ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AEGFX) and May 31, 2026 (FIWGX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AEGFX vs FIWGX Holdings as of March 31, 2026 (AEGFX) and May 31, 2026 (FIWGX)

AEGFX vs FIWGX: Portfolio Overlap

EUPAC Fund vs Strategic Advisers Fidelity Core Income Fund

0.0%
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
FIWGX
68 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP AEGFX FIWGX
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%
SK hynix Inc2.29%
CENOVUS ENERGY INC2.14%
ASML Holding NV1.76%
AIRBUS SE1.67%
Only in FIWGX — Strategic Advisers Fidelity Core Income Fund
StockWeight
Fidelity Salem Street Trust44.42%
Fidelity Salem Street Trust14.39%
Fidelity Salem Street Trust6.03%
Fidelity Salem Street Trust5.83%
Fidelity Salem Street Trust5.19%

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

AEGFX (EUPAC Fund) and FIWGX (Strategic Advisers Fidelity Core Income Fund) share 0.0% portfolio overlap as of AEGFX's March 31, 2026 filing and FIWGX's May 31, 2026 filing, across 0 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 FIWGX 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 FIWGX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.