CLSPX vs FMCSX

Both CLSPX and FMCSX are mutual funds. CLSPX has a higher 5-year return than FMCSX (21.69% vs 15.04%). CLSPX has a higher expense ratio than FMCSX (0.86% vs 0.77%). Below is the comparison between CLSPX and FMCSX.

CLSPX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Columbia Threadneedle Fidelity Investments
Net Assets $982.20M $6.35B
Expense Ratio 0.86% 0.77%
Management Style active active
Dividend Yield 0.00% 0.88%
Minimum Investment N/A $2,500.00
YTD Return 25.52% 26.74%
1-Year Return 12.26% 6.92%
3-Year Return 29.43% 17.74%
5-Year Return 21.69% 15.04%
10-Year Return 16.27% 14.40%

CLSPX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CLSPX performance & returns

YTD Return 25.52%
1-Month Return 5.90%
3-Month Return 12.26%
1-Year Return 12.26%
3-Year Return 29.43%
5-Year Return 21.69%
10-Year Return 16.27%
CLSPX expense ratio is 0.86%.

CLSPX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

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FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return 26.74%
1-Month Return 1.67%
3-Month Return 6.92%
1-Year Return 6.92%
3-Year Return 17.74%
5-Year Return 15.04%
10-Year Return 14.40%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

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