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Fund comparison · from official SEC filings

CAGEX vs FVWSX: how much do they overlap?

Calamos Global Equity Fund and Fidelity Series Opportunistic Insights Fund

Fund A

vs

Fund B

Holdings overlap

25%

of assets, by weight

Shared positions

30

of 74 / 424 holdings

CAGEX expense ratio

1.40%

net, per year

FVWSX expense ratio

0.00%

net, per year

Shared holdings

Company

CAGEX

FVWSX

N

NVDANVIDIA CORP

6.92%

9.40%

M

METAMETA PLATFORMS INC-CLASS A

0.67%

8.51%

G

GOOGLALPHABET INC-CL A

5.04%

4.46%

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

4.74%

0.03%

A

AMZNAMAZON.COM INC

2.93%

4.18%

S

SSNLFSAMSUNG ELECTRONICS CO LTD

3.15%

0.01%

G

GEVGE VERNOVA INC

3.07%

1.88%

M

MSFTMICROSOFT CORP

1.41%

2.79%

L

LLYELI LILLY & CO

2.32%

1.91%

F

FTITECHNIPFMC PLC

2.28%

0.05%

L

LITELUMENTUM HOLDINGS INC

2.22%

0.13%

R

RYCEFROLLS-ROYCE HOLDINGS PLC

2.18%

0.17%

A

ASMLFASML HOLDING NV

2.11%

0.12%

A

AVGOBROADCOM INC

2.00%

0.97%

H

HYMLFHYUNDAI MOTOR CO

1.86%

0.16%

A

AMDADVANCED MICRO DEVICES

1.72%

0.08%

I

INTCINTEL CORP

1.59%

0.05%

A

AZNASTRAZENECA PLC

1.30%

0.18%

B

BEBLOOM ENERGY CORP- A

1.30%

0.04%

V

VIKVIKING HOLDINGS LTD

1.29%

0.41%

P

PLTRPALANTIR TECHNOLOGIES INC-A

1.12%

0.02%

F

FIXCOMFORT SYSTEMS USA INC

1.09%

0.01%

G

GILDGILEAD SCIENCES INC

1.00%

0.87%

G

GSGOLDMAN SACHS GROUP INC

0.96%

0.22%

T

TSLATESLA INC

0.96%

0.11%

Only in CAGEX

?

—State Street Global Advisors

5.30%

B

BA 6 10.15.27BOEING CO/THE

2.00%

U

UNCFFUNICREDIT SPA

1.82%

2

298040HYOSUNG HEAVY INDUSTRIES COR

1.47%

D

DARDARLING INGREDIENTS INC

1.33%

O

ORXCFORIX CORP

1.26%

H

HSYDFHARMONIC DRIVE SYSTEMS INC

1.23%

C

CAHCARDINAL HEALTH INC

1.15%

I

IBDSFIBERDROLA SA

1.15%

B

BWAGFBAWAG GROUP AG

1.11%

S

SSEZFSSE PLC

1.10%

1

1942KANDENKO CO LTD

1.07%

I

ISMAFINDRA SISTEMAS SA

1.05%

H

HALHALLIBURTON CO

1.03%

N

NOKNOKIA CORP-SPON ADR

1.01%

R

RPRXROYALTY PHARMA PLC- CL A

1.00%

F

FANUFFANUC CORP

0.96%

T

TTMITTM TECHNOLOGIES

0.92%

N

NEE 7.375 02.15.29NEXTERA ENERGY INC

0.92%

P

PSMTPRICESMART INC

0.91%

O

ORCL 6.5 01.15.29 DORACLE CORP

0.90%

H

HBMHUDBAY MINERALS INC

0.87%

T

TIGOMILLICOM INTL CELLULAR S.A.

0.84%

T

TSEMTOWER SEMICONDUCTOR LTD

0.83%

1

105560KB FINANCIAL GROUP INC

0.81%

Only in FVWSX

?

—Fidelity Revere Street Trust

4.11%

?

—SPACE EXPLORATION TECHNOLOGIES CORP

2.87%

B

BRK.ABERKSHIRE HATHAWAY INC-CL A

2.69%

N

NFLXNETFLIX INC

2.65%

G

GOOGALPHABET INC-CL C

2.19%

A

AAPLAPPLE INC

1.52%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

1.47%

A

APHAMPHENOL CORP-CL A

1.29%

W

WFCWELLS FARGO & CO

1.21%

S

SPCXSPACE EXPLORATION TECHN-CL A

0.96%

F

FNVFRANCO-NEVADA CORP

0.89%

J

JPMJPMORGAN CHASE & CO

0.85%

C

CBCHUBB LTD

0.84%

H

HWMHOWMET AEROSPACE INC

0.81%

G

GEGENERAL ELECTRIC

0.81%

V

VVISA INC-CLASS A SHARES

0.74%

K

KOCOCA-COLA CO/THE

0.74%

S

SHELSHELL PLC-ADR

0.73%

T

TJXTJX COMPANIES INC

0.73%

P

PHPARKER HANNIFIN CORP

0.72%

H

HLTHILTON WORLDWIDE HOLDINGS IN

0.66%

A

ANETARISTA NETWORKS INC

0.60%

A

ALNYALNYLAM PHARMACEUTICALS INC

0.56%

U

UCBJFUCB SA

0.55%

O

ORLAORLA MINING LTD

0.51%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.