ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs FCTDX: Portfolio Overlap

New Perspective Fund vs Strategic Advisers Fidelity U.S. Total Stock Fund

22.5%
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
FCTDX
1460 equity holdings
as of May 31, 2026
138 stocks held in common
Overlap View Venn Diagram
22.5% OVERLAP ANWFX FCTDX
Overlapping Holdings
10 Top 10 of 138 shared, by overlap contribution
# Stock ANWFX FCTDX Overlap%
1
NVDA
 3.10% 3.37% 3.10%
2
MSFT
 2.70% 1.94% 1.94%
3
GOOG
 1.47% 1.52% 1.47%
4
AMZN
 1.45% 2.00% 1.45%
5
GOOGL
 1.37% 1.75% 1.37%
6
AVGO
 2.95% 1.05% 1.05%
7
META
 3.79% 0.98% 0.98%
8
BAC
 0.79% 0.68% 0.68%
9
AAPL
 0.62% 2.27% 0.62%
10
MU
 0.62% 1.09% 0.62%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
UNICREDIT SPA1.08%
ASML Holding NV1.07%
DSV A/S0.91%
AIA Group Ltd0.81%
BAE Systems PLC0.80%
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%

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

ANWFX (New Perspective Fund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 22.5% portfolio overlap as of ANWFX's March 31, 2026 filing and FCTDX's May 31, 2026 filing, across 138 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 FCTDX 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 FCTDX?

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

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