ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs FSAKX: Portfolio Overlap

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

30.2%
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
FSAKX
1984 equity holdings
as of May 31, 2026
132 stocks held in common
Overlap View Venn Diagram
30.2% OVERLAP AFMFX FSAKX
Overlapping Holdings
10 Top 10 of 132 shared, by overlap contribution
# Stock AFMFX FSAKX Overlap%
1
MSFT
 5.25% 3.51% 3.51%
2
AAPL
 2.42% 4.18% 2.42%
3
AVGO
 4.69% 2.30% 2.30%
4
META
 2.16% 1.59% 1.59%
5
GOOGL
 1.43% 2.06% 1.43%
6
GOOG
 1.12% 2.21% 1.12%
7
XOM
 1.45% 0.86% 0.86%
8
LLY
 3.05% 0.84% 0.84%
9
MA
 0.72% 0.74% 0.72%
10
JPM
 2.03% 0.66% 0.66%
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%
UDR0.46%
OKE0.39%
Only in FSAKX — Strategic Advisers U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust5.57%
NVDA5.37%
Fidelity Salem Street Trust3.37%
AMZN3.20%
iShares Core S&P 500 ETF2.06%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFMFX and FSAKX?

AFMFX (American Mutual Fund) and FSAKX (Strategic Advisers U.S. Total Stock Fund) share 30.2% portfolio overlap as of AFMFX's April 30, 2026 filing and FSAKX's May 31, 2026 filing, across 132 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 FSAKX 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 FSAKX?

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

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