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Fund comparison · from official SEC filings

FIDEX vs FVWSX: how much do they overlap?

Fidelity SAI Sustainable U.S. Equity Fund and Fidelity Series Opportunistic Insights Fund

Fund A

vs

Fund B

Holdings overlap

50%

of assets, by weight

Shared positions

73

of 91 / 424 holdings

FIDEX expense ratio

0.56%

net, per year

FVWSX expense ratio

0.00%

net, per year

Shared holdings

Company

FIDEX

FVWSX

N

NVDANVIDIA CORP

7.52%

9.40%

A

AAPLAPPLE INC

6.71%

1.52%

G

GOOGLALPHABET INC-CL A

5.75%

4.46%

M

MSFTMICROSOFT CORP

4.81%

2.79%

A

AMZNAMAZON.COM INC

4.68%

4.18%

?

—Fidelity Revere Street Trust

3.85%

4.11%

M

MUMICRON TECHNOLOGY INC

2.84%

0.46%

N

NFLXNETFLIX INC

1.08%

2.65%

L

LLYELI LILLY & CO

2.16%

1.91%

G

GEVGE VERNOVA INC

1.22%

1.88%

J

JPMJPMORGAN CHASE & CO

1.85%

0.85%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

1.16%

1.47%

L

LRCXLAM RESEARCH CORP

1.45%

0.29%

K

KOCOCA-COLA CO/THE

1.32%

0.74%

M

MAMASTERCARD INC - A

1.23%

0.42%

D

DELLDELL TECHNOLOGIES -C

1.22%

0.07%

W

WFCWELLS FARGO & CO

1.00%

1.21%

K

KLACKLA CORP

1.21%

0.25%

J

JNJJOHNSON & JOHNSON

1.18%

0.11%

C

CSCOCISCO SYSTEMS INC

1.18%

0.00%

W

WDCWESTERN DIGITAL CORP

1.15%

0.13%

B

BACBANK OF AMERICA CORP

1.10%

0.39%

T

TMOTHERMO FISHER SCIENTIFIC INC

1.08%

0.11%

A

AVGOBROADCOM INC

1.06%

0.97%

C

CBCHUBB LTD

0.99%

0.84%

Only in FIDEX

C

CMICUMMINS INC

1.08%

I

IBMINTL BUSINESS MACHINES CORP

0.81%

P

PGPROCTER & GAMBLE CO/THE

0.81%

R

RNECFRENESAS ELECTRONICS CORP

0.77%

D

DHRDANAHER CORP

0.70%

B

BTSGBRIGHTSPRING HEALTH SERVICES

0.67%

P

PRYMFPRYSMIAN SPA

0.65%

A

AMTAMERICAN TOWER CORP

0.59%

F

FSLRFIRST SOLAR INC

0.59%

E

ELANELANCO ANIMAL HEALTH INC

0.55%

A

ANFGFANTOFAGASTA PLC

0.52%

V

VTRSVIATRIS INC

0.47%

K

KVUEKENVUE INC

0.47%

U

USFDUS FOODS HOLDING CORP

0.47%

C

CWKCUSHMAN & WAKEFIELD LTD

0.32%

U

UNHUNITEDHEALTH GROUP INC

0.32%

T

TGLSTECNOGLASS INC

0.25%

B

BLDRBUILDERS FIRSTSOURCE INC

0.14%

Only in FVWSX

M

METAMETA PLATFORMS INC-CLASS A

8.51%

?

—SPACE EXPLORATION TECHNOLOGIES CORP

2.87%

B

BRK.ABERKSHIRE HATHAWAY INC-CL A

2.69%

G

GOOGALPHABET INC-CL C

2.19%

A

APHAMPHENOL CORP-CL A

1.29%

S

SPCXSPACE EXPLORATION TECHN-CL A

0.96%

G

GEGENERAL ELECTRIC

0.81%

V

VVISA INC-CLASS A SHARES

0.74%

S

SHELSHELL PLC-ADR

0.73%

A

ANETARISTA NETWORKS INC

0.60%

E

EXMOCEXXON MOBIL CORP

0.51%

O

ORLAORLA MINING LTD

0.51%

T

TRVTRAVELERS COS INC/THE

0.49%

C

CCITIGROUP INC

0.44%

T

THCTENET HEALTHCARE CORP

0.43%

A

ARGXARGENX SE - ADR

0.42%

C

COSTCOSTCO WHOLESALE CORP

0.40%

S

SHOPSHOPIFY INC - CLASS A

0.36%

C

CDNSCADENCE DESIGN SYS INC

0.34%

O

ORLYO'REILLY AUTOMOTIVE INC

0.33%

P

PMPHILIP MORRIS INTERNATIONAL

0.28%

M

MSMORGAN STANLEY

0.27%

I

IRINGERSOLL-RAND INC

0.27%

H

HCAHCA HEALTHCARE INC

0.26%

B

BSXBOSTON SCIENTIFIC CORP

0.25%

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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.