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Fidelity Charles Street Trust 
 MA
  SEC # 354046

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1,578  SEC Filings
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  from  1/4/94  to  4/10/24  (3 Weeks Ago)

  List All Filings  or
  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘40-17G’ — Fidelity Bond for an Investment Company — Filed as:  Filer / Offerer — Filed by:  Fidelity Aberdeen Street Trust 
 
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involving  Fidelity Charles Street Trust 

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Forms
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, Documents
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& Exhibits
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 in  1,323 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
4/10/24 New Document this Past Month!40-17GUpdate:  Fidelity Bonds for Investment Companies  New Document this Past Month! 82
4/2/24 New Document this Past Month!497Registration:  Definitive Materials  New Document this Past Month!  — Financial Reports
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204
3/1/24497KRegistration:  Prospectuses – Certain Open-End Investment Companies – Summary252
2/23/24NPORT-PUpdate:  Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT198
2/23/24NPORT-EXUpdate:  Portfolio Holdings Schedules by Investment Companies — Form N-PORT106
12/22/2324F-2NTUpdate:  Annual Notices of Securities Sold by Investment Companies — Form 24F-248
12/1/23N-CENUpdate:  Annual Reports by Investment Companies — Form N-CEN7
11/30/23497JRegistration:  Certifications of No Change in Definitive Materials57
11/24/23485BPOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations — Financial Reports
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76
11/21/23N-CSRUpdate:  Annual Certified Shareholder Reports by Investment Companies — Form N-CSR34
8/28/23N-PXProxy:  Annual Proxy Voting Reports by Investment Companies — Form N-PX47
8/17/23DEF 14AProxy:  Definitive Proxy Statements — Schedule 14A8
5/19/23N-CSRSUpdate:  Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR30
2/24/23 OLDCORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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25
11/26/21 OLD485APOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  OLD 22
2/10/20 OLD485BXTRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations to Designate New Effective Dates  OLD 2
2/28/19 OLDN-QUpdate:  Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD 51
5/25/18 OLDNSAR-AUpdate:  Semi-Annual Reports by Investment Companies — Form N-SAR  OLD 35
2/13/18 OLDDEFA14AProxy:  Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD 19
12/28/17 OLDNSAR-BUpdate:  Annual Reports by Investment Companies — Form N-SAR  OLD 39
12/1/17 OLDN-14Registration:  Registration Statement by an Open-End Investment Company or Business Development Company (BDC) – Securities for a Merger — Form N-14  OLD 1
10/19/12 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 8
11/23/10 OLDAPP WDRegistration:  Withdrawals of Applications for Exemption Orders and Other Relief  OLD 2
6/4/09 OLDNO ACTSEC:  SEC No-Action Letter re: a Shareholder Proposal  OLD 1
5/4/09 OLDPRE 14AProxy:  Preliminary Proxy Statements — Schedule 14A  OLD 6
1/20/04 OLD13F-EOwnership:  Quarterly Holdings Reports by Money Managers — Form 13F  OLD 19
5/22/03 OLDN-30DUpdate:  Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies  OLD 20
2/22/02 OLD40-6CRegistration:  Application for an Exemption or Other Relief by an Investment Company  OLD 1
7/23/01 OLDDEFS14AProxy:  Definitive Proxy Statements – Special Meetings — Schedule 14A  OLD 3
6/8/01 OLDPRES14AProxy:  Preliminary Proxy Statements – Special Meetings — Schedule 14A  OLD 2
5/14/01 OLD13F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F  OLD 9
9/23/99 OLD497K1Update:  Profiles of Certain Open-End Investment Companies  OLD 3
2/12/97 OLD485B24ERegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  OLD 4
7/27/95 OLDNSAR-ATUpdate:  Semi-Annual-Transition Report by an Investment Company — Form N-SAR  OLD 1
1/27/95 OLDNSAR-BTUpdate:  Annual-Transition Report by an Investment Company — Form N-SAR  OLD 1
8/5/94 OLDN-30B-2Update:  Periodic and Interim Reports Mailed to Shareholders by Investment Companies  OLD 8

Form-Specific Documents: 
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2/23/24NPORT-EXPortfolio Holdings Schedules — Form N-PORT106

General Exhibits: 
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5/9/11 OLDEX-3Articles of Incorporation/Organization and Bylaws  OLD 5
5/9/11 OLDEX-4Instruments, Including Indentures, Defining the Rights of Security Holders  OLD 5
5/9/11 OLDEX-5Opinions of Counsel re: Legality  OLD 5
5/9/11 OLDEX-8Opinions of Counsel re: Tax Matters  OLD 5
5/9/11 OLDEX-2Plans of Acquisitions, Reorganizations, Arrangements, Liquidations and Successions  OLD 5
5/9/11 OLDEX-1Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD 5
5/9/11 OLDEX-9Voting Trust Agreements  OLD 5
5/9/11 OLDEX-13Annual and Quarterly Reports to Security Holders  OLD 2
5/9/11 OLDEX-10Material Contracts  OLD 2
1/7/94 OLDEX-24Powers of Attorney  OLD 2

Additional Exhibits: 
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11/24/23EX-99  &  EX-99.*Miscellaneous Exhibits, such as Press ReleasesEX-99.*  Form-Specific Exhibits...  Form N-1A:  4 Articles of Incorporation/Organization;  1 Code of Ethics;  8 Custodian Agreements;  169 Distribution Plans — Rule 12b-1 – ICA’40;  198 Investment Advisor Contracts;  14 Multiple-Classes Plans — Rule 18f-3 – ICA’40;  42 Opinions of Counsel re: Legality;  57 Other Opinions;  43 Underwriter Contracts — Form N-6:  1 Administrator Contract;  1 Other Material Contract — Form N-CSR:  115 Certifications — §302 – SOA’02;  64 Certifications — §906 – SOA’02;  34 Codes of Ethics — Form N-SAR:  44 Accountants’ Reports re: Internal Controls;  2 Certifications — §302 – SOA’02;  1 Late-Filing Report — Reg. S-K – Item 405;  2 Legal Proceedings;  1 Letter re: a Change in Accountant;  5 Matters Submitted to Votes of Security Holders;  3 Mergers Info;  128 Other Disclosures;  5 Policies re: Security Investments;  2 Terms of New and Amended Securities;  6 Transactions Effected — Rule 10f-3 – ICA’40  (950 total)1,104

Investment Company Exhibits: 
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12/1/23INTERNAL CONTROL RPTAccountants’ Reports re: Internal Controls13

Financials: 
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3/1/24XML  &  R#IDEA Financial Reports Info — Financial Reports
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1,108
3/1/24EX-101.*XBRL Data  (XBRL Files)179
3/1/24JSONXBRL Instances as JavaScript Object Notation Data  (JSON Files)7
3/1/24ZIPXBRL Zipped Folders
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  (Folders of XBRL Files)
31
2/8/22 OLDEXCELIDEA Workbooks of Financial Reports Info  OLD  — Workbooks of Financial Reports
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20
5/9/11 OLDEX-7Correspondence from Accountants re: Non-Reliance on Previously Issued Audit Reports and Completed Interim Reviews  OLD 5
5/9/11 OLDEX-11Statements re: Computations of Earnings Per Share  OLD 3
5/9/11 OLDEX-12Statements re: Computations of Ratios  OLD 2
12/1/00 OLDEX-27Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports
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123

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11/28/23GRAPHICPhotos, Images and Graphs13,058

Funds / Series  and their  Classes / Contracts

   As Of   Fund / Series — Filings for F/S#...
     Class / Contract — Filings for C/C#...    Symbol
 
2024: 2/23/24 Aggressive Growth Allocation FundS#75290
 C#234197FRAGX
 2/23/24 Balanced Allocation FundS#75291
 C#234198FRYBX
 3/1/24 Fidelity Asset Manager 20%S#5459
 Fidelity Advisor Asset Manager 20%: Class AC#37751FTAWX
 Fidelity Advisor Asset Manager 20%: Class CC#37753FTCWX
 Fidelity Advisor Asset Manager 20%: Class IC#37755FTIWX
 Fidelity Advisor Asset Manager 20%: Class MC#37754FTDWX
 Fidelity Advisor Asset Manager 20%: Class ZC#205014FIKVX
 C#14860FASIX
 Fidelity Advisor Asset Manager 20%: Class BC#37752FTBWX
 3/1/24 Fidelity Asset Manager 30%S#19187
 Fidelity Advisor Asset Manager 30%: Class AC#52990FTAAX
 Fidelity Advisor Asset Manager 30%: Class CC#52992FCANX
 Fidelity Advisor Asset Manager 30%: Class IC#52994FTINX
 Fidelity Advisor Asset Manager 30%: Class MC#52993FTTNX
 Fidelity Advisor Asset Manager 30%: Class ZC#205015FIKWX
 C#52989FTANX
 Fidelity Advisor Asset Manager 30%: Class BC#52991FTBNX
List all Funds / Series and their Classes / Contracts


Forms
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, Documents
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& Exhibits
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 in  1 Filing
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 Filed re:  Issuer / Subject Company


        

        
Latest Filing  Type    Category    Description        Documents
     
6/12/09 OLDDFAN14AProxy:  Definitive Additional Non-Management Proxy Soliciting Material — Schedule 14A  OLD 1

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6/12/09 OLDGRAPHICPhotos, Images and Graphs  OLD 5


        

Filings History

Year    # of Filings
In descending order
2024 28
2023 99
2022 88
2021 63
2020 65
2019 38
2018 61
2017 72
2016 53
2015 99
2014 46
2013 67
2012 54
2011 62
2010 73
2009 70
2008 58
2007 57
2006 41
2005 20
2004 28
2003 12
2002 13
2001 21
2000 22
1999 55
1998 26
1997 29
1996 37
1995 33
1994 88

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