FUNDS OVERSEEN WITHIN FUND FAMILY     over $100,000       over $100,000       over $100,000       over $100,000       $10,001 – $50,000       over $100,000  

 

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Interested Trustees

 

Dollar range of fund shares
as of March 31, 2020

 

Jonathan Chiel

 

James C. Curvey

FIDELITY ADVISOR SERIES I    
Fidelity Advisor Balanced Fund   none   none
Fidelity Advisor Dividend Growth Fund   none   none
Fidelity Advisor Equity Growth Fund   none   none
Fidelity Advisor Equity Income Fund   none   none
Fidelity Advisor Equity Value Fund   none   none
Fidelity Advisor Floating Rate High Income Fund   none   none
Fidelity Advisor Growth & Income Fund   none   none
Fidelity Advisor Growth Opportunities Fund   $10,001 – $50,000   none
Fidelity Advisor High Income Advantage Fund   none   none
Fidelity Advisor Large Cap Fund   none   none
Fidelity Advisor Leveraged Company Stock Fund   none   none
Fidelity Advisor Mid Cap II Fund   none   none
Fidelity Advisor Series Equity Growth Fund   none   none
Fidelity Advisor Series Growth Opportunities Fund   none   none
Fidelity Advisor Series Small Cap Fund   none   none
Fidelity Advisor Small Cap Fund   none   none
Fidelity Advisor Stock Selector Mid Cap Fund   none   none
Fidelity Advisor Value Fund   none   none
Fidelity Advisor Value Strategies Fund   none   none
Fidelity Real Estate High Income Fund   none   none
FIDELITY ADVISOR SERIES VII    
Fidelity Advisor Biotechnology Fund   none   none
Fidelity Advisor Communications Equipment Fund   none   none
Fidelity Advisor Consumer Discretionary Fund   none   none
Fidelity Advisor Energy Fund   none   none
Fidelity Advisor Financial Services Fund   none   none
Fidelity Advisor Global Real Estate Fund   none   none
Fidelity Advisor Health Care Fund   none   none
Fidelity Advisor Industrials Fund   none   none
Fidelity Advisor Real Estate Fund   none   none
Fidelity Advisor Semiconductors Fund   none   none
Fidelity Advisor Technology Fund   none   none
Fidelity Advisor Utilities Fund   none   none
FIDELITY ADVISOR SERIES VIII    
Fidelity Advisor Diversified International Fund   none   none
Fidelity Advisor Emerging Asia Fund   none   none
Fidelity Advisor Emerging Markets Fund   none   none
Fidelity Advisor Global Capital Appreciation Fund   none   none
Fidelity Advisor Global Equity Income Fund   none   none
Fidelity Advisor International Capital Appreciation Fund   none   none
Fidelity Advisor Overseas Fund   none   none
Fidelity Advisor Value Leaders Fund   none   none
FIDELITY CAPITAL TRUST    
Fidelity Capital Appreciation Fund   none   none
Fidelity Disciplined Equity Fund   none   none
Fidelity Flex Small Cap Fund   none   none
Fidelity Focused Stock Fund   $10,001 – $50,000   none
Fidelity Stock Selector All Cap Fund   none   none
Fidelity Stock Selector Small Cap Fund   $1 – $10,000   none
Fidelity Value Fund   none   none
FIDELITY COMMONWEALTH TRUST    
Fidelity Nasdaq Composite Index Tracking Stock   none   none

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Jonathan Chiel

 

James C. Curvey

FIDELITY COMMONWEALTH TRUST II    
Fidelity International Enhanced Index Fund   none   none
Fidelity Large Cap Core Enhanced Index Fund   none   none
Fidelity Large Cap Growth Enhanced Index Fund   none   none
Fidelity Large Cap Value Enhanced Index Fund   $10,001 – $50,000   none
Fidelity Mid Cap Enhanced Index Fund   none   none
Fidelity Small Cap Enhanced Index Fund   none   none
FIDELITY CONCORD STREET TRUST    
Fidelity 500 Index Fund   $50,001 – $100,000   none
Fidelity Event Driven Opportunities Fund   none   $50,001 – $100,000
Fidelity Extended Market Index Fund   none   none
Fidelity Flex 500 Index Fund   none   none
Fidelity Flex Large Cap Value II Fund   none   none
Fidelity Founders Fund   none   none
Fidelity International Index Fund   $10,001 – $50,000   over $100,000
Fidelity Large Cap Stock Fund   none   none
Fidelity Large Cap Stock K6 Fund   none   none
Fidelity Mid-Cap Stock Fund   none   none
Fidelity Mid-Cap Stock K6 Fund   none   none
Fidelity Nasdaq Composite Index Fund   none   none
Fidelity Series International Index Fund   none   none
Fidelity Series Small Cap Discovery Fund   none   none
Fidelity Series Total Market Index Fund   none   none
Fidelity Small Cap Discovery Fund   none   none
Fidelity Small Cap Stock Fund   none   none
Fidelity Small Cap Stock K6 Fund   none   none
Fidelity Total Market Index Fund   over $100,000   none
Fidelity ZERO Extended Market Index Fund   none   none
Fidelity ZERO International Index Fund   none   none
Fidelity ZERO Large Cap Index Fund   none   none
Fidelity ZERO Total Market Index Fund   none   none
FIDELITY CONTRAFUND    
Fidelity Advisor New Insights Fund   none   none
Fidelity Contrafund   $50,001 – $100,000   none
Fidelity Contrafund K6   none   none
Fidelity Flex Opportunistic Insights Fund   none   none
Fidelity Series Opportunistic Insights Fund   none   none
FIDELITY COVINGTON TRUST    
Fidelity Dividend ETF for Rising Rates   none   none
Fidelity High Dividend ETF   none   none
Fidelity High Yield Factor ETF   none   none
Fidelity International High Dividend ETF   none   none
Fidelity International Value Factor ETF   none   none
Fidelity Low Volatility Factor ETF   none   none
Fidelity Momentum Factor ETF   none   none
Fidelity MSCI Communication Services Index ETF   none   none
Fidelity MSCI Consumer Discretionary Index ETF   none   none
Fidelity MSCI Consumer Staples Index ETF   none   none
Fidelity MSCI Energy Index ETF   $10,001 – $50,000   none
Fidelity MSCI Financials Index ETF   none   none
Fidelity MSCI Health Care Index ETF   none   none
Fidelity MSCI Industrials Index ETF   none   none
Fidelity MSCI Information Technology Index ETF   none   none
Fidelity MSCI Materials Index ETF   none   none
Fidelity MSCI Real Estate Index ETF   none   none
Fidelity MSCI Utilities Index ETF   $10,001 – $50,000   none
Fidelity Quality Factor ETF   none   none
Fidelity Small-Mid Factor ETF   none   none
Fidelity Stocks for Inflation ETF   none   none
Fidelity Targeted Emerging Markets Factor ETF   none   none

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Jonathan Chiel

 

James C. Curvey

FIDELITY COVINGTON TRUST    
Fidelity Targeted International Factor ETF   none   none
Fidelity Value Factor ETF   none   none
FIDELITY DESTINY PORTFOLIOS    

Fidelity Advisor Capital Development Fund

   

Fidelity Advisor Diversified Stock Fund

   
FIDELITY DEVONSHIRE TRUST    
Fidelity Equity-Income Fund   none   none
Fidelity Equity-Income K6 Fund   none   none
Fidelity Flex Mid Cap Value Fund   none   none
Fidelity Mid Cap Value Fund   none   none
Fidelity Mid Cap Value K6 Fund   none   none
Fidelity Series All-Sector Equity Fund   none   none
Fidelity Series Stock Selector Large Cap Value Fund   none   none
Fidelity Series Value Discovery Fund   none   none
Fidelity Stock Selector Large Cap Value Fund   none   none
FIDELITY FINANCIAL TRUST    
Fidelity Convertible Securities Fund   none   none
Fidelity Equity Dividend Income Fund   $1 – $10,000   none
Fidelity Independence Fund   $1 – $10,000   none
FIDELITY HASTINGS STREET TRUST    
Fidelity Fund   over $100,000   none
Fidelity Growth Discovery Fund   none   none
Fidelity Mega Cap Stock Fund   none   none
Fidelity Series Emerging Markets Debt Fund   none   none
Fidelity Series Large Cap Stock Fund   none   none
FIDELITY INVESTMENT TRUST    
Fidelity Canada Fund   none   none
Fidelity China Region Fund   none   none
Fidelity Diversified International Fund   none   none
Fidelity Diversified International K6 Fund   none   none
Fidelity Emerging Asia Fund   none   none
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund   $1 – $10,000   none
Fidelity Emerging Markets Discovery Fund   none   none
Fidelity Emerging Markets Fund   over $100,000   none
Fidelity Enduring Opportunities Fund   none   none
Fidelity Europe Fund   none   none
Fidelity Flex International Fund   none   none
Fidelity Global Commodity Stock Fund   none   none
Fidelity Global Equity Income Fund   none   none
Fidelity Infrastructure Fund   none   none
Fidelity International Capital Appreciation Fund   $50,001 – $100,000   none
Fidelity International Capital Appreciation K6 Fund   $1 – $10,000   none
Fidelity International Discovery Fund   $10,001 – $50,000   none
Fidelity International Discovery K6 Fund   none   none
Fidelity International Growth Fund   $10,001 – $50,000   none
Fidelity International Small Cap Fund   none   none
Fidelity International Small Cap Opportunities Fund   $10,001 – $50,000   none
Fidelity International Value Fund   none   none
Fidelity Japan Fund   none   none
Fidelity Japan Smaller Companies Fund   none   none
Fidelity Latin America Fund   none   none
Fidelity Nordic Fund   none   none
Fidelity Overseas Fund   $50,001 – $100,000   none
Fidelity Pacific Basin Fund   none   none

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Jonathan Chiel

 

James C. Curvey

FIDELITY INVESTMENT TRUST    
Fidelity SAI International SMA Completion Fund   none   none
Fidelity Series Canada Fund   none   none
Fidelity Series Emerging Markets Fund   none   none
Fidelity Series Emerging Markets Opportunities Fund   none   none
Fidelity Series International Growth Fund   none   none
Fidelity Series International Small Cap Fund   none   none
Fidelity Series International Value Fund   none   none
Fidelity Series Overseas Fund   none   none
Fidelity Total Emerging Markets Fund   none   none
Fidelity Total International Equity Fund   $10,001 – $50,000   none
Fidelity Worldwide Fund   none   none
FIDELITY MAGELLAN FUND    
Fidelity Magellan Fund   none   none
Fidelity Magellan K6 Fund   none   none
FIDELITY MT. VERNON STREET TRUST    
Fidelity Flex Mid Cap Growth Fund   none   none
Fidelity Growth Company Fund   $50,001 – $100,000   none
Fidelity Growth Company K6 Fund   none   none
Fidelity Growth Strategies Fund   none   none
Fidelity Growth Strategies K6 Fund   none   none
Fidelity New Millennium Fund   none   none
Fidelity Series Growth Company Fund   none   none
FIDELITY PURITAN TRUST    
Fidelity Balanced Fund   $50,001 – $100,000   none
Fidelity Balanced K6 Fund   none   none
Fidelity Flex Intrinsic Opportunities Fund   none   none
Fidelity Low-Priced Stock Fund   none   over $100,000
Fidelity Low-Priced Stock K6 Fund   $1 – $10,000   none
Fidelity Puritan Fund   none   none
Fidelity Puritan K6 Fund   none   none
Fidelity Series Intrinsic Opportunities Fund   none   none
Fidelity Value Discovery Fund   none   none
Fidelity Value Discovery K6 Fund   $1 – $10,000   none
FIDELITY SECURITIES FUND    
Fidelity Blue Chip Growth Fund   $10,001 – $50,000   none
Fidelity Blue Chip Growth K6 Fund   none   none
Fidelity Blue Chip Value Fund   none   none
Fidelity Dividend Growth Fund   $10,001 – $50,000   none
Fidelity Flex Large Cap Growth Fund   none   none
Fidelity Growth & Income Portfolio   $50,001 – $100,000   none
Fidelity Leveraged Company Stock Fund   $10,001 – $50,000   none
Fidelity OTC K6 Portfolio   none   none
Fidelity OTC Portfolio   none   none
Fidelity Real Estate Income Fund   none   none
Fidelity Series Blue Chip Growth Fund   none   none
Fidelity Series Real Estate Income Fund   none   none
Fidelity Series Small Cap Opportunities Fund   none   none
Fidelity Small Cap Growth Fund   none   none
Fidelity Small Cap Growth K6 Fund   none   none
Fidelity Small Cap Value Fund   none   none
FIDELITY SELECT PORTFOLIOS    
Fidelity Flex Real Estate Fund   none   none
Fidelity International Real Estate Fund   none   none
Fidelity Real Estate Investment Portfolio   none   none
Fidelity Telecom and Utilities Fund   none   none
Select Air Transportation Portfolio   none   none
Select Automotive Portfolio   none   none
Select Banking Portfolio   none   none

 

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Table of Contents

Dollar range of fund shares
as of March 31, 2020

 

Jonathan Chiel

 

James C. Curvey

FIDELITY SELECT PORTFOLIOS    
Select Biotechnology Portfolio   none   none
Select Brokerage and Investment Management Portfolio   none   none
Select Chemicals Portfolio   none   none
Select Communication Services Portfolio   none   none
Select Communications Equipment Portfolio   none   none
Select Computers Portfolio   none   none
Select Construction and Housing Portfolio   none   none
Select Consumer Discretionary Portfolio   none   none
Select Consumer Finance Portfolio   none   none
Select Consumer Staples Portfolio   none   none
Select Defense and Aerospace Portfolio   none   none
Select Energy Portfolio   none   none
Select Energy Service Portfolio   none   none
Select Environment and Alternative Energy Portfolio   none   none
Select Financial Services Portfolio   none   none
Select Gold Portfolio   none   none
Select Health Care Portfolio   none   none
Select Health Care Services Portfolio   none   none
Select Industrials Portfolio   none   none
Select Insurance Portfolio   none   none
Select IT Services Portfolio   none   none
Select Leisure Portfolio   none   none
Select Materials Portfolio   none   none
Select Medical Technology and Devices Portfolio   none   none
Select Natural Gas Portfolio   none   none
Select Natural Resources Portfolio   none   none
Select Pharmaceuticals Portfolio   none   none
Select Retailing Portfolio   none   none
Select Semiconductors Portfolio   none   none
Select Software and IT Services Portfolio   none   none
Select Technology Portfolio   none   none
Select Telecommunications Portfolio   none   none
Select Transportation Portfolio   none   none
Select Utilities Portfolio   none   none
Select Wireless Portfolio   none   none
FIDELITY SUMMER STREET TRUST    
Fidelity Capital & Income Fund   none   none
Fidelity Export and Multinational Fund   $1 – $10,000   none
Fidelity Focused High Income Fund   none   none
Fidelity Global High Income Fund   none   none
Fidelity High Income Fund   none   none
Fidelity New Markets Income Fund   $1 – $10,000   none
Fidelity Series Floating Rate High Income Fund   none   none
Fidelity Series High Income Fund   none   none
Fidelity Short Duration High Income Fund   none   none
Fidelity U.S. Low Volatility Equity Fund   none   none
Fidelity Women’s Leadership Fund   none   none
FIDELITY TREND FUND    
Fidelity Trend Fund   none   none
AGGREGATE DOLLAR RANGE OF FUND SHARES IN ALL FUNDS OVERSEEN WITHIN FUND FAMILY   over $100,000   over $100,000

 

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Table of Contents

APPENDIX J

The following table sets forth information describing the compensation of each Trustee and member of the Advisory Board for his or her services, for each fund’s fiscal year end (refer to Appendix A for fiscal year end information) or the calendar year ended December 31, 2019, as applicable. Jonathan Chiel, James C. Curvey, and Peter S. Lynch are interested persons and are compensated by Fidelity.

Compensation Table

 

AGGREGATE COMPENSATION
FROM A FUND

  

Dennis J.
Dirks1

    

Donald F.

Donahue2

    

Vicki L.
Fuller3

    

Patricia L.
Kampling4

    

Alan J.
Lacy5

    

Ned C.

Lautenbach6

 
FIDELITY ADVISOR SERIES I                  
Fidelity Advisor Balanced Fund    $ 1,436      $ 1,371      $ 1,223      $      $ 1,331      $ 1,601  
Fidelity Advisor Dividend Growth Fund    $ 407      $ 387      $ 377      $      $ 379      $ 459  
Fidelity Advisor Equity Growth Fund    $ 1,308      $ 1,246      $ 1,213      $      $ 1,219      $ 1,477  
Fidelity Advisor Equity Income Fund    $ 663      $ 632      $ 615      $      $ 618      $ 749  
Fidelity Advisor Equity Value Fund    $ 93      $ 89      $ 86      $      $ 87      $ 105  
Fidelity Advisor Floating Rate High Income Fund13    $ 4,599      $ 4,371      $ 4,255      $      $ 4,276      $ 5,182  
Fidelity Advisor Growth & Income Fund    $ 219      $ 208      $ 203      $      $ 204      $ 247  
Fidelity Advisor Growth Opportunities Fund    $ 2,251      $ 2,146      $ 2,086      $      $ 2,099      $ 2,542  
Fidelity Advisor High Income Advantage Fund    $ 753      $ 716      $ 697      $      $ 701      $ 849  
Fidelity Advisor Large Cap Fund    $ 469      $ 446      $ 434      $      $ 437      $ 529  
Fidelity Advisor Leveraged Company Stock Fund    $ 632      $ 603      $ 470      $      $ 586      $ 704  
Fidelity Advisor Mid Cap II Fund    $ 757      $ 721    $ 702      $      $ 705      $ 854  
Fidelity Advisor Series Equity Growth Fund    $ 390      $ 371      $ 362      $      $ 363      $ 440  
Fidelity Advisor Series Growth Opportunities Fund    $ 266      $ 254      $ 247      $      $ 248      $ 301  
Fidelity Advisor Series Small Cap Fund    $ 181      $ 173      $ 168      $      $ 169      $ 205  
Fidelity Advisor Small Cap Fund    $ 771      $ 734      $ 715      $      $ 718      $ 871  
Fidelity Advisor Stock Selector Mid Cap Fund    $ 836      $ 796      $ 775      $      $ 779      $ 943  
Fidelity Advisor Value Fund    $ 37      $ 35      $ 34      $      $ 34      $ 41  
Fidelity Advisor Value Strategies Fund    $ 352      $ 335      $ 326      $      $ 328      $ 397  
Fidelity Real Estate High Income Fund    $ 303      $ 289      $ 281      $      $ 283      $ 343  
FIDELITY ADVISOR SERIES VII                  
Fidelity Advisor Biotechnology Fund    $ 1,048    $ 998    $ 797      $      $ 971      $ 1,167  
Fidelity Advisor Communications Equipment Fund    $ 12    $ 12    $ 10      $      $ 11      $ 14  
Fidelity Advisor Consumer Discretionary Fund    $ 169      $ 161    $ 131      $      $ 156      $ 188  
Fidelity Advisor Energy Fund    $ 314      $ 299      $ 233    $      $ 291      $ 349  
Fidelity Advisor Financial Services Fund    $ 182      $ 174      $ 137      $      $ 169    $ 203  
Fidelity Advisor Global Real Estate Fund    $ 2    $ 2    $ 2    $      $ 2    $ 2
Fidelity Advisor Health Care Fund    $ 1,531      $ 1,458    $ 1,212      $      $ 1,419      $ 1,708  
Fidelity Advisor Industrials Fund    $ 299    $ 285      $ 226      $      $ 277    $ 332  
Fidelity Advisor Real Estate Fund    $ 238      $ 226      $ 182      $      $ 220      $ 265  
Fidelity Advisor Semiconductors Fund    $ 108      $ 102      $ 80    $      $ 100    $ 120  
Fidelity Advisor Technology Fund    $ 849      $ 809    $ 647      $      $ 787      $ 945  
Fidelity Advisor Utilities Fund    $ 191      $ 182      $ 157      $      $ 177    $ 214  
FIDELITY ADVISOR SERIES VIII                  
Fidelity Advisor Diversified International Fund    $ 757      $ 720      $ 700      $      $ 704      $ 853  
Fidelity Advisor Emerging Asia Fund    $ 116      $ 110      $ 107      $      $ 108      $ 130  
Fidelity Advisor Emerging Markets Fund    $ 324      $ 308      $ 300      $      $ 301      $ 365  
Fidelity Advisor Global Capital Appreciation Fund    $ 46      $ 43      $ 42      $      $ 43      $ 52  
Fidelity Advisor Global Equity Income Fund    $ 8      $ 7      $ 7      $      $ 7      $ 9  
Fidelity Advisor International Capital Appreciation Fund    $ 861      $ 819      $ 797      $      $ 802      $ 971  
Fidelity Advisor Overseas Fund    $ 252      $ 240      $ 233      $      $ 235      $ 284  
Fidelity Advisor Value Leaders Fund    $ 12      $ 11      $ 11      $      $ 11      $ 13  
FIDELITY CAPITAL TRUST                  
Fidelity Capital Appreciation Fund    $ 2,538      $ 2,412      $ 2,348      $      $ 2,359      $ 2,859  
Fidelity Disciplined Equity Fund    $ 522      $ 496      $ 483      $      $ 485      $ 588  
Fidelity Flex Small Cap Fund    $ 4      $ 3      $ 3      $      $ 3      $ 4  
Fidelity Focused Stock Fund    $ 1,113      $ 1,059      $ 1,030      $      $ 1,036      $ 1,255  
Fidelity Stock Selector All Cap Fund14    $ 3,826      $ 3,626      $ 3,540      $      $ 3,559      $ 4,312  
Fidelity Stock Selector Small Cap Fund    $ 473      $ 450      $ 438      $      $ 440      $ 533  
Fidelity Value Fund15    $ 2,867      $ 2,726      $ 2,653      $      $ 2,667      $ 3,231  

 

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AGGREGATE COMPENSATION
FROM A FUND

  

Dennis J.
Dirks1

    

Donald F.

Donahue2

    

Vicki L.
Fuller3

    

Patricia L.
Kampling4

    

Alan J.
Lacy5

    

Ned C.

Lautenbach6

 
FIDELITY COMMONWEALTH TRUST                  
Fidelity Nasdaq Composite Index Tracking Stock    $ 811      $ 772      $ 751      $      $ 756      $ 915  
FIDELITY COMMONWEALTH TRUST II                  
Fidelity International Enhanced Index Fund    $ 648      $ 620    $ 546      $      $ 601      $ 722  
Fidelity Large Cap Core Enhanced Index Fund    $ 325      $ 310      $ 277      $      $ 301      $ 362
Fidelity Large Cap Growth Enhanced Index Fund    $ 453      $ 433      $ 383    $      $ 420    $ 505
Fidelity Large Cap Value Enhanced Index Fund    $ 1,533    $ 1,465      $ 1,296      $      $ 1,422      $ 1,709  
Fidelity Mid Cap Enhanced Index Fund    $ 489    $ 468      $ 412      $      $ 453      $ 545  
Fidelity Small Cap Enhanced Index Fund    $ 251      $ 241      $ 236      $ 16      $ 236      $ 287  
FIDELITY CONCORD STREET TRUST                  
Fidelity 500 Index Fund16    $ 79,208      $ 76,234      $ 74,445      $ 6,369      $ 74,587      $ 90,697  
Fidelity Event Driven Opportunities Fund    $ 156      $ 148      $ 69      $      $ 144      $ 173  
Fidelity Extended Market Index Fund17    $ 9,319      $ 8,964      $ 8,749      $ 681      $ 8,768      $ 10,657  
Fidelity Flex 500 Index Fund    $ 269      $ 259      $ 254      $ 24      $ 254      $ 309  
Fidelity Flex Large Cap Value II Fund18    $ 10      $ 10      $ 2      $      $ 9      $ 11  
Fidelity Founders Fund18    $ 0      $ 0      $ 0      $      $ 0      $ 2  
Fidelity International Index Fund19    $ 10,714      $ 10,309      $ 10,064      $ 819      $ 10,084      $ 12,259  
Fidelity Large Cap Stock Fund    $ 1,270      $ 1,202      $ 626      $      $ 1,172      $ 1,410  
Fidelity Mid-Cap Stock Fund20    $ 3,303      $ 3,135      $ 1,761      $      $ 3,045      $ 3,674  
Fidelity Mid-Cap Stock K6 Fund18    $ 95      $ 88    $ 22      $      $ 87      $ 105  
Fidelity Nasdaq Composite Index Fund    $ 2,624      $ 2,500      $ 2,432      $      $ 2,446      $ 2,963  
Fidelity Series International Index Fund    $ 18      $ 17      $ 16      $      $ 17      $ 20  
Fidelity Series Small Cap Discovery Fund    $ 697      $ 661      $ 368      $      $ 643      $ 775  
Fidelity Series Total Market Index Fund18    $ 7,003      $ 6,739      $ 6,596      $ 725      $ 6,608      $ 8,045  
Fidelity Large Cap Stock K6 Fund    $ 36      $ 34      $ 20      $      $ 33      $ 40  
Fidelity Small Cap Discovery Fund    $ 1,566      $ 1,485      $ 750      $      $ 1,442      $ 1,739  
Fidelity Small Cap Stock Fund    $ 645      $ 612      $ 337      $      $ 595      $ 717  
Fidelity Small Cap Stock K6 Fund    $ 38      $ 36      $ 20      $      $ 35      $ 42  
Fidelity Total Market Index Fund21    $ 20,022      $ 19,259      $ 18,785      $ 1,367      $ 18,823      $ 22,871  
Fidelity ZERO Extended Market Index Fund    $ 111      $ 106      $ 103      $      $ 104      $ 126  
Fidelity ZERO International Index Fund    $ 311      $ 296      $ 288      $      $ 290      $ 351  
Fidelity ZERO Large Cap Index Fund    $ 217      $ 207      $ 201      $      $ 203      $ 245  
Fidelity ZERO Total Market Index Fund    $ 1,004      $ 955      $ 927      $      $ 935      $ 1,132  
FIDELITY CONTRAFUND                  
Fidelity Advisor New Insights Fund22    $ 10,688      $ 10,181      $ 9,907      $      $ 9,959      $ 12,067  
Fidelity Contrafund23    $ 48,229      $ 45,942      $ 44,704      $      $ 44,939      $ 54,450  
Fidelity Contrafund K6    $ 3,275      $ 3,121      $ 3,037      $      $ 3,055      $ 3,701  
Fidelity Flex Opportunistic Insights Fund    $ 9      $ 8      $ 8      $      $ 8      $ 10  
Fidelity Series Opportunistic Insights Fund    $ 2,877      $ 2,741      $ 2,667      $      $ 2,681      $ 3,248  
FIDELITY COVINGTON TRUST                  
Fidelity Dividend ETF for Rising Rates    $ 155      $ 147      $ 122      $      $ 143      $ 173
Fidelity High Dividend ETF    $ 107      $ 101      $ 88      $      $ 99      $ 119  
Fidelity High Yield Factor ETF    $ 11      $ 10    $ 10      $      $ 10      $ 12  
Fidelity International High Dividend ETF    $ 13      $ 12      $ 12      $      $ 12      $ 14  
Fidelity International Value Factor ETF    $ 5      $ 5      $ 5      $      $ 5      $ 6  
Fidelity Low Volatility Factor ETF    $ 50    $ 47      $ 42    $      $ 46      $ 55  
Fidelity Momentum Factor ETF    $ 43    $ 41    $ 34    $      $ 40      $ 48  
Fidelity MSCI Communication Services Index ETF    $ 99      $ 94      $ 84      $      $ 92      $ 110  
Fidelity MSCI Consumer Discretionary Index ETF    $ 278      $ 264      $ 218    $      $ 257      $ 310  
Fidelity MSCI Consumer Staples Index ETF    $ 176      $ 168      $ 145      $      $ 163      $ 197
Fidelity MSCI Energy Index ETF    $ 218      $ 208      $ 164      $      $ 202      $ 243  
Fidelity MSCI Financials Index ETF    $ 529      $ 505    $ 394    $      $ 491      $ 589  
Fidelity MSCI Health Care Index ETF    $ 627      $ 597      $ 502    $      $ 581      $ 700  
Fidelity MSCI Industrials Index ETF    $ 183      $ 174      $ 140    $      $ 170      $ 204  
Fidelity MSCI Information Technology Index ETF    $ 916      $ 872      $ 709      $      $ 849    $ 1,020  
Fidelity MSCI Materials Index ETF    $ 85      $ 81      $ 63      $      $ 79      $ 95  
Fidelity MSCI Real Estate Index ETF    $ 276    $ 263      $ 222    $      $ 256      $ 308  
Fidelity MSCI Utilities Index ETF    $ 212      $ 202      $ 176      $      $ 197      $ 237  
Fidelity Quality Factor ETF    $ 50    $ 48      $ 42    $      $ 46    $ 56
Fidelity Small-Mid Factor ETF24    $ 2      $ 2    $ 2      $      $ 2      $ 2  

 

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AGGREGATE COMPENSATION
FROM A FUND

  

Dennis J.
Dirks1

    

Donald F.

Donahue2

    

Vicki L.
Fuller3

    

Patricia L.
Kampling4

    

Alan J.
Lacy5

    

Ned C.

Lautenbach6

 
FIDELITY COVINGTON TRUST                  
Fidelity Stocks for Inflation ETF18    $ 14      $ 13      $ 3      $      $ 13      $ 15  
Fidelity Targeted Emerging Markets Factor ETF24    $ 5      $ 5      $ 3      $      $ 3      $ 5  
Fidelity Targeted International Factor ETF24    $ 5      $ 5      $ 5      $      $ 5      $ 5  
Fidelity Value Factor ETF    $ 46    $ 44      $ 37      $      $ 43      $ 51  
FIDELITY DESTINY PORTFOLIOS                  
Fidelity Advisor Capital Development Fund    $ 1,284      $ 1,217      $ 1,189      $      $ 1,195      $ 1,448  
Fidelity Advisor Diversified Stock Fund    $ 857      $ 813      $ 793      $      $ 797      $ 966  
FIDELITY DEVONSHIRE TRUST                  
Fidelity Equity-Income Fund25    $ 2,446      $ 2,341      $ 2,285      $      $ 2,297      $ 2,783  
Fidelity Equity-Income K6 Fund18    $ 10      $ 10      $ 10      $      $ 10      $ 12  
Fidelity Flex Mid Cap Value Fund    $ 4      $ 4      $ 4      $      $ 4      $ 4  
Fidelity Mid Cap Value Fund    $ 733      $ 701      $ 685      $      $ 688      $ 834  
Fidelity Mid Cap Value K6 Fund    $ 20      $ 20      $ 19      $      $ 19      $ 23  
Fidelity Series All-Sector Equity Fund    $ 1,452      $ 1,390      $ 1,357      $      $ 1,364      $ 1,652  
Fidelity Series Stock Selector Large Cap Value Fund    $ 4,175      $ 3,996      $ 3,900      $      $ 3,920      $ 4,750  
Fidelity Series Value Discovery Fund    $ 3,111      $ 2,977      $ 2,906      $      $ 2,921      $ 3,539  
Fidelity Stock Selector Large Cap Value Fund    $ 348      $ 333      $ 324      $      $ 326      $ 395  
FIDELITY FINANCIAL TRUST                  
Fidelity Convertible Securities Fund    $ 601      $ 572      $ 557      $      $ 560      $ 678  
Fidelity Equity Dividend Income Fund    $ 2,033      $ 1,936      $ 1,885      $      $ 1,894      $ 2,296  
Fidelity Independence Fund    $ 1,497      $ 1,426      $ 1,387      $      $ 1,395      $ 1,690  
FIDELITY HASTINGS STREET TRUST                  
Fidelity Fund    $ 1,834      $ 1,748    $ 1,252      $      $ 1,700    $ 2,043  
Fidelity Growth Discovery Fund    $ 799      $ 761    $ 556      $      $ 741      $ 891  
Fidelity Mega Cap Stock Fund    $ 821      $ 782    $ 563      $      $ 761    $ 915
Fidelity Series Emerging Markets Debt Fund    $ 545      $ 519      $ 505      $      $ 507      $ 615  
Fidelity Series Large Cap Stock Fund    $ 5,786      $ 5,511    $ 4,097      $      $ 5,365      $ 6,454  
FIDELITY INVESTMENT TRUST                  
Fidelity Canada Fund    $ 415      $ 394      $ 384    $      $ 386      $ 467  
Fidelity China Region Fund    $ 483      $ 459      $ 447    $      $ 449      $ 544  
Fidelity Diversified International Fund26    $ 5,626    $ 5,349      $ 5,206    $      $ 5,232      $ 6,340
Fidelity Diversified International K6 Fund    $ 1,068      $ 1,015    $ 988      $      $ 993      $ 1,203  
Fidelity Emerging Asia Fund    $ 419      $ 398      $ 388      $      $ 390      $ 472  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    $ 45      $ 43      $ 42      $      $ 42      $ 51  
Fidelity Emerging Markets Discovery Fund    $ 127      $ 120      $ 117    $      $ 118      $ 143  
Fidelity Emerging Markets Fund    $ 1,830      $ 1,740      $ 1,693      $      $ 1,702      $ 2,062  
Fidelity Enduring Opportunities Fund18    $ 18    $ 17      $ 4      $      $ 16      $ 20  
Fidelity Europe Fund    $ 392    $ 372    $ 362    $      $ 364      $ 441  
Fidelity Flex International Fund    $ 18    $ 17      $ 16      $      $ 16      $ 20  
Fidelity Global Commodity Stock Fund    $ 224      $ 213      $ 208      $      $ 209      $ 253  
Fidelity Global Equity Income Fund    $ 28      $ 27      $ 26    $      $ 26    $ 32  
Fidelity Infrastructure Fund18    $ 6      $ 5    $ 1      $      $ 5    $ 6  
Fidelity International Capital Appreciation Fund    $ 1,074    $ 1,022      $ 994      $      $ 1,000    $ 1,211
Fidelity International Capital Appreciation K6 Fund    $ 173      $ 165    $ 160    $      $ 161    $ 195  
Fidelity International Discovery Fund27    $ 3,814    $ 3,626      $ 3,529      $      $ 3,547    $ 4,298  
Fidelity International Discovery K6 Fund18    $ 9      $ 6      $ 6      $      $ 6      $ 9  
Fidelity International Growth Fund    $ 1,098    $ 1,044      $ 1,016      $      $ 1,022      $ 1,238  
Fidelity International Small Cap Fund    $ 880      $ 837      $ 814    $      $ 819    $ 992  
Fidelity International Small Cap Opportunities Fund    $ 518      $ 492      $ 479      $      $ 482      $ 584
Fidelity International Value Fund    $ 190      $ 180      $ 175    $      $ 176      $ 214
Fidelity Japan Fund    $ 268      $ 255      $ 248      $      $ 250      $ 303
Fidelity Japan Smaller Companies Fund    $ 278    $ 265    $ 258    $      $ 259      $ 314  
Fidelity Latin America Fund    $ 216      $ 206      $ 200      $      $ 201      $ 244
Fidelity Nordic Fund    $ 114      $ 108      $ 105      $      $ 106      $ 128  
Fidelity Overseas Fund28    $ 2,985    $ 2,839    $ 2,762      $      $ 2,777      $ 3,364  
Fidelity Pacific Basin Fund    $ 349    $ 332      $ 323      $      $ 325      $ 394  
Fidelity SAI International SMA Completion Fund    $ 4    $ 4    $ 4    $      $ 4    $ 4
Fidelity Series Canada Fund    $ 648      $ 617      $ 600    $      $ 603    $ 731  
Fidelity Series Emerging Markets Fund    $ 670    $ 637      $ 620      $      $ 623    $ 755

 

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AGGREGATE COMPENSATION
FROM A FUND

  

Dennis J.
Dirks1

    

Donald F.

Donahue2

    

Vicki L.
Fuller3

    

Patricia L.
Kampling4

    

Alan J.
Lacy5

    

Ned C.

Lautenbach6

 
FIDELITY INVESTMENT TRUST                  
Fidelity Series Emerging Markets Opportunities Fund    $ 6,272    $ 5,964      $ 5,803      $      $ 5,834      $ 7,069
Fidelity Series International Growth Fund    $ 6,136    $ 5,835      $ 5,677      $      $ 5,708      $ 6,916
Fidelity Series International Small Cap Fund    $ 1,394      $ 1,325      $ 1,290      $      $ 1,296      $ 1,571  
Fidelity Series International Value Fund    $ 5,930    $ 5,638      $ 5,486      $      $ 5,516      $ 6,683  
Fidelity Series Overseas Fund18    $ 804      $ 768      $ 738    $      $ 756    $ 915
Fidelity Total Emerging Markets Fund    $ 283      $ 269      $ 261      $      $ 263      $ 318
Fidelity Total International Equity Fund    $ 41      $ 39      $ 38      $      $ 38      $ 46  
Fidelity Worldwide Fund    $ 1,005    $ 955      $ 930      $      $ 935      $ 1,133
FIDELITY MAGELLAN FUND                  
Fidelity Magellan Fund29    $ 7,071      $ 6,709      $ 3,240      $      $ 6,498      $ 7,847  
Fidelity Magellan K6 Fund18    $ 68      $ 63      $ 16      $      $ 62      $ 75  
FIDELITY MT. VERNON STREET TRUST                  
Fidelity Flex Mid Cap Growth Fund    $ 5      $ 4      $ 4      $      $ 4      $ 5  
Fidelity Growth Company Fund30    $ 17,472      $ 16,642      $ 16,196      $      $ 16,282      $ 19,729  
Fidelity Growth Company K6 Fund18    $ 161      $ 156      $ 151      $      $ 151      $ 182  
Fidelity Growth Strategies Fund    $ 1,113      $ 1,061      $ 1,032      $      $ 1,038      $ 1,257  
Fidelity Growth Strategies K6 Fund    $ 57      $ 54      $ 52      $      $ 53      $ 64  
Fidelity New Millennium Fund    $ 1,249      $ 1,190      $ 1,158      $      $ 1,164      $ 1,411  
Fidelity Series Growth Company Fund    $ 4,670      $ 4,449      $ 4,330      $      $ 4,352      $ 5,273  
FIDELITY PURITAN TRUST                  
Fidelity Balanced Fund31    $ 13,527      $ 12,926      $ 11,444    $      $ 12,539    $ 15,074
Fidelity Balanced K6 Fund18    $ 1      $ 1      $ 1      $      $ 1      $ 1  
Fidelity Flex Intrinsic Opportunities Fund    $ 10      $ 10      $ 8      $      $ 10      $ 11  
Fidelity Low-Priced Stock Fund32    $ 13,504      $ 12,868    $ 10,266    $      $ 12,519    $ 15,043  
Fidelity Low-Priced Stock K6 Fund    $ 825      $ 786      $ 635      $      $ 765      $ 919  
Fidelity Puritan Fund33    $ 11,373      $ 10,868      $ 9,601    $      $ 10,542    $ 12,670
Fidelity Puritan K6 Fund18    $ 1      $ 1      $ 1      $      $ 1      $ 1  
Fidelity Series Intrinsic Opportunities Fund    $ 5,909    $ 5,629      $ 4,568      $      $ 5,478    $ 6,587  
Fidelity Value Discovery Fund    $ 963    $ 917      $ 745      $      $ 892      $ 1,073
Fidelity Value Discovery K6 Fund    $ 98      $ 93      $ 73      $      $ 91      $ 109  
FIDELITY SECURITIES FUND                  
Fidelity Blue Chip Growth Fund34    $ 10,913      $ 10,397    $ 8,441    $      $ 10,117    $ 12,160
Fidelity Blue Chip Growth K6 Fund    $ 762      $ 726      $ 599    $      $ 707    $ 850
Fidelity Blue Chip Value Fund    $ 181      $ 172      $ 144      $      $ 168      $ 202  
Fidelity Dividend Growth Fund35    $ 2,841      $ 2,706    $ 2,186      $      $ 2,633      $ 3,165  
Fidelity Flex Large Cap Growth Fund    $ 8      $ 7      $ 6      $      $ 7      $ 9  
Fidelity Growth & Income Portfolio36    $ 2,720      $ 2,097      $ 2,591      $      $ 2,521      $ 3,031  
Fidelity Leveraged Company Stock Fund    $ 1,002    $ 955    $ 753      $      $ 929      $ 1,115  
Fidelity OTC K6 Portfolio18    $ 1      $ 1      $ 1      $      $ 1      $ 1  
Fidelity OTC Portfolio37    $ 8,103      $ 7,720      $ 6,195      $      $ 7,511      $ 9,025
Fidelity Real Estate Income Fund    $ 2,300      $ 2,190    $ 1,804    $      $ 2,132    $ 2,564  
Fidelity Series Blue Chip Growth Fund    $ 2,483    $ 2,366      $ 1,915    $      $ 2,302      $ 2,767
Fidelity Series Real Estate Income Fund    $ 384      $ 365      $ 299    $      $ 356    $ 428
Fidelity Series Small Cap Opportunities Fund    $ 2,375      $ 2,264      $ 1,819      $      $ 2,202      $ 2,647
Fidelity Small Cap Growth Fund    $ 1,729      $ 1,648      $ 1,308    $      $ 1,603    $ 1,926
Fidelity Small Cap Growth K6 Fund    $ 293    $ 279    $ 235    $      $ 271    $ 327
Fidelity Small Cap Value Fund    $ 955      $ 911      $ 712      $      $ 885    $ 1,063  
FIDELITY SELECT PORTFOLIOS                  
Fidelity Flex Real Estate Fund    $ 0      $ 0      $ 0      $      $ 0      $ 0  
Fidelity International Real Estate Fund    $ 234    $ 223      $ 179    $      $ 217    $ 261
Fidelity Real Estate Investment Portfolio    $ 1,648    $ 1,570      $ 1,283    $      $ 1,528    $ 1,837  
Fidelity Telecom and Utilities Fund    $ 423      $ 405      $ 395      $      $ 398      $ 482  
Select Air Transportation Portfolio    $ 115      $ 111      $ 108      $ 8      $ 109      $ 132  
Select Automotive Portfolio    $ 15      $ 14      $ 14      $ 1      $ 14      $ 17  
Select Banking Portfolio    $ 183      $ 176      $ 172      $ 13      $ 172      $ 210  
Select Biotechnology Portfolio38    $ 2,714      $ 2,610      $ 2,548      $ 190      $ 2,553      $ 3,102  
Select Brokerage and Investment Management Portfolio    $ 126      $ 121      $ 118      $ 9      $ 119      $ 144  
Select Chemicals Portfolio    $ 385      $ 370      $ 361      $ 21      $ 362      $ 439  
Select Communication Services Portfolio    $ 241      $ 232      $ 226      $ 18      $ 227      $ 276  

 

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AGGREGATE COMPENSATION
FROM A FUND

  

Dennis J.
Dirks1

    

Donald F.

Donahue2

    

Vicki L.
Fuller3

    

Patricia L.
Kampling4

    

Alan J.
Lacy5

    

Ned C.

Lautenbach6

 
FIDELITY SELECT PORTFOLIOS                  
Select Communications Equipment Portfolio    $ 79      $ 75      $ 74      $ 5      $ 74      $ 90  
Select Computers Portfolio    $ 199      $ 191      $ 187      $ 16      $ 187      $ 227  
Select Construction and Housing Portfolio    $ 115      $ 111      $ 109      $ 10      $ 109      $ 132  
Select Consumer Discretionary Portfolio    $ 178      $ 171      $ 167      $ 12      $ 167      $ 203  
Select Consumer Finance Portfolio    $ 57      $ 54      $ 53      $ 5      $ 53      $ 65  
Select Consumer Staples Portfolio    $ 583      $ 561      $ 548      $ 41      $ 549      $ 667  
Select Defense and Aerospace Portfolio    $ 1,131      $ 1,088      $ 1,063      $ 88      $ 1,065      $ 1,294  
Select Energy Portfolio    $ 399      $ 384      $ 374      $ 23      $ 375      $ 455  
Select Energy Service Portfolio    $ 94      $ 90      $ 88      $ 6      $ 88      $ 107  
Select Environment and Alternative Energy Portfolio    $ 69      $ 66      $ 64      $ 5      $ 64      $ 78  
Select Financial Services Portfolio    $ 213      $ 205      $ 200      $ 15      $ 200      $ 244  
Select Gold Portfolio    $ 594      $ 572      $ 558      $ 47      $ 560      $ 681  
Select Health Care Portfolio    $ 2,816      $ 2,709      $ 2,644      $ 212      $ 2,650      $ 3,221  
Select Health Care Services Portfolio    $ 438      $ 422      $ 411      $ 31      $ 412      $ 501  
Select Industrials Portfolio    $ 241      $ 231      $ 226      $ 16      $ 226      $ 275  
Select Insurance Portfolio    $ 96      $ 93      $ 90      $ 7      $ 91      $ 110  
Select IT Services Portfolio    $ 1,435      $ 1,381      $ 1,349      $ 119      $ 1,352      $ 1,644  
Select Leisure Portfolio    $ 197      $ 190      $ 185      $ 14      $ 186      $ 226  
Select Materials Portfolio    $ 373      $ 358      $ 349      $ 22      $ 350      $ 425  
Select Medical Technology and Devices Portfolio    $ 2,576      $ 2,478      $ 2,418      $ 183      $ 2,423      $ 2,945  
Select Natural Gas Portfolio    $ 68      $ 65      $ 64      $ 4      $ 64      $ 77  
Select Natural Resources Portfolio    $ 161      $ 155      $ 151      $ 11      $ 151      $ 184  
Select Pharmaceuticals Portfolio    $ 286      $ 275      $ 268      $ 22      $ 269      $ 327  
Select Retailing Portfolio    $ 1,218      $ 1,171      $ 1,143      $ 82      $ 1,145      $ 1,392  
Select Semiconductors Portfolio    $ 1,343      $ 1,293      $ 1,264      $ 117      $ 1,266      $ 1,539  
Select Software and IT Services Portfolio    $ 2,832      $ 2,724      $ 2,660      $ 222      $ 2,665      $ 3,240  
Select Technology Portfolio    $ 2,216      $ 2,133      $ 2,083      $ 184      $ 2,086      $ 2,537  
Select Telecommunications Portfolio    $ 114      $ 109      $ 107      $ 8      $ 107      $ 130  
Select Transportation Portfolio    $ 164      $ 158      $ 154      $ 10      $ 154      $ 187  
Select Utilities Portfolio    $ 474      $ 456      $ 445      $ 35      $ 446      $ 542  
Select Wireless Portfolio    $ 111      $ 107      $ 105      $ 10      $ 105      $ 128  
FIDELITY SUMMER STREET TRUST                  
Fidelity Capital & Income Fund39    $ 4,904      $ 4,654      $ 2,615      $      $ 4,523      $ 5,455  
Fidelity Export and Multinational Fund    $ 711    $ 680      $ 600    $      $ 660    $ 793  
Fidelity Focused High Income Fund    $ 135      $ 128      $ 67      $      $ 124      $ 150  
Fidelity Global High Income Fund    $ 55      $ 52      $ 28      $      $ 50      $ 61  
Fidelity High Income Fund    $ 1,863      $ 1,768      $ 1,043      $      $ 1,719      $ 2,075  
Fidelity New Markets Income Fund    $ 3,563      $ 3,394      $ 3,303      $      $ 3,320      $ 4,022  
Fidelity Series Floating Rate High Income Fund    $ 126      $ 119      $ 117      $      $ 117      $ 142  
Fidelity Series High Income Fund    $ 1,107      $ 1,050      $ 580      $      $ 1,021      $ 1,231  
Fidelity Short Duration High Income Fund    $ 47      $ 45      $ 26      $      $ 44      $ 53  
Fidelity U.S. Low Volatility Equity Fund    $ 22    $ 20    $ 5    $      $ 20    $ 24
Fidelity Women’s Leadership Fund18    $ 23    $ 21    $ 5    $      $ 21    $ 25
FIDELITY TREND FUND                  
Fidelity Trend Fund    $ 764      $ 728      $ 708      $      $ 712      $ 863  
TOTAL COMPENSATION FROM THE FUND COMPLEX40    $ 507,000      $ 483,000      $ 470,000      $      $ 472,500      $ 572,500  

 

AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY ADVISOR SERIES I               
Fidelity Advisor Balanced Fund    $ 1,480      $ 1,359      $ 1,434      $      $ 1,402  
Fidelity Advisor Dividend Growth Fund    $ 428      $ 385      $ 407      $      $ 399  
Fidelity Advisor Equity Growth Fund    $ 1,377      $ 1,237      $ 1,309      $      $ 1,284  
Fidelity Advisor Equity Income Fund    $ 698      $ 627      $ 664      $      $ 651  
Fidelity Advisor Equity Value Fund    $ 98      $ 88      $ 93      $      $ 92  
Fidelity Advisor Floating Rate High Income Fund13    $ 4,797      $ 4,356      $ 4,639      $      $ 4,502  
Fidelity Advisor Growth & Income Fund    $ 230      $ 207      $ 219      $      $ 214  
Fidelity Advisor Growth Opportunities Fund    $ 2,383      $ 2,127      $ 2,257      $      $ 2,210  
Fidelity Advisor High Income Advantage Fund    $ 785      $ 713      $ 760      $      $ 738  
Fidelity Advisor Large Cap Fund    $ 492      $ 443      $ 469      $      $ 460  

 

132


Table of Contents

AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY ADVISOR SERIES I               
Fidelity Advisor Leveraged Company Stock Fund    $ 654      $ 598      $ 630      $      $ 615  
Fidelity Advisor Mid Cap II Fund    $ 795      $ 717      $ 757      $      $ 742  
Fidelity Advisor Series Equity Growth Fund    $ 410      $ 369      $ 390      $      $ 383  
Fidelity Advisor Series Growth Opportunities Fund    $ 280      $ 252      $ 267      $      $ 261  
Fidelity Advisor Series Small Cap Fund    $ 191      $ 172      $ 182      $      $ 178  
Fidelity Advisor Small Cap Fund    $ 810      $ 729      $ 771      $      $ 757  
Fidelity Advisor Stock Selector Mid Cap Fund    $ 879      $ 790      $ 836      $      $ 820  
Fidelity Advisor Value Fund    $ 38      $ 35      $ 37      $      $ 36  
Fidelity Advisor Value Strategies Fund    $ 370      $ 333      $ 352      $      $ 345  
Fidelity Real Estate High Income Fund    $ 320      $ 287      $ 304      $      $ 298  
FIDELITY ADVISOR SERIES VII               
Fidelity Advisor Biotechnology Fund    $ 1,084      $ 992      $ 1,044      $      $ 1,020  
Fidelity Advisor Communications Equipment Fund    $ 13      $ 12      $ 12      $      $ 12  
Fidelity Advisor Consumer Discretionary Fund    $ 174      $ 160      $ 168      $      $ 164
Fidelity Advisor Energy Fund    $ 325      $ 297      $ 313      $      $ 305  
Fidelity Advisor Financial Services Fund    $ 188      $ 172      $ 181      $      $ 177
Fidelity Advisor Global Real Estate Fund    $ 2    $ 2    $ 2    $      $ 2
Fidelity Advisor Health Care Fund    $ 1,582      $ 1,450      $ 1,525      $      $ 1,491  
Fidelity Advisor Industrials Fund    $ 309      $ 283      $ 298      $      $ 291  
Fidelity Advisor Real Estate Fund    $ 246      $ 225      $ 237      $      $ 231  
Fidelity Advisor Semiconductors Fund    $ 111      $ 102      $ 107      $      $ 105
Fidelity Advisor Technology Fund    $ 877      $ 804      $ 846      $      $ 826  
Fidelity Advisor Utilities Fund    $ 197      $ 181      $ 190      $      $ 186  
FIDELITY ADVISOR SERIES VIII               
Fidelity Advisor Diversified International Fund    $ 789      $ 717      $ 763      $      $ 741  
Fidelity Advisor Emerging Asia Fund    $ 121      $ 110      $ 117      $      $ 113  
Fidelity Advisor Emerging Markets Fund    $ 337      $ 307      $ 326      $      $ 317  
Fidelity Advisor Global Capital Appreciation Fund    $ 48      $ 43      $ 46      $      $ 45  
Fidelity Advisor Global Equity Income Fund    $ 8      $ 7      $ 8      $      $ 7  
Fidelity Advisor International Capital Appreciation Fund    $ 897      $ 815      $ 868      $      $ 844  
Fidelity Advisor Overseas Fund    $ 263      $ 239      $ 254      $      $ 247  
Fidelity Advisor Value Leaders Fund    $ 12      $ 11      $ 12      $      $ 11  
FIDELITY CAPITAL TRUST               
Fidelity Capital Appreciation Fund    $ 2,645      $ 2,403      $ 2,558      $      $ 2,484  
Fidelity Disciplined Equity Fund    $ 544      $ 494      $ 526      $      $ 511  
Fidelity Flex Small Cap Fund    $ 4      $ 3      $ 4      $      $ 3  
Fidelity Focused Stock Fund    $ 1,160      $ 1,054      $ 1,121      $      $ 1,091  
Fidelity Stock Selector All Cap Fund14    $ 3,977      $ 3,623      $ 3,835      $      $ 3,747  
Fidelity Stock Selector Small Cap Fund    $ 493      $ 448      $ 477      $      $ 463  
Fidelity Value Fund15    $ 2,989      $ 2,715      $ 2,891      $      $ 2,808  
FIDELITY COMMONWEALTH TRUST               
Fidelity Nasdaq Composite Index Tracking Stock    $ 854      $ 767      $ 811      $      $ 795  
FIDELITY COMMONWEALTH TRUST II               
Fidelity International Enhanced Index Fund    $ 668      $ 614      $ 648      $      $ 633  
Fidelity Large Cap Core Enhanced Index Fund    $ 335      $ 308      $ 324      $      $ 317
Fidelity Large Cap Growth Enhanced Index Fund    $ 467      $ 429      $ 453      $      $ 442  
Fidelity Large Cap Value Enhanced Index Fund    $ 1,581      $ 1,452      $ 1,532      $      $ 1,497  
Fidelity Mid Cap Enhanced Index Fund    $ 504    $ 463      $ 489    $      $ 478  
Fidelity Small Cap Enhanced Index Fund    $ 266      $ 240      $ 253      $ 16      $ 249  
FIDELITY CONCORD STREET TRUST               
Fidelity 500 Index Fund16    $ 84,456      $ 75,666      $ 79,884      $ 6,369      $ 78,806  
Fidelity Event Driven Opportunities Fund    $ 162      $ 148      $ 156      $      $ 151  
Fidelity Extended Market Index Fund17    $ 9,910      $ 8,899      $ 9,393      $ 681      $ 9,261  
Fidelity Flex 500 Index Fund    $ 288      $ 258      $ 272      $ 24      $ 268  
Fidelity Flex Large Cap Value II Fund18    $ 10    $ 10    $ 10    $      $ 10
Fidelity Founders Fund18    $ 2      $ 0      $ 0      $      $ 0  
Fidelity International Index Fund19    $ 11,408      $ 10,233      $ 10,800      $ 819      $ 10,653  
Fidelity Large Cap Stock Fund    $ 1,321      $ 1,206      $ 1,268      $      $ 1,228  
Fidelity Mid-Cap Stock Fund20    $ 3,434      $ 3,135      $ 3,299      $      $ 3,203  

 

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Table of Contents

AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY CONCORD STREET TRUST               
Fidelity Mid-Cap Stock K6 Fund18    $ 96    $ 89      $ 95      $      $ 90  
Fidelity Nasdaq Composite Index Fund    $ 2,764      $ 2,481      $ 2,627      $      $ 2,575  
Fidelity Series International Index Fund    $ 18      $ 17      $ 18      $      $ 17  
Fidelity Series Small Cap Discovery Fund    $ 724      $ 661      $ 696      $      $ 676  
Fidelity Series Total Market Index Fund18    $ 7,535      $ 6,678      $ 7061      $ 725      $ 6,989  
Fidelity Large Cap Stock K6 Fund    $ 37      $ 34      $ 36      $      $ 35  
Fidelity Small Cap Discovery Fund    $ 1,626      $ 1,486      $ 1,562      $      $ 1,517  
Fidelity Small Cap Stock Fund    $ 671      $ 612      $ 644      $      $ 626  
Fidelity Small Cap Stock K6 Fund    $ 40      $ 36      $ 38      $      $ 37  
Fidelity Total Market Index Fund21    $ 21,238      $ 19,128      $ 20,166      $ 1,367      $ 19,876  
Fidelity ZERO Extended Market Index Fund    $ 116      $ 105      $ 112      $      $ 109  
Fidelity ZERO International Index Fund    $ 323      $ 294      $ 311      $      $ 305  
Fidelity ZERO Large Cap Index Fund    $ 226      $ 205      $ 218      $      $ 213  
Fidelity ZERO Total Market Index Fund    $ 1,042      $ 949      $ 1,004      $      $ 984  
FIDELITY CONTRAFUND               
Fidelity Advisor New Insights Fund22    $ 11,250      $ 10,109      $ 10,697      $      $ 10,486  
Fidelity Contrafund23    $ 50,766      $ 45,620      $ 48,268      $      $ 47,317  
Fidelity Contrafund K6    $ 3,456      $ 3,096      $ 3,282      $      $ 3,217  
Fidelity Flex Opportunistic Insights Fund    $ 9      $ 8      $ 9      $      $ 8  
Fidelity Series Opportunistic Insights Fund    $ 3,026      $ 2,722      $ 2,879      $      $ 2,823  
FIDELITY COVINGTON TRUST               
Fidelity Dividend ETF for Rising Rates    $ 160      $ 147      $ 154      $      $ 151  
Fidelity High Dividend ETF    $ 110      $ 101      $ 106      $      $ 104
Fidelity High Yield Factor ETF    $ 11      $ 10      $ 11      $      $ 11  
Fidelity International High Dividend ETF    $ 13      $ 12      $ 13      $      $ 12  
Fidelity International Value Factor ETF    $ 5      $ 5      $ 5      $      $ 5  
Fidelity Low Volatility Factor ETF    $ 51    $ 47      $ 49      $      $ 48
Fidelity Momentum Factor ETF    $ 45      $ 41      $ 43      $      $ 42  
Fidelity MSCI Communication Services Index ETF    $ 102      $ 94      $ 98      $      $ 96  
Fidelity MSCI Consumer Discretionary Index ETF    $ 287    $ 263      $ 277      $      $ 270  
Fidelity MSCI Consumer Staples Index ETF    $ 182    $ 167      $ 175      $      $ 172  
Fidelity MSCI Energy Index ETF    $ 226    $ 207    $ 217      $      $ 212  
Fidelity MSCI Financials Index ETF    $ 547      $ 501      $ 528      $      $ 515  
Fidelity MSCI Health Care Index ETF    $ 648    $ 594    $ 625      $      $ 611  
Fidelity MSCI Industrials Index ETF    $ 189    $ 173    $ 182      $      $ 178  
Fidelity MSCI Information Technology Index ETF    $ 946      $ 867    $ 912      $      $ 891  
Fidelity MSCI Materials Index ETF    $ 88      $ 81      $ 85      $      $ 83  
Fidelity MSCI Real Estate Index ETF    $ 284      $ 261    $ 274      $      $ 269
Fidelity MSCI Utilities Index ETF    $ 219      $ 201      $ 211    $      $ 207
Fidelity Quality Factor ETF    $ 52      $ 47      $ 50      $      $ 49  
Fidelity Small-Mid Factor ETF24    $ 2      $ 2      $ 2      $      $ 2  
Fidelity Stocks for Inflation ETF18    $ 14      $ 13      $ 14      $      $ 13  
Fidelity Targeted Emerging Markets Factor ETF24    $ 5      $ 5      $ 5      $      $ 5  
Fidelity Targeted International Factor ETF24    $ 5      $ 5      $ 5      $      $ 5  
Fidelity Value Factor ETF    $ 47    $ 43    $ 46      $      $ 45
FIDELITY DESTINY PORTFOLIOS               
Fidelity Advisor Capital Development Fund    $ 1,335      $ 1,216      $ 1,287      $      $ 1,258  
Fidelity Advisor Diversified Stock Fund    $ 891      $ 812      $ 859      $      $ 840  
FIDELITY DEVONSHIRE TRUST               
Fidelity Equity-Income Fund25    $ 2,588      $ 2,324      $ 2,459      $      $ 2,418  
Fidelity Equity-Income K6 Fund18    $ 12      $ 10      $ 12      $      $ 10  
Fidelity Flex Mid Cap Value Fund    $ 4      $ 4      $ 4      $      $ 4  
Fidelity Mid Cap Value Fund    $ 775      $ 697      $ 737      $      $ 724  
Fidelity Mid Cap Value K6 Fund    $ 22      $ 19      $ 21      $      $ 20  
Fidelity Series All-Sector Equity Fund    $ 1,536      $ 1,380      $ 1,460      $      $ 1,436
Fidelity Series Stock Selector Large Cap Value Fund    $ 4,418      $ 3,968    $ 4,198      $      $ 4,127  
Fidelity Series Value Discovery Fund    $ 3,291      $ 2,956    $ 3,128      $      $ 3,075
Fidelity Stock Selector Large Cap Value Fund    $ 368      $ 330      $ 350      $      $ 343  

 

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Table of Contents

AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY FINANCIAL TRUST               
Fidelity Convertible Securities Fund    $ 633      $ 568      $ 601      $      $ 589  
Fidelity Equity Dividend Income Fund    $ 2,139      $ 1,923      $ 2,034      $      $ 1,995  
Fidelity Independence Fund    $ 1,576      $ 1,416      $ 1,498      $      $ 1,469  
FIDELITY HASTINGS STREET TRUST               
Fidelity Fund    $ 1,896    $ 1,736      $ 1,827    $      $ 1,785  
Fidelity Growth Discovery Fund    $ 826      $ 757      $ 796      $      $ 778
Fidelity Mega Cap Stock Fund    $ 849      $ 777      $ 818      $      $ 799  
Fidelity Series Emerging Markets Debt Fund    $ 574      $ 515      $ 545      $      $ 534  
Fidelity Series Large Cap Stock Fund    $ 5,984    $ 5,479    $ 5,769    $      $ 5,634
FIDELITY INVESTMENT TRUST               
Fidelity Canada Fund    $ 432      $ 393      $ 418      $      $ 406
Fidelity China Region Fund    $ 503      $ 457      $ 486    $      $ 473  
Fidelity Diversified International Fund26    $ 5,867      $ 5,327      $ 5,674    $      $ 5,508
Fidelity Diversified International K6 Fund    $ 1,112      $ 1,011      $ 1,075      $      $ 1,046  
Fidelity Emerging Asia Fund    $ 437      $ 397      $ 422      $      $ 410  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    $ 47    $ 43      $ 45      $      $ 44
Fidelity Emerging Markets Discovery Fund    $ 132      $ 120      $ 127      $      $ 124  
Fidelity Emerging Markets Fund    $ 1,907    $ 1,732      $ 1,844    $      $ 1,792  
Fidelity Enduring Opportunities Fund18    $ 18      $ 17      $ 18      $      $ 17  
Fidelity Europe Fund    $ 408    $ 371    $ 395      $      $ 383
Fidelity Flex International Fund    $ 18    $ 17      $ 18    $      $ 17  
Fidelity Global Commodity Stock Fund    $ 234      $ 212      $ 226      $      $ 220  
Fidelity Global Equity Income Fund    $ 29      $ 27      $ 28      $      $ 28  
Fidelity Infrastructure Fund18    $ 6      $ 5    $ 6      $      $ 5
Fidelity International Capital Appreciation Fund    $ 1,120    $ 1,017      $ 1,082    $      $ 1,053  
Fidelity International Capital Appreciation K6 Fund    $ 180    $ 164      $ 174      $      $ 170
Fidelity International Discovery Fund27    $ 3,977    $ 3,611    $ 3,846      $      $ 3,734  
Fidelity International Discovery K6 Fund18    $ 9      $ 6      $ 9      $      $ 9  
Fidelity International Growth Fund    $ 1,145      $ 1,040    $ 1,106      $      $ 1,076
Fidelity International Small Cap Fund    $ 918      $ 834      $ 887      $      $ 862
Fidelity International Small Cap Opportunities Fund    $ 540      $ 490      $ 522      $      $ 507  
Fidelity International Value Fund    $ 198      $ 180      $ 191      $      $ 186  
Fidelity Japan Fund    $ 279      $ 254    $ 270    $      $ 263  
Fidelity Japan Smaller Companies Fund    $ 290    $ 264      $ 281      $      $ 272  
Fidelity Latin America Fund    $ 226      $ 205      $ 218      $      $ 212  
Fidelity Nordic Fund    $ 119      $ 108      $ 115      $      $ 112  
Fidelity Overseas Fund28    $ 3,111      $ 2,827      $ 3,008      $      $ 2,924  
Fidelity Pacific Basin Fund    $ 364      $ 331      $ 352      $      $ 342  
Fidelity SAI International SMA Completion Fund    $ 4    $ 4    $ 4    $      $ 4
Fidelity Series Canada Fund    $ 676      $ 614      $ 653      $      $ 635  
Fidelity Series Emerging Markets Fund    $ 697    $ 634    $ 673      $      $ 656  
Fidelity Series Emerging Markets Opportunities Fund    $ 6,535      $ 5,938      $ 6,317      $      $ 6,143  
Fidelity Series International Growth Fund    $ 6,395    $ 5,810      $ 6,183    $      $ 6,010
Fidelity Series International Small Cap Fund    $ 1,453    $ 1,320      $ 1,404    $      $ 1,365  
Fidelity Series International Value Fund    $ 6,183      $ 5,615      $ 5,978    $      $ 5,808  
Fidelity Series Overseas Fund18    $ 849      $ 756    $ 822      $      $ 795  
Fidelity Total Emerging Markets Fund    $ 294    $ 268      $ 285      $      $ 277  
Fidelity Total International Equity Fund    $ 42      $ 38      $ 41      $      $ 40  
Fidelity Worldwide Fund    $ 1,047    $ 951      $ 1,012    $      $ 984  
FIDELITY MAGELLAN FUND               
Fidelity Magellan Fund29    $ 7,290      $ 6,689      $ 7,042      $      $ 6,836  
Fidelity Magellan K6 Fund18    $ 69      $ 64    $ 68      $      $ 65  
FIDELITY MT. VERNON STREET TRUST               
Fidelity Flex Mid Cap Growth Fund    $ 5      $ 4      $ 4      $      $ 4  
Fidelity Growth Company Fund30    $ 18,382      $ 16,526      $ 17,485      $      $ 17,144  
Fidelity Growth Company K6 Fund18    $ 190      $ 151      $ 166      $      $ 158  
Fidelity Growth Strategies Fund    $ 1,173      $ 1,053      $ 1,115      $      $ 1,093  
Fidelity Growth Strategies K6 Fund    $ 60      $ 53      $ 57      $      $ 55  
Fidelity New Millennium Fund    $ 1,314      $ 1,182      $ 1,250      $      $ 1,226  
Fidelity Series Growth Company Fund    $ 4,912      $ 4,418      $ 4,672      $      $ 4,582  

 

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Table of Contents

AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY PURITAN TRUST               
Fidelity Balanced Fund31    $ 13,942    $ 12,806    $ 13,516    $      $ 13,207
Fidelity Balanced K6 Fund18    $ 1      $ 1      $ 1      $      $ 1  
Fidelity Flex Intrinsic Opportunities Fund    $ 11      $ 10      $ 10      $      $ 10  
Fidelity Low-Priced Stock Fund32    $ 13,967    $ 12,783      $ 13,461      $      $ 13,142
Fidelity Low-Priced Stock K6 Fund    $ 853      $ 781      $ 822      $      $ 803  
Fidelity Puritan Fund33    $ 11,724    $ 10,767      $ 11,365    $      $ 11,102  
Fidelity Puritan K6 Fund18    $ 1      $ 1      $ 1      $      $ 1  
Fidelity Series Intrinsic Opportunities Fund    $ 6,111      $ 5,595      $ 5,889      $      $ 5,752  
Fidelity Value Discovery Fund    $ 995    $ 911      $ 959      $      $ 937
Fidelity Value Discovery K6 Fund    $ 101    $ 93    $ 98    $      $ 95  
FIDELITY SECURITIES FUND               
Fidelity Blue Chip Growth Fund34    $ 11,276      $ 10,332      $ 10,869      $      $ 10,623  
Fidelity Blue Chip Growth K6 Fund    $ 787    $ 722    $ 758    $      $ 742
Fidelity Blue Chip Value Fund    $ 187    $ 172      $ 180      $      $ 176  
Fidelity Dividend Growth Fund35    $ 2,937      $ 2,689      $ 2,831      $      $ 2,765  
Fidelity Flex Large Cap Growth Fund    $ 8      $ 7      $ 8      $      $ 8  
Fidelity Growth & Income Portfolio36    $ 2,812      $ 2,575      $ 2,711    $      $ 2,648  
Fidelity Leveraged Company Stock Fund    $ 1,036      $ 948    $ 998      $      $ 975  
Fidelity OTC K6 Portfolio18    $ 1      $ 1      $ 1      $      $ 1  
Fidelity OTC Portfolio37    $ 8,375      $ 7,669      $ 8,073    $      $ 7,886  
Fidelity Real Estate Income Fund    $ 2,375    $ 2,177      $ 2,289      $      $ 2,239  
Fidelity Series Blue Chip Growth Fund    $ 2,567      $ 2,351      $ 2,473      $      $ 2,417
Fidelity Series Real Estate Income Fund    $ 397    $ 363      $ 382      $      $ 374  
Fidelity Series Small Cap Opportunities Fund    $ 2,455      $ 2,249    $ 2,366      $      $ 2,312  
Fidelity Small Cap Growth Fund    $ 1,787      $ 1,637    $ 1,723    $      $ 1,683  
Fidelity Small Cap Growth K6 Fund    $ 302    $ 277    $ 292    $      $ 285
Fidelity Small Cap Value Fund    $ 988    $ 904      $ 952      $      $ 929
FIDELITY SELECT PORTFOLIOS               
Fidelity Flex Real Estate Fund    $ 0      $ 0      $ 0      $      $ 0  
Fidelity International Real Estate Fund    $ 242      $ 222      $ 234      $      $ 228  
Fidelity Real Estate Investment Portfolio    $ 1,703      $ 1,561      $ 1,641    $      $ 1,604  
Fidelity Telecom and Utilities Fund    $ 449      $ 402      $ 426      $      $ 419  
Select Air Transportation Portfolio    $ 122      $ 110      $ 116      $ 8      $ 115  
Select Automotive Portfolio    $ 15      $ 14      $ 15      $ 1      $ 15  
Select Banking Portfolio    $ 194      $ 175      $ 185      $ 13      $ 182  
Select Biotechnology Portfolio38    $ 2,878      $ 2,593      $ 2,734      $ 190      $ 2,696  
Select Brokerage and Investment Management Portfolio    $ 134      $ 120      $ 127      $ 9      $ 125  
Select Chemicals Portfolio    $ 407      $ 368      $ 388      $ 21      $ 382  
Select Communication Services Portfolio    $ 256      $ 230      $ 243      $ 18      $ 240  
Select Communications Equipment Portfolio    $ 83      $ 75      $ 79      $ 5      $ 78  
Select Computers Portfolio    $ 212      $ 190      $ 200      $ 16      $ 198  
Select Construction and Housing Portfolio    $ 124      $ 110      $ 116      $ 10      $ 115  
Select Consumer Discretionary Portfolio    $ 189      $ 170      $ 179      $ 12      $ 176  
Select Consumer Finance Portfolio    $ 60      $ 54      $ 57      $ 5      $ 56  
Select Consumer Staples Portfolio    $ 620      $ 557      $ 588      $ 41      $ 580  
Select Defense and Aerospace Portfolio    $ 1,205      $ 1,080      $ 1,141      $ 88      $ 1,125  
Select Energy Portfolio    $ 422      $ 381      $ 402      $ 23      $ 396  
Select Energy Service Portfolio    $ 99      $ 90      $ 95      $ 6      $ 93  
Select Environment and Alternative Energy Portfolio    $ 73      $ 65      $ 69      $ 5      $ 68  
Select Financial Services Portfolio    $ 226      $ 204      $ 215      $ 15      $ 212  
Select Gold Portfolio    $ 636      $ 567      $ 600      $ 47      $ 591  
Select Health Care Portfolio    $ 2,992      $ 2,691      $ 2,839      $ 212      $ 2799  
Select Health Care Services Portfolio    $ 464      $ 419      $ 442      $ 31      $ 435  
Select Industrials Portfolio    $ 255      $ 230      $ 242      $ 16      $ 239  
Select Insurance Portfolio    $ 103      $ 92      $ 97      $ 7      $ 96  
Select IT Services Portfolio    $ 1,533      $ 1,370      $ 1,448      $ 119      $ 1,428  
Select Leisure Portfolio    $ 210      $ 188      $ 199      $ 14      $ 196  
Select Materials Portfolio    $ 394      $ 356      $ 375      $ 22      $ 369  
Select Medical Technology and Devices Portfolio    $ 2,737      $ 2,460      $ 2,596      $ 183      $ 2,559  
Select Natural Gas Portfolio    $ 72      $ 65      $ 68      $ 4      $ 67  

 

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AGGREGATE COMPENSATION
FROM A FUND

  

Joseph
Mauriello7

    

Cornelia M.
Small8

    

David M.
Thomas10

    

Susan
Tomasky11

    

Michael E.
Wiley12

 
FIDELITY SELECT PORTFOLIOS               
Select Natural Resources Portfolio    $ 170      $ 153      $ 162      $ 11      $ 160  
Select Pharmaceuticals Portfolio    $ 304      $ 273      $ 288      $ 22      $ 284  
Select Retailing Portfolio    $ 1,293      $ 1,163      $ 1,227      $ 82      $ 1,209  
Select Semiconductors Portfolio    $ 1.433      $ 1,284      $ 1,355      $ 117      $ 1,338  
Select Software and IT Services Portfolio    $ 3,016      $ 2,704      $ 2,855      $ 222      $ 2,816  
Select Technology Portfolio    $ 2,361      $ 2,117      $ 2,234      $ 184      $ 2,205  
Select Telecommunications Portfolio    $ 121      $ 109      $ 115      $ 8      $ 113  
Select Transportation Portfolio    $ 174      $ 157      $ 165      $ 10      $ 163  
Select Utilities Portfolio    $ 505      $ 452      $ 478      $ 35      $ 471  
Select Wireless Portfolio    $ 119      $ 107      $ 112      $ 10      $ 111  
FIDELITY SUMMER STREET TRUST               
Fidelity Capital & Income Fund39    $ 5,099      $ 4,655      $ 4,899      $      $ 4,757  
Fidelity Export and Multinational Fund    $ 733    $ 674    $ 711    $      $ 695
Fidelity Focused High Income Fund    $ 140      $ 128      $ 135      $      $ 131  
Fidelity Global High Income Fund    $ 57      $ 52      $ 54      $      $ 53  
Fidelity High Income Fund    $ 1,939      $ 1,769      $ 1,862      $      $ 1,808  
Fidelity New Markets Income Fund    $ 3,752      $ 3,371      $ 3,565      $      $ 3,495  
Fidelity Series Floating Rate High Income Fund    $ 131      $ 119      $ 127      $      $ 123  
Fidelity Series High Income Fund    $ 1,151      $ 1,051      $ 1,106      $      $ 1,073  
Fidelity Short Duration High Income Fund    $ 49      $ 45      $ 47      $      $ 46  
Fidelity U.S. Low Volatility Equity Fund18    $ 22    $ 21    $ 22    $      $ 21
Fidelity Women’s Leadership Fund18    $ 23    $ 21    $ 23    $      $ 22
FIDELITY TREND FUND               
Fidelity Trend Fund    $ 805      $ 723      $ 765      $      $ 750  
TOTAL COMPENSATION FROM THE FUND COMPLEX40    $   534,000      $ 479,500      $   507,500      $   –      $   497,500  

 

1 

Effective March 1, 2018, Mr. Dirks serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

2 

Effective March 1, 2018, Mr. Donahue serves as a trustee of Fidelity Advisor Series I, Fidelity Advisor Series VII, Fidelity Advisor Series VIII, Fidelity Capital Trust, Fidelity Concord Street Trust, Fidelity Covington Trust, Fidelity Destiny Portfolios, Fidelity Devonshire Trust, Fidelity Hastings Street Trust, Fidelity Investment Trust, Fidelity Magellan Fund, Fidelity Puritan Trust, Fidelity Summer Street Trust, Fidelity Securities Fund, and Fidelity Select Portfolios. Mr. Donahue served as a Member of the Advisory Board of Fidelity Advisor Series VII, Fidelity Covington Trust, and Fidelity Select Portfolios from October 1, 2015 through February 28, 2018.

 

3 

Effective October 1, 2018, Ms. Fuller serves as a Member of the Advisory Board of the Equity and High Income Funds.

 

4 

Effective February 1, 2020, Ms. Kampling serves as a Member of the Advisory Board of the Equity and High Income Funds.

 

5 

Effective March 1, 2018, Mr. Lacy serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

6 

Effective March 1, 2018, Mr. Lautenbach serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

7 

Effective March 1, 2018, Mr. Mauriello serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

8 

Effective March 1, 2018, Ms. Small serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

9 

Effective March 1, 2018, Mr. Smith serves as a trustee of Fidelity Advisor Series I, Fidelity Advisor Series VIII, Fidelity Capital Trust, Fidelity Con-cord Street Trust, Fidelity Destiny Portfolios, Fidelity Devonshire Trust, Fidelity Hastings Street Trust, Fidelity Investment Trust, Fidelity Magellan Fund, Fidelity Puritan Trust, and Fidelity Summer Street Trust.

 

10 

Effective March 1, 2018, Mr. Thomas serves as a trustee of Fidelity Advisor Series VII, Fidelity Commonwealth Trust II, Fidelity Covington Trust, and Fidelity Select Portfolios.

 

11 

Effective February 1, 2020, Ms. Tomasky serves as a Member of the Advisory Board of the Equity and High Income Funds.

 

12

Effective March 1, 2018, Mr. Wiley serves as a trustee of Fidelity Advisor Series I, Fidelity Capital Trust, Fidelity Destiny Portfolios, Fidelity Devon-shire Trust, and Fidelity Hastings Street Trust, Fidelity Magellan Fund, and Fidelity Summer Street Trust, and as a Member of the Advisory Board of Fidelity Advisor Series VIII, Fidelity Concord Street Trust, Fidelity Investment Trust, Fidelity Puritan Trust, and Fidelity Securities Fund.

 

13

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $3,896; Alan J. Lacy, $3,896; Ned C. Lautenbach, $929; Joseph Mauriello, $4,168; Cornelia M. Small, $2,581; Garnett A. Smith, $3,896; and Michael E. Wiley, $3,539.

 

14 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $3,242; Alan J. Lacy, $3,242; Ned C. Lautenbach, $1,069; Joseph Mauriello, $3,468; Cornelia M. Small, $2,143; Garnett A. Smith, $3,242; and Michael E. Wiley, $2,939.

 

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15

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,428; Alan J. Lacy, $2,428; Ned C. Lautenbach, $535; Joseph Mauriello, $2,597; Cornelia M. Small, $1,609; Garnett A Smith, $2,428; and Michael E. Wiley, $2,207.

 

16

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $68,176; Vicki L. Fuller, $2,362; Alan J. Lacy, $68,176; Joseph Mauriello, $72,932; Cornelia M. Small, $45,767; Garnett A Smith, $68,176; and Michael E. Wiley, $51,431.

 

17

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $8,003; Vicki L. Fuller, $255; Alan J. Lacy, $8,003; Joseph Mauriello, $8,562; Cornelia M. Small, $5,369; Garnett A Smith, $8,003; and Michael E. Wiley, $6,140.

 

18

Estimated for the fund’s first full year.

 

19

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $9,210; Vicki L. Fuller, $306; Alan J. Lacy, $9,210; Joseph Mauriello, $9,853; Cornelia M. Small, $6,181; Garnett A Smith, $9,210; and Michael E. Wiley, $7,008.

 

20 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,785; Alan J. Lacy, $2,785; Ned C. Lautenbach, $2,296; Joseph Mauriello, $2,983; Cornelia M. Small, $1,863; Garnett A. Smith, $2,785; and Michael E. Wiley, $2,554.

 

21

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $17,170; Vicki L. Fuller, $510; Alan J. Lacy, $17,170; Joseph Mauriello, $18,368; Cornelia M. Small, $11,503; Garnett A Smith, $17,170; and Michael E. Wiley, $13,329.

 

22 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $9,063; Alan J. Lacy, $9,063; Joseph Mauriello, $9,696; Cornelia M. Small, $6,041; Garnett A. Smith, $9,063; and Michael E. Wiley, $8,285.

 

23 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $40,900; Alan J. Lacy, $40,900; Joseph Mauriello, $43,753; Cornelia M. Small, $27,261; Garnett A. Smith, $40,900; and Michael E. Wiley, $37,387.

 

24

Estimated for the fund’s first full year. Fund commenced operations on February 26, 2019.

 

25 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,090; Vicki L. Fuller, $32; Alan J. Lacy, $2,090; Joseph Mauriello, $2,236; Cornelia M. Small, $1,397; Garnett A. Smith, $2,090; and Michael E. Wiley, $1,761.

 

26 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Alan J. Lacy, $4,765; Cornelia Small, $3,157; Donald F. Donahue, $4,765; Garnett A. Smith, $4,765; Joseph Mauriello, $5,097; Michael E. Wiley, $4,330; and Ned C. Lautenbach, $1,073.

 

27 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Alan J. Lacy, $3,230; Cornelia Small, $2,140; Donald F. Donahue, $3,230; Garnett A. Smith, $3,230; Joseph Mauriello $3,455; Michael E. Wiley, $2,935; and Ned C. Lautenbach, $714.

 

28

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Alan J. Lacy, $2,527; Cornelia Small, $1,676; Donald F. Donahue, $2,527; Garnett A. Smith, $2,527; Joseph Mauriello, $2,703; Michael E. Wiley, $2,298; and Ned C. Lautenbach, $511.

 

29

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $5,938; Alan J. Lacy, $5,938; Ned C. Lautenbach, $5,548; Joseph Mauriello, $6,363; Cornelia M. Small, $4,009; Garnett A. Smith, $5,938; and Michael E. Wiley, $5,497.

 

30 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $14,821; Alan J. Lacy, $14,821; Ned C. Lautenbach, $1,540; Joseph Mauriello, $15,855; Cornelia M. Small, $9,853; Garnett A. Smith, $14,821; and Michael E. Wiley, $13,512.

 

31 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $11,474; Alan J. Lacy, $11,474; Ned C. Lautenbach, $4,767; Joseph Mauriello, $12,275; Cornelia Small, $7,572; Garnett A. Smith, $11,474; and Michael E. Wiley, $10,385.

 

32

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $11,467; Alan J. Lacy, $11,467; Ned C. Lautenbach, $6,269; Joseph Mauriello, $12,267; Cornelia M. Small, $7,555; Garnett A. Smith, $11,467; and Michael E. Wiley, $10,361.

 

33 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $9,648; Alan J. Lacy, $9,648; Ned C. Lautenbach, $4,093; Joseph Mauriello, $10,321; Cornelia Small, $6,366; Garnett A. Smith, $9,648; and Michael E. Wiley, $8,730.

 

34

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $9,253; Alan J. Lacy, $9,253; Ned C. Lautenbach, $4,744; Joseph Mauriello, $9,898; Cornelia M. Small, $6,099; Garnett A. Smith, $9,253; and Michael E. Wiley, $8,364.

 

35 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,410; Alan J. Lacy, $2,410; Ned C. Lautenbach, $1,275; Joseph Mauriello, $2,579; Cornelia M. Small, $1,588; Garnett A. Smith, $2,410; and Michael E. Wiley, $2,178.

 

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36 

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,308; Alan J. Lacy, $2,308; Ned C. Lautenbach, $1,210; Joseph Mauriello, $2,469; Cornelia M. Small, $1,521; Garnett A. Smith, $2,308; and Michael E. Wiley, $2,086.

 

37

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $6,873; Alan J. Lacy, $6,873; Ned C. Lautenbach, $3,701; Joseph Mauriello, $7,353; Cornelia M. Small, $4,529; Garnett A. Smith, $6,873; and Michael E. Wiley, $6,212.

 

38

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $2,329; Vicki L. Fuller, $73; Alan J. Lacy, $2,329; Joseph Mauriello, $2,491; Cornelia M. Small, $1,561; Garnett A. Smith, $2,329; and Michael E. Wiley, $1,793.

 

39

Compensation figures include cash and may include amounts elected to be deferred. Certain individuals’ aggregate compensation from the fund includes accrued voluntary deferred compensation as follows: Donald F. Donahue, $4,135; Alan J. Lacy, $4,135; Ned C. Lautenbach, $3,418; Joseph Mauriello, $4,428; Cornelia M. Small, $2,766; Garnett A. Smith, $4,135; and Michael E. Wiley, $3,793.

 

40

Reflects compensation received for the calendar year ended December 31, 2019 for 302 funds of 30 trusts (including Fidelity Central Investment Portfolios LLC). Compensation figures include cash and may include amounts elected to be deferred. Certain individuals elected voluntarily to defer a portion of their compensation as follows: Donald F. Donahue, $262,489; Alan J. Lacy, $262,489; Joseph Mauriello, $280,802; Cornelia M. Small, $175,000; Garnett A. Smith, $262,489; and Michael E. Wiley, $240,000.

 

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APPENDIX K

The policies to be converted under Proposal 2 are provided below.

 

Fund

  

Investment Policy

Fidelity 500 Index Fund

  

Fidelity 500 Index Fund seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.

The S&P 500 Index broadly represents the performance of common stocks publicly traded in the United States. In the future, the Adviser may, subject to shareholders’ approval and 30 days’ notice, select another index if that index is deemed more representative of the performance of U.S. common stocks.

Advisor Balanced Fund

   Fidelity Advisor Balanced Fund seeks both income and growth of capital.

Advisor Capital Development Fund

   Fidelity Advisor Capital Development Fund seeks capital growth.

Advisor Diversified International Fund

   Fidelity Advisor Diversified International Fund seeks capital growth.

Advisor Diversified Stock Fund

   Fidelity Advisor Diversified Stock Fund seeks capital growth.

Advisor Dividend Growth Fund

   Fidelity Advisor Dividend Growth Fund seeks capital appreciation.

Advisor Emerging Asia Fund

   Fidelity Advisor Emerging Asia Fund seeks long-term capital appreciation.

Advisor Emerging Markets Fund

   Fidelity Advisor Emerging Markets Fund seeks capital appreciation.

Advisor Equity Growth Fund

   Fidelity Advisor Equity Growth Fund seeks capital appreciation.

Advisor Equity Income Fund

   Fidelity Advisor Equity Income Fund seeks a yield from dividend and interest income which exceeds the composite dividend yield on securities comprising the S&P 500 Index. In addition, consistent with the primary objective of obtaining dividend and interest income, the fund will consider the potential for achieving capital appreciation.

Advisor Equity Value Fund

   Fidelity Advisor Equity Value Fund seeks capital appreciation.

Advisor Floating Rate High Income Fund

   Fidelity Advisor Floating Rate High Income Fund seeks a high level of current income.

Advisor Global Capital Appreciation Fund

   Fidelity Advisor Global Capital Appreciation Fund seeks long-term growth of capital.

Advisor Global Equity Income Fund

   Fidelity Advisor Global Equity Income Fund seeks reasonable income. In pursuing this objective, the fund will also consider the potential for capital appreciation.

Advisor Growth & Income Fund

   Fidelity Advisor Growth & Income Fund seeks high total return through a combination of current income and capital appreciation.

Advisor Growth Opportunities Fund

   Fidelity Advisor Growth Opportunities Fund seeks to provide capital growth.

Advisor High Income Advantage Fund

   Fidelity Advisor High Income Advantage Fund seeks a combination of a high level of income and the potential for capital gains.

Advisor International Capital Appreciation Fund

   Fidelity Advisor International Capital Appreciation Fund seeks capital appreciation.

Advisor Large Cap Fund

   Fidelity Advisor Large Cap Fund seeks long-term growth of capital.

Advisor Leveraged Company Stock Fund

   Fidelity Advisor Leveraged Company Stock Fund seeks capital appreciation.

Advisor Mid Cap II Fund

   Fidelity Advisor Mid Cap II Fund seeks long-term growth of capital.

Advisor New Insights Fund

   Fidelity Advisor New Insights Fund seeks capital appreciation by investing in securities of companies whose value the Adviser believes is not fully recognized by the public.

Advisor Overseas Fund

   Fidelity Advisor Overseas Fund seeks long-term growth of capital.

Advisor Small Cap Fund

   Fidelity Advisor Small Cap Fund seeks long-term growth of capital.

Advisor Stock Selector Mid Cap Fund

   Fidelity Advisor Stock Selector Mid Cap Fund seeks long-term growth of capital.

Advisor Value Fund

   Fidelity Advisor Value Fund seeks capital appreciation.

Advisor Value Leaders Fund

   Fidelity Advisor Value Leaders Fund seeks capital appreciation.

Advisor Value Strategies Fund

   Fidelity Advisor Value Strategies seeks capital appreciation.

Fidelity Balanced Fund

   Fidelity Balanced Fund seeks income and capital growth consistent with reasonable risk.

Fidelity Blue Chip Growth Fund

   Fidelity Blue Chip Growth Fund seeks growth of capital over the long term.

Fidelity Blue Chip Growth K6 Fund

   Fidelity Blue Chip Growth K6 Fund seeks growth of capital over the long term.

Fidelity Blue Chip Value Fund

   Fidelity Blue Chip Value Fund seeks capital appreciation.

Fidelity Canada Fund

   Fidelity Canada Fund seeks growth of capital over the long term.

 

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Fund

  

Investment Policy

Fidelity Capital & Income Fund

   Fidelity Capital & Income Fund seeks to provide a combination of income and capital growth by investing primarily in debt instruments and common and preferred stocks.

Fidelity Capital Appreciation Fund

   Fidelity Capital Appreciation Fund seeks capital appreciation.

Fidelity China Region Fund

   Fidelity China Region Fund seeks long-term growth of capital.

Fidelity Contrafund

   Fidelity Contrafund seeks capital appreciation by investing in securities of companies whose value the Adviser believes is not fully recognized by the public.

Fidelity Contrafund K6

   Fidelity Contrafund K6 seeks capital appreciation by investing in securities of companies whose value the Adviser believes is not fully recognized by the public.

Fidelity Convertible Securities Fund

   Fidelity Convertible Securities Fund seeks a high level of total return through a combination of current income and capital appreciation.

Fidelity Disciplined Equity Fund

   Fidelity Disciplined Equity Fund seeks capital growth.

Fidelity Diversified International Fund

   Fidelity Diversified International Fund seeks capital growth.

Fidelity Diversified International K6 Fund

   Fidelity Diversified International K6 Fund seeks capital growth.

Fidelity Dividend Growth Fund

   Fidelity Dividend Growth Fund seeks capital appreciation.

Fidelity Emerging Asia Fund

   Fidelity Emerging Asia Fund seeks capital appreciation.

Fidelity Emerging Europe, Middle East, Africa Fund

   Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund seeks capital appreciation.

Fidelity Emerging Markets Fund

   Fidelity Emerging Markets Fund seeks capital appreciation.

Fidelity Emerging Markets Discovery Fund

   Fidelity Emerging Markets Discovery Fund seeks capital appreciation.

Fidelity Equity Dividend Income Fund

   Fidelity Equity Dividend Income Fund seeks reasonable income by investing primarily in income-producing equity securities. In choosing these securities, the fund will also consider the potential for capital appreciation. The fund looks for a yield that exceeds the composite yield on the securities comprising the S&P 500 Index.

Fidelity Equity-Income Fund

   Fidelity Equity-Income Fund seeks reasonable income by investing primarily in income-producing equity securities. In pursuing this objective, the fund will also consider the potential for capital appreciation. The fund seeks a yield for its shareholders that exceeds the yield on the securities comprising the S&P 500 Index.

Fidelity Europe Fund

   Fidelity Europe Fund seeks growth of capital over the long term.

Fidelity Export and Multinational Fund

   Fidelity Export and Multinational Fund seeks long-term growth of capital.

Fidelity Extended Market Index Fund

   Fidelity Extended Market Index Fund seeks to provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies.

Fidelity Flex 500 Index Fund

  

Fidelity Flex 500 Index Fund seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.

The S&P 500 Index broadly represents the performance of common stocks publicly traded in the United States. In the future, the Adviser may, subject to shareholders’ approval and 30 days’ notice, select another index if that index is deemed more representative of the performance of U.S. common stocks.

Fidelity Flex International Fund

   Fidelity Flex International Fund seeks long-term growth of capital.

Fidelity Flex Intrinsic Opportunities Fund

   Fidelity Flex Intrinsic Opportunities Fund seeks capital appreciation.

Fidelity Flex Large Cap Growth Fund

   Fidelity Flex Large Cap Growth Fund seeks long-term growth of capital.

Fidelity Flex Mid Cap Growth Fund

   Fidelity Flex Mid Cap Growth Fund seeks long-term growth of capital.

Fidelity Flex Mid Cap Value Fund

   Fidelity Flex Mid Cap Value Fund seeks long-term growth of capital.

Fidelity Flex Opportunistic Insights Fund

   Fidelity Flex Opportunistic Insights Fund seeks capital appreciation.

Fidelity Flex Small Cap Fund

   Fidelity Flex Small Cap Fund seeks capital appreciation.

Fidelity Focused High Income Fund

   Fidelity Focused High Income Fund seeks a high level of income. The fund may also seek capital appreciation.

Fidelity Focused Stock Fund

   Fidelity Focused Stock Fund seeks capital growth.

 

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Fund

  

Investment Policy

Fidelity Fund

   Fidelity Fund seeks long-term capital growth. The fund invests primarily in common stocks or securities convertible into common stocks. The fund may from time to time invest a portion of its assets in various types of debt securities. During temporary periods when, in the Adviser’s judgment, market conditions warrant, adjustments favoring more defensive securities may be made.

Fidelity Global Commodity Stock Fund

   Fidelity Global Commodity Stock Fund seeks capital appreciation.

Fidelity Global Equity Income Fund

   Fidelity Global Equity Income Fund seeks reasonable income. In pursuing this objective, the fund will also consider the potential for capital appreciation.

Fidelity Global High Income Fund

   Fidelity Global High Income Fund seeks a high level of current income. Growth of capital may also be considered.

Fidelity Growth & Income Portfolio

   Fidelity Growth & Income Portfolio seeks high total return through a combination of current income and capital appreciation.

Fidelity Growth Company Fund

   Fidelity Growth Company Fund seeks capital appreciation.

Fidelity Growth Discovery Fund

   Fidelity Growth Discovery Fund seeks capital appreciation.

Fidelity Growth Strategies Fund

   Fidelity Growth Strategies Fund seeks capital appreciation.

Fidelity Growth Strategies K6 Fund

   Fidelity Growth Strategies K6 Fund seeks capital appreciation.

Fidelity High Income Fund

   Fidelity High Income Fund seeks a high level of current income. Growth of capital may also be considered.

Fidelity Independence Fund

   Fidelity Independence Fund seeks capital appreciation.

Fidelity International Capital Appreciation Fund

   Fidelity International Capital Appreciation Fund seeks long-term growth of capital.

Fidelity International Capital Appreciation K6 Fund

   Fidelity International Capital Appreciation K6 Fund seeks long-term growth of capital.

Fidelity International Discovery Fund

   Fidelity International Discovery Fund seeks long-term growth of capital.

Fidelity International Growth Fund

   Fidelity International Growth Fund seeks long-term growth of capital.

Fidelity International Index Fund

   Fidelity International Index Fund seeks to provide investment results that correspond to the total return of foreign stock markets.

Fidelity International Small Cap Fund

   Fidelity International Small Cap Fund seeks capital appreciation.

Fidelity International Small Cap Opportunities Fund

   Fidelity International Small Cap Opportunities Fund seeks capital appreciation.

Fidelity International Value Fund

   Fidelity International Value Fund seeks capital appreciation.

Fidelity Japan Fund

   Fidelity Japan Fund seeks long-term growth of capital.

Fidelity Japan Smaller Companies Fund

   Fidelity Japan Smaller Companies Fund seeks long-term growth of capital.

Fidelity Large Cap Stock Fund

   Fidelity Large Cap Stock Fund seeks long-term growth of capital.

Fidelity Large Cap Stock K6 Fund

   Fidelity Large Cap Stock K6 Fund seeks long-term growth of capital.

Fidelity Latin America Fund

   Fidelity Latin America Fund seeks long-term growth of capital.

Fidelity Leveraged Company Stock Fund

   Fidelity Leveraged Company Stock Fund seeks capital appreciation.

Fidelity Low-Priced Stock Fund

   Fidelity Low-Priced Stock Fund seeks capital appreciation.

Fidelity Low-Priced Stock K6 Fund

   Fidelity Low-Priced Stock K6 Fund seeks capital appreciation.

Fidelity Magellan Fund

   Fidelity Magellan Fund seeks capital appreciation through investments in securities of domestic, foreign, and multinational issuers. The fund normally invests primarily in common stock and securities convertible into common stock, but may also invest in other types of securities in seeking its objective. No more than 40% of the fund’s assets may be invested in companies operating exclusively in any one foreign country. No emphasis is placed on dividend income except when the Adviser believes this income will have a favorable influence on the market value of the security.

Fidelity Mega Cap Stock Fund

   Fidelity Mega Cap Stock Fund seeks high total return through a combination of current income and capital appreciation.

Fidelity Mid Cap Value Fund

   Fidelity Mid Cap Value Fund seeks long-term growth of capital.

Fidelity Mid Cap Value K6 Fund

   Fidelity Mid Cap Value K6 Fund seeks long-term growth of capital.

Fidelity Mid-Cap Stock Fund

   Fidelity Mid-Cap Stock Fund seeks long-term growth of capital.

Fidelity Nasdaq Composite Index

   Fidelity Nasdaq Composite Index Fund seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index.

Fidelity New Markets Income Fund

   Fidelity New Markets Income Fund seeks high current income. As a secondary objective, the fund seeks capital appreciation.

 

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Fund

  

Investment Policy

Fidelity New Millennium Fund

   Fidelity New Millennium Fund seeks capital appreciation.

Fidelity Nordic Fund

   Fidelity Nordic Fund seeks long-term growth of capital.

Fidelity OTC Portfolio

   Fidelity OTC Portfolio seeks capital appreciation.

Fidelity Overseas Fund

   Fidelity Overseas Fund seeks long-term growth of capital.

Fidelity Pacific Basin Fund

   Fidelity Pacific Basin Fund seeks growth of capital over the long term.

Fidelity Puritan Fund

   Fidelity Puritan Fund seeks income and capital growth consistent with reasonable risk.

Fidelity Real Estate High Income Fund

   Fidelity Real Estate High Income Fund seeks a high level of current income. As a secondary objective, the fund also seeks growth of capital.

Fidelity Real Estate Income Fund

   Fidelity Real Estate Income Fund seeks higher than average income. As a secondary objective, the fund also seeks capital growth.

Fidelity Short Duration High Income Fund

   Fidelity Short Duration High Income Fund seeks a high level of current income. The fund may also seek capital appreciation.

Fidelity Small Cap Discovery Fund

   Fidelity Small Cap Discovery Fund seeks long-term growth of capital.

Fidelity Small Cap Growth Fund

   Fidelity Small Cap Growth Fund seeks capital appreciation.

Fidelity Small Cap Growth K6 Fund

   Fidelity Small Cap Growth K6 Fund seeks capital appreciation.

Fidelity Small Cap Stock Fund

   Fidelity Small Cap Stock Fund seeks long-term growth of capital.

Fidelity Small Cap Stock K6 Fund

   Fidelity Small Cap Stock K6 Fund seeks long-term growth of capital.

Fidelity Small Cap Value Fund

   Fidelity Small Cap Value Fund seeks capital appreciation.

Fidelity Stock Selector All Cap Fund

   Fidelity Stock Selector All Cap Fund seeks capital growth.

Fidelity Stock Selector Large Cap Value Fund

   Fidelity Stock Selector Large Cap Value Fund seeks long-term growth of capital.

Fidelity Stock Selector Small Cap Fund

   Fidelity Stock Selector Small Cap Fund seeks capital appreciation.

Fidelity Total Emerging Markets Fund

   Fidelity Total Emerging Markets Fund seeks income and capital growth.

Fidelity Total International Equity Fund

   Fidelity Total International Equity Fund seeks long-term growth of capital.

Fidelity Total Market Index Fund

   Fidelity Total Market Index Fund seeks to provide investment results that correspond to the total return of a broad range of United States stocks.

Fidelity Trend Fund

   Fidelity Trend Fund seeks growth of capital.

Fidelity Value Fund

   Fidelity Value Fund seeks capital appreciation.

Fidelity Value Discovery Fund

   Fidelity Value Discovery Fund seeks capital appreciation.

Fidelity Value Discovery K6 Fund

   Fidelity Value Discovery K6 Fund seeks capital appreciation.

Fidelity Worldwide Fund

   Fidelity Worldwide Fund seeks growth of capital.

Advisor Series Equity Growth Fund

   Fidelity Advisor Series Equity Growth Fund seeks capital appreciation.

Advisor Series Growth Opportunities Fund

   Fidelity Advisor Series Growth Opportunities Fund seeks capital appreciation.

Advisor Series Small Cap Fund

   Fidelity Advisor Series Small Cap Fund seeks long-term growth of capital.

Fidelity Series All-Sector Equity Fund

   Fidelity Series All-Sector Equity Fund seeks capital appreciation.

Fidelity Series Blue Chip Growth Fund

   Fidelity Series Blue Chip Growth Fund seeks growth of capital over the long term.

Fidelity Series Canada Fund

   Fidelity Series Canada Fund seeks growth of capital over the long term.

Fidelity Series Emerging Markets Debt Fund

   Fidelity Series Emerging Markets Debt Fund seeks high total return.

Fidelity Series Emerging Markets Opportunities

Fund

   Fidelity Series Emerging Markets Fund seeks capital appreciation.

Fidelity Series Floating Rate High Income Fund

   Fidelity Series Floating Rate High Income Fund seeks a high level of current income.

Fidelity Series Growth Company Fund

   Fidelity Series Growth Company Fund seeks capital appreciation.

Fidelity Series High Income Fund

   Fidelity Series High Income Fund seeks a high level of current income. Growth of capital may also be considered.

Fidelity Series International Growth Fund

   Fidelity Series International Growth Fund seeks capital appreciation.

Fidelity Series International Small Cap Fund

   Fidelity Series International Small Cap Fund seeks capital appreciation.

Fidelity Series International Value Fund

   Fidelity Series International Value Fund seeks capital appreciation.

Fidelity Series Intrinsic Opportunities Fund

   Fidelity Series Intrinsic Opportunities Fund seeks capital appreciation.

Fidelity Series Opportunistic Insights Fund

   Fidelity Series Opportunistic Insights Fund seeks capital appreciation.

Fidelity Series Real Estate Income Fund

   Fidelity Series Real Estate Income Fund seeks higher than average income. As a secondary objective, the fund also seeks capital growth.

Fidelity Series Small Cap Discovery Fund

   Fidelity Series Small Cap Discovery Fund seeks long-term growth of capital.

Fidelity Series Small Cap Opportunities Fund

   Fidelity Series Small Cap Opportunities Fund seeks capital appreciation.

Fidelity Series Stock Selector Large Cap Value

Fund

   Fidelity Series Stock Selector Large Cap Value Fund seeks long-term growth of capital.

Fidelity Series Value Discovery Fund

   Fidelity Series Value Discovery Fund seeks capital appreciation.

 

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APPENDIX L

Fees billed by PwC or Deloitte Entities in each of the last two fiscal years for services rendered to each fund are shown in the table below. Appendix A identifies the independent registered public accounting firm for each fund.

February 28, 2019A

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity 500 Index Fund    $   70,000      $   6,000      $   5,200      $   2,900  
Fidelity Extended Market Index Fund    $ 67,000      $ 6,100      $ 30,500      $ 3,000  
Fidelity Flex 500 Index Fund    $ 46,000      $ 100      $ 6,200      $ 1,200  
Fidelity International Index Fund    $ 72,000      $ 6,400      $ 7,400      $ 3,100  
Fidelity Series Total Market Index Fund    $      $      $      $  
Fidelity Small Cap Enhanced Index Fund    $ 45,000      $ 3,500      $ 3,500      $ 1,700  
Fidelity Total Market Index Fund    $ 72,000      $ 6,600      $ 17,300      $ 3,200  
Select Air Transportation Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Automotive Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Banking Portfolio    $ 34,000      $ 2,800      $ 3,700      $ 1,400  
Select Biotechnology Portfolio    $ 65,000      $ 5,300      $ 32,800      $ 2,600  
Select Brokerage and Investment Management Portfolio    $ 34,000      $ 2,800      $ 3,400      $ 1,400  
Select Chemicals Portfolio    $ 33,000      $ 2,800      $ 2,800      $ 1,400  
Select Communication Services Portfolio    $ 41,000      $ 2,900      $ 2,600      $ 1,400  
Select Communications Equipment Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Computers Portfolio    $ 34,000      $ 2,900      $ 3,500      $ 1,400  
Select Construction and Housing Portfolio    $ 33,000      $ 2,800      $ 2,600      $ 1,300  
Select Consumer Discretionary Portfolio    $ 36,000      $ 2,800      $ 2,600      $ 1,400  
Select Consumer Finance Portfolio    $ 35,000      $ 2,800      $ 2,600      $ 1,400  
Select Consumer Staples Portfolio    $ 43,000      $ 3,200      $ 2,600      $ 1,500  
Select Defense and Aerospace Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Energy Portfolio    $ 37,000      $ 2,900      $ 3,000      $ 1,400  
Select Energy Service Portfolio    $ 34,000      $ 2,900      $ 3,000      $ 1,400  
Select Environment and Alternative Energy Portfolio    $ 33,000      $ 2,800      $ 2,600      $ 1,400  
Select Financial Services Portfolio    $ 37,000      $ 2,900      $ 2,600      $ 1,400  
Select Gold Portfolio    $ 59,000      $ 4,900      $ 6,900      $ 2,400  
Select Health Care Portfolio    $ 40,000      $ 3,100      $ 2,600      $ 1,500  
Select Health Care Services Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Industrials Portfolio    $ 38,000      $ 2,800      $ 2,600      $ 1,400  
Select Insurance Portfolio    $ 34,000      $ 2,800      $ 3,700      $ 1,400  
Select IT Services Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Leisure Portfolio    $ 34,000      $ 2,800      $ 2,800      $ 1,400  
Select Materials Portfolio    $ 44,000      $ 3,200      $ 2,600      $ 1,500  
Select Medical Technology and Devices Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Natural Gas Portfolio    $ 33,000      $ 2,800      $ 2,800      $ 1,400  
Select Natural Resources Portfolio    $ 33,000      $ 2,700      $ 2,800      $ 1,300  
Select Pharmaceuticals Portfolio    $ 33,000      $ 2,800      $ 2,600      $ 1,400  
Select Retailing Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Semiconductors Portfolio    $ 34,000      $ 2,800      $ 3,500      $ 1,400  
Select Software and IT Services Portfolio    $ 33,000      $ 2,800      $ 2,600      $ 1,300  
Select Technology Portfolio    $ 40,000      $ 3,100      $ 2,600      $ 1,500  
Select Telecommunications Portfolio    $ 43,000      $ 3,100      $ 2,600      $ 1,500  
Select Transportation Portfolio    $ 34,000      $ 2,800      $ 2,600      $ 1,400  
Select Utilities Portfolio    $ 36,000      $ 2,800      $ 2,600      $ 1,400  
Select Wireless Portfolio    $ 33,000      $ 2,700      $ 2,600      $ 1,300  

 

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February 28, 2018A,B

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity 500 Index Fund    $   75,000      $   6,400      $   4,400      $   3,100  
Fidelity Extended Market Index Fund    $ 74,000      $ 6,500      $ 8,500      $ 3,200  
Fidelity Flex 500 Index Fund    $ 40,000      $ 100      $ 6,000      $ 1,100  
Fidelity International Index Fund    $ 74,000      $ 6,800      $ 6,500      $ 3,300  
Fidelity Series Total Market Index Fund    $      $      $      $  
Fidelity Small Cap Enhanced Index Fund    $ 40,000      $ 4,000      $ 3,700      $ 2,100  
Fidelity Total Market Index Fund    $ 78,000      $ 7,100      $ 10,700      $ 3,400  
Select Air Transportation Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,300  
Select Automotive Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,200  
Select Banking Portfolio    $ 32,000      $ 3,000      $ 2,800      $ 1,200  
Select Biotechnology Portfolio    $ 63,000      $ 4,300      $ 48,200      $ 1,800  
Select Brokerage and Investment Management Portfolio    $ 33,000      $ 3,000      $ 2,800      $ 1,300  
Select Chemicals Portfolio    $ 33,000      $ 3,000      $ 2,800      $ 1,200  
Select Communication Services Portfolio    $ 32,000      $ 3,000      $ 3,300      $ 1,200  
Select Communications Equipment Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,200  
Select Computers Portfolio    $ 34,000      $ 3,000      $ 2,600      $ 1,300  
Select Construction and Housing Portfolio    $ 33,000      $ 2,900      $ 2,600      $ 1,200  
Select Consumer Discretionary Portfolio    $ 35,000      $ 3,000      $ 5,100      $ 1,200  
Select Consumer Finance Portfolio    $ 34,000      $ 3,000      $ 3,700      $ 1,300  
Select Consumer Staples Portfolio    $ 39,000      $ 3,400      $ 5,100      $ 1,400  
Select Defense and Aerospace Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,300  
Select Energy Portfolio    $ 36,000      $ 3,100      $ 6,400      $ 1,300  
Select Energy Service Portfolio    $ 33,000      $ 3,000      $ 2,800      $ 1,300  
Select Environment and Alternative Energy Portfolio    $ 32,000      $ 3,000      $ 2,600      $ 1,200  
Select Financial Services Portfolio    $ 36,000      $ 3,000      $ 5,300      $ 1,300  
Select Gold Portfolio    $ 54,000      $ 5,100      $ 6,900      $ 2,100  
Select Health Care Portfolio    $ 39,000      $ 3,300      $ 5,100      $ 1,400  
Select Health Care Services Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,200  
Select Industrials Portfolio    $ 35,000      $ 3,000      $ 5,100      $ 1,200  
Select Insurance Portfolio    $ 33,000      $ 3,000      $ 2,800      $ 1,300  
Select IT Services Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,300  
Select Leisure Portfolio    $ 33,000      $ 3,000      $ 2,800      $ 1,300  
Select Materials Portfolio    $ 40,000      $ 3,400      $ 5,800      $ 1,400  
Select Medical Technology and Devices Portfolio    $ 32,000      $ 3,000      $ 2,600      $ 1,200  
Select Natural Gas Portfolio    $ 32,000      $ 3,000      $ 2,800      $ 1,200  
Select Natural Resources Portfolio    $ 32,000      $ 2,900      $ 4,600      $ 1,200  
Select Pharmaceuticals Portfolio    $ 32,000      $ 3,000      $ 2,600      $ 1,200  
Select Retailing Portfolio    $ 33,000      $ 3,000      $ 2,600      $ 1,300  
Select Semiconductors Portfolio    $ 34,000      $ 3,000      $ 2,600      $ 1,300  
Select Software and IT Services Portfolio    $ 32,000      $ 2,900      $ 2,600      $ 1,200  
Select Technology Portfolio    $ 36,000      $ 3,300      $ 2,600      $ 1,400  
Select Telecommunications Portfolio    $ 40,000      $ 3,300      $ 5,100      $ 1,400  
Select Transportation Portfolio    $ 32,000      $ 3,000      $ 2,600      $ 1,200  
Select Utilities Portfolio    $ 35,000      $ 3,000      $ 5,100      $ 1,200  
Select Wireless Portfolio    $ 32,000      $ 2,900      $ 3,300      $ 1,200  

 

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March 31, 2019A

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Magellan Fund    $   101,000      $   8,300      $   70,900      $   4,000  
Fidelity Magellan K6 Fund    $      $      $      $  

March 31, 2018A

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Magellan Fund    $   100,000      $   13,800      $   68,400      $   6,700  
Fidelity Magellan K6 Fund    $      $      $      $  

April 30, 2019A,C

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Capital & Income Fund    $   111,000      $   9,400      $   4,300      $   4,500  
Fidelity Event Driven Opportunities Fund    $ 34,000      $ 2,900      $ 2,600      $ 1,400  
Fidelity Flex Large Cap Value II Fund    $      $      $      $  
Fidelity Focused High Income Fund    $  71,000      $ 6,100      $  3,300      $ 2,900  
Fidelity Founders Fund    $ 21,000      $ 400      $ 2,600      $ 200  
Fidelity Global High Income Fund    $  67,000      $ 5,700      $  3,300      $ 2,700  
Fidelity High Income Fund    $  105,000      $ 8,400      $  3,300      $ 4,000  
Fidelity Large Cap Stock Fund    $  60,000      $ 100      $  5,500      $ 1,300  
Fidelity Large Cap Stock K6 Fund    $ 66,000      $ 100      $ 5,600      $ 1,200  
Fidelity Mid-Cap Stock Fund    $  49,000      $ 100      $ 7,100      $ 1,400  
Fidelity Mid-Cap Stock K6 Fund    $      $      $      $  
Fidelity Series High Income Fund    $ 55,000      $ 100      $ 6,300      $ 1,600  
Fidelity Series Small Cap Discovery Fund    $  42,000      $ 100      $  5,100      $ 1,200  
Fidelity Short Duration High Income Fund    $ 58,000      $ 100      $ 6,300      $ 1,700  
Fidelity Small Cap Discovery Fund    $  44,000      $ 100      $  4,800      $ 1,300  
Fidelity Small Cap Stock Fund    $  59,000      $ 100      $  5,000      $ 1,300  
Fidelity Small Cap Stock K6 Fund    $ 73,000      $ 100      $ 5,200      $ 1,200  
Fidelity U.S. Low Volatility Equity Fund    $      $      $      $  
Fidelity Women’s Leadership Fund    $      $      $      $  

April 30, 2018A,C,D

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Capital & Income Fund    $   117,000      $   15,100      $   3,500      $   7,300  
Fidelity Event Driven Opportunities Fund    $ 35,000      $ 3,100      $ 2,600      $ 1,500  
Fidelity Flex Large Cap Value II Fund    $      $      $      $  
Fidelity Focused High Income Fund    $  75,000      $ 6,500      $  3,300      $ 3,100  
Fidelity Founders Fund    $      $      $      $  
Fidelity Global High Income Fund    $  70,000      $ 6,100      $  3,500      $ 3,000  
Fidelity High Income Fund    $  103,000      $ 8,700      $  3,300      $ 4,300  
Fidelity Large Cap Stock Fund    $   44,000      $   100      $   5,200      $   1,200  
Fidelity Large Cap Stock K6 Fund    $ 38,000      $ 100      $ 4,800      $ 1,000  
Fidelity Mid-Cap Stock Fund    $  56,000      $ 100      $ 7,100      $ 1,400  
Fidelity Mid-Cap Stock K6 Fund    $      $      $      $  

 

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Table of Contents
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Series High Income Fund    $ 57,000      $ 100      $ 6,300      $ 1,600  
Fidelity Series Small Cap Discovery Fund    $  43,000      $ 100      $ 5,100      $ 1,200  
Fidelity Short Duration High Income Fund    $ 58,000      $ 100      $ 6,300      $ 1,600  
Fidelity Small Cap Discovery Fund    $  45,000      $ 100      $  4,800      $ 1,300  
Fidelity Small Cap Stock Fund    $  45,000      $ 100      $  4,800      $ 1,300  
Fidelity Small Cap Stock K6 Fund    $ 39,000      $ 100      $ 4,800      $ 1,000  
Fidelity U.S. Low Volatility Equity Fund    $      $      $      $  
Fidelity Women’s Leadership Fund    $      $      $      $  

June 30, 2019A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Fund    $   59,000      $   5,000      $   4,100      $   2,300  
Fidelity Growth Discovery Fund    $  42,000      $ 3,500      $  3,500      $ 1,700  
Fidelity Mega Cap Stock Fund    $ 49,000      $ 4,100      $  3,500      $ 1,900  
Fidelity Series Large Cap Stock Fund    $  47,000      $ 2,500      $  8,100      $ 1,100  

June 30, 2018A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Fund    $   62,000      $   5,300      $   5,500      $   2,600  
Fidelity Growth Discovery Fund    $ 43,000      $ 3,800      $  3,300      $ 1,800  
Fidelity Mega Cap Stock Fund    $  49,000      $ 3,900      $  3,600      $ 1,900  
Fidelity Series Large Cap Stock Fund    $ 45,000      $ 3,700      $  8,300      $ 1,800  

July 31, 2019A,E,F

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Biotechnology Fund    $   54,000      $   100      $   4,800      $   1,500  
Fidelity Advisor Communications Equipment Fund    $  37,000      $ 100      $  4,800      $ 1,100  
Fidelity Advisor Consumer Discretionary Fund    $  37,000      $ 100      $  6,200      $ 1,100  
Fidelity Advisor Energy Fund    $  39,000      $ 100      $  7,100      $ 1,200  
Fidelity Advisor Financial Services Fund    $  39,000      $ 100      $ 6,700      $ 1,100  
Fidelity Advisor Global Real Estate Fund    $ 46,000      $ 100      $ 6,200      $ 1,300  
Fidelity Advisor Health Care Fund    $  39,000      $ 100      $  6,000      $ 1,100  
Fidelity Advisor Industrials Fund    $  37,000      $ 100      $  6,000      $ 1,100  
Fidelity Advisor Leveraged Company Stock Fund    $ 51,000      $ 4,400      $ 4,600      $ 2,000  
Fidelity Advisor Real Estate Fund    $  41,000      $ 100      $  5,700      $ 1,200  
Fidelity Advisor Semiconductors Fund    $  36,000      $ 100      $  5,100      $ 1,000  
Fidelity Advisor Technology Fund    $  40,000      $ 100      $  6,000      $ 1,200  
Fidelity Advisor Utilities Fund    $  37,000      $ 100      $  6,000      $ 1,100  
Fidelity Blue Chip Growth Fund    $  93,000      $ 100      $  18,000      $ 2,000  
Fidelity Blue Chip Growth K6 Fund    $ 76,000      $ 100      $ 4,000      $ 1,300  
Fidelity Blue Chip Value Fund    $  49,000      $ 4,100      $  3,500      $ 1,900  

 

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Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Dividend ETF for Rising Rates    $ 16,000      $      $ 2,000      $ 600  
Fidelity Dividend Growth Fund    $  57,000      $ 4,700      $  3,700      $ 2,200  
Fidelity Flex Intrinsic Opportunities Fund    $  57,000      $ 100      $ 7,000      $ 1,700  
Fidelity Flex Large Cap Growth Fund    $ 48,000      $ 100      $ 4,000      $ 1,400  
Fidelity Flex Real Estate Fund    $ 40,000      $ 100      $ 6,000      $ 1,200  
Fidelity Growth & Income Portfolio    $  64,000      $ 5,400      $  6,600      $ 2,500  
Fidelity High Dividend ETF    $ 16,000      $      $ 2,000      $ 600  
Fidelity International Real Estate Fund    $ 46,000      $ 100      $ 6,200      $ 1,300  
Fidelity Leveraged Company Stock Fund    $  50,000      $ 4,200      $  4,600      $ 2,000  
Fidelity Low Volatility Factor ETF    $ 16,000      $      $ 1,800      $ 600  
Fidelity Low-Priced Stock Fund    $   128,000      $   7,600      $   40,700      $   3,600  
Fidelity Low-Priced Stock K6 Fund    $  81,000      $ 5,100      $  4,800      $ 2,400  
Fidelity Momentum Factor ETF    $ 16,000      $      $ 1,800      $ 600  
Fidelity MSCI Communication Services Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Consumer Discretionary Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Consumer Staples Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Energy Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Financials Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Health Care Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Industrials Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Information Technology Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Materials Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Real Estate Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity MSCI Utilities Index ETF    $ 15,000      $      $ 2,500      $ 200  
Fidelity OTC K6 Portfolio    $  42,000      $      $  6,000      $ 100  
Fidelity OTC Portfolio    $  69,000      $ 100      $  19,200      $ 1,900  
Fidelity Quality Factor ETF    $ 16,000      $      $ 1,800      $ 600  
Fidelity Real Estate Income Fund    $  84,000      $ 100      $  7,400      $ 2,400  
Fidelity Real Estate Investment Portfolio    $ 43,000      $ 100      $ 5,700      $ 1,200  
Fidelity Series Blue Chip Growth Fund    $ 67,000      $ 100      $ 18,300      $ 1,900  
Fidelity Series Intrinsic Opportunities Fund    $  64,000      $ 100      $  6,800      $ 1,700  
Fidelity Series Real Estate Income Fund    $  74,000      $ 100      $  6,200      $ 2,100  
Fidelity Series Small Cap Opportunities Fund    $  41,000      $ 100      $  5,300      $ 1,200  
Fidelity Small Cap Growth Fund    $  68,000      $ 4,100      $  3,700      $ 1,900  
Fidelity Small Cap Growth K6 Fund    $ 51,000      $ 3,500      $ 4,100      $ 1,600  
Fidelity Small Cap Value Fund    $  52,000      $ 4,200      $  3,300      $ 1,900  
Fidelity Small-Mid Factor ETF    $ 11,000      $      $ 2,300      $ 200  
Fidelity Stocks for Inflation ETF    $      $      $      $  
Fidelity Value Discovery Fund    $  52,000      $ 100      $  5,500      $ 1,100  
Fidelity Value Discovery K6 Fund    $ 54,000      $ 100      $ 5,700      $ 1,100  
Fidelity Value Factor ETF    $ 16,000      $      $ 1,800      $ 600  

July 31, 2018A,E,F

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Biotechnology Fund    $   52,000      $   100      $   4,800      $   1,300  
Fidelity Advisor Communications Equipment Fund    $  35,000      $ 100      $  4,800      $ 1,100  
Fidelity Advisor Consumer Discretionary Fund    $  34,000      $ 100      $  6,000      $ 1,000  

 

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Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Energy Fund    $  36,000      $ 100      $  7,100      $ 1,100  
Fidelity Advisor Financial Services Fund    $  36,000      $ 100      $ 6,700      $ 1,100  
Fidelity Advisor Global Real Estate Fund    $ 43,000      $ 100      $ 6,400      $ 1,200  
Fidelity Advisor Health Care Fund    $  36,000      $ 100      $  6,000      $ 1,100  
Fidelity Advisor Industrials Fund    $  35,000      $ 100      $  6,000      $ 1,100  
Fidelity Advisor Leveraged Company Stock Fund    $ 53,000      $ 4,700      $ 4,400      $ 2,300  
Fidelity Advisor Real Estate Fund    $  38,000      $ 100      $  6,000      $ 1,200  
Fidelity Advisor Semiconductors Fund    $  34,000      $ 100      $  5,100      $ 1,000  
Fidelity Advisor Technology Fund    $  44,000      $ 100      $  6,000      $ 1,100  
Fidelity Advisor Utilities Fund    $  34,000      $ 100      $  6,000      $ 1,000  
Fidelity Blue Chip Growth Fund    $  75,000      $ 200      $   18,300      $ 2,800  
Fidelity Blue Chip Growth K6 Fund    $ 49,000      $ 100      $ 3,800      $ 1,200  
Fidelity Blue Chip Value Fund    $  51,000      $ 4,400      $  3,500      $   2,200  
Fidelity Dividend ETF for Rising Rates    $ 15,000      $      $ 2,000      $ 600  
Fidelity Dividend Growth Fund    $  60,000      $ 5,100      $  3,500      $ 2,500  
Fidelity Flex Intrinsic Opportunities Fund    $  58,000      $ 100      $  6,600      $ 1,600  
Fidelity Flex Large Cap Growth Fund    $ 50,000      $ 100      $ 3,800      $ 1,300  
Fidelity Flex Real Estate Fund    $ 39,000      $ 100      $ 6,200      $ 1,100  
Fidelity Growth & Income Portfolio    $  67,000      $ 5,900      $  7,000      $ 2,900  
Fidelity High Dividend ETF    $ 15,000      $      $ 2,000      $ 600  
Fidelity International Real Estate Fund    $ 43,000      $ 100      $ 6,200      $ 1,300  
Fidelity Leveraged Company Stock Fund    $  51,000      $ 4,500      $  4,400      $ 2,200  
Fidelity Low Volatility Factor ETF    $ 15,000      $      $ 1,800      $ 600  
Fidelity Low-Priced Stock Fund    $   135,000      $   10,100      $  6,100      $ 4,900  
Fidelity Low-Priced Stock K6 Fund    $  58,000      $ 5,100      $  4,600      $ 2,500  
Fidelity Momentum Factor ETF    $ 15,000      $      $ 1,800      $ 600  
Fidelity MSCI Communication Services Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Consumer Discretionary Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Consumer Staples Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Energy Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Financials Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Health Care Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Industrials Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Information Technology Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Materials Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Real Estate Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity MSCI Utilities Index ETF    $ 14,000      $      $ 2,500      $  
Fidelity OTC K6 Portfolio    $      $      $      $  
Fidelity OTC Portfolio    $  79,000      $ 100      $  19,100      $ 1,800  
Fidelity Quality Factor ETF    $ 15,000      $      $ 1,800      $ 600  
Fidelity Real Estate Income Fund    $  86,000      $ 200      $  7,700      $ 3,400  
Fidelity Real Estate Investment Portfolio    $ 39,000      $ 100      $ 6,000      $ 1,200  
Fidelity Series Blue Chip Growth Fund    $ 70,000      $ 100      $ 18,300      $ 1,900  
Fidelity Series Intrinsic Opportunities Fund    $  58,000      $ 100      $  6,600      $ 1,700  
Fidelity Series Real Estate Income Fund    $  77,000      $ 100      $  6,600      $ 2,100  
Fidelity Series Small Cap Opportunities Fund    $  42,000      $ 100      $  5,300      $ 1,300  
Fidelity Small Cap Growth Fund    $  54,000      $ 4,400      $  3,500      $ 2,200  
Fidelity Small Cap Growth K6 Fund    $ 41,000      $ 3,500      $ 3,900      $ 1,700  

 

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Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Small Cap Value Fund    $   51,000      $   4,400      $   3,300      $     2,200  
Fidelity Small-Mid Factor ETF    $      $      $      $  
Fidelity Stocks for Inflation ETF    $      $      $      $  
Fidelity Value Discovery Fund    $  38,000      $ 100      $  5,400      $ 1,100  
Fidelity Value Discovery K6 Fund    $ 37,000      $ 100      $ 5,500      $ 1,000  
Fidelity Value Factor ETF    $ 15,000      $      $ 1,800      $ 600  

August 31, 2019A,G,H

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Balanced Fund    $ 88,000      $ 200      $ 7,400      $ 2,300  
Fidelity Balanced Fund    $  92,000      $ 7,500      $  6,500      $  3,500  
Fidelity Balanced K6 Fund    $  45,000      $ 800      $  4,100      $  400  
Fidelity Export and Multinational Fund    $ 54,000      $ 4,500      $ 3,500      $ 2,100  
Fidelity High Yield Factor ETF    $ 41,000      $      $ 3,400      $ 1,500  
Fidelity International Enhanced Index Fund    $  45,000      $ 3,600      $  3,700      $ 1,700  
Fidelity Large Cap Core Enhanced Index Fund    $  45,000      $ 3,600      $  3,700      $ 1,600  
Fidelity Large Cap Growth Enhanced Index Fund    $  45,000      $ 3,600      $  3,700      $ 1,600  
Fidelity Large Cap Value Enhanced Index Fund    $ 45,000      $ 3,600      $  5,300      $ 1,600  
Fidelity Mid Cap Enhanced Index Fund    $ 45,000      $ 3,600      $  3,700      $ 1,600  
Fidelity Puritan Fund    $   144,000      $   13,500      $   127,300      $   6,300  
Fidelity Puritan K6 Fund    $  49,000      $ 900      $  5,200      $  400  

August 31, 2018A,G,H

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Balanced Fund    $ 87,000      $ 200      $ 7,400      $ 2,400  
Fidelity Balanced Fund    $  95,000      $ 10,300      $  8,100      $  5,000  
Fidelity Balanced K6 Fund    $      $      $      $  
Fidelity Export and Multinational Fund    $ 56,000      $ 4,900      $ 3,500      $ 2,400  
Fidelity High Yield Factor ETF    $ 26,000      $ 300      $ 3,400      $ 300  
Fidelity International Enhanced Index Fund    $  40,000      $ 3,400      $  6,300      $ 1,700  
Fidelity Large Cap Core Enhanced Index Fund    $  40,000      $ 3,300      $  3,700      $ 1,700  
Fidelity Large Cap Growth Enhanced Index Fund    $  40,000      $ 3,300      $  5,300      $ 1,700  
Fidelity Large Cap Value Enhanced Index Fund    $ 40,000      $ 3,300      $  3,700      $ 1,700  
Fidelity Mid Cap Enhanced Index Fund    $ 40,000      $ 3,300      $  3,700      $ 1,700  
Fidelity Puritan Fund    $   234,000      $   18,900      $   241,000      $   9,300  
Fidelity Puritan K6 Fund    $      $      $      $  

September 30, 2019A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Capital Development Fund    $  56,000      $ 100      $  7,200      $ 1,500  
Fidelity Advisor Diversified Stock Fund    $  65,000      $ 100      $  7,300      $ 1,700  
Fidelity Series Floating Rate High Income Fund    $ 69,000      $ 100      $ 6,300      $ 1,800  
Fidelity Stock Selector All Cap Fund    $   41,000      $   100      $   4,800      $   800  

 

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September 30, 2018A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Capital Development Fund    $  57,000    $ 100      $  6,600      $ 1,600  
Fidelity Advisor Diversified Stock Fund    $   67,000    $   100      $   6,900      $   1,900  
Fidelity Series Floating Rate High Income Fund    $ 71,000      $ 100      $ 6,300      $ 2,000  
Fidelity Stock Selector All Cap Fund    $ 31,000      $ 100      $ 4,800      $ 900  

October 31, 2019A,I,J

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Diversified International Fund    $  56,000      $ 4,800      $  6,400      $  2,100  
Fidelity Advisor Emerging Asia Fund    $  71,000      $ 5,200      $  5,300      $  2,400  
Fidelity Advisor Emerging Markets Fund    $ 46,000      $ 100      $ 7,100      $ 1,200  
Fidelity Advisor Floating Rate High Income Fund    $ 80,000      $ 100      $ 6,300      $ 2,000  
Fidelity Advisor Global Capital Appreciation Fund    $  55,000      $ 4,600      $  5,500      $  2,100  
Fidelity Advisor Global Equity Income Fund    $ 55,000      $ 4,000      $ 5,300      $ 1,800  
Fidelity Advisor High Income Advantage Fund    $ 68,000      $ 100      $ 6,600      $ 1,700  
Fidelity Advisor International Capital Appreciation Fund    $ 54,000      $ 100      $ 7,100      $ 1,400  
Fidelity Advisor Overseas Fund    $  63,000      $ 5,300      $  5,500      $  2,400  
Fidelity Advisor Value Fund    $ 46,000      $ 100      $ 6,600      $ 1,200  
Fidelity Advisor Value Leaders Fund    $  43,000      $ 3,600      $  4,600      $  1,600  
Fidelity Canada Fund    $  63,000      $ 4,600      $  5,300      $  2,100  
Fidelity Capital Appreciation Fund    $ 51,000      $ 4,100      $ 4,200      $ 1,900  
Fidelity China Region Fund    $  75,000      $ 5,500      $  5,300      $  2,500  
Fidelity Disciplined Equity Fund    $ 48,000      $ 4,000      $ 4,200      $ 1,800  
Fidelity Diversified International Fund    $ 103,000      $ 100      $ 7,400      $ 1,500  
Fidelity Diversified International K6 Fund    $   149,000      $   100      $   7,100      $   1,400  
Fidelity Emerging Asia Fund    $  59,000      $ 4,900      $  5,300      $  2,200  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    $  51,000      $ 100      $  6,200      $ 1,300  
Fidelity Emerging Markets Discovery Fund    $ 60,000      $ 4,400      $ 5,300      $ 2,000  
Fidelity Emerging Markets Fund    $  68,000      $ 5,700      $  5,500      $  2,600  
Fidelity Enduring Opportunities Fund    $      $      $      $  
Fidelity Europe Fund    $  70,000      $ 5,200      $  5,300      $  2,300  
Fidelity Flex International Fund    $  54,000      $ 100      $  6,900      $ 1,400  
Fidelity Flex Small Cap Fund    $ 38,000      $ 100      $ 5,300      $ 1,000  
Fidelity Focused Stock Fund    $ 34,000      $ 2,800      $ 3,300      $ 1,300  
Fidelity Global Commodity Stock Fund    $ 48,000      $ 3,300      $ 2,900      $ 1,500  
Fidelity Global Equity Income Fund    $ 47,000      $ 100      $ 6,000      $ 1,200  
Fidelity Infrastructure Fund    $      $      $      $  
Fidelity International Capital Appreciation Fund    $ 64,000      $ 100      $ 7,100      $ 1,400  
Fidelity International Capital Appreciation K6 Fund    $  69,000      $ 100      $  7,300      $ 1,400  
Fidelity International Discovery Fund    $ 79,000      $ 5,700      $ 5,500      $ 2,600  
Fidelity International Discovery K6 Fund    $  43,000      $      $  6,900      $ 300  
Fidelity International Growth Fund    $ 55,000      $ 4,600      $ 5,300      $ 2,100  
Fidelity International High Dividend ETF    $ 18,000      $      $ 2,500      $ 300  
Fidelity International Small Cap Fund    $  59,000      $ 100      $  7,100      $ 1,500  
Fidelity International Small Cap Opportunities Fund    $  52,000      $ 100      $  6,000      $ 1,400  
Fidelity International Value Factor ETF    $ 18,000      $      $ 2,500      $ 300  

 

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Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity International Value Fund    $  51,000      $ 100      $ 6,000      $ 1,300  
Fidelity Japan Fund    $  69,000      $ 5,000      $  5,300      $  2,300  
Fidelity Japan Smaller Companies Fund    $  50,000      $ 4,200      $  5,300      $  1,900  
Fidelity Latin America Fund    $  68,000      $ 5,000      $  5,300      $  2,300  
Fidelity Nordic Fund    $   50,000      $   4,200      $    6,100      $    1,900  
Fidelity Overseas Fund    $ 63,000      $ 5,200      $  5,500      $ 2,300  
Fidelity Pacific Basin Fund    $  61,000      $ 5,000      $  5,500      $  2,300  
Fidelity SAI International SMA Completion Fund    $ 43,000      $      $  7,100      $ 500  
Fidelity Series Canada Fund    $ 50,000      $ 4,100      $ 5,300      $ 1,800  
Fidelity Series Emerging Markets Fund    $  68,000      $ 100      $  7,100      $ 1,200  
Fidelity Series Emerging Markets Opportunities Fund    $  46,000      $ 100      $  7,400      $ 1,200  
Fidelity Series International Growth Fund    $ 45,000      $ 3,800      $ 5,300      $ 1,700  
Fidelity Series International Index Fund    $ 60,000      $ 100      $  6,200      $ 1,500  
Fidelity Series International Small Cap Fund    $  45,000      $ 100      $  6,000      $ 1,200  
Fidelity Series International Value Fund    $  44,000      $ 100      $  6,000      $ 1,200  
Fidelity Series Overseas Fund    $  41,000      $      $  6,000      $ 300  
Fidelity Stock Selector Small Cap Fund    $ 45,000      $ 100      $ 5,000      $   1,200  
Fidelity Targeted Emerging Markets Factor ETF    $ 15,000      $      $ 2,500      $ 300  
Fidelity Targeted International Factor ETF    $ 15,000      $      $ 2,500      $ 300  
Fidelity Total Emerging Markets Fund    $ 67,000      $     4,900      $ 4,400      $ 2,200  
Fidelity Total International Equity Fund    $  56,000      $ 100      $  6,900      $ 1,500  
Fidelity Value Fund    $ 59,000      $ 4,900      $ 7,000      $ 2,200  
Fidelity Worldwide Fund    $ 52,000      $ 100      $ 6,300      $ 1,300  
Fidelity ZERO Extended Market Index Fund    $  64,000      $ 100      $  4,800      $ 1,600  
Fidelity ZERO International Index Fund    $  55,000      $ 100      $  6,000      $  1,400  
Fidelity ZERO Large Cap Index Fund    $  45,000      $ 100      $  4,800      $ 1,100  
Fidelity ZERO Total Market Index Fund    $  41,000      $ 100      $  4,800      $  1,000  

October 31, 2018A,I,J,K,L,M

 

                                                                           
     

Audit

Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Diversified International Fund    $   58,000      $   5,200      $   6,300      $   2,600  
Fidelity Advisor Emerging Asia Fund    $  65,000      $ 5,700      $  5,200      $  2,800  
Fidelity Advisor Emerging Markets Fund    $ 46,000      $ 100      $ 7,100      $ 1,400  
Fidelity Advisor Floating Rate High Income Fund    $ 82,000      $ 200      $ 6,300      $ 2,700  
Fidelity Advisor Global Capital Appreciation Fund    $  57,000      $ 5,000      $  5,200      $  2,500  
Fidelity Advisor Global Equity Income Fund    $ 48,000      $ 4,300      $ 5,200      $ 2,100  
Fidelity Advisor High Income Advantage Fund    $ 69,000      $ 100      $ 6,400      $ 1,900  
Fidelity Advisor International Capital Appreciation Fund    $ 55,000      $ 100      $ 7,100      $ 1,600  
Fidelity Advisor Overseas Fund    $  66,000      $ 5,800      $  5,400      $  2,900  
Fidelity Advisor Value Fund    $ 47,000      $ 100      $ 6,400      $ 1,300  
Fidelity Advisor Value Leaders Fund    $  43,000      $ 3,900      $  4,400      $  1,900  
Fidelity Canada Fund    $  58,000      $ 5,200      $  5,200      $  2,600  
Fidelity Capital Appreciation Fund    $ 53,000      $ 4,600      $ 3,300      $ 2,200  
Fidelity China Region Fund    $  69,000      $ 6,000      $  5,200      $  3,000  
Fidelity Disciplined Equity Fund    $ 53,000      $ 4,600      $ 3,300      $ 2,300  
Fidelity Diversified International Fund    $ 81,000      $ 100      $ 7,400      $ 1,900  
Fidelity Diversified International K6 Fund    $  55,000      $ 100      $ 7,100      $ 1,500  

 

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Table of Contents
                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Emerging Asia Fund    $  62,000      $ 5,500      $  5,200      $  2,700  
Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund    $  52,000      $ 100      $  6,200      $ 1,500  
Fidelity Emerging Markets Discovery Fund    $ 54,000      $ 4,800      $ 5,200      $ 2,400  
Fidelity Emerging Markets Fund    $  72,000      $ 6,300      $  5,400      $  3,100  
Fidelity Enduring Opportunities Fund    $      $      $      $  
Fidelity Europe Fund    $  64,000      $ 5,700      $  5,200      $  2,800  
Fidelity Flex International Fund    $  55,000      $ 100      $  7,100      $ 1,600  
Fidelity Flex Small Cap Fund    $ 39,000      $ 100      $ 5,200      $ 1,100  
Fidelity Focused Stock Fund    $ 35,000      $ 3,100      $ 3,300      $ 1,500  
Fidelity Global Commodity Stock Fund    $ 41,000      $ 3,600      $ 2,600      $ 1,800  
Fidelity Global Equity Income Fund    $ 48,000      $ 100      $ 6,300      $ 1,400  
Fidelity Infrastructure Fund    $      $      $      $  
Fidelity International Capital Appreciation Fund    $ 54,000      $ 100      $ 7,100      $ 1,600  
Fidelity International Capital Appreciation K6 Fund    $ 54,000      $ 100      $ 7,100      $ 1,500  
Fidelity International Discovery Fund    $ 73,000      $ 6,300      $ 5,400      $ 3,100  
Fidelity International Discovery K6 Fund    $      $      $      $  
Fidelity International Growth Fund    $ 57,000      $ 5,000      $ 5,200      $ 2,500  
Fidelity International High Dividend ETF    $ 15,000      $      $ 2,500      $  
Fidelity International Small Cap Fund    $  59,000      $ 100      $  7,100      $ 1,700  
Fidelity International Small Cap Opportunities Fund    $  53,000      $ 100      $  6,000      $ 1,500  
Fidelity International Value Factor ETF    $ 15,000      $      $ 2,500      $  
Fidelity International Value Fund    $  51,000      $ 100      $  6,000      $ 1,500  
Fidelity Japan Fund    $  63,000      $ 5,500      $  5,200      $  2,700  
Fidelity Japan Smaller Companies Fund    $  52,000      $ 4,600      $  5,200      $  2,300  
Fidelity Latin America Fund    $  62,000      $   5,500      $   5,200      $   2,700  
Fidelity Nordic Fund    $   51,000      $ 4,600      $  5,200      $  2,300  
Fidelity Overseas Fund    $ 65,000      $ 5,700      $ 5,400      $  2,800  
Fidelity Pacific Basin Fund    $  63,000      $ 5,500      $  5,400      $  2,700  
Fidelity SAI International SMA Completion Fund    $      $      $      $  
Fidelity Series Canada Fund    $ 44,000      $ 4,000      $ 5,200      $ 2,000  
Fidelity Series Emerging Markets Fund    $  33,000      $      $  7,100      $ 200  
Fidelity Series Emerging Markets Opportunities Fund    $  47,000      $ 100      $  7,400      $ 1,400  
Fidelity Series International Growth Fund    $ 46,000      $ 4,200      $ 5,200      $ 2,100  
Fidelity Series International Index Fund    $ 52,000      $      $  6,000      $ 300  
Fidelity Series International Small Cap Fund    $  46,000      $ 100      $  6,000      $ 1,300  
Fidelity Series International Value Fund    $  45,000      $ 100      $  6,000      $ 1,300  
Fidelity Series Overseas Fund    $      $      $      $  
Fidelity Stock Selector Small Cap Fund    $ 47,000      $ 100      $ 5,000      $ 1,300  
Fidelity Targeted Emerging Markets Factor ETF    $      $      $      $  
Fidelity Targeted International Factor ETF    $      $      $      $  
Fidelity Total Emerging Markets Fund    $ 61,000      $ 5,300      $ 4,400      $ 2,600  
Fidelity Total International Equity Fund    $  67,000      $ 100      $ 6,900      $ 1,700  
Fidelity Value Fund    $ 61,000      $ 5,300      $ 4,400      $ 2,600  
Fidelity Worldwide Fund    $ 52,000      $ 100      $ 6,400      $ 1,500  
Fidelity ZERO Extended Market Index Fund    $  56,000      $      $  4,800      $ 100  
Fidelity ZERO International Index Fund    $  47,000      $      $  6,000      $  200  
Fidelity ZERO Large Cap Index Fund    $  39,000      $      $  4,800      $ 100  
Fidelity ZERO Total Market Index Fund    $  35,000      $      $  4,800      $  200  

 

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November 30, 2019A,N

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Dividend Growth Fund    $ 52,000      $ 4,100      $ 4,400      $ 1,800  
Fidelity Advisor Equity Growth Fund    $ 49,000      $ 100      $ 6,300      $ 1,200  
Fidelity Advisor Equity Income Fund    $ 46,000      $ 100      $ 7,200      $ 1,200  
Fidelity Advisor Equity Value Fund    $ 44,000      $ 100      $ 6,600      $ 1,100  
Fidelity Advisor Growth & Income Fund    $ 45,000      $ 100      $ 5,500      $ 1,100  
Fidelity Advisor Growth Opportunities Fund    $ 53,000      $ 100      $ 6,200      $ 1,300  
Fidelity Advisor Large Cap Fund    $ 46,000      $ 100      $ 5,200      $ 1,100  
Fidelity Advisor Series Equity Growth Fund    $ 31,000      $ 2,500      $ 2,900      $ 1,100  
Fidelity Advisor Series Growth Opportunities Fund    $ 50,000      $ 100      $ 6,300      $ 1,200  
Fidelity Advisor Series Small Cap Fund    $ 41,000      $ 3,300      $ 3,500      $ 1,500  
Fidelity Advisor Small Cap Fund    $ 43,000      $ 3,500      $ 3,500      $ 1,500  
Fidelity Advisor Stock Selector Mid Cap Fund    $ 45,000      $ 100      $ 5,300      $ 1,100  
Fidelity Advisor Value Strategies Fund    $ 45,000      $ 100      $ 7,300      $ 1,200  
Fidelity Convertible Securities Fund    $ 65,000      $ 4,700      $ 3,500      $ 2,100  
Fidelity Equity Dividend Income Fund    $ 56,000      $ 4,600      $ 6,200      $ 2,000  
Fidelity Flex Mid Cap Growth Fund    $ 45,000      $ 3,400      $ 3,200      $ 1,500  
Fidelity Growth Company Fund    $ 81,000      $ 100      $ 6,200      $ 1,700  
Fidelity Growth Company K6 Fund    $ 61,000      $      $ 6,000      $ 500  
Fidelity Growth Strategies Fund    $ 56,000      $ 3,800      $ 3,300      $ 1,700  
Fidelity Growth Strategies K6 Fund    $ 49,000      $ 3,400      $ 3,200      $ 1,500  
Fidelity Independence Fund    $ 55,000      $ 4,400      $ 3,500      $ 2,000  
Fidelity Nasdaq Composite Index Fund    $ 65,000      $ 100      $ 7,000      $ 1,600  
Fidelity Nasdaq Composite Index Tracking Stock    $ 54,000      $ 4,400      $ 5,900      $ 2,000  
Fidelity New Millennium Fund    $ 61,000      $ 4,900      $   101,700      $   2,200  
Fidelity Real Estate High Income Fund    $   172,000      $   13,300      $ 6,700      $ 6,000  
Fidelity Series Growth Company Fund    $ 67,000      $ 100      $ 6,200      $ 1,600  

November 30, 2018A,N

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Dividend Growth Fund    $   54,000      $   4,600      $   3,300      $   2,300  
Fidelity Advisor Equity Growth Fund    $  50,000      $ 100      $  6,300      $ 1,400  
Fidelity Advisor Equity Income Fund    $  47,000      $ 100      $  7,500      $ 1,400  
Fidelity Advisor Equity Value Fund    $  45,000      $ 100      $  6,600      $ 1,300  
Fidelity Advisor Growth & Income Fund    $  46,000      $ 100      $  5,300      $ 1,300  
Fidelity Advisor Growth Opportunities Fund    $  54,000      $ 100      $  6,100      $ 1,600  
Fidelity Advisor Large Cap Fund    $  48,000      $ 100      $  5,000      $ 1,300  
Fidelity Advisor Series Equity Growth Fund    $ 31,000      $ 2,700      $ 2,600      $ 1,300  
Fidelity Advisor Series Growth Opportunities Fund    $ 51,000      $ 100      $  6,100      $ 1,500  
Fidelity Advisor Series Small Cap Fund    $ 42,000      $ 3,600      $ 3,300      $ 1,800  
Fidelity Advisor Small Cap Fund    $ 44,000      $ 3,800      $ 3,300      $ 1,900  
Fidelity Advisor Stock Selector Mid Cap Fund    $  46,000      $ 100      $  5,100      $ 1,300  
Fidelity Advisor Value Strategies Fund    $  46,000      $ 100      $  7,100      $ 1,400  
Fidelity Convertible Securities Fund    $ 61,000      $ 5,400      $ 3,300      $ 2,700  
Fidelity Equity Dividend Income Fund    $ 58,000      $ 5,000      $ 4,400      $ 2,500  
Fidelity Flex Mid Cap Growth Fund    $ 38,000      $ 3,200      $ 2,600      $ 1,600  

 

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Table of Contents
                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Growth Company Fund    $ 108,000      $ 100      $ 19,000      $ 2,300  
Fidelity Growth Company K6 Fund    $      $      $      $  
Fidelity Growth Strategies Fund    $ 49,000      $ 4,200      $ 8,200      $ 2,100  
Fidelity Growth Strategies K6 Fund    $ 38,000      $ 3,200      $ 4,000      $ 1,600  
Fidelity Independence Fund    $ 58,000      $ 4,900      $ 3,300      $ 2,500  
Fidelity Nasdaq Composite Index Fund    $ 67,000      $ 100      $ 6,400      $ 1,900  
Fidelity Nasdaq Composite Index Tracking Stock    $ 52,000      $ 4,600      $ 5,400      $ 2,200  
Fidelity New Millennium Fund    $ 64,000      $ 5,500      $ 3,800      $ 2,700  
Fidelity Real Estate High Income Fund    $   295,000      $   23,000      $ 5,700      $   11,400  
Fidelity Series Growth Company Fund    $ 70,000      $ 100      $   19,000      $ 1,900  

December 31, 2019A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Mid Cap II Fund    $ 42,000      $ 100      $ 5,400      $ 1,000  
Fidelity Advisor New Insights Fund    $ 77,000      $ 6,300      $   104,100      $   2,700  
Fidelity Contrafund    $   203,000      $   7,400      $ 15,500      $ 3,200  
Fidelity Contrafund K6    $ 134,000      $ 5,900      $ 5,200      $ 2,500  
Fidelity Flex Opportunistic Insights Fund    $ 58,000      $ 4,800      $ 4,400      $ 2,100  
Fidelity New Markets Income Fund    $ 93,000      $ 6,500      $ 7,900      $ 2,800  
Fidelity Series Emerging Markets Debt Fund    $ 57,000      $ 4,600      $ 3,300      $ 2,000  
Fidelity Series Opportunistic Insights Fund    $ 78,000      $ 5,900      $ 4,400      $ 2,100  
Fidelity Trend Fund    $ 56,000      $ 4,700      $ 5,200      $ 2,000  

December 31, 2018A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Advisor Mid Cap II Fund    $ 43,000      $ 100      $ 4,800      $ 1,200  
Fidelity Advisor New Insights Fund    $  81,000      $ 6,900      $  66,800      $  3,400  
Fidelity Contrafund    $   179,000      $   11,900      $   17,700      $   6,000  
Fidelity Contrafund K6    $ 66,000      $ 5,600      $ 5,700      $ 2,800  
Fidelity Flex Opportunistic Insights Fund    $ 52,000      $ 4,500      $ 5,000      $ 2,200  
Fidelity New Markets Income Fund    $ 81,000      $ 6,800      $ 3,300      $ 3,400  
Fidelity Series Emerging Markets Debt Fund    $ 59,000      $ 5,000      $ 3,300      $ 2,500  
Fidelity Series Opportunistic Insights Fund    $ 76,000      $ 4,300      $  4,400      $ 2,200  
Fidelity Trend Fund    $ 58,000      $ 5,000      $ 4,600      $ 2,500  

January 31, 2020

 

     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Equity-Income Fund    $   60,000      $   5,200      $   17,400      $   2,200  
Fidelity Equity-Income K6 Fund    $ 36,700      $      $ 9,000      $ 500  
Fidelity Flex Mid Cap Value Fund    $ 35,100      $ 100      $ 7,300      $ 900  
Fidelity Mid Cap Value Fund    $ 47,900      $ 4,000      $ 8,100      $ 1,700  
Fidelity Mid Cap Value K6 Fund    $ 37,400      $ 100      $ 7,100      $ 900  
Fidelity Series All-Sector Equity Fund    $ 41,600      $ 100      $ 7,600      $ 1,000  
Fidelity Series Stock Selector Large Cap Value Fund    $ 42,800      $ 3,500      $ 9,300      $ 1,500  
Fidelity Series Value Discovery Fund    $ 54,700      $ 100      $ 9,400      $ 1,100  
Fidelity Stock Selector Large Cap Value Fund    $ 42,700      $ 4,000      $ 8,100      $ 1,700  
Fidelity Telecom and Utilities Fund    $ 36,900      $ 3,500      $ 7,900      $ 1,500  

 

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January 31, 2019A

 

                                                                           
     

Audit
Fees

    

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Fidelity Equity-Income Fund    $   64,000      $   5,700      $   4,500      $   2,800  
Fidelity Equity-Income K6 Fund    $      $      $      $  
Fidelity Flex Mid Cap Value Fund    $ 37,000      $ 100      $ 5,200      $ 1,000  
Fidelity Mid Cap Value Fund    $  49,000      $ 4,300      $  5,700      $  2,100  
Fidelity Mid Cap Value K6 Fund    $ 50,000      $ 100      $ 5,200      $ 1,000  
Fidelity Series All-Sector Equity Fund    $ 44,000      $ 100      $ 5,100    $ 1,300  
Fidelity Series Stock Selector Large Cap Value Fund    $ 43,000      $ 2,500      $  2,600      $  1,200  
Fidelity Series Value Discovery Fund    $ 53,000      $ 100      $ 9,200    $ 1,400  
Fidelity Stock Selector Large Cap Value Fund    $  49,000      $ 4,300      $  3,300      $  2,100  
Fidelity Telecom and Utilities Fund    $ 43,000      $ 3,600      $ 3,300      $ 1,800  

 

A 

Amounts may reflect rounding.

 

B

Fidelity Flex 500 Index Fund commenced operations on March 9, 2017.

 

c 

Fidelity Founders Fund commenced operations on February 14, 2019.

 

D 

Fidelity Large Cap Stock K6 Fund and Fidelity Small Cap Stock K6 Fund commenced operations on May 25, 2017.

 

E 

Fidelity OTC K6 Portfolio commenced operations on June 13, 2019.

 

F 

Fidelity Small-Mid Factor ETF commenced operations on February 26, 2019.

 

G 

Fidelity Balanced K6 Fund commenced operations on June 14, 2019 and Fidelity Puritan K6 Fund commenced operations on June 14, 2019.

 

H 

Fidelity High Yield Factor ETF commenced operations on June 12, 2018.

 

I 

Fidelity SAI International SMA Completion Fund commenced operations on April 11, 2019, Fidelity International Discovery K6 Fund commenced operations on June 13, 2019 and Fidelity Series Overseas Fund commenced operations on June 21, 2019.

 

J 

Fidelity Targeted Emerging Markets Factor ETF and Fidelity Targeted International Factor ETF commenced operations on February 26, 2019.

 

K 

Fidelity Series Emerging Markets Fund commenced operations on August 29, 2018.

 

L 

Fidelity Series International Index Fund commenced operations on August 17, 2018, Fidelity ZERO International Index Fund and Fidelity ZERO Total Market Index Fund commenced operations on August 2, 2018 and Fidelity ZERO Extended Market Index Fund and Fidelity ZERO Large Cap Index Fund commenced operations on September 13, 2018.

 

M 

Fidelity International High Dividend ETF and Fidelity International Value Factor ETF commenced operations on January 16, 2018.

 

N

Fidelity Growth Company K6 Fund commenced operations on June 13, 2019.

“Audit Fees” represent fees billed for services rendered for the audits of the financial statements, or services that are normally provided in connection with statutory and regulatory filings or engagements.

“Audit-Related Fees” represent fees billed for assurance and related services that are reasonably related to the performance of a fund audit or the review of a fund’s financial statements and that are not reported under Audit Fees.

“Tax Fees” represent fees billed for tax compliance, tax advice or tax planning that relate directly to the operations and financial reporting of a fund.

“All Other Fees” represent fees billed for services provided to a fund or Fund Service Provider, a significant portion of which are assurance related, that relate directly to the operations and financial reporting of the fund, excluding those services that are reported under Audit Fees, Audit-Related Fees or Tax Fees.

Assurance services must be performed by an independent public accountant.

 

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Table of Contents

APPENDIX M

Fees billed by PwC or Deloitte Entities that were required to be approved by the Audit Committee for services rendered on behalf of the Fund Service Providers that relate directly to the operations and financial reporting of each fund are shown in the table below.

February 28, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $ 5,000      $  
PwC    $   7,930,000      $   15,000      $   —  

February 28, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesB    $ 5,000      $ 20,000      $  
PwC    $   8,360,000      $   30,000      $   —  

March 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
PwC    $   7,775,000      $   15,000      $   –  

March 31, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
PwC    $   7,745,000      $   15,000      $   –  

April 30, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $ 5,000      $  
PwCC    $   7,775,000      $   15,000      $   –  

April 30, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesD    $ 5,000      $ 5,000      $  
PwCC    $   7,745,000      $   15,000      $   –  

June 30, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
PwC    $   7,775,000      $   10,000      $   –  

June 30, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
PwC    $   7,745,000      $   20,000      $   –  

 

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Table of Contents

July 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesE    $ 290,000      $      $  
PwCF    $   7,775,000      $   10,000      $   –  

July 31, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesE    $ 5,000      $ 5,000      $  
PwCF    $   7,745,000      $   20,000      $   –  

August 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $      $  
PwCG    $   7,775,000      $   10,000      $   –  

August 31, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 5,000      $ 5,000      $  
PwCG    $   7,745,000      $   20,000      $   –  

September 30, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $   290,000      $   –      $   –  

September 30, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $   5,000      $   5,000      $   –  

October 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesH    $ 290,000      $ 5,000      $  
PwC    $   7,890,000      $   10,000      $   –  

October 31, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte EntitiesH,I,J    $ 5,000      $ 5,000      $  
PwC    $   7,745,000      $   20,000      $   –  

 

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Table of Contents

November 30, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $ 5,000      $  
PwC    $   7,890,000      $   10,000      $   –  

November 30, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 5,000      $ 5,000      $  
PwC    $   7,745,000      $   20,000      $   –  

December 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $ 5,000      $  
PwC    $   7,705,000      $   10,000      $   –  

December 31, 2018A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 5,000      $ 5,000      $  
PwC    $   7,930,00      $   20,000      $   –  

January 31, 2020

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 287,500      $ 3,000      $  
PwC    $   7,927,700      $   23,500      $   –  

January 31, 2019A

 

     

Audit-Related
Fees

    

Tax
Fees

    

All Other
Fees

 
Deloitte Entities    $ 290,000      $ 5,000      $  
PwC    $   7,930,000      $   20,000      $   –  

 

A 

Amounts may reflect rounding.

 

B

May include amounts billed prior to the Fidelity Flex 500 Index Fund’s commencement of operations.

 

C 

May include amounts billed prior to the Fidelity Large Cap Stock K6 Fund and Fidelity Small Cap Stock K6 Fund’s commencement of operations.

 

D 

May include amounts billed prior to the Fidelity Founders Fund’s commencement of operations.

 

E

May include amounts billed prior to the Fidelity Small-Mid Factor ETF’s commencement of operations.

 

F

May include amounts billed prior to the Fidelity OTC K6 Portfolio’s commencement of operations.

 

G 

May include amounts billed prior to the Fidelity Balanced K6 Fund and Fidelity Puritan K6 Funds’ commencement of operations.

 

H

May include amounts billed prior to the Fidelity Targeted Emerging Markets Factor ETF and Fidelity Targeted International Factor ETFs’ commencement of operations.

 

I 

May include amounts billed prior to the Fidelity International High Dividend ETF and Fidelity International Value Factor ETFs’ commencement of operations.

 

J 

May include amounts billed prior to the Fidelity Series International Index Fund, Fidelity ZERO International Index Fund, Fidelity ZERO Total Market Index Fund, Fidelity ZERO Extended Market Index Fund and Fidelity ZERO Large Cap Index Funds’ commencement of operations.

 

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“Audit Fees” represent fees billed for services rendered for the audits of the financial statements, or services that are normally provided in connection with statutory and regulatory filings or engagements.

“Audit-Related Fees” represent fees billed for assurance and related services that are reasonably related to the performance of a fund audit or the review of a fund’s financial statements and that are not reported under Audit Fees.

“Tax Fees” represent fees billed for tax compliance, tax advice or tax planning that relate directly to the operations and financial reporting of a fund.

“All Other Fees” represent fees billed for services provided to a fund or Fund Service Provider, a significant portion of which are assurance related, that relate directly to the operations and financial reporting of the fund, excluding those services that are reported under Audit Fees, Audit-Related Fees or Tax Fees.

Assurance services must be performed by an independent public accountant.

 

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APPENDIX N

Aggregate non-audit fees billed by PwC or Deloitte Entities for services rendered to the funds and any Fund Service Provider for each of the last two fiscal years of the funds are shown below.

 

Trust/Firm

  

Fiscal Year End

   

Aggregate
Non-Audit FeesA

 
Fidelity Advisor Series I     
PwC      July 31, 2019     $   12,265,000  
PwC      July 31, 2018     $ 10,910,000  
Deloitte Entities      August 31, 2019     $ 710,000  
Deloitte Entities      August 31, 2018     $ 360,000  
Deloitte Entities      October 31, 2019     $ 600,000  
Deloitte Entities      October 31, 2018     $ 505,000  
Deloitte Entities      November 30, 2019     $ 640,000  
Deloitte Entities      November 30, 2018     $ 550,000  
PwC      November 30, 2019     $ 12,575,000  
PwC      November 30, 2018     $ 10,975,000  
Deloitte Entities      December 31, 2019     $ 580,000  
Deloitte Entities      December 31, 2018     $ 485,000  
Fidelity Advisor Series VII     
Deloitte Entities      July 31, 2019     $ 785,000  
Deloitte Entities      July 31, 2018     $ 435,000  
Fidelity Advisor Series VIII     
Deloitte Entities      October 31, 2019     $ 590,000  
Deloitte Entities      October 31, 2018     $ 495,000  
PwC      October 31, 2019     $ 12,615,000  
PwC      October 31, 2018     $ 11,015,000  
Fidelity Capital Trust     
Deloitte Entities      September 30, 2019     $ 575,000  
Deloitte Entities      September 30, 2018     $ 485,000  
Deloitte Entities      October 31, 2019     $ 590,000  
Deloitte Entities      October 31, 2018     $ 495,000  
PwC      October 31, 2019     $ 12,580,000  
PwC      October 31, 2018     $ 10,980,000  
Fidelity Commonwealth Trust     
PwC      November 30, 2019     $ 12,550,000  
PwC      November 30, 2018     $ 10,950,000  
Fidelity Commonwealth Trust II     
PwC      February 28, 2019     $ 11,130,000  
PwC      February 28, 2018     $ 10,750,000  
PwC      August 31, 2019     $ 12,500,000  
PwC      August 31, 2018     $ 10,950,000  
Fidelity Concord Street Trust     
Deloitte Entities      February 28, 2019     $ 765,000  
Deloitte Entities      February 28, 2018B     $ 285,000  
PwC      February 28, 2019     $ 11,220,000  
PwC      February 28, 2018B     $ 10,810,000  
Deloitte Entities      April 30, 2019C     $ 755,000  
Deloitte Entities      April 30, 2018C,D     $ 395,000  

 

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Trust/Firm

  

Fiscal Year End

 

Aggregate
Non-Audit FeesA

 
Fidelity Concord Street Trust     
PwC    April 30, 2019C   $ 10,175,000  
PwC    April 30, 2018C,D   $ 10,910,000  
Deloitte Entities    October 31, 2019   $ 610,000  
Deloitte Entities    October 31, 2018E   $ 505,000  
Deloitte Entities    November 30, 2019   $ 585,000  
Deloitte Entities    November 30, 2018   $ 490,000  
Fidelity Contrafund     
PwC    December 31, 2019   $ 12,535,000  
PwC    December 31, 2018   $ 11,275,000  
Fidelity Covington Trust     
Deloitte Entities    July 31, 2019F   $ 730,000  
Deloitte Entities    July 31, 2018F   $ 380,000  
PwC    July 31, 2019F   $ 12,270,000  
PwC    July 31, 2018F   $ 10,915,000  
PwC    August 31, 2019G   $ 12,460,000  
PwC    August 31, 2018G   $ 10,905,000  
Deloitte Entities    October 31, 2019H   $ 585,000  
Deloitte Entities    October 31, 2018H,I   $ 485,000  
Fidelity Destiny Portfolios     
Deloitte Entities    September 30, 2019   $ 590,000  
Deloitte Entities    September 30, 2018   $ 495,000  
Fidelity Devonshire Trust     
Deloitte Entities    January 31, 2020   $ 614,700  
Deloitte Entities    January 31, 2019   $ 785,000  
PwC    January 31, 2020   $ 12,655,600  
PwC    January 31, 2019   $ 11,175,000  
Fidelity Financial Trust     
PwC    November 30, 2019   $ 12,575,000  
PwC    November 30, 2018   $ 10,975,000  
Fidelity Hastings Street Trust     
PwC    June 30, 2019   $ 12,295,000  
PwC    June 30, 2018   $ 10,945,000  
PwC    December 31, 2019   $ 12,365,000  
PwC    December 31, 2018   $ 11,135,000  
Fidelity Investment Trust     
Deloitte Entities    October 31, 2019   $ 600,000  
Deloitte Entities    October 31, 2018   $ 505,000  
PwC    October 31, 2019J   $   12,665,000  
PwC    October 31, 2018J   $ 11,075,000  
PwC    October 31, 2019K   $ 12,555,000  
PwC    October 31, 2018K   $ 10,955,000  
PwC    October 31, 2019L   $ 12,620,000  
PwC    October 31, 2018L,M   $ 11,025,000  
Fidelity Magellan Fund     
PwC    March 31, 2019   $ 10,240,000  
PwC    March 31, 2018   $ 10,985,000  
Fidelity Mt. Vernon Street Trust     
Deloitte Entities    November 30, 2019   $ 595,000  
Deloitte Entities    November 30, 2018   $ 520,000  

 

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Trust/Firm

  

Fiscal Year End

   

Aggregate
Non-Audit FeesA

 
Fidelity Mt. Vernon Street Trust     
PwC      November 30, 2019     $ 12,675,000  
PwC      November 30, 2018     $ 10,985,000  
Fidelity Puritan Trust     
Deloitte Entities      July 31, 2019     $ 730,000  
Deloitte Entities      July 31, 2018     $ 380,000  
PwC      July 31, 2019     $ 12,320,000  
PwC      July 31, 2018     $ 10,935,000  
PwC      August 31, 2019N     $ 12,630,000  
PwC      August 31, 2018N     $ 11,195,000  
Fidelity Securities Fund     
Deloitte Entities      July 31, 2019O     $ 805,000  
Deloitte Entities      July 31, 2018O     $ 450,000  
PwC      July 31, 2019O     $ 12,330,000  
PwC      July 31, 2018O     $ 10,975,000  
Fidelity Select Portfolios     
PwC      January 31, 2020     $ 12,601,800  
PwC      January 31, 2019     $ 11,135,000  
PwC      February 28, 2019     $ 11,430,000  
PwC      February 28, 2018     $ 11,090,000  
Deloitte Entities      July 31, 2019     $ 720,000  
Deloitte Entities      July 31, 2018     $ 370,000  
Fidelity Summer Street Trust     
Deloitte Entities      April 30, 2019     $ 720,000  
Deloitte Entities      April 30, 2018     $ 365,000  
PwC      April 30, 2019     $ 10,215,000  
PwC      April 30, 2018     $ 10,965,000  
PwC      August 31, 2019     $ 12,465,000  
PwC      August 31, 2018     $   10,910,000  
Deloitte Entities      September 30, 2019     $ 580,000  
Deloitte Entities      September 30, 2018     $ 490,000  
PwC      December 31, 2019     $ 12,370,000  
PwC      December 31, 2018     $ 11,140,000  
Fidelity Trend Fund     
PwC      December 31, 2019     $ 12,365,000  
PwC      December 31, 2018     $ 11,135,000  

 

A 

Amounts may reflect rounding.

 

B

May include amounts billed prior to the Fidelity Flex 500 Index Fund’s commencement of operations.

 

C 

May include amounts billed prior to the Fidelity Founders Fund’s commencement of operations.

 

D 

May include amounts billed prior to the Fidelity Large Cap Stock K6 Fund and Fidelity Small Cap Stock K6 Fund’s commencement of operations.

 

E 

May include amounts billed prior to the Fidelity Series International Index Fund, Fidelity ZERO International Index Fund, Fidelity ZERO Total Market Index Fund, Fidelity ZERO Extended Market Index Fund and Fidelity ZERO Large Cap Index Funds’ commencement of operations.

 

F 

May include amounts billed prior to the Fidelity Small-Mid Factor ETF’s commencement of operations.

 

G 

May include amounts billed prior to the Fidelity High Yield Factor ETF’s commencement of operations.

 

H

May include amounts billed prior to the Fidelity Targeted Emerging Markets Factor ETF and Fidelity Targeted International Factor ETFs’ commencement of operations.

 

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I

May include amounts billed prior to the Fidelity International High Dividend ETF and Fidelity International Value Factor ETFs’ commencement of operations.

 

J

Reflects amounts billed to the Fidelity Canada Fund, Fidelity China Region Fund, Fidelity Emerging Asia Fund, Fidelity Emerging Markets Fund, Fidelity Europe Fund, Fidelity Japan Fund, Fidelity Japan Smaller Companies Fund, Fidelity Latin America Fund, Fidelity Nordic Fund, and Fidelity Pacific Basin Fund.

 

K

Reflects amounts billed to the Fidelity Diversified International Fund, Fidelity International Capital Appreciation Fund, Fidelity Overseas Fund, and Fidelity Worldwide Fund.

 

L 

Reflects amounts billed to the Fidelity International Discovery Fund, Fidelity International Small Cap Fund, Fidelity International Small Cap Opportunities Fund, Fidelity International Value Fund, Fidelity International Growth Fund, Fidelity Total International Equity Fund, Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund, Fidelity Series Emerging Markets Opportunities Fund, Fidelity Global Commodity Stock Fund, Fidelity Series International Growth Fund, Fidelity Series International Value Fund, Fidelity Series International Small Cap Fund, Fidelity Emerging Markets Discovery Fund, Fidelity Total Emerging Markets Fund, Fidelity Global Equity Income Fund, Fidelity Flex International Fund, Fidelity Diversified International K6 Fund, Fidelity International Capital Appreciation K6 Fund, Fidelity Series Canada Fund, Fidelity Series Emerging Markets Fund, Fidelity SAI International SMA Fund, Fidelity International Discovery K6 Fund, and Fidelity Series Overseas Fund. May include amounts billed prior to the Fidelity SAI International SMA Completion Fund, Fidelity International Discovery K6 Fund, and Fidelity Series Overseas Funds’ commencement of operations.

 

M 

May include amounts billed prior to the Fidelity Series Emerging Markets Fund’s commencement of operations.

 

N 

May include amounts billed prior to the Fidelity Balanced K6 Fund and Fidelity Puritan K6 Funds’ commencement of operations.

 

O 

May include amounts billed prior to the Fidelity OTC K6 Portfolio’s commencement of operations.

 

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Fidelity, Fidelity Advisor, Fidelity Flex, Contrafund, Magellan, New Millennium Fund, Puritan, and VIP FundsManager are registered service marks of FMR LLC. ©2020 FMR LLC. All rights reserved.

Nasdaq®, OMX®, NASDAQ OMX®, Nasdaq Composite®, and The Nasdaq Stock Market®, Inc. are registered trademarks of The NASDAQ OMX Group, Inc. (which with its Affiliates are the Corporations) and are licensed for use by Fidelity. The products have not been passed on by the Corporations as to their legality or suitability. The products are not issued, endorsed or sold by the Corporations. The Corporations make no warranties and bear no liability with respect to shares of the products.

Any third-party marks that may appear above are the marks of their respective owners.

 

1.9898163.100     EQ-PXS-0320  


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PROXY SOLICITED BY THE TRUSTEES. The undersigned, revoking previous proxies, hereby appoint(s) James C. Curvey, William C. Coffey, and Dennis J. Dirks, or any one or more of them, attorneys, with full power of substitution, to vote all shares of the fund(s) as indicated on this proxy card which the undersigned is entitled to vote at the Special Meeting of Shareholders to be held at 245 Summer Street, Boston, MA 02210, on June 9, 2020 at 8:00 a.m., Eastern Time, and at any adjournments or postponements thereof. All powers may be exercised by a majority of said proxy holders or substitutes voting or acting or, if only one votes and acts, then by that one. This Proxy shall be voted on the proposal(s) described in the Proxy Statement as specified on this proxy card. Receipt of the Notice of the Meeting and the accompanying Proxy Statement is hereby acknowledged. FEF_31197_040120_C [GRAPHIC APPEARS HERE] TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE: X Proposals THE BOARD OF TRUSTEES RECOMMENDS A VOTE FOR PROPOSALS 1-4 AND AGAINST PROPOSALS 5 AND 6: 1.To elect a Board of Trustees. 01.Dennis J. Dirks02.Donald F. Donahue03.Bettina Doulton 04.Vicki L. Fuller 05.Patricia L. Kampling 06.Alan J. Lacy07.Ned C. Lautenbach 08.Robert A. Lawrence 09.Joseph Mauriello 10.Cornelia M. Small11.Garnett A. Smith12.David M. Thomas 13.Susan Tomasky 14.Michael E. Wiley INSTRUCTIONS: To withhold authority to vote for any individual Trustee nominee(s), mark the “FOR ALL EXCEPT” box and write the name of the nominee(s) for which you would like to withhold authority on the line provided below: 2. For certain funds, to convert a fundamental investment policy to a non-fundamental investment policy. To Vote All For To Vote All Against To Vote all Abstain 3. For Fidelity® Advisor Semiconductors Fund, to modify a fundamental investment policy. To Vote All ForTo Vote All AgainstTo Vote all Abstain 4. For Fidelity® Advisor Semiconductors Fund, to modify the fund’s fundamental concentration policy. To Vote All ForTo Vote All AgainstTo Vote all Abstain


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LOGO

THE BOARD RECOMMENDS A VOTE AGAINST PROPOSALS 5 AND 6. 5. For certain funds, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. To Vote All For To Vote All Against To Vote all Abstain 6. For each of Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. To Vote All ForTo Vote All AgainstTo Vote all Abstain Please refer to the Proxy Statement discussion of each of these matters. IF THE PROXY IS SIGNED, SUBMITTED, AND NO SPECIFICATION IS MADE, THE PROXY SHALL BE VOTED FOR PROPOSALS 1-4 AND AGAINST PROPOSALS 5 AND 6. As to any other matter, said attorneys shall vote in accordance with their best judgment. IF YOU VOTE ON THE INTERNET OR BY TELEPHONE, YOU NEED NOT RETURN THIS PROXY CARD. Authorized Signatures — This section must be completed for your vote to be counted.— Sign and Date Below Note: Please sign exactly as your name appears on this Proxy. When signing in a fiduciary capacity, such as executor, administrator, trustee, attorney, guardian, etc., please so indicate. Corporate or partnership proxies should be signed by an authorized person indicating the person’s title. Date (mm/dd/yyyy) — Please print date belowSignature 1 — Please keep signature within the box Signature 2 — Please keep signature within the box Scanner bar code xxxxxxxxxxxxxxxxxxxxxxxxxxFEF1


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LOGO

PROXY SOLICITED BY THE TRUSTEES. The undersigned, revoking previous proxies, hereby appoint(s) James C. Curvey, William C. Coffey, and Dennis J. Dirks, or any one or more of them, attorneys, with full power of substitution, to vote all shares of the fund(s) as indicated on this proxy card which the undersigned is entitled to vote at the Special Meeting of Shareholders to be held at 245 Summer Street, Boston, MA 02210, on June 9, 2020 at 8:00 a.m., Eastern Time, and at any adjournments or postponements thereof. All powers may be exercised by a majority of said proxy holders or substitutes voting or acting or, if only one votes and acts, then by that one. This Proxy shall be voted on the proposal(s) described in the Proxy Statement as specified on this proxy card. Receipt of the Notice of the Meeting and the accompanying Proxy Statement is hereby acknowledged. FEF_31197_040120_I FUNDSFUNDS FUNDS Fund Name1    Fund Name2 Fund Name3 Fund Name4    Fund Name5 Fund Name6 Fund Name7    Fund Name8 Fund Name9 Fund Name10    Fund Name11 Fund Name12 Fund Name13    Fund Name14 Fund Name15 Fund Name16    Fund Name17 Fund Name18 Fund Name19    Fund Name20 Fund Name21 Fund Name22    Fund Name23 Fund Name24 Please refer to the Proxy Statement discussion of each of these matters. IF THE PROXY IS SIGNED, SUBMITTED, AND NO SPECIFICATION IS MADE, THE PROXY SHALL BE VOTED FOR PROPOSALS 1-4 AND AGAINST PROPOSALS 5 AND 6. As to any other matter, said attorneys shall vote in accordance with their best judgment. TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS EXAMPLE:    X Proposals THE BOARD OF TRUSTEES RECOMMENDS A VOTE FOR PROPOSALS 1-4 AND AGAINST PROPOSALS 5 AND 6: 1.    To elect a Board of Trustees. 01.Dennis J.Dirks02.Donald F. Donahue03.Bettina Doulton 04.Vicki L. Fuller 05.Patricia L. Kampling 06.Alan J. Lacy07.Ned C. Lautenbach 08.Robert A. Lawrence 09.Joseph Mauriello 10.Cornelia M. Small11.Garnett A. Smith12.David M. Thomas 13.Susan Tomasky 14.Michael E. Wiley INSTRUCTIONS: To withhold authority to vote for any individual Trustee nominee(s), mark the “FOR ALL EXCEPT” box and write the name of the nominee(s) for which you would like to withhold authority on the line provided below:


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2. For certain funds, to convert a fundamental investment policy to a non-fundamental investment policy. To Vote All Funds For To Vote All Funds Against To Abstain Votes For All Funds , or vote separately by Funds below FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 Fund Name1 ☐ ☐ ☐ 02 Fund Name2 ☐ ☐ ☐ 03 Fund Name3 ☐ ☐ ☐ 04 Fund Name4 ☐ ☐ ☐ 05 Fund Name5 ☐ ☐ ☐ 06 Fund Name6 ☐ ☐ ☐ 07 Fund Name7 ☐ ☐ ☐ 08 Fund Name8 ☐ ☐ ☐ 09 Fund Name9 ☐ ☐ ☐ 10 Fund Name10 ☐ ☐ ☐ 11 Fund Name11 ☐ ☐ ☐ 12 Fund Name12 ☐ ☐ ☐ 13 Fund Name13 ☐ ☐ ☐ 14 Fund Name14 ☐ ☐ ☐ 15 Fund Name15 ☐ ☐ ☐ 16 Fund Name16 ☐ ☐ ☐ 17 Fund Name17 ☐ ☐ ☐ 18 Fund Name18 ☐ ☐ ☐ 19 Fund Name19 ☐ ☐ ☐ 20 Fund Name20 ☐ ☐ ☐ 21 Fund Name21 ☐ ☐ ☐ 22 Fund Name22 ☐ ☐ ☐ 23 Fund Name23 ☐ ☐ ☐ 24 Fund Name24 ☐ ☐ ☐ 3. For Fidelity® Advisor Semiconductors Fund, to modify a fundamental investment policy. FOR AGAINST ABSTAIN Fund Name1 ☐ ☐ ☐ 4. For Fidelity® Advisor Semiconductors Fund, to modify the fund’s fundamental concentration policy. FOR AGAINST ABSTAIN Fund Name1 ☐ ☐ ☐ THE BOARD RECOMMENDS A VOTE AGAINST PROPOSALS 5 AND 6. 5. For certain funds, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. To Vote All Funds For To Vote All Funds Against To Abstain Votes For All Funds , or vote separately by Funds below FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 Fund Name1 ☐ ☐ ☐ 02 Fund Name2 ☐ ☐ ☐ 03 Fund Name3 ☐ ☐ ☐ 04 Fund Name4 ☐ ☐ ☐ 05 Fund Name5 ☐ ☐ ☐ 06 Fund Name6 ☐ ☐ ☐ 07 Fund Name7 ☐ ☐ ☐ 08 Fund Name8 ☐ ☐ ☐ 09 Fund Name9 ☐ ☐ ☐ 10 Fund Name10 ☐ ☐ ☐ 11 Fund Name11 ☐ ☐ ☐ 12 Fund Name12 ☐ ☐ ☐ 13 Fund Name13 ☐ ☐ ☐ 14 Fund Name14 ☐ ☐ ☐ 15 Fund Name15 ☐ ☐ ☐ 16 Fund Name16 ☐ ☐ ☐ 17 Fund Name17 ☐ ☐ ☐ 18 Fund Name18 ☐ ☐ ☐ 19 Fund Name19 ☐ ☐ ☐ 20 Fund Name20 ☐ ☐ ☐ 21 Fund Name21 ☐ ☐ ☐ 6. For each of Fidelity® Overseas Fund and Fidelity® Telecom and Utilities Fund, a shareholder proposal requesting that the Board of Trustees institute procedures to avoid holding investments in companies that, in management’s judgment, substantially contribute to genocide or crimes against humanity. To Vote All Funds For To Vote All Funds Against To Abstain Votes For All Funds , or vote separately by Funds below FOR AGAINST ABSTAIN FOR AGAINST ABSTAIN 01 Fund Name1 ☐ ☐ ☐ 02 Fund Name2 ☐ ☐ ☐ IF YOU VOTE ON THE INTERNET OR BY TELEPHONE, YOU NEED NOT RETURN THIS PROXY CARD Authorized Signatures — This section must be completed for your vote to be counted.— Sign and Date Below Note: Please sign exactly as your name appears on this Proxy. When signing in a fiduciary capacity, such as executor, administrator, trustee, attorney, guardian, etc., please so indicate. Corporate or partnership proxies should be signed by an authorized person indicating the person’s title. Date (mm/dd/yyyy) — Please print date below Signature 1 — Please keep signature within the box Signature 2 — Please keep signature within the box Scanner bar code


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Your Vote is Important - Fidelity Funds Special Meeting of ShareholdersFIDELITY INSTITUTIONAL ASSET MANAGEMENT®
Fidelity Mutual Funds Special Shareholder Meeting: June 9, 2020
Important proxy voting material is ready for your review.
VOTE NOW! For shareholders as of April 13, 2020.
Ways to Vote Go to Proxy-direct.com Call 1-800-337-3503 Vote by June 8, 2020 11:59 PM ET
Control Number: 19799999001000 Security Code: 99999999
Important Materials
Letter to Shareholders, Notice of Meeting, and Proxy Statement | Prospectus


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How to Vote
You are able to vote through the Internet or by telephone. Your browser must support secure transactions. Please read the instructions and proxy materials carefully before voting.
Contact Us—We’re Here to Help
Questions: If you have questions about viewing, saving, or printing your proxy materials, call 877-208-0098, Monday through Friday 8:30 a.m.–7:00 p.m. ET.
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View the Fidelity Investments and the Fidelity Funds privacy notice.
Fidelity Investments Institutional Operations Company, LLC, 100 Salem Street, Smithfield, RI 02917 913273.1.0 | FIAM-BD


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Your Vote is Important - Fidelity Funds Special Meeting of Shareholders Fidelity Mutual Funds Special Shareholder Meeting: June 9, 2020 Important proxy voting material is ready for your review. Vote Now!
For shareholders as of April 13, 2020.
Ways to Vote
Go to Proxy-direct.com
Call 1-800-337-3503
Vote by June 8, 2020 11:59 PM ET
Control Number: 19799999001000 Security Code: 99999999
Important Materials
Letter to Shareholders, Notice of Meeting, and Proxy Statement | Prospectus
How to Vote
You are able to vote through the Internet or by telephone. Your browser must support secure transactions. Please read the instructions and proxy materials carefully before voting.


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Contact Us—We’re Here to Help
800-544-6666
If your email software supports it, you can simply click on the above link(s). If not, you can type (or copy and paste) the Web address(es) into the address line of your Web browser. Adobe© Acrobat© Reader is needed to view these documents.
If you decide you no longer want to receive shareholder reports and other documents electronically, you can change your preference to receive these documents in paper by updating your account options online.
Once you change your account preference, you will start receiving shareholder reports and other documents by U.S. mail. Please note that there may be a reasonable period of time before you begin receiving paper materials.
Fidelity Clearing & Custody Solutions© provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 200 Seaport Boulevard, Boston, MA 02210 ©2019 FMR LLC. All rights reserved. 624840.7.1


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LOGO

Your Vote is Important - Fidelity Funds Special Meeting of Shareholders
Fidelity Mutual Funds
Special Shareholder Meeting: June 9, 2020
Important proxy voting material is ready for your review.
Vote Now!
For shareholders as of April 13, 2020.
Ways to Vote
Go to Proxy-direct.com
Call 800-337-3503
Vote by June 8, 2020 11:59 PM ET
Control Number: 19799999001000 Security Code: 99999999
Important Materials
Letter to Shareholders, Notice of Meeting, and Proxy Statement | Prospectus
How to Vote
You are able to vote through the Internet or by telephone. Your browser must support secure transactions. Please read the instructions and proxy materials carefully before voting.


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LOGO

Questions? Please contact your representative.
(Note: Do not reply to this email. Any email will not be reviewed or monitored.) If your email software supports it, you can simply click on the above link(s). If not, you can type (or copy and paste) the Web address(es) into the address line of your Web browser. Adobe© Acrobat© Reader is needed to view these documents.
If you decide you no longer want to receive shareholder reports and other documents electronically, you can change your preference to receive these documents in paper by updating your account options online.
Once you change your account preference, you will start receiving shareholder reports and other documents by U.S. mail. Please note that there may be a reasonable period of time before you begin receiving paper materials.
This communication is a transactional/relationship message from National Financial Services LLC. Do not reply to this email message as it was automatically generated. Account(s) carried with National Financial Services LLC, Member NYSE, SIPC. 200 Seaport Boulevard, Boston, MA 02210 916449.1.0


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LOGO

Your Vote is Important—Fidelity Funds Special Meeting of Shareholders Fidelity Mutual Funds Special Shareholder Meeting: June 9, 2020 Important proxy voting material is ready for your review. For shareholders as of April 13, 2020. Ways to Vote Log on to your Fidelity Account Call 1-800-337-3503 Vote by June 8, 2020 11:59 PM ET Control Number: 19799999001000 Security Code: 99999999 Important Materials Letter to Shareholders, Notice of Meeting, and Proxy Statement | Prospectus How to Vote You are able to vote through the Internet or by telephone. Your browser must support secure transactions. Please read the instructions and proxy materials carefully before voting.


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Contact Us—We’re Here to Help 800-343-3548 | Send a secure email      Fidelity.com | Privacy Policy | Terms of Use To contact us about this message, please do not reply to this email. Please visit Fidelity.com/contactus to send a secure email. You are receiving this email because you have enrolled in eDelivery. If you wish to receive paper copies of these documents via U.S. mail, please log on to Fidelity.com and update your delivery preferences for Prospectuses, Financial Reports, and Other Documents. To access the document, you may need AdobeReader software. This software is available for download at no cost. Download time varies by internet connection. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 674322.9.0 ©2019 FMR LLC All rights reserved.


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Your Vote is Important—Fidelity Funds Special Meeting of Shareholders Fidelity Mutual Funds Special Shareholder Meeting: June 9, 2020 Important proxy voting material is ready for your review. For shareholders as of April 13, 2020. Ways to Vote Go to Proxy-direct.com Call 800-337-3503 Vote by June 8, 2020 11:59 PM ET Control Number: 19799999001000Security Code: 99999999 Important Materials Letter to Shareholders, Notice of Meeting, and Proxy Statement | Prospectus How to Vote You are able to vote through the Internet or by telephone. Your browser must support secure transactions. Please read the instructions and proxy materials carefully before voting.


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Adode® Reader® is required to view these documents. To download a free copy, go to: http://get.adobe.com/reader/. If you would like to request a paper copy of your shareholder documents at no charge, or if you have questions about this e-mail, please call your plan’s toll free number. You can also visit Fidelity NetBenefits® for more information about your benefits plan. Privacy Policy | Terms of Use To stop receiving email notification of the online availability of your proxy materials and other shareholder documents (annual reports, semiannual reports, etc.) and begin receiving paper copies via U.S. mail, log in to NetBenefits and update your mail preferences. Please do not respond to this email. This mailbox is not monitored and you will not receive a response. Fidelity Investments Institutional Operations Company, Inc., 245 Summer Street, Boston, MA 02210 893445.3.0 ©2020 FMR LLC All rights reserved.


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eFail Buckslip - to be sent to a shareholder that has consented to receive proxy solicitations electronically but in attempting to deliver an e-mail failure occurred:

 

Dear Shareholder:

 

You consented to receiving your proxy materials over the internet by registering your e-mail address and other information with Fidelity Investments. Regrettably, the electronic notification that was sent to you for the upcoming Special Meeting of Shareholders was returned to us as undeliverable.

 

Enclosed please find proxy materials regarding the upcoming Special Meeting.

 

We appreciate your interest in this program and hope that you will visit Fidelity’s website to update your e-mail address.

 

Computershare Fund Services, Independent Tabulator of Fidelity Investments

 

 

 

 

FORM OF

 

COMPUTERSHARE INTERNET SCREEN SCRIPT FOR INTERNET VOTING
AND NOTICE OF INTERNET AVAILABILITY OF PROXY MATERIALS

 

 

 

 

SCREEN 1

[Prior to entering a control number at www.proxy-direct.com/Fidelity,
shareholder sees Screen 1]

Computershare proxydirect
                         
Enter your 14 digit control number from the shaded box on your notice or card:                          
                         
                         
                         
Enter your 8 digit security code from the unshaded box on your notice or card:                          
                       
 
[“Login” button appears here]
 
To access materials without a control number: Click [“here” link appears here] to view Proxy Materials or Information Statements for the Fidelity funds.

 

[If shareholder clicks on “Login” before inputting a valid control number, the following error message appears:

There is a length error with the Control Number and/or Security Code 

[If shareholder clicks on “Submit” after inputting a valid control number, Screen 2 appears.]

 

Sample
Proxy/Voting Instruction Card
Sample Notice

 

WARNING! This resource is provided for authorized users only. Any unauthorized access, use or publication of this content is strictly prohibited. Violators will be prosecuted.

Your browser must support JavaScript 1.1 or higher in order to continue. Click on the [“Help” link appears here] link at the bottom for more information and navigation tips. If you are unable to vote your proxy using this service because of technical difficulties, you should refer to your Proxy Package for other voting options.

 

 

Reproduction in whole or in part in any form or medium without express written permission of Computershare Limited is prohibited.

 

Links – (right justified) Home  Contact Us  Security  Privacy Policy  Help  View Materials

 

(left justified) © [current year] – Link “Computershare”. All Rights Reserved.

 

 

 

 

SCREEN 2 - Internet Voting Page 

[Upon entering control number in Screen 1, shareholder sees Screen 2]

 

Computershare proxydirect

 

Computershare

 

Text - (left justified) 

Fund 

[TRUST NAME] - [FUND NAME] 

 

Text - (left justified) 

THE BOARD OF TRUSTEES RECOMMENDS A VOTE [FOR/AGAINST] THE PROPOSAL.

 

Text - (right justified)

Mark All> [For/Against/Withhold]

 

Proposals
 
01.01 [Title of proposal]. [Name of nominee for Trustee election] [For][Withhold]
01.02 [Title of proposal]. [Name of nominee for Trustee election] [For][Withhold]
01.03 [Title of proposal]. [Name of nominee for Trustee election] [For][Withhold]
     
02. [Title of proposal will be inserted].  
    Text - (right justified)
    [For/Against/Abstain]
03. [Title of proposal will be inserted].  
    Text - (right justified)
    [For/Against/Abstain]
04. [Title of proposal will be inserted].  
    Text - (right justified)
    [For/Against/Abstain]

 

If you have questions regarding the voting process, please call 1-877-456-7881

 

Links – (left justified) “Cancel Vote & Exit” “Submit Vote”

[If shareholder clicks on “Cancel Vote & Exit” link, the following popup appears:]

Text - (left justified) 

Are you sure you want to cancel your vote? 

 

[If shareholder clicks on “Submit” link without making an election, the following popup appears:

Text - (left justified) 

You Must Vote On Each Proposal

 

Links – (right justified) Home  Contact Us  Security  Privacy Policy  Help  View Materials

 

(left justified) © [current year] – Link “Computershare”. All Rights Reserved.

 

 

 

 

SCREEN 3 - Vote Submission Page 

[Upon casting a vote by clicking either the “SUBMIT” or the “UPDATE” links
on Screen 2, shareholder sees Screen 3]

 

Computershare proxydirect

 

Link – “Log Out”

 

Computershare

 

Thank you. Your voting instructions have been submitted for processing.
 
If necessary, you can revisit the Internet voting site at any time before the meeting on [MM/DD/YYYY 00:00 AM/PM] ET to submit new voting instructions.
 
This is a summary of your voting instructions for the [Trust] Special Meeting. You may print this page for your records.

Link – “Print Page”

 

Instructions Submitted on [MM/DD/YYY 00:00 AM/PM ET]

 

[Summary of elections will appear here]

 

Computershare

 

Link – “Vote Another Card or Exit”

 

[If shareholder clicks on “Vote Another Card or Exit” link, they will be redirected to Screen 1.]

 

Enter your e-mail address in the following textbox if you would like an e-mail confirmation of your vote.

         
E-mail:          
       
         
         
Confirm E-mail:          
       

  

Link – “Send E-mail”

 

[If shareholder clicks on “Send E-mail” link, without an email address entered the following appears.

* Blank

 

Links – (right justified) Home  Contact Us  Security  Privacy Policy  Help  View Materials

 

(left justified) © [current year] – Link “Computershare”. All Rights Reserved.

 

 

 

 

[If shareholder selects the option to view Proxy Materials for the Fidelity funds on Screen 1, 2 or 3, a new window will open that presents information in the following format.]

 

Form Of

 Proxy Materials Page 

Computershare proxydirect

 

VIEW MATERIALS ONLINE

 

To view proxy Materials please click the appropriate link below.

 

Proxy Dated Trust Name: Fund Name(s) Link(s)
[MM, DD, YYYY][Date of Proxy Inserted here]

[Trust Name:

Fund Name(s) Inserted Here]

[Links to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material, and Information Statement

Inserted Here, as applicable]

[MM, DD, YYYY][Date of Proxy Inserted here]

[Trust Name:

Fund Name(s) Inserted Here]

[Links to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material, and Information Statement

Inserted Here, as applicable]

[MM, DD, YYYY][Date of Proxy Inserted here]

[Trust Name:

Fund Name(s) Inserted Here]

[Links to Letter, Q&A, Notice, Proxy Statement, Prospectus, Additional Solicitation Material, and Information Statement

Inserted Here, as applicable]

 

Link – “Return to Previous Page”

 

[If shareholder clicks on “Return to Previous Page” link, they will be redirected to the previous screen.]

 

You may need Adobe Acrobat to view the documents listed above. To download Adobe Reader, click the address belowhttp://www.adobe.com/products/acrobat/readstep.html

 

Links – (right justified) Home  Contact Us  Security  Privacy Policy  Help  View Materials

 

(left justified) © [current year] – Link “Computershare”. All Rights Reserved.

 

 

 

 

[If shareholder requests an e-mail confirmation of his/her vote on Screen 3, a confirmation in the following format will be sent to the e-mail address provided by the shareholder]

 

Form of

 

E-mail Confirmation 

 

From: voteconfirm@proxy-direct.com 

To: [Shareholder Last, First Name] 

Subject: Confirmation of Internet Proxy Vote

 

Your vote for Control Number [number appears here] has been submitted to Fidelity Investments as follows:

 

[Vote summary appears here]

 

 

 

 

 

TOUCH-TONE TELEPHONE VOTING SCRIPT
FIDELITY FUND PROXY WO# XXXXX
** PROXY CARD **                                IVR Revision XX-XX-20XX
WHEN CONNECTED TO OUR PHONE VOTING SYSTEM USING A DEDICATED TOLL-FREE NUMBER 1-800-XXX-XXXX
THE SHAREHOLDER HEARS:
 
THE INITIAL PROMPT:
“Thank you for calling the proxy voting line.”
“Before you can vote, I’ll need to validate some information from your proxy card or meeting notice.
On your card or notice there’s a shaded box with a 14 digit number inside. Please enter that number now.”
AFTER THE SHAREHOLDER ENTERS THEIR 14 DIGIT CONTROL NUMBER, HE/SHE HEARS:
“Next, located in the un-shaded box is an 8 digit number. Please enter this number now.”
THEN YOU HEAR:
“Thank you. Please hold while I validate those numbers.”
IF VALID CODES WERE ENTERED, THE SHAREHOLDER WILL HEAR THE FOLLOWING GENERIC SPEECH:
“Okay, you’ll be voting your shares for the upcoming proxy meeting. The Board Recommends a vote “FOR” the/all proposal(s).”
IF VALID CODES WERE ENTERED, THE SHAREHOLDER WILL HEAR THE FOLLOWING FUND SPECIFIC SPEECH:
“Okay, you’ll be voting your proxy for shares in the Fidelity Fund. The Board of Trustees recommends a vote “FOR” the/all proposal(s).”
IF THERE IS A PRIOR VOTE IN THE SYSTEM FOR THE CONTROL NUMBER ENTERED YOU HEAR:
” I see that you’ve already voted. If you don’t want to change your vote you can just hang-up. Otherwise,
remain on the line and I’ll take you through the voting process again...”
IF THERE IS NO PRIOR VOTE, THE FOLLOWING IS HEARD:
“I’m about to take you through the voting process. Please keep your voting card or meeting notice in front
of you to follow along. Okay, let’s begin…”
 
“PROPOSAL 1: [FOR ONE HOLDING THEY HEAR]: “To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
OR MULTIPLE HOLDINGS THEY HEAR]: “To vote FOR on ALL HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press 2;
ABSTAIN on ALL HOLDINGS, Press 3 or to vote on EACH HOLDING INDIVIDUALLY, press 4.”
WHEN A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING INDIVIDUALLY, THEY HEAR:
“FOR HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
“FOR HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
“FOR HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
The prompting continues for each of the shareholder’s holdings to match their fund holdings listed on their proxy card…
 
“PROPOSAL 2: [FOR ONE HOLDING THEY HEAR]: “To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
OR MULTIPLE HOLDINGS THEY HEAR]: “To vote FOR on ALL HOLDINGS, Press 1; AGAINST on ALL HOLDINGS, Press 2;
ABSTAIN on ALL HOLDINGS, Press 3 or to vote on EACH HOLDING INDIVIDUALLY, press 4.”
WHEN A SHAREHOLDER OWNS MULTIPLE HOLDINGS AND CHOOSES TO VOTE ON EACH HOLDING INDIVIDUALLY, THEY HEAR:
“FOR HOLDING 1: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
“FOR HOLDING 2: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
“FOR HOLDING 3: To vote FOR Press 1; AGAINST Press 2; Or to ABSTAIN Press 3”
The prompting continues for each of the shareholder’s holdings to match their fund holdings listed on their proxy card…
 

Page 1 of 2 

 

TOUCH-TONE TELEPHONE VOTING SCRIPT
FIDELITY FUND PROXY WO# XXXXX
“ELECTION OF BOARD MEMBER” PROPOSAL PROMPTS WHEN A SINGLE FUND IS HELD FOR THE PROPOSAL:
“PROPOSAL 3:    To vote FOR the nominee, Press 1.          To vote WITHHOLD , press 2.
IF THE SHAREHOLDER PRESSES 1, TO VOTE FOR THE NOMINEE THEY WILL HEAR:
“Okay, voting for the nominee”
IF THE SHAREHOLDER PRESSES 2, TO WITHHOLD FROM THE NOMINEE THEY WILL HEAR:
“Okay, voting withhold on the nominee “
 
“ELECTION OF BOARD MEMBER” PROPOSAL PROMPTS WHEN MULTIPLE FUNDS ARE HELD FOR THE PROPOSAL:
“PROPOSAL 4 FOR HOLDING 1: To vote FOR the nominee, Press 1. To vote WITHHOLD, press 2.
IF THE SHAREHOLDER PRESSES 1, TO VOTE FOR THE NOMINEE FOR THE FIRST HOLDING THEY WILL HEAR:
Okay, for the first holding listed on this proposal you just voted “For” the Nominee.
To vote the same way for all other holdings listed, press 1; To vote for each holding individually, press 2.
IF THE SHAREHOLDER PRESSES 2, TO WITHHOLD YOUR VOTE FROM THE NOMINEE FOR THE FIRST HOLDING THEY WILL HEAR:
Okay, for the first holding listed on this proposal you just voted to withhold your vote from the Nominee.
To vote the same way for all other holdings listed, press 1; To vote for each holding individually, press 2.
IF THE SHAREHOLDER CHOOSES OPTION 1, TO VOTE THE SAME WAY FOR ALL OTHER HOLDINGS ON THE NOMINEE PROPOSAL:
Okay, I’ll apply the same vote to all other holdings listed.
IF THE SHAREHOLDER CHOOSES OPTION 2, TO VOTE FOR EACH HOLDING INDIVIDUALLY:
Okay, let’s continue then…
THEN THE SHAREHOLDER HEARS PROMPTS FOR THE NEXT HOLDING [This is repeated until all holdings are voted on]:
Example: “For Holding 2: To vote FOR the nominee, Press 1. To WITHHOLD your vote from the nominee, press 2.
 
WHEN THE SHAREHOLDER HAS COMPLETED VOTING ON THE PROPOSALS, HE/SHE WILL HEAR:
“Okay, you’ve finished voting but your vote has not yet been recorded.”
“To hear a summary of how you voted, press 1; To record your vote, Press 2.”
IF THE SHAREHOLDER PRESSES 1, TO HEAR A SUMMARY OF THEIR VOTES, HE/SHE WILL HEAR:
“Please note your vote will be cast automatically should you decide to hang up during the summary.”
“You’ve elected to vote as follows...” [THEN A PLAYBACK OF THE VOTES COLLECTED FOR EACH PROPOSAL IS HEARD]
AFTER THE VOTE PLAYBACK, THE SHAREHOLDER HEARS:
“If this is correct, press 1; Otherwise, press 2. If you’d like to hear the information again press # (pound).”
IF THE CALLER CHOOSES TO RECORD THEIR VOTE (EITHER BEFORE OR AFTER THE SUMMARY IS HEARD), THEY HEAR:
“(Okay) Please hold while I record your vote.”
THEN THEY HEAR:
“Your vote has been recorded. It’s not necessary for you to mail in your proxy card or meeting notice.
I’m now going to end this call unless you have another proxy card or meeting notice to vote or you want to change
your vote. If you need to vote again, press one now.”
IF THE SHAREHOLDER PRESSES 2, INDICATING AN INCORRECT VOTE, HE/SHE WILL HEAR:
“Okay, let’s change your vote.” [The system then prompts the voting options again.]
AFTER THE SHAREHOLDER’S VOTE IS RECORDED, IF THEY ELECT TO VOTE ANOTHER PROXY, HE/SHE HEARS:
“Before you can vote, I’ll need to validate some information from your proxy card or meeting notice. On your card or notice
there’s a shaded box with a 14 digit number inside. Please enter that number now.”
IF THE SHAREHOLDER ELECTS TO END THE CALL, HE/SHE WILL HEAR:
“Thank you for voting, goodbye.”

 

Page 2 of 2 

 

 

Proxy Voting Q&A posted on fidelity.com

 

Frequently Asked Questions
S What is Proxy Voting?
S When will I receive the information I need to vote?
S How can I submit a proxy vote?
S I consented for eDelivery of proxy materials, is it possible to receive hard copy paper materials instead?
S I used to enter a PIN when voting proxy, why is this now no longer required?
S I voted and I would like to change my vote, is this possible?  
   
Q: What is Proxy Voting?
A: Companies regularly hold shareholder meetings to present and discuss important management decisions that may impact shareholders. Mutual funds may also hold special meetings of shareholders to seek approval of changes to fund services or policies that require shareholder approval. As a shareholder, you are entitled to vote on these important matters. You could, if you wanted, attend the shareholder meeting in person to cast your votes, or you could cast a proxy vote, which allows you to cast your vote through the mail, over the telephone, or online. This way, your vote can be counted without you having to attend the meeting in person.
  Top
Q: When will I receive the information I need to vote?
A: A proxy statement, which provides details regarding the meeting and the management and shareholder proposals, if any, that will be voted on at the meeting, is provided to shareholders before the meeting is held. The proxy statement may be sent to you via U.S. mail or email, if you have consented to electronic delivery, or you may receive a notice linking you to a website where you can review it online.
  Top
Q: How can I submit a proxy vote?
A: You may submit a proxy vote through U.S. mail, over the telephone, or online, based on the instructions contained in the proxy statement. Votes must be submitted prior to the close of voting in order to be counted. Please vote your shares promptly. Your vote is extremely important, no matter how large or small your holdings may be.
  Top
Q: I consented for eDelivery of proxy materials, is it possible to receive hard copy paper materials instead?
A: By consenting to eDelivery of proxy, you have agreed to online receipt of important proxy materials. To request a written copy of any Fidelity Fund proxy materials via telephone please call 877-208-0098. On the voting screen, you may also chose to change your eDelivery preferences for future proxy campaigns.

 

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Your retirement benefit plan account mail preferences for statements, prospectuses, proxies and other benefit information will apply to your Fidelity BrokerageLink(registered mark) Account. You may change this electronic delivery default for your BrokerageLinkSM account at any time by logging on to NetBenefits and updating your mail preferences.
  Top
Q: I used to enter a PIN when voting proxy, why is this now no longer required?
A: By using Fidelity.com to access the online voting site, a secure transaction with your control number information has been established and the PIN is no longer required to securely complete this transaction.
  Top
Q: I voted and I would like to change my vote, is this possible?
A: Yes, you can vote again using the Voted link in the Action column as long as voting is still open for that holding. The latest vote cast will be recorded and the Last Action Taken date will update. If you do not complete the process of re-voting, the last vote cast remains on record.
  Top

Return to Proxy Materials

 

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Proxy Voting Q&A posted on institutional.fidelity.com

 

Learn More
S What is Proxy Voting?
S When will I receive the information I need to vote?
S How can I submit a proxy vote?
S I consented for eDelivery of proxy materials, is it possible to receive hard copy paper materials instead?
S I used to enter a control number when voting proxy, why is this now no longer required?
S I voted and I would like to change my vote, is this possible?  
S When can I expect to receive proxy materials?  

 

Q: What is Proxy Voting?
A: Mutual Funds may hold special meetings of shareholders to seek approval of changes to fund services or policies that require shareholder approval. As a shareholder, you are entitled to vote on these important matters. You could, if you wanted, attend the shareholder meeting in person to cast your vote, or you could cast a proxy vote, which allows you to cast your vote through the mail, over the telephone, or online. This way, your vote can be counted without you having to attend the meeting in person.
   
Q: When will I receive the information I need to vote?
A: A proxy statement, which provides details regarding the meeting and the management and shareholder proposals, if any, that will be voted on at the meeting, is provided to shareholders before the meeting is held. The proxy statement may be sent to you via U.S. mail, or email, if you have consented to electronic delivery, or you may receive a notice linking you to a website where you can review it online.
   
Q: How can I submit a proxy vote?
A: You may submit a proxy vote through U.S. mail, over the telephone, or online, based on the instructions contained in the proxy statement. Votes must be submitted prior to the close of voting in order to be counted. Please vote your shares promptly. Your vote is extremely important, no matter how large or small your holdings may be.
   
Q: I consented for eDelivery of proxy materials, is it possible to receive hard copy paper materials instead?
A: By consenting to eDelivery, you have agreed to online receipt of important proxy materials. You can request a written copy of the proxy materials by clicking on “Request copy of shareholder materials,” on the same screen you are prompted to vote your shares. To request a written copy of any Fidelity Advisor Fund or Fidelity Fund proxy material via telephone, please call 877-208-0098.

 

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If you would like to change your eDelivery preferences for future proxy materials, click here to update your information or change your delivery method. [if shareholder clicks on “click here” a window appears where they can change their edelivery preferences on institutional.fidelity.com.]
   
Q: I used to enter a control number when voting proxy, why is this now no longer required?
A: By using advisor.fidelity.com to access the online voting site, a secure transaction with your control number information has been established and the control number is no longer required to securely complete this transaction.
   
Q: I voted and I would like to change my vote, is this possible?
A: Yes, you can vote again using the “Voted” link in the “Action” column as long as voting is still open for that holding. The latest vote cast will be recorded and the “Last Action Taken” date will update. If you do not complete the process of re-voting, the last vote cast remains on record.

 

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