ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and March 31, 2026 (IWF)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs IWF: Portfolio Overlap

American Mutual Fund vs iShares Russell 1000 Growth ETF

30.0%
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.

AFMFX
154 equity holdings
as of April 30, 2026
IWF
387 equity holdings
as of March 31, 2026
53 stocks held in common
Overlap View Venn Diagram
30.0% OVERLAP AFMFX IWF
Overlapping Holdings
10 Top 10 of 53 shared, by overlap contribution
# Stock AFMFX IWF Overlap%
1
MSFT
 5.25% 8.84% 5.25%
2
AVGO
 4.69% 4.80% 4.69%
3
LLY
 3.05% 2.66% 2.66%
4
AAPL
 2.42% 11.66% 2.42%
5
META
 2.16% 3.46% 2.16%
6
GOOGL
 1.43% 3.54% 1.43%
7
ABBV
 2.09% 1.39% 1.39%
8
GOOG
 1.12% 2.88% 1.12%
9
GE
 1.86% 1.07% 1.07%
10
HD
 1.54% 0.90% 0.90%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
PM2.99%
CSCO2.14%
JPM2.03%
MDLZ1.99%
TSM1.75%
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
NVDA12.95%
AMZN4.67%
TSLA3.55%
NFLX1.47%
PLTR1.15%

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

AFMFX (American Mutual Fund) and IWF (iShares Russell 1000 Growth ETF) share 30.0% portfolio overlap as of AFMFX's April 30, 2026 filing and IWF's March 31, 2026 filing, across 53 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 IWF 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 IWF?

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

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