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Fund comparison · from official SEC filings

FCMVX vs FIDFX: how much do they overlap?

Fidelity Mid Cap Value K6 Fund and Fidelity Mid Cap Value Fund
Holdings overlap
97%
of assets, by weight
Shared positions
180
of 181 / 181 holdings
FCMVX expense ratio
0.45%
net, per year
FIDFX expense ratio
0.76%
net, per year
FCMVX and FIDFX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FCMVX
FIDFX
?
—Fidelity Revere Street Trust
1.85%
3.61%
W
WDCWESTERN DIGITAL CORP
3.25%
3.19%
P
PACSPACS GROUP INC
1.61%
1.57%
C
CIENCIENA CORP
1.44%
1.33%
S
SNDKSANDISK CORP
1.37%
1.33%
W
WELLWELLTOWER INC
1.31%
1.28%
M
MOHMOLINA HEALTHCARE INC
1.27%
1.24%
O
ONON SEMICONDUCTOR
1.16%
1.13%
M
MLIMUELLER INDUSTRIES INC
1.11%
1.08%
P
PSAPUBLIC STORAGE
1.03%
1.00%
C
CTVACORTEVA INC
1.01%
0.98%
A
ACHCACADIA HEALTHCARE CO INC
1.00%
0.98%
S
SANMSANMINA CORP
0.99%
0.96%
P
PCGP G & E CORP
0.97%
0.94%
M
MPCMARATHON PETROLEUM CORP
0.91%
0.88%
B
BKRBAKER HUGHES CO
0.91%
0.88%
S
SRESEMPRA
0.90%
0.88%
A
ALSNALLISON TRANSMISSION HOLDING
0.86%
0.83%
C
CNPCENTERPOINT ENERGY INC
0.85%
0.83%
G
GXOGXO LOGISTICS INC
0.82%
0.80%
A
APOAPOLLO GLOBAL MANAGEMENT INC
0.82%
0.80%
H
HIGHARTFORD INSURANCE GROUP INC
0.82%
0.80%
R
RGAREINSURANCE GROUP OF AMERICA
0.76%
0.81%
I
ICLRICON PLC
0.79%
0.77%
R
RSRELIANCE INC
0.77%
0.75%
Only in FCMVX
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.69%
Only in FIDFX
C
CCLCARNIVAL CORP LTD
0.68%
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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.