Fund comparison · from official SEC filings

FTRNX vs FVWSX: how much do they overlap?

Fidelity Trend Fund and Fidelity Series Opportunistic Insights Fund
Holdings overlap
42%
of assets, by weight
Shared positions
80
of 121 / 424 holdings
FTRNX expense ratio
0.74%
net, per year
FVWSX expense ratio
0.00%
net, per year
Shared holdings
Company
FTRNX
FVWSX
N
NVDANVIDIA CORP
12.59%
9.40%
M
METAMETA PLATFORMS INC-CLASS A
2.87%
8.51%
A
AAPLAPPLE INC
8.13%
1.52%
G
GOOGLALPHABET INC-CL A
5.60%
4.46%
A
AMZNAMAZON.COM INC
3.85%
4.18%
?
Fidelity Revere Street Trust
2.34%
4.11%
A
AVGOBROADCOM INC
3.84%
0.97%
M
MSFTMICROSOFT CORP
3.63%
2.79%
T
TSLATESLA INC
2.93%
0.11%
N
NFLXNETFLIX INC
0.77%
2.65%
H
HWMHOWMET AEROSPACE INC
2.32%
0.81%
R
RBCRBC BEARINGS INC
2.06%
0.05%
L
LLYELI LILLY & CO
2.04%
1.91%
C
COHRCOHERENT CORP
1.88%
0.26%
G
GEVGE VERNOVA INC
0.64%
1.88%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.55%
1.47%
R
ROADCONSTRUCTION PARTNERS INC-A
1.44%
0.16%
A
AXONAXON ENTERPRISE INC
1.40%
0.06%
A
APHAMPHENOL CORP-CL A
1.03%
1.29%
F
FIXCOMFORT SYSTEMS USA INC
1.29%
0.01%
A
ATIATI INC
1.13%
0.15%
K
KRMNKARMAN HOLDINGS INC
1.07%
0.20%
P
PLTRPALANTIR TECHNOLOGIES INC-A
1.04%
0.02%
C
CBOECBOE GLOBAL MARKETS INC
1.02%
0.11%
W
WELLWELLTOWER INC
0.99%
0.45%
Only in FTRNX
S
STRLSTERLING INFRASTRUCTURE INC
2.38%
M
MTZMASTEC INC
1.10%
X
XPOXPO INC
0.87%
F
FICOFAIR ISAAC CORP
0.72%
D
DRSLEONARDO DRS INC
0.55%
H
HEI.AHEICO CORP-CLASS A
0.52%
F
FSSFEDERAL SIGNAL CORP
0.49%
H
HOODROBINHOOD MARKETS INC - A
0.45%
T
TXRHTEXAS ROADHOUSE INC
0.41%
V
VMCVULCAN MATERIALS CO
0.39%
T
TDGTRANSDIGM GROUP INC
0.38%
I
IRMIRON MOUNTAIN INC
0.35%
O
ORCLORACLE CORP
0.33%
D
DRSHFDRONESHIELD LTD
0.33%
T
TLNTALEN ENERGY CORP
0.32%
B
BOOTBOOT BARN HOLDINGS INC
0.31%
E
EATBRINKER INTERNATIONAL INC
0.31%
A
APPAPPLOVIN CORP-CLASS A
0.28%
?
CONCRETE PARTNERS HOLDING LLC
0.28%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.26%
P
PFGCPERFORMANCE FOOD GROUP CO
0.25%
G
GWWWW GRAINGER INC
0.23%
H
HESAFHERMES INTERNATIONAL
0.22%
S
SNDKSANDISK CORP
0.22%
T
TPRTAPESTRY INC
0.20%
Only in FVWSX
?
SPACE EXPLORATION TECHNOLOGIES CORP
2.87%
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
2.69%
G
GOOGALPHABET INC-CL C
2.19%
W
WFCWELLS FARGO & CO
1.21%
F
FNVFRANCO-NEVADA CORP
0.89%
G
GILDGILEAD SCIENCES INC
0.87%
J
JPMJPMORGAN CHASE & CO
0.85%
C
CBCHUBB LTD
0.84%
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%
U
UCBJFUCB SA
0.55%
E
EXMOCEXXON MOBIL CORP
0.51%
O
ORLAORLA MINING LTD
0.51%
B
BNYBANK OF NEW YORK MELLON CORP
0.49%
T
TRVTRAVELERS COS INC/THE
0.49%
L
LNGCHENIERE ENERGY INC
0.49%
P
PWRQUANTA SERVICES INC
0.45%
C
CEGCONSTELLATION ENERGY
0.45%
C
CCITIGROUP INC
0.44%
T
THCTENET HEALTHCARE CORP
0.43%
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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.