ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMCFX vs FCNTX: Portfolio Overlap

AMCAP Fund vs Fidelity Contrafund

43.8%
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
FCNTX
389 equity holdings
as of March 31, 2026
66 stocks held in common
Overlap View Venn Diagram
43.8% OVERLAP AMCFX FCNTX
Overlapping Holdings
10 Top 10 of 66 shared, by overlap contribution
# Stock AMCFX FCNTX Overlap%
1
NVDA
 7.16% 9.48% 7.16%
2
AMZN
 6.32% 5.76% 5.76%
3
GOOGL
 5.87% 3.91% 3.91%
4
META
 3.91% 10.35% 3.91%
5
MSFT
 5.73% 2.99% 2.99%
6
AAPL
 2.00% 2.35% 2.00%
7
AVGO
 7.72% 1.88% 1.88%
8
LLY
 4.67% 1.84% 1.84%
9
NFLX
 1.77% 1.81% 1.77%
10
GOOG
 1.64% 2.42% 1.64%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMCFX — AMCAP Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd3.41%
TDG2.33%
CVNA1.92%
MELI1.84%
UBER1.49%
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
XOM1.54%
GEV1.29%
TSM1.28%

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

AMCFX (AMCAP Fund) and FCNTX (Fidelity Contrafund) share 43.8% portfolio overlap as of AMCFX's May 31, 2026 filing and FCNTX's March 31, 2026 filing, across 66 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 FCNTX 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 FCNTX?

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

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