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 JLGMX Holdings as of March 31, 2026

ANWFX vs JLGMX: Portfolio Overlap

New Perspective Fund vs JPMorgan Large Cap Growth Fund

26.6%
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
JLGMX
82 equity holdings
as of March 31, 2026
40 stocks held in common
Overlap View Venn Diagram
26.6% OVERLAP ANWFX JLGMX
Overlapping Holdings
10 Top 10 of 40 shared, by overlap contribution
# Stock ANWFX JLGMX Overlap%
1
META
 3.79% 3.14% 3.14%
2
NVDA
 3.10% 10.29% 3.10%
3
AVGO
 2.95% 2.96% 2.95%
4
MSFT
 2.70% 4.68% 2.70%
5
TSLA
 2.66% 3.52% 2.66%
6
LLY
 1.53% 2.19% 1.53%
7
GOOG
 1.47% 8.37% 1.47%
8
AMZN
 1.45% 2.05% 1.45%
9
PM
 1.09% 1.69% 1.09%
10
GE
 0.75% 1.43% 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%
GOOGL1.37%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
JNJ2.27%
INSM1.70%
GILD1.68%
XOM1.56%
MMM1.40%

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

ANWFX (New Perspective Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 26.6% portfolio overlap as of their March 31, 2026 filings, across 40 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 JLGMX 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 JLGMX?

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

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