Strategic Advisers U.S. Total Stock Fund

Fidelity Rutland Square Trust II · Series S000084926 · 1 share classes

Equity fund · 99% stocks
One fund, 1 share classes:FSAKX
$92.36B NAV
2,766 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-08-17

Fund profile

As filed in the prospectus · 2025 Q3

Strategic Advisers U.S. Total Stock Fund seeks capital appreciation.

Strategy · summarised

The fund allocates assets among sub-advisers and underlying funds—including affiliated and non-affiliated equity funds and ETFs—to gain exposure to U.S. stocks across market capitalizations and investment styles, with day-to-day management delegated to those sub-advisers and underlying funds rather than executed directly by the adviser. The fund invests indirectly through other funds as well as directly in securities, selecting among managers and funds using proprietary research on performance, experience, costs, and other factors. Because the fund's holdings depend on the selections made by its sub-advisers and the underlying funds it holds, its composition and returns will reflect those choices.

Expenses
0.21%one share class
Share classGrossNet
FSAKX0.46%0.21%

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

Portfolio turnover 74.00% · as of 2025 Q3

Allocation

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

101.49%
of net assets
Stocks98.77%
Cash & short-term1.23%
Securitized1.20%
Bonds0.30%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q1 vs 2025Q4: 615 new547 exited

Largest new: Fidelity Salem Street Trust, UNITED STATES TREASURY, FNMA/FHLG TBA ISSUER ×5, CP

Largest exited: FNMA/FHLG TBA ISSUER ×6, UNITED STATES TREASURY, UNILEVER PLC

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· Jul 2024 – Feb 2026

Debt profile

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

Avg coupon
1.86%
Avg maturity
23.86 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.

21%
floating
Fixed rate79.4%
Floating rate20.6%
Maturity ladder

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

<1y10y+
<1y5.7%
1-3y0.6%
3-5y3.0%
5-10y12.7%
10y+78.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

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

Issuer%NAVValue
NVIDIA CORPNVDA4.96%$4.58B
Fidelity Mt. Vernon Street Trust4.86%$4.49B
APPLE INCAAPL3.93%$3.63B
Fidelity Salem Street Trust3.55%$3.27B
MICROSOFT CORPMSFT3.45%$3.19B
AMAZON.COM INCAMZN2.68%$2.47B
Fidelity Salem Street Trust1.96%$1.81B
Fidelity Concord Street Trust1.96%$1.81B
META PLATFORMS INCMETA1.88%$1.74B
ALPHABET INCGOOG1.85%$1.71B
Showing 10 of 2,766Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-02-28 — not a live quote, and not what the fund paid.

Top 10 positions are 31.07% of net assets, top 25 46.61%, across 2.2K issuers.

See more of this fund's book

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