ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs FIWGX: Portfolio Overlap

New Perspective Fund vs Strategic Advisers Fidelity Core Income Fund

0.0%
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
FIWGX
68 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP ANWFX FIWGX
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%
MSFT2.70%
Only in FIWGX — Strategic Advisers Fidelity Core Income Fund
StockWeight
Fidelity Salem Street Trust44.42%
Fidelity Salem Street Trust14.39%
Fidelity Salem Street Trust6.03%
Fidelity Salem Street Trust5.83%
Fidelity Salem Street Trust5.19%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and FIWGX?

ANWFX (New Perspective Fund) and FIWGX (Strategic Advisers Fidelity Core Income Fund) share 0.0% portfolio overlap as of ANWFX's March 31, 2026 filing and FIWGX's May 31, 2026 filing, across 0 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 FIWGX 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 FIWGX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
ANWFX — New Perspective Fund vs FCTDX — Strategic Advisers Fidelity U.S. Total Stock FundAFMFX — American Mutual Fund vs FIWGX — Strategic Advisers Fidelity Core Income FundANWFX — New Perspective Fund vs CNWAX — New World Fund IncANWFX — New Perspective Fund vs XLK — State Street(R) Technology Select Sector SPDR(R) ETFFIWGX — Strategic Advisers Fidelity Core Income Fund vs SWPPX — Schwab S&P 500 Index FundAEGFX — EUPAC Fund vs FIWGX — Strategic Advisers Fidelity Core Income Fund