ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs FSAKX: Portfolio Overlap

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

29.0%
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
FSAKX
1984 equity holdings
as of May 31, 2026
128 stocks held in common
Overlap View Venn Diagram
29.0% OVERLAP ANWFX FSAKX
Overlapping Holdings
10 Top 10 of 128 shared, by overlap contribution
# Stock ANWFX FSAKX Overlap%
1
NVDA
 3.10% 5.37% 3.10%
2
MSFT
 2.70% 3.51% 2.70%
3
AVGO
 2.95% 2.30% 2.30%
4
META
 3.79% 1.59% 1.59%
5
GOOG
 1.47% 2.21% 1.47%
6
AMZN
 1.45% 3.20% 1.45%
7
GOOGL
 1.37% 2.06% 1.37%
8
TSLA
 2.66% 0.97% 0.97%
9
LLY
 1.53% 0.84% 0.84%
10
AAPL
 0.62% 4.18% 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%
TotalEnergies SE1.20%
UNICREDIT SPA1.08%
ASML Holding NV1.07%
DSV A/S0.91%
Only in FSAKX — Strategic Advisers U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust5.57%
Fidelity Salem Street Trust3.37%
iShares Core S&P 500 ETF2.06%
Fidelity Salem Street Trust1.84%
Fidelity Concord Street Trust1.57%

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

ANWFX (New Perspective Fund) and FSAKX (Strategic Advisers U.S. Total Stock Fund) share 29.0% portfolio overlap as of ANWFX's March 31, 2026 filing and FSAKX's May 31, 2026 filing, across 128 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 FSAKX 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 FSAKX?

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

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