ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AMCFX) and March 31, 2026 (ANWFX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AMCFX vs ANWFX Holdings as of May 31, 2026 (AMCFX) and March 31, 2026 (ANWFX)

AMCFX vs ANWFX: Portfolio Overlap

AMCAP Fund vs New Perspective Fund

36.6%
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.

AMCFX
113 equity holdings
as of May 31, 2026
ANWFX
276 equity holdings
as of March 31, 2026
63 stocks held in common
Overlap View Venn Diagram
36.6% OVERLAP AMCFX ANWFX
Overlapping Holdings
10 Top 10 of 63 shared, by overlap contribution
# Stock AMCFX ANWFX Overlap%
1
META
 3.91% 3.79% 3.79%
2
Taiwan Semiconductor Manufacturing Co Ltd
 3.41% 4.26% 3.41%
3
NVDA
 7.16% 3.10% 3.10%
4
AVGO
 7.72% 2.95% 2.95%
5
MSFT
 5.73% 2.70% 2.70%
6
LLY
 4.67% 1.53% 1.53%
7
GOOG
 1.64% 1.47% 1.47%
8
AMZN
 6.32% 1.45% 1.45%
9
GOOGL
 5.87% 1.37% 1.37%
10
VRTX
 2.18% 1.02% 1.02%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMCFX — AMCAP Fund
StockWeight
CVNA1.92%
VIKING HOLDINGS LTD1.81%
UBER1.49%
FICO1.28%
AMAT1.24%
Only in ANWFX — New Perspective Fund
StockWeight
AstraZeneca PLC2.09%
TotalEnergies SE1.20%
UNICREDIT SPA1.08%
DSV A/S0.91%
COST0.84%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AMCFX and ANWFX?

AMCFX (AMCAP Fund) and ANWFX (New Perspective Fund) share 36.6% portfolio overlap as of AMCFX's May 31, 2026 filing and ANWFX's March 31, 2026 filing, across 63 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 AMCFX and ANWFX 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 AMCFX and ANWFX?

The most prominent shared holdings (by combined weight) are: META, Taiwan Semiconductor Manufacturing Co Ltd, NVDA. See the full common-holdings table on this page for weights in each fund.

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