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Fund comparison · from official SEC filings

FSMDX vs OTCKX: how much do they overlap?

Fidelity Mid Cap Index Fund and MFS Mid Cap Growth Fund

Fund A

vs

Fund B

Holdings overlap

17%

of assets, by weight

Shared positions

83

of 807 / 111 holdings

FSMDX expense ratio

0.03%

net, per year

OTCKX expense ratio

0.65%

net, per year

Shared holdings

Company

FSMDX

OTCKX

M

MPWRMONOLITHIC POWER SYSTEMS INC

0.54%

4.22%

H

HWMHOWMET AEROSPACE INC

0.71%

3.91%

P

PWRQUANTA SERVICES INC

0.78%

3.30%

T

TTWOTAKE-TWO INTERACTIVE SOFTWRE

0.28%

2.69%

L

LYVLIVE NATION ENTERTAINMENT IN

0.18%

2.60%

N

NTRANATERA INC

0.20%

2.16%

T

TKOTKO GROUP HOLDINGS INC

0.09%

2.10%

M

MASI*MASIMO CORP

0.06%

2.10%

B

BURLBURLINGTON STORES INC

0.15%

1.93%

N

NETCLOUDFLARE INC - CLASS A

0.47%

1.90%

V

VSTVISTRA CORP

0.39%

1.74%

N

NDAQNASDAQ INC

0.30%

1.73%

L

LNGCHENIERE ENERGY INC

0.42%

1.65%

V

VIKVIKING HOLDINGS LTD

0.10%

1.65%

H

HHYATT HOTELS CORP - CL A

0.05%

1.58%

C

CIENCIENA CORP

0.54%

1.56%

A

AXONAXON ENTERPRISE INC

0.22%

1.54%

L

LPLALPL FINANCIAL HOLDINGS INC

0.19%

1.53%

E

EMEEMCOR GROUP INC

0.29%

1.44%

C

COHRCOHERENT CORP

0.41%

1.39%

V

VMCVULCAN MATERIALS CO

0.29%

1.32%

C

CWCURTISS-WRIGHT CORP

0.19%

1.30%

C

CVNACARVANA CO

0.39%

1.28%

C

CGCARLYLE GROUP INC/THE

0.09%

1.19%

V

VRTVERTIV HOLDINGS CO-A

0.91%

1.18%

Only in FSMDX

?

—Fidelity Revere Street Trust

2.29%

S

SNDKSANDISK CORP

1.14%

W

WDCWESTERN DIGITAL CORP

1.07%

G

GLWCORNING INC

0.93%

B

BNYBANK OF NEW YORK MELLON CORP

0.67%

C

CMICUMMINS INC

0.67%

V

VLOVALERO ENERGY CORP

0.56%

M

MPCMARATHON PETROLEUM CORP

0.54%

H

HLTHILTON WORLDWIDE HOLDINGS IN

0.54%

R

ROSTROSS STORES INC

0.53%

P

PSXPHILLIPS 66

0.52%

D

DLRDIGITAL REALTY TRUST INC

0.50%

S

SPGSIMON PROPERTY GROUP INC

0.48%

F

FIXCOMFORT SYSTEMS USA INC

0.46%

K

KMIKINDER MORGAN INC

0.46%

L

LITELUMENTUM HOLDINGS INC

0.46%

W

WBDWARNER BROS DISCOVERY INC

0.46%

U

URIUNITED RENTALS INC

0.44%

K

KEYSKEYSIGHT TECHNOLOGIES IN

0.44%

L

LHXL3HARRIS TECHNOLOGIES INC

0.43%

O

OREALTY INCOME CORP

0.43%

O

OKEONEOK INC

0.42%

A

ALLALLSTATE CORP

0.41%

C

CORCENCORA INC

0.41%

T

TRGPTARGA RESOURCES CORP

0.40%

Only in OTCKX

A

ASNDASCENDIS PHARMA A/S

2.05%

S

STXSEAGATE TECHNOLOGY HOLDINGS

1.88%

C

CCJCAMECO CORP

1.37%

A

ASMXFASM INTERNATIONAL NV

1.17%

M

MGMXXJPMORGAN US GOVT MMKT-IM

1.02%

?

—MFS Institutional Money Market Portfolio

0.95%

O

ORLYO'REILLY AUTOMOTIVE INC

0.87%

M

MODMODINE MANUFACTURING CO

0.84%

C

CDNSCADENCE DESIGN SYS INC

0.73%

B

BEBLOOM ENERGY CORP- A

0.61%

A

ANFGFANTOFAGASTA PLC

0.57%

F

FROGJFROG LTD

0.48%

S

SPOTSPOTIFY TECHNOLOGY SA

0.47%

C

CBRSCEREBRAS SYSTEMS INC - A

0.46%

S

SRRKSCHOLAR ROCK HOLDING CORP

0.40%

S

SRADSPORTRADAR GROUP AG-A

0.39%

P

POWIPOWER INTEGRATIONS INC

0.33%

A

AGIALAMOS GOLD INC-CLASS A

0.33%

N

NENOBLE CORP PLC

0.30%

T

TTMITTM TECHNOLOGIES

0.19%

A

ARXSARXIS INC-A

0.19%

G

GRABGRAB HOLDINGS LTD - CL A

0.18%

S

SMTCSEMTECH CORP

0.13%

V

VGVENTURE GLOBAL INC-CL A

0.11%

M

MMEDMINIMED GROUP INC

0.06%

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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.