ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (FCTDX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs FCTDX Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (FCTDX)

AFICX vs FCTDX: Portfolio Overlap

American Funds Fundamental Investors vs Strategic Advisers Fidelity U.S. Total Stock Fund

27.0%
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.

AFICX
238 equity holdings
as of March 31, 2026
FCTDX
1460 equity holdings
as of May 31, 2026
177 stocks held in common
Overlap View Venn Diagram
27.0% OVERLAP AFICX FCTDX
Overlapping Holdings
10 Top 10 of 177 shared, by overlap contribution
# Stock AFICX FCTDX Overlap%
1
NVDA
 3.74% 3.37% 3.37%
2
AMZN
 2.90% 2.00% 2.00%
3
MSFT
 4.67% 1.94% 1.94%
4
GOOGL
 1.65% 1.75% 1.65%
5
AAPL
 1.58% 2.27% 1.58%
6
GOOG
 3.77% 1.52% 1.52%
7
MU
 2.20% 1.09% 1.09%
8
AVGO
 6.15% 1.05% 1.05%
9
META
 2.40% 0.98% 0.98%
10
GE
 0.64% 0.61% 0.61%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
MELI0.90%
MSTR0.87%
Canadian Natural Resources Ltd0.83%
Grupo Mexico SAB de CV0.77%
RYAAY0.74%
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFICX and FCTDX?

AFICX (American Funds Fundamental Investors) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 27.0% portfolio overlap as of AFICX's March 31, 2026 filing and FCTDX's May 31, 2026 filing, across 177 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 AFICX and FCTDX 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 AFICX and FCTDX?

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

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