Strategic Advisers Municipal Bond Fund

Fidelity Rutland Square Trust II · Series S000072234 · 1 share classes

Bond fund · 66% debt· rate + credit risk filed
One fund, 1 share classes:FSMUX
$13.99B NAV
6,877 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q3

Strategic Advisers Municipal Bond Fund seeks to provide a high current yield exempt from federal income tax.

Strategy · summarised

The fund invests at least 80% of assets in investment-grade municipal securities, whose interest is exempt from federal income tax, and may allocate up to 30% to lower-quality municipal debt. Day-to-day management is delegated to one or more sub-advisers, and the fund may invest directly in securities or indirectly through underlying funds, including mutual funds and ETFs. The adviser allocates assets among sub-advisers and underlying funds using proprietary research, considering performance, manager experience, costs, and other factors. Because the fund's returns depend on the selection and performance of its sub-advisers and underlying funds, results will diverge from any benchmark.

Expenses
0.19%one share class
Share classGrossNet
FSMUX0.44%0.19%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 35.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.74%
of net assets
Bonds66.26%
Stocks32.86%
Cash & short-term0.57%
Securitized0.05%
Derivatives-0.00%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 171 new305 exited

Largest new: KENTUCKY INC KY PUB ENERGY AUTH GAS SUPPLY REV, TENNESSEE ENGY ACQ CRP GAS REV, CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV, ROUND ROCK TX INDPT SCH DIST, NEW YORK NY CTY MUN WTR FIN AU, DALLAS TX ISD, NEW YORK CITY GO, BLACK BELT ENERGY GAS DIST ALAGAS PROJ REV

Largest exited: FLORIDA DEV FIN CORP REV, OHIO ST UNIV GEN RCPTS, SAN FRANCISCO CA CITY and COUNTY AIRPORTS COMMISSION INTERNATIONAL AIRPORT REVENUE, PHOENIX ARIZ INDL DEV AUTH SOLID WASTE DISP REV, BLACK BELT ENERGY GAS DIST ALAGAS PREPAY REV, CHICAGO IL, GREATER ORLANDO AVIATION AUTH, NEW YORK NY CTY MUN WTR FIN AU

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-02-28

Avg coupon
4.41%
Avg maturity
19.11 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

12%
floating
Fixed rate88.3%
Floating rate11.7%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.9%
1-3y2.3%
3-5y2.6%
5-10y11.3%
10y+82.9%
Flagged holdings
Defaulted: 0.27% · $25.05M · 65 positions
In arrears: 0.27% · $25.05M · 65 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying about half as much.

Interest-rate duration
4.71 yr
approx. move per 100bp
Credit-spread duration
2.99 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -7.5%
of value
Interest rates61%
Credit spreads39%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+2.99
yrs total
Investment grade+2.61 yr
High yield+0.38 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate4.71 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.17 yr4%
5 yr0.74 yr16%
10 yr2.07 yr44%
30 yr1.72 yr36%
Credit spread2.99 yr total
3 mo30 yr
3 mo0.34 yr11%
1 yr1.03 yr35%
5 yr0.83 yr28%
10 yr0.63 yr21%
30 yr0.14 yr5%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.29+0.06$399.9k$79.6k
1 yr+0.17+0.87+0.17$1.21m$235.0k
5 yr+0.74+0.76+0.07$1.06m$102.2k
10 yr+2.07+0.57+0.06$802.1k$86.0k
30 yr+1.72+0.12+0.02$168.4k$33.5k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
WELLS FARGO FDS TR6.18%$865.15M
VANGUARD MUN BD FD INC4.96%$694.53M
FRANKLIN FED TAX FR INCOME FD4.69%$656.44M
Fidelity Colchester Street Trust3.45%$482.31M
Old Name : iShares Ultra Short-Term Bond Active ETF2.31%$322.88M
VANGUARD MUN BD FD INC2.22%$310.44M
DWS MUN TR2.19%$306.11M
Fidelity Salem Street Trust1.85%$259.26M
BLACKROCK MUN BD FD INC1.85%$259.00M
EATON VANCE MUNICIPAL TR1.74%$243.83M
Showing 10 of 6,877Sign in to see more

Top 10 positions are 31.45% of net assets, top 25 35.55%, across 1.8K issuers.

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