ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (FCTDX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs FCTDX Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (FCTDX)

AWSHX vs FCTDX: Portfolio Overlap

Washington Mutual Investors Fund vs Strategic Advisers Fidelity U.S. Total Stock Fund

26.9%
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.

AWSHX
198 equity holdings
as of April 30, 2026
FCTDX
1460 equity holdings
as of May 31, 2026
171 stocks held in common
Overlap View Venn Diagram
26.9% OVERLAP AWSHX FCTDX
Overlapping Holdings
10 Top 10 of 171 shared, by overlap contribution
# Stock AWSHX FCTDX Overlap%
1
AAPL
2.52% 2.27% 2.27%
2
MSFT
4.82% 1.94% 1.94%
3
GOOGL
2.09% 1.75% 1.75%
4
NVDA
1.70% 3.37% 1.70%
5
GOOG
1.61% 1.52% 1.52%
6
AVGO
7.79% 1.05% 1.05%
7
XOM
1.01% 1.00% 1.00%
8
META
1.41% 0.98% 0.98%
9
AMZN
0.69% 2.00% 0.69%
10
BAC
1.66% 0.68% 0.68%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
Canadian Natural Resources Ltd0.54%
BOEING CO/THE0.38%
KKR & CO INC0.29%
SAP SE0.28%
Siemens AG0.24%
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AWSHX and FCTDX?

AWSHX (Washington Mutual Investors Fund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 26.9% portfolio overlap as of AWSHX's April 30, 2026 filing and FCTDX's May 31, 2026 filing, across 171 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 AWSHX and FCTDX 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 AWSHX and FCTDX?

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