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 FCNTX Holdings as of March 31, 2026

AEGFX vs FCNTX: Portfolio Overlap

EUPAC Fund vs Fidelity Contrafund

5.4%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AEGFX
373 equity holdings
as of March 31, 2026
FCNTX
389 equity holdings
as of March 31, 2026
47 stocks held in common
Overlap View Venn Diagram
5.4% OVERLAP AEGFX FCNTX
Overlapping Holdings
10 Top 10 of 47 shared, by overlap contribution
# Stock AEGFX FCNTX Overlap%
1
Tencent Holdings Ltd
 0.90% 0.63% 0.63%
2
PM
 0.54% 0.80% 0.54%
3
SHOP
 0.47% 0.55% 0.47%
4
TSM
 0.45% 1.28% 0.45%
5
British American Tobacco PLC
 0.71% 0.41% 0.41%
6
SK hynix Inc
 2.29% 0.36% 0.36%
7
Trane Technologies plc
 0.26% 0.26% 0.26%
8
SLB
 0.29% 0.25% 0.25%
9
Agnico Eagle Mines Ltd
 0.80% 0.18% 0.18%
10
NU Holdings Ltd/Cayman Islands
 0.31% 0.17% 0.17%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AEGFX — EUPAC Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd7.42%
ASML Holding NV1.76%
AIRBUS SE1.67%
UNICREDIT SPA1.41%
Softbank Group Corp.1.27%
Only in FCNTX — Fidelity Contrafund
StockWeight
META10.35%
NVDA9.48%
AMZN5.76%
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%

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

AEGFX (EUPAC Fund) and FCNTX (Fidelity Contrafund) share 5.4% portfolio overlap as of their March 31, 2026 filings, across 47 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 FCNTX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both AEGFX and FCNTX?

The most prominent shared holdings (by combined weight) are: Tencent Holdings Ltd, PM, SHOP. See the full common-holdings table on this page for weights in each fund.

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