ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (FBGRX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs FBGRX: Portfolio Overlap

New Perspective Fund vs Fidelity Blue Chip Growth Fund

26.6%
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.

ANWFX
276 equity holdings
as of March 31, 2026
FBGRX
326 equity holdings
as of April 30, 2026
51 stocks held in common
Overlap View Venn Diagram
26.6% OVERLAP ANWFX FBGRX
Overlapping Holdings
10 Top 10 of 51 shared, by overlap contribution
# Stock ANWFX FBGRX Overlap%
1
META
 3.79% 3.80% 3.79%
2
NVDA
 3.10% 15.08% 3.10%
3
AVGO
 2.95% 3.90% 2.95%
4
MSFT
 2.70% 5.11% 2.70%
5
LLY
 1.53% 2.18% 1.53%
6
AMZN
 1.45% 8.30% 1.45%
7
TSLA
 2.66% 1.40% 1.40%
8
GOOGL
 1.37% 8.93% 1.37%
9
NFLX
 0.70% 2.15% 0.70%
10
AAPL
 0.62% 9.48% 0.62%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
AstraZeneca PLC2.09%
GOOG1.47%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
Only in FBGRX — Fidelity Blue Chip Growth Fund
StockWeight
Space Exploration Technologies3.28%
MRVL1.99%
WDC1.15%
TSM1.14%
MPWR1.06%

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

ANWFX (New Perspective Fund) and FBGRX (Fidelity Blue Chip Growth Fund) share 26.6% portfolio overlap as of ANWFX's March 31, 2026 filing and FBGRX's April 30, 2026 filing, across 51 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 ANWFX and FBGRX 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 ANWFX and FBGRX?

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

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