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CMTFX vs FBSOX

Both CMTFX and FBSOX are mutual funds. CMTFX has a higher 5-year return than FBSOX (29.76% vs 23.3%). CMTFX has a higher expense ratio than FBSOX (0.97% vs 0.72%). Below is the comparison between CMTFX and FBSOX.

CMTFX FBSOX
Security Type Mutual fund Mutual fund
Segment Specialty: Technology Specialty: Technology
Family Columbia Threadneedle Fidelity Investments
Net Assets $1.31B $4.15B
Expense Ratio 0.97% 0.72%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return 8.38% 6.33%
1-Year Return 5.39% 2.67%
3-Year Return 25.34% 21.61%
5-Year Return 29.76% 23.30%
10-Year Return 21.42% 20.42%

CMTFX description

The Fund seeks capital appreciation by investing at least 65% of its assets in equity securities of technology companies that may benefit from technological improvements, advancements or developments and which have attractive growth prospects.

CMTFX performance & returns

YTD Return 8.38%
1-Month Return 5.73%
3-Month Return 5.39%
1-Year Return 5.39%
3-Year Return 25.34%
5-Year Return 29.76%
10-Year Return 21.42%
CMTFX expense ratio is 0.97%.

CMTFX holdings

Top 10 Holdings (40.60% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 8.93%
Microsoft Corp MSFT 7.86%
Amazon.com Inc AMZN 5.15%
Alphabet Inc A GOOGL 3.93%
NVIDIA Corp NVDA 2.86%
Visa Inc Class A V 2.82%
Mastercard Inc A MA 2.33%
Lam Research Corp LRCX 2.31%
Alibaba Group Holding Ltd ADR BABA 2.28%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 2.13%

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FBSOX description

The Fund seeks capital appreciation. Fidelity Management & Research normally invests at least 80% of the assets in companies principally engaged in providing business-related services to companies and other organizations.

FBSOX performance & returns

YTD Return 6.33%
1-Month Return 4.73%
3-Month Return 2.67%
1-Year Return 2.67%
3-Year Return 21.61%
5-Year Return 23.30%
10-Year Return 20.42%
FBSOX expense ratio is 0.72%.

FBSOX holdings

Top 10 Holdings (66.19% of Total Assets)

Name Symbol % Assets
Mastercard Inc A MA 18.20%
Visa Inc Class A V 15.35%
PayPal Holdings Inc PYPL 8.53%
Fidelity National Information Services Inc FIS 6.89%
Fiserv Inc FISV 4.02%
EPAM Systems Inc EPAM 2.98%
International Business Machines Corp IBM 2.84%
Genpact Ltd G.BO 2.63%
Twilio Inc A TWLO 2.44%
Global Payments Inc GPN 2.31%

Other relevant FBSOX comparisons

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