FZOMX Holdings — Fidelity SAI Short-Term Bond Fund

All 403 reported holdings of Fidelity SAI Short-Term Bond Fund (FZOMX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Ust Notes9.89%$70.04M
Ust Notes8.19%$57.95M
Ust Notes7.46%$52.82M
Ust Notes6.18%$43.71M
Ust Notes6.15%$43.55M
Ust Notes4.40%$31.11M
Ust Notes2.25%$15.90M
Eqt Corp.0.65%$4.59M
JPMORGAN CHASE and CO0.52%$3.70M
Bank Of America Corporation0.43%$3.01M
Flatiron Clo 28 Ltd. / Flatiron Clo 28 LLC0.40%$2.82M
WELLS FARGO and CO0.40%$2.81M
Citigroup, Inc.0.38%$2.72M
Aimco Clo Ser 2018-B / Aimco Clo Ser 2018-B LLC0.37%$2.61M
Glencore Fdg LLC0.37%$2.59M
Bat Capital Corp.0.36%$2.54M
Deutsche Bank AG New York Bnch0.36%$2.52M
Societe Generale0.35%$2.46M
Goldman Sachs Group, Inc. (the)0.35%$2.46M
Truist Financial Corp.0.34%$2.44M
Bank Of America Corporation0.34%$2.39M
Morgan Stanley0.34%$2.39M
Bnp Paribas0.33%$2.36M
Hyundai Auto Receivables Trust 25-B0.33%$2.33M
Aercap Ireland Capital Dac / Aercap Global Aviation Trust0.33%$2.32M
Morgan Stanley Private Bank Na0.33%$2.30M
Athene Global Funding0.32%$2.29M
Santander Hldgs USA, Inc.0.32%$2.26M
Hsbc Holdings PLC0.32%$2.24M
Wheels Fleet Lease Funding 1 LLC0.32%$2.23M
WELLS FARGO and CO0.31%$2.23M
Ford Motor Credit Co. LLC0.31%$2.22M
Rga Global Funding0.31%$2.22M
Bank Of America Corporation0.31%$2.22M
Barclays PLC0.31%$2.22M
Bmw US Capital LLC0.31%$2.21M
Goldman Sachs Group, Inc. (the)0.31%$2.21M
Danske Bank A/s0.31%$2.21M
JPMORGAN CHASE and CO0.31%$2.20M
Palmer Square Ln Fdg 2025-2 Ltd. / Palmer Square Ln Fdg 2025-2 LLC0.31%$2.20M
Danske Bank A/s0.31%$2.20M
General Mtrs Finl Co., Inc.0.31%$2.18M
Ares Strategic Income Fund0.31%$2.17M
Wells Fargo Card Issuance Trust0.31%$2.17M
Hyundai Capital America0.31%$2.16M
Georgia Power Co.0.30%$2.15M
Mercedes-Benz Finance North America LLC0.30%$2.15M
Corebridge Financial, Inc.0.30%$2.15M
Ares Strategic Income Fund0.30%$2.15M
US Bank Na Cincinnati Ohio0.30%$2.13M
WELLS FARGO and CO0.30%$2.13M
Flatiron Clo 23 LLC0.30%$2.13M
Principal Life Global Fdg Ii0.30%$2.13M
Morgan Stanley Private Bank Na0.30%$2.13M
Bx Trust 2025-Roic0.30%$2.12M
Goldman Sachs Group, Inc. (the)0.29%$2.08M
Blackstone Private Credit Fund0.29%$2.07M
Dell International LLC / Emc Corp.0.29%$2.06M
Citigroup, Inc.0.29%$2.03M
Diamondback Energy, Inc.0.29%$2.03M
Natwest Group PLC0.29%$2.03M
JPMORGAN CHASE and CO0.29%$2.03M
The Bank Of Nova Scotia0.28%$2.02M
Charter Communications Operating LLC / Charter Communications Operating Capital0.28%$2.01M
Lloyds Banking Group PLC0.28%$2.01M
Deutsche Bank AG New York Bnch0.28%$1.99M
Barclays PLC0.28%$1.98M
Stellantis Financial Underwritten Enhanced Lease Trust 2026-A0.28%$1.98M
Hsbc Holdings PLC0.28%$1.97M
Volkswagen Auto Loan Enhanced Trust 2024-10.28%$1.97M
Deutsche Bank AG New York Bnch0.28%$1.97M
Verizon Master Trust0.28%$1.96M
Athene Global Funding0.27%$1.94M
Affrm 2026-X10.27%$1.94M
Flatiron Rr Clo 22 LLC0.27%$1.94M
Huntington Bancshares Inc/oh0.27%$1.93M
Fidelity Revere Street Trust0.27%$1.93M
Hsbc Holdings PLC0.27%$1.90M
Bridge Coml Mtg Tr 2026-Mf0.26%$1.87M
Buckhorn Park Clo Ltd.0.26%$1.87M
Enel Finance Intl NV0.26%$1.87M
Hca, Inc.0.26%$1.87M
Broadcom, Inc.0.26%$1.87M
Mitsubishi Ufj Financial Group, Inc.0.26%$1.86M
Citigroup, Inc.0.26%$1.86M
Natwest Group PLC0.26%$1.86M
Neuberger Berman Ln Advisers Nbla Clo 50 Ltd. / Neuberger Berman Ln0.26%$1.85M
Jackson Natl Life Global Fdg0.26%$1.85M
General Mtrs Finl Co., Inc.0.26%$1.85M
Energy Transfer LP0.26%$1.85M
US Bancorp Del0.26%$1.84M
Juniper Valley Park Clo LLC0.26%$1.84M
Icon Investments Six Designated Activity Co.0.26%$1.83M
Cvs Health Corp.0.26%$1.83M
Bayer US Finance Ii LLC0.26%$1.82M
Citigroup, Inc.0.26%$1.81M
Hyundai Capital America0.26%$1.81M
American Express Co.0.26%$1.81M
Ba Cr Card Tr0.25%$1.80M
Pnc Financial Services Grp, Inc.0.25%$1.80M
American Express Co.0.25%$1.78M
Royal Bank Of Canada0.25%$1.78M
Ala Trust 2025-Oana0.25%$1.77M
Magnetite Xxii Ltd. / Magnetite Xxii LLC0.25%$1.76M
Autonation, Inc. Del0.25%$1.76M
Dryden 68 Clo Ltd.0.25%$1.75M
Bank Of Montreal Que0.25%$1.75M
Madison Pk Fdg Xlv Ltd. / Madison Pk Fdg Xlv LLC0.25%$1.74M
M and T BANK AUTO RECEIVABLES TRUST 2026-10.24%$1.73M
Sammons Financial Group Global Funding0.24%$1.72M
Hps Corporate Lending Fund0.24%$1.71M
Oha Credit Funding 22 Ltd.0.24%$1.67M
WELLS FARGO and CO0.24%$1.67M
Ubs Group AG0.24%$1.67M
Bank Of Montreal Que0.23%$1.66M
Bayer US Fin LLC0.23%$1.64M
Hyundai Capital America0.23%$1.64M
Global Payments, Inc.0.23%$1.60M
Aercap Ireland Capital Dac / Aercap Global Aviation Trust0.23%$1.60M
Hps Corporate Lending Fund0.23%$1.59M
Dominos Pizza Master Issuer Ll Dominos Spv Cdn Hldg Co., Inc. Dominos Pizza Distr LLC0.22%$1.56M
General Mtrs Finl Co., Inc.0.22%$1.55M
Hartwick Park Clo Ltd.0.22%$1.54M
Alimentation Couche-Tard, Inc.0.22%$1.53M
Lloyds Banking Group PLC0.21%$1.52M
Ally Financial, Inc.0.21%$1.52M
Invesco U S Clo 2021-3 Ltd. / Invesco U S Clo 2021-3 LLC0.21%$1.50M
Capital One Financial Corp.0.21%$1.49M
Aes Corp.0.21%$1.48M
Ford Motor Credit Co. LLC0.21%$1.48M
Volkswagen Group Amer Fin LLC0.21%$1.47M
Mplx LP0.21%$1.46M
Transcanada Pipelines Ltd.0.21%$1.46M
Truist Financial Corp.0.21%$1.46M
Cnh Industrial Capital LLC0.20%$1.44M
Nationwide Building Society0.20%$1.44M
Carmax Auto Owner Trust 2026-20.20%$1.43M
Exeter Automobile Receivables Tr 2025-40.20%$1.42M
Ing Groep NV0.20%$1.41M
Stellantis Financial Underwritten Enhanced Lease Trust 2025-C0.20%$1.39M
Verizon Master Trust0.20%$1.39M
Ubs AG Stamford Brh0.20%$1.38M
Voya Clo 2022-1 Ltd. / Voya Clo 2022-1 LLC0.20%$1.38M
Emera US Finance LLC0.20%$1.38M
Western-Southern Global Funding0.19%$1.38M
Dte Energy Co.0.19%$1.35M
Avolon Holdings Funding Ltd.0.19%$1.32M
Hyundai Capital America0.19%$1.31M
Fordf 2025-1 A10.18%$1.31M
Societe Generale0.18%$1.29M
Daimler Trucks Finance North America LLC0.18%$1.29M
Bain Capital Credit Clo0.18%$1.29M
Bx Commercial Mortgage Trust 2025-Spot0.18%$1.28M
Carvana Auto Receivables Trust 2025-P20.18%$1.27M
Lincoln Financial Global Funding0.18%$1.27M
Jackson Natl Life Global Fdg0.18%$1.26M
Verus Securitization Tr 2026-R20.18%$1.26M
Morgan Stanley0.17%$1.24M
JERSEY CENTRAL POWR and LIGHT CO0.17%$1.23M
Morgan Stanley Bk Na Salt Lake0.17%$1.21M
Capital One Financial Corp.0.17%$1.20M
Bx Trust 2025-Dime0.17%$1.19M
Aercap Ireland Capital Dac / Aercap Global Aviation Trust0.17%$1.18M
Enterprise Fleet Financing 2024-3 LLC0.17%$1.18M
Valley Stream Pk Clo Ltd. / Vy Stream Pk Clo LLC0.17%$1.17M
Enterprise Fleet Financing 2025-1 LLC0.17%$1.17M
Tco Coml Mtg Tr 2024-Dpm0.16%$1.15M
Dryden 104 Clo Ltd. / Dryden 104 Clo LLC0.16%$1.12M
Oportun Issuance Trust 2025-B0.16%$1.12M
Affirm Master Trust0.16%$1.11M
Barclays PLC0.16%$1.11M
Conagra Brands, Inc.0.16%$1.11M
Extended Stay Amer Tr 2026-Esh20.16%$1.10M
Lloyds Banking Group PLC0.16%$1.10M
Ari Fleet Lease Trust0.15%$1.08M
Bx Trust 2026-Cip0.15%$1.07M
Nextera Energy Cap Hldgs, Inc.0.15%$1.06M
World Omni Auto Trust 2024-C0.15%$1.04M
Voya Clo 2019-2 LLC0.15%$1.03M
Magnetite Xxiii Ltd.0.14%$1.02M
Amur Equip Fin Receivables Xv LLC0.14%$999.09K
Carmax Auto Owner Trust 2024-30.14%$989.56K
Monongahela Pwr Co.0.14%$987.01K
Sumisho Air Lease Corp.0.14%$982.06K
Plym Commercial Mortgage Trust 2026-Ind0.14%$979.61K
Enbridge, Inc.0.14%$968.39K
Hca, Inc.0.14%$962.03K
Standard Chartered PLC0.14%$961.69K
Avis Budget Rent Car Fdg Aesop LLC0.14%$961.37K
Extended Stay America Trust 2025-Esh0.14%$960.48K
Corebridge Global Funding0.14%$958.44K
Japan Tobacco, Inc.0.13%$948.91K
Bat International Finance PLC0.13%$948.65K
Equitable America Global Funding0.13%$945.96K
General Mtrs Finl Co., Inc.0.13%$943.01K
Athene Global Funding0.13%$938.06K
Aercap Ireland Capital Dac / Aercap Global Aviation Trust0.13%$934.65K
American Tower Corp.0.13%$932.66K
Eversource Energy0.13%$930.07K
Volkswagen Group Amer Fin LLC0.13%$923.83K
Boeing Co.0.13%$921.95K
Augusta Spinco Corp.0.13%$903.06K
Athene Global Funding0.13%$897.05K
T-Mobile USA, Inc.0.13%$889.95K
Utah Acquisition Sub, Inc.0.12%$883.87K
Hewlett Packard Enterprise Co.0.12%$876.37K
Avolon Holdings Funding Ltd.0.12%$870.88K
Discovery Global Holdings Inc0.12%$862.85K
Barings Clo Ltd. 2019-Iii0.12%$861.74K
Ally Financial, Inc.0.12%$827.70K
Ford Credit Auto Owner Trust 2024-D0.12%$814.86K
BROWN and BROWN INC0.11%$797.26K
Affirm Asset Securitization Trust 2025-X20.11%$786.20K
Orange0.11%$782.88K
General Mtrs Finl Co., Inc.0.11%$781.14K
Regions Bank Of Alabama0.11%$772.33K
Rr 16 Ltd.0.11%$768.50K
Bx Trust 2026-Lp30.11%$762.93K
Wells Fargo Coml Mtg Tr 2024-Grp0.11%$758.83K
Barclays PLC0.10%$741.34K
Angel Oak Mortgage Trust 2026-20.10%$738.48K
Truist Financial Corp.0.10%$732.38K
Enbridge, Inc.0.10%$732.53K
Lpl Holdings, Inc.0.10%$727.39K
Reinsurance Group Of America, Inc.0.10%$716.63K
Mizuho Financial Group, Inc.0.10%$715.51K
Canadian Imperial Bank Of Commerce0.10%$713.50K
Daimler Trucks Finance North America LLC0.10%$711.37K
Santander Hldgs USA, Inc.0.10%$684.69K
Bx Commercial Mortgage Trust 2026-Xl60.09%$669.14K
Rktl 2026-1a0.09%$660.47K
Fordf 2025-1 A10.09%$658.57K
Merchants Fleet Funding LLC0.09%$655.41K
Massmutual Global Fdg Ii0.09%$628.58K
Avolon Holdings Funding Ltd.0.09%$627.37K
Centene Corp. Del0.09%$620.94K
Volkswagen Auto Loan Enhanced Trust 2023-20.09%$618.57K
Usb Auto Owner Trust 2025-10.09%$617.98K
Amrize Finance US LLC0.09%$617.80K
Bx 2024-Cnyn0.09%$614.34K
Prpm 2024-Rpl2 LLC0.09%$614.11K
Carvana Auto Receivables Trust 2026-P20.09%$602.36K
Daimler Trucks Finance North America LLC0.09%$602.46K
Life Financial Services Trust 20220.09%$601.74K
Enel Finance Intl NV0.08%$599.73K
Enbridge, Inc.0.08%$591.62K
Bx 2026-Aloha0.08%$590.00K
Bx Coml Mtg Tr 2024-Mdhs0.08%$573.82K
Societe Generale0.08%$545.41K
Cf Hippolyta Issuer LLC0.08%$545.13K
Bpce SA0.08%$544.29K
Vistra Operations Co. LLC0.08%$542.58K
Stellantis Finl Svc US Corp.0.08%$532.90K
Daimler Trucks Retail Trust 2024-10.07%$518.64K
Pk Alift Loan Funding 7 LP0.07%$518.36K
Leidos, Inc.0.07%$518.28K
Abn Amro Bank NV0.07%$499.43K
Imperial Brands Finance PLC0.07%$494.26K
Nxp B V/nxp Fdg Llc/nxp USA, Inc.0.07%$492.08K
Equitable Holdings, Inc.0.07%$485.01K
Bx Coml Mtg Tr 2024-Xl40.07%$464.67K
Glencore Fdg LLC0.07%$461.99K
Crown Castle, Inc.0.06%$457.97K
Bravo Residential Fdg Tr 2026-Nqm30.06%$456.57K
Gmf Floorplan Owner Revolving Tr0.06%$454.98K
Oportun Issuance Trust 2025-C0.06%$454.38K
South Bow USA Infrastructure Holdings LLC0.06%$446.65K
Amrize Finance US LLC0.06%$446.19K
BROWN and BROWN INC0.06%$444.88K
Peac Solutions Receivables 2026-1 LLC0.06%$438.89K
Enterprise Fleet Financing 2024-4 LLC0.06%$426.53K
Legacy Mortgage Asset Trust 21-Gs50.06%$425.62K
Bmp 2024-Mf230.06%$418.26K
Blox 2021-Blox0.06%$416.60K
Bx Commercial Mortgage Trust 2021-Pac0.06%$415.87K
Tesla Elec Veh Tr 2023-10.06%$407.10K
Reach Abs Tr 2026-20.05%$384.99K
Blp Coml Mtg 2024-Inds0.05%$382.51K
Autonation Finance Trust 2026-10.05%$380.18K
Pinnacle West Capital Corp.0.05%$378.45K
American Honda Finance Corp.0.05%$369.93K
Ftai Mre 2026-1 Cayman Ltd.0.05%$355.64K
Wells Fargo Coml Mtg Tr 2018-C470.05%$346.11K
Ocwen Loan Investment Trust0.05%$342.86K
Stellantis Finl Svc US Corp.0.04%$317.80K
Reach Abs Tr 2025-20.04%$318.05K
Angel Oak Mtg Tr 2021-80.04%$316.70K
Cf Hippolyta Issuer LLC0.04%$315.50K
Enbridge, Inc.0.04%$312.05K
Avolon Holdings Funding Ltd.0.04%$312.29K
World Omni Select Auto Trust 2025-A0.04%$311.21K
Avis Budget Rent Car Fdg Aesop LLC0.04%$311.78K
Ford Credit Auto Owner Trust 2023-B0.04%$281.26K
Bx Tr 2021-Acnt0.04%$281.03K
Fnma Gtd Mtg Pass Thru Ctf0.04%$278.66K
Sumisho Air Lease Corp.0.04%$263.39K
Sofi Consumer Loan Program 2025-30.03%$241.16K
Bx Coml Mtg Tr 2024-Gpa30.03%$231.75K
Nissan Auto Receivables 2023-B Owner Tr0.03%$222.61K
Ford Motor Credit Co. LLC0.03%$210.28K
Ocwen Loan Investment Trust0.03%$205.14K
Merchants Fleet Funding LLC0.03%$201.70K
Ntt Finance Corp.0.03%$200.40K
Ntt Finance Corp.0.03%$200.15K
Mitsubishi Ufj Financial Group, Inc.0.03%$199.64K
Ford Motor Credit Co. LLC0.03%$198.72K
Oneok, Inc.0.03%$184.59K
Mhp Coml Mtg Tr 2021-Stor0.03%$182.89K
Targa Res Corp.0.03%$177.30K
Ari Fleet Lease Trust 2024-B0.02%$172.00K
Boeing Co.0.02%$166.62K
Csail 2018-Cx12 Coml Mtg Tr0.02%$163.45K
Citizens Auto Receivables Trust 2024-20.02%$157.28K
Chesapeake Funding Ii LLC0.02%$156.77K
Optn 2026-A0.02%$149.84K
Gcat 2021-Nqm7 Tr0.02%$148.37K
Bamll Coml Mtg Secs Tr 20190.02%$139.07K
Rcktl 2025-20.02%$135.94K
Ally Auto Receivables Trust 2024-10.02%$133.66K
Cfmt 2024-Hb13 LLC0.02%$130.63K
Vici Properties LP0.02%$115.00K
J P Morgan Chase Coml Mtg Secs Tr 2019-Brook0.02%$110.19K
Dllad 2024-1 LLC0.02%$110.31K
Federal Nat Mtg Asn Gtd Rem Pa0.01%$103.47K
Federal Nat Mtg Asn Gtd Rem Pa0.01%$99.51K
Ocwen Loan Investment Trust0.01%$93.98K
Benchmark 2021-B31 Mortgage Trust0.01%$87.07K
Dell Equipment Finance Trust 2023-30.01%$75.10K
Bofa Auto Tr 2024-10.01%$71.79K
Oceanview Mtg Ln Tr 2020-10.01%$68.44K
Cfmt 2024-Hb15 LLC0.01%$66.12K
Chicago Board Of Trade0.01%$63.57K
Rckt Trust 2025-1a0.01%$58.35K
Dllaa 2023-1a0.01%$56.97K
Fnma Gtd Mtg Pass Thru Ctf0.01%$56.23K
Greensky Home Improvement Issuer Trust 2025-20.01%$47.88K
Fnma Gtd Mtg Pass Thru Ctf0.01%$40.96K
Fnma Gtd Mtg Pass Thru Ctf0.00%$30.32K
Marlette Funding Trust 2025-10.00%$28.32K
Ocwen Ln Invt Tr 2024-Hb10.00%$21.12K
Fnma Gtd Mtg Pass Thru Ctf0.00%$15.66K
Federal Home Ln Mtg Corp. Multiclass Mtg Partn Ctf Gtd0.00%$14.47K
Terwin Mortgage Trust0.00%$12.12K
Cwabs, Inc.0.00%$7.54K
Gnma Guaranteed Pass Thru Cert0.00%$1.23K
Federal Nat Mtg Asn Gtd Rem Pa0.00%$1.36K
Gnma Guaranteed Pass Thru Cert0.00%$356
Gnma Guaranteed Pass Thru Cert0.00%$73
Gnma Guaranteed Pass Thru Cert0.00%$7
Gnma Guaranteed Pass Thru Cert0.00%$195
Gnma Guaranteed Pass Thru Cert0.00%$53
Gnma Guaranteed Pass Thru Cert0.00%$49
Gnma Guaranteed Pass Thru Cert0.00%$72
Gnma Guaranteed Pass Thru Cert0.00%$53
Gnma Guaranteed Pass Thru Cert0.00%$148
Sequoia Mtg Tr0.00%$125
Gnma Guaranteed Pass Thru Cert0.00%$178
Gnma Guaranteed Pass Thru Cert0.00%$14
Gnma Guaranteed Pass Thru Cert0.00%$59
Gnma Guaranteed Pass Thru Cert0.00%$11
Gnma Guaranteed Pass Thru Cert0.00%$14
Gnma Guaranteed Pass Thru Cert0.00%$55
Gnma Guaranteed Pass Thru Cert0.00%$19
Gnma Guaranteed Pass Thru Cert0.00%$52
Gnma Guaranteed Pass Thru Cert0.00%$19
Gnma Guaranteed Pass Thru Cert0.00%$68
Fed Home Loan Mtg Corp. - Gold0.00%$43
Gnma Guaranteed Pass Thru Cert0.00%$219
Fnma Gtd Mtg Pass Thru Ctf0.00%$18
Gnma Guaranteed Pass Thru Cert0.00%$170
Gnma Guaranteed Pass Thru Cert0.00%$26
Gnma Guaranteed Pass Thru Cert0.00%$51
Gnma Guaranteed Pass Thru Cert0.00%$10
Gnma Guaranteed Pass Thru Cert0.00%$189
Gnma Guaranteed Pass Thru Cert0.00%$43
Gnma Guaranteed Pass Thru Cert0.00%$33
Gnma Guaranteed Pass Thru Cert0.00%$53
Gnma Guaranteed Pass Thru Cert0.00%$15
Gnma Guaranteed Pass Thru Cert0.00%$105
Gnma Guaranteed Pass Thru Cert0.00%$29
Gnma Guaranteed Pass Thru Cert0.00%$223
Gnma Guaranteed Pass Thru Cert0.00%$175
Gnma Guaranteed Pass Thru Cert0.00%$116
Gnma Guaranteed Pass Thru Cert0.00%$39
Gnma Guaranteed Pass Thru Cert0.00%$33
Gnma Guaranteed Pass Thru Cert0.00%$81
Gnma Guaranteed Pass Thru Cert0.00%$44
Gnma Guaranteed Pass Thru Cert0.00%$82
Gnma Guaranteed Pass Thru Cert0.00%$39
Fed Home Loan Mtg Corp. - Gold0.00%$3
Gnma Guaranteed Pass Thru Cert0.00%$30
Gnma Guaranteed Pass Thru Cert0.00%$27
Gnma Guaranteed Pass Thru Cert0.00%$67
Gnma Guaranteed Pass Thru Cert0.00%$31
Fed Home Loan Mtg Corp. - Gold0.00%$9
Gnma Guaranteed Pass Thru Cert0.00%$137
Gnma Guaranteed Pass Thru Cert0.00%$49
Fed Home Loan Mtg Corp. - Gold0.00%$99
Gnma Guaranteed Pass Thru Cert0.00%$90
Gnma Guaranteed Pass Thru Cert0.00%$13
Gnma Guaranteed Pass Thru Cert0.00%$279
Gnma Guaranteed Pass Thru Cert0.00%$68
Fed Home Loan Mtg Corp. - Gold0.00%$3

FZOMX overview: performance, fees, allocation and SEC filings