ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs FSKAX: Portfolio Overlap

New Perspective Fund vs Fidelity Total Market Index Fund

33.1%
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
FSKAX
3735 equity holdings
as of May 31, 2026
118 stocks held in common
Overlap View Venn Diagram
33.1% OVERLAP ANWFX FSKAX
Overlapping Holdings
10 Top 10 of 118 shared, by overlap contribution
# Stock ANWFX FSKAX Overlap%
1
NVDA
 3.10% 7.01% 3.10%
2
AVGO
 2.95% 2.89% 2.89%
3
MSFT
 2.70% 4.57% 2.70%
4
META
 3.79% 1.89% 1.89%
5
TSLA
 2.66% 1.67% 1.67%
6
GOOG
 1.47% 2.40% 1.47%
7
AMZN
 1.45% 3.61% 1.45%
8
GOOGL
 1.37% 3.03% 1.37%
9
LLY
 1.53% 1.20% 1.20%
10
V
 0.86% 0.75% 0.75%
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%
TotalEnergies SE1.20%
SHOP1.15%
UNICREDIT SPA1.08%
Only in FSKAX — Fidelity Total Market Index Fund
StockWeight
AMD1.15%
XOM0.83%
JNJ0.74%
CSCO0.65%
LRCX0.54%

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 FSKAX?

ANWFX (New Perspective Fund) and FSKAX (Fidelity Total Market Index Fund) share 33.1% portfolio overlap as of ANWFX's March 31, 2026 filing and FSKAX's May 31, 2026 filing, across 118 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 FSKAX 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 FSKAX?

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

Related Comparisons
AIVSX — Investment Co of America vs FSKAX — Fidelity Total Market Index FundAMECX — Income Fund of America vs FSKAX — Fidelity Total Market Index FundFSAKX — Strategic Advisers U.S. Total Stock Fund vs FSKAX — Fidelity Total Market Index FundAWSHX — Washington Mutual Investors Fund vs FSKAX — Fidelity Total Market Index FundCNWAX — New World Fund Inc vs FSKAX — Fidelity Total Market Index FundCWGCX — Capital World Growth & Income Fund vs FSKAX — Fidelity Total Market Index Fund