ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (FCTDX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs FCTDX Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (FCTDX)

AFMFX vs FCTDX: Portfolio Overlap

American Mutual Fund vs Strategic Advisers Fidelity U.S. Total Stock Fund

21.2%
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.

AFMFX
154 equity holdings
as of April 30, 2026
FCTDX
1460 equity holdings
as of May 31, 2026
135 stocks held in common
Overlap View Venn Diagram
21.2% OVERLAP AFMFX FCTDX
Overlapping Holdings
10 Top 10 of 135 shared, by overlap contribution
# Stock AFMFX FCTDX Overlap%
1
AAPL
 2.42% 2.27% 2.27%
2
MSFT
 5.25% 1.94% 1.94%
3
GOOGL
 1.43% 1.75% 1.43%
4
GOOG
 1.12% 1.52% 1.12%
5
AVGO
 4.69% 1.05% 1.05%
6
XOM
 1.45% 1.00% 1.00%
7
META
 2.16% 0.98% 0.98%
8
WFC
 1.27% 0.69% 0.69%
9
GE
 1.86% 0.61% 0.61%
10
LLY
 3.05% 0.51% 0.51%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TC Energy Corp0.93%
Rolls-Royce Holdings PLC0.63%
NATIONAL BANK OF CANADA0.52%
Takeda Pharmaceutical Co Ltd.0.27%
EMN0.20%
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 AFMFX and FCTDX?

AFMFX (American Mutual Fund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 21.2% portfolio overlap as of AFMFX's April 30, 2026 filing and FCTDX's May 31, 2026 filing, across 135 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 AFMFX 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 AFMFX and FCTDX?

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

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