ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs FCISX Holdings as of March 31, 2026

ANWFX vs FCISX: Portfolio Overlap

New Perspective Fund vs Franklin Income Fund

7.4%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

ANWFX
276 equity holdings
as of March 31, 2026
FCISX
72 equity holdings
as of March 31, 2026
20 stocks held in common
Overlap View Venn Diagram
7.4% OVERLAP ANWFX FCISX
Overlapping Holdings
10 Top 10 of 20 shared, by overlap contribution
# Stock ANWFX FCISX Overlap%
1
TotalEnergies SE
 1.20% 1.62% 1.20%
2
AMZN
 1.45% 1.06% 1.06%
3
BAC
 0.79% 0.97% 0.79%
4
NOC
 0.96% 0.76% 0.76%
5
PM
 1.09% 0.73% 0.73%
6
MSFT
 2.70% 0.39% 0.39%
7
JPM
 0.38% 0.52% 0.38%
8
ABT
 0.32% 2.60% 0.32%
9
PFE
 0.27% 2.12% 0.27%
10
MCD
 0.26% 1.38% 0.26%
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%
META3.79%
NVDA3.10%
AVGO2.95%
TSLA2.66%
Only in FCISX — Franklin Income Fund
StockWeight
XOM7.53%
CVX6.89%
PG5.45%
SO3.86%
PEP3.45%

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

ANWFX (New Perspective Fund) and FCISX (Franklin Income Fund) share 7.4% portfolio overlap as of their March 31, 2026 filings, across 20 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 FCISX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both ANWFX and FCISX?

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

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