ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (EAGRX) and March 31, 2026 (FCNTX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > EAGRX vs FCNTX Holdings as of April 30, 2026 (EAGRX) and March 31, 2026 (FCNTX)

EAGRX vs FCNTX: Portfolio Overlap

First Eagle Global Fund vs Fidelity Contrafund

12.6%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

EAGRX
131 equity holdings
as of April 30, 2026
FCNTX
389 equity holdings
as of March 31, 2026
24 stocks held in common
Overlap View Venn Diagram
12.6% OVERLAP EAGRX FCNTX
Overlapping Holdings
10 Top 10 of 24 shared, by overlap contribution
# Stock EAGRX FCNTX Overlap%
1
GOOG
 3.10% 2.42% 2.42%
2
META
 2.23% 10.35% 2.23%
3
TSM
 1.15% 1.28% 1.15%
4
XOM
 1.05% 1.54% 1.05%
5
PM
 1.12% 0.80% 0.80%
6
MSFT
 0.62% 2.99% 0.62%
7
Berkshire Hathaway Inc
 0.49% 4.15% 0.49%
8
GOOGL
 0.49% 3.91% 0.49%
9
AXP
 0.61% 0.45% 0.45%
10
BNY
 1.38% 0.45% 0.45%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in EAGRX — First Eagle Global Fund
StockWeight
Samsung Electronics Co Ltd.2.07%
BDX1.91%
ELV1.71%
LVMH Moet Hennessy Louis Vuitton SE1.60%
Prosus NV1.55%
Only in FCNTX — Fidelity Contrafund
StockWeight
NVDA9.48%
AMZN5.76%
Space Exploration Technologies5.13%
AAPL2.35%
APH2.09%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between EAGRX and FCNTX?

EAGRX (First Eagle Global Fund) and FCNTX (Fidelity Contrafund) share 12.6% portfolio overlap as of EAGRX's April 30, 2026 filing and FCNTX's March 31, 2026 filing, across 24 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 EAGRX and FCNTX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both EAGRX and FCNTX?

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

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