Strategic Advisers Municipal Bond Fund

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

Fund of funds· rate + credit risk filed
One fund, 1 share classes:FSMUX
$14.34B NAV
6,869 positions · as of 2026-05-31 · filed 2026-07-24
data updated 2026-09-08

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 Q2

99.97%
of net assets
Bonds88.11%
Stocks8.91%
Cash & short-term2.60%
Securitized0.26%
3 smaller0.08%

Look-through blends 9 underlying funds; 3.96% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 177 new185 exited

Largest new: BLACK BELT ENERGY GAS DIST ALAGAS PROJ REV ×3, SAN FRANCISCO CA CITY and COUNTY AIRPORTS COMMISSION INTERNATIONAL AIRPORT REVENUE, PEFA INC IOWA GAS PROJ REV, CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV, MASSACHUSETTS ST, PHOENIX ARIZ INDL DEV AUTH HEALTH CARE FACS REV

Largest exited: DISTRICT COLUMBIA REV, NYS ENERGY R+D AUTH CON ED, KENTUCKY INC KY PUB ENERGY AUTH GAS SUPPLY REV, ARKANSAS ST DEV FAIDEV REV, TEXAS STATE, TRIBOROUGH BRDG and TUNL AUTH NY SALES TAX REV, NY PAYROLL MOBILITY TX, NORTHAMPTON CNTY PA GEN PURP AUTH HOSP REV

Return profile

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

1-year
+6.35%
3-year
+12.50%
5-year
58 of 60 months
Volatility
4.11%
Worst 3-yr fall
-5.27%
Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
4.44%
Avg maturity
18.93 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.

11%
floating
Fixed rate88.6%
Floating rate11.4%
Maturity ladder

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

<1y10y+
<1y0.9%
1-3y2.1%
3-5y2.7%
5-10y12.3%
10y+82.0%
Flagged holdings
Defaulted: 0.26% · $24.58M · 65 positions
In arrears: 0.26% · $24.58M · 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 2026Q2

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

Interest-rate duration
4.68 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 rate4.68 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.16 yr3%
5 yr0.72 yr15%
10 yr2.13 yr45%
30 yr1.67 yr36%
Credit spread2.99 yr total
3 mo30 yr
3 mo0.34 yr11%
1 yr1.04 yr35%
5 yr0.84 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+0.28+0.06$406.0k$81.6k
1 yr+0.16+0.87+0.17$1.25m$243.0k
5 yr+0.72+0.77+0.07$1.10m$102.8k
10 yr+2.13+0.57+0.06$820.8k$84.1k
30 yr+1.67+0.12+0.02$166.4k$31.8k

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 TR6.29%$902.69M
VANGUARD MUN BD FD INC4.82%$691.63M
FRANKLIN FED TAX FR INCOME FDFFTQX4.63%$663.96M
Fidelity Colchester Street Trust3.40%$488.31M
Fidelity Salem Street TrustFENCX2.39%$343.04M
VANGUARD MUN BD FD INC2.38%$340.76M
ISHARES TR2.35%$337.69M
DWS MUN TR2.13%$305.54M
BLACKROCK MUN BD FD INC1.83%$262.24M
EATON VANCE MUNICIPAL TR1.73%$248.09M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 31.96% of net assets, top 25 36.14%, across 1.8K issuers.

See more of this fund's book

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