Fund comparison · from official SEC filings

FGLGX vs FHZTX: how much do they overlap?

Fidelity Series Large Cap Stock Fund and Fidelity Large Cap Stock Fund
Holdings overlap
94%
of assets, by weight
Shared positions
175
of 178 / 178 holdings
FGLGX expense ratio
0.00%
net, per year
FHZTX expense ratio
0.76%
net, per year
FGLGX and FHZTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FGLGX
FHZTX
N
NVDANVIDIA CORP
7.52%
7.83%
?
Fidelity Revere Street Trust
4.59%
4.95%
B
BABOEING CO/THE
4.50%
4.71%
M
MSFTMICROSOFT CORP
4.63%
4.64%
E
EXMOCEXXON MOBIL CORP
4.43%
3.54%
W
WFCWELLS FARGO & CO
4.13%
3.84%
G
GEGENERAL ELECTRIC
3.89%
3.55%
G
GEVGE VERNOVA INC
3.85%
3.72%
G
GOOGLALPHABET INC-CL A
3.09%
3.72%
A
AMZNAMAZON.COM INC
2.87%
3.34%
G
GOOGALPHABET INC-CL C
2.61%
3.10%
A
AAPLAPPLE INC
3.03%
2.94%
A
AVGOBROADCOM INC
2.16%
2.61%
M
METAMETA PLATFORMS INC-CLASS A
2.49%
2.42%
S
SHELSHELL PLC-ADR
2.45%
1.97%
B
BACBANK OF AMERICA CORP
2.42%
2.27%
I
IMOIMPERIAL OIL LTD
2.02%
1.82%
V
VVISA INC-CLASS A SHARES
1.37%
1.25%
U
UCBJFUCB SA
1.30%
1.08%
U
UNHUNITEDHEALTH GROUP INC
0.91%
1.14%
U
UPSUNITED PARCEL SERVICE-CL B
0.98%
1.05%
G
GSKGSK PLC-SPON ADR
0.99%
0.86%
M
MUMICRON TECHNOLOGY INC
0.66%
0.99%
K
KDPKEURIG DR PEPPER INC
0.69%
0.93%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.82%
0.92%
Only in FGLGX
P
PDRDFPERNOD RICARD SA
0.12%
M
MRVLMARVELL TECHNOLOGY INC
0.08%
M
MOSMOSAIC CO/THE
0.04%
Only in FHZTX
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.02%
G
GLPEFGALP ENERGIA SGPS SA
0.02%
A
ACTGACACIA RESEARCH CORP
0.00%
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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.