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 QCSTFX Holdings as of March 31, 2026

ANWFX vs QCSTFX: Portfolio Overlap

New Perspective Fund vs College Retirement Equities Fund - Total Global Stock Account

25.5%
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
QCSTFX
7549 equity holdings
as of March 31, 2026
121 stocks held in common
Overlap View Venn Diagram
25.5% OVERLAP ANWFX QCSTFX
Overlapping Holdings
10 Top 10 of 121 shared, by overlap contribution
# Stock ANWFX QCSTFX Overlap%
1
NVDA
 3.10% 3.77% 3.10%
2
MSFT
 2.70% 2.83% 2.70%
3
AVGO
 2.95% 1.97% 1.97%
4
AMZN
 1.45% 1.98% 1.45%
5
GOOGL
 1.37% 1.50% 1.37%
6
GOOG
 1.47% 1.35% 1.35%
7
META
 3.79% 0.89% 0.89%
8
LLY
 1.53% 0.77% 0.77%
9
TSLA
 2.66% 0.74% 0.74%
10
AAPL
 0.62% 3.68% 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%
AstraZeneca PLC2.09%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
UNICREDIT SPA1.08%
Only in QCSTFX — College Retirement Equities Fund - Total Global Stock Account
StockWeight
Taiwan Semiconductor Manufacturing Co., Ltd.1.66%
XOM0.84%
Samsung Electronics Co Ltd0.81%
JNJ0.68%
ASML Holding N.V.0.60%

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

ANWFX (New Perspective Fund) and QCSTFX (College Retirement Equities Fund - Total Global Stock Account) share 25.5% portfolio overlap as of their March 31, 2026 filings, across 121 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 QCSTFX 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 QCSTFX?

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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