Liquidation: FIDELITY INVESTMENT TRUST

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Form Type: 485BPOS

Filing Date: 2025-04-11

Corporate Action: Liquidation

Type: New

Accession Number: 000113322825003749

Filing Summary: Fidelity Investment Trust is proposing a Special Meeting of Shareholders for two funds: Fidelity Advisor® Large Cap Fund and Fidelity Advisor® Overseas Fund, scheduled for June 11, 2025. The meeting will seek shareholder approval for an Agreement and Plan of Reorganization for each fund, facilitating their complete liquidation. For the Fidelity Advisor® Large Cap Fund, assets will be transferred to Fidelity® Large Cap Stock Fund, and for the Fidelity Advisor® Overseas Fund, assets will be transferred to Fidelity® Overseas Fund. Approval will allow shareholders to pursue similar investment objectives in larger funds with lower expenses, with expected reductions in expense ratios of approximately 5 to 7 basis points for the Large Cap Fund and 5 to 9 basis points for the Overseas Fund. Both reorganizations are viewed as tax-free and will not affect the total value of shareholders' holdings. The meetings will be held virtually, and shareholders are encouraged to vote promptly through provided instructions.

Document Link: View Document

Additional details:

Target Fund: Fidelity Advisor® Large Cap Fund


Acquiring Fund: Fidelity® Large Cap Stock Fund


Target Fund: Fidelity Advisor® Overseas Fund


Acquiring Fund: Fidelity® Overseas Fund


Record Date: 2025-04-14


Meeting Time: 8:00 AM ET


Meeting Format: virtual


Form Type: N-14

Filing Date: 2025-02-28

Corporate Action: Liquidation

Type: New

Accession Number: 000113322825001767

Filing Summary: The document reports the filing of a registration statement under the Securities Act of 1933 regarding Fidelity Investment Trust. It addresses the proposed liquidation of Fidelity Advisor® Large Cap Fund and Fidelity Advisor® Overseas Fund through a Reorganization. Shareholders will vote on transferring all assets of these funds to their corresponding Acquiring Funds, in exchange for shares of beneficial interest and assuming liabilities. The special meeting is scheduled for June 11, 2025. The anticipated benefits include lower expenses and no tax implications for shareholders. The filings indicate the seriousness with which the Board of Trustees is viewing these proposals, recommending shareholder approval for the proposed Reorganizations.

Document Link: View Document

Additional details:

Proposal Number: 1

Target Fund: Fidelity Advisor® Large Cap Fund

Acquiring Fund: Fidelity® Large Cap Stock Fund


Proposal Number: 2

Target Fund: Fidelity Advisor® Overseas Fund

Acquiring Fund: Fidelity® Overseas Fund


Record Date: 2025-04-14


Meeting Time: 2025-06-11T08:00:00

Meeting Format: virtual


Expected Closing Date: 2025-07-25


Expense Reduction Large Cap: 5 to 7 basis points


Expense Reduction Overseas Fund: 5 to 9 basis points


Tax Event: no


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