Home > Compare > ABALX vs FSAKX Holdings as of March 31, 2026 (ABALX) and May 31, 2026 (FSAKX)

ABALX vs FSAKX: Portfolio Overlap

American Balanced Fund vs Strategic Advisers U.S. Total Stock Fund

34.1%

Weighted portfolio overlap

Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ABALX

174 equity holdings
as of March 31, 2026

FSAKX

1984 equity holdings
as of May 31, 2026

141 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 141 shared, by overlap contribution

#	Stock	ABALX	FSAKX	Overlap%
1	NVDA	3.25%	5.37%	3.25%
2	MSFT	3.23%	3.51%	3.23%
3	AVGO	5.47%	2.30%	2.30%
4	GOOG	2.32%	2.21%	2.21%
5	GOOGL	2.83%	2.06%	2.06%
6	MU	2.09%	1.33%	1.33%
7	AMZN	1.30%	3.20%	1.30%
8	META	1.17%	1.59%	1.17%
9	AAPL	1.03%	4.18%	1.03%
10	LLY	2.16%	0.84%	0.84%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in ABALX — American Balanced Fund

Stock	Weight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND	4.55%
Canadian Natural Resources Ltd	1.66%
BOEING CO/THE	0.74%
Glencore PLC	0.73%
NESTLE' SA/AG	0.66%

Only in FSAKX — Strategic Advisers U.S. Total Stock Fund

Stock	Weight
Fidelity Mt. Vernon Street Trust	5.57%
Fidelity Salem Street Trust	3.37%
iShares Core S&P 500 ETF	2.06%
Fidelity Salem Street Trust	1.84%
Fidelity Concord Street Trust	1.57%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between ABALX and FSAKX?

ABALX (American Balanced Fund) and FSAKX (Strategic Advisers U.S. Total Stock Fund) share 34.1% portfolio overlap as of ABALX's March 31, 2026 filing and FSAKX's May 31, 2026 filing, across 141 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ABALX and FSAKX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ABALX and FSAKX?

The most prominent shared holdings (by combined weight) are: NVDA, MSFT, AVGO. See the full common-holdings table on this page for weights in each fund.

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