ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AEGFX vs ANWFX Holdings as of March 31, 2026

AEGFX vs ANWFX: Portfolio Overlap

EUPAC Fund vs New Perspective Fund

34.0%
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.

AEGFX
373 equity holdings
as of March 31, 2026
ANWFX
276 equity holdings
as of March 31, 2026
127 stocks held in common
Overlap View Venn Diagram
34.0% OVERLAP AEGFX ANWFX
Overlapping Holdings
10 Top 10 of 127 shared, by overlap contribution
# Stock AEGFX ANWFX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 7.42% 4.26% 4.26%
2
AstraZeneca PLC
 1.66% 2.09% 1.66%
3
UNICREDIT SPA
 1.41% 1.08% 1.08%
4
ASML Holding NV
 1.76% 1.07% 1.07%
5
Samsung Electronics Co Ltd
 0.87% 0.84% 0.84%
6
AIA Group Ltd
 1.06% 0.81% 0.81%
7
AIRBUS SE
 1.67% 0.80% 0.80%
8
NESTLE' SA/AG
 0.83% 0.78% 0.78%
9
TotalEnergies SE
 0.76% 1.20% 0.76%
10
Rolls-Royce Holdings PLC
 0.94% 0.73% 0.73%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AEGFX — EUPAC Fund
StockWeight
Softbank Group Corp.1.27%
SSE PLC1.18%
Reliance Industries Ltd1.09%
LUNDIN MINING CORP0.93%
Barrick Mining Corp0.79%
Only in ANWFX — New Perspective Fund
StockWeight
META3.79%
NVDA3.10%
AVGO2.95%
MSFT2.70%
TSLA2.66%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AEGFX and ANWFX?

AEGFX (EUPAC Fund) and ANWFX (New Perspective Fund) share 34.0% portfolio overlap as of their March 31, 2026 filings, across 127 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 AEGFX and ANWFX 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 AEGFX and ANWFX?

The most prominent shared holdings (by combined weight) are: Taiwan Semiconductor Manufacturing Co Ltd, AstraZeneca PLC, UNICREDIT SPA. See the full common-holdings table on this page for weights in each fund.

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