ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (FCTDX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FCNTX vs FCTDX Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (FCTDX)

FCNTX vs FCTDX: Portfolio Overlap

Fidelity Contrafund vs Strategic Advisers Fidelity U.S. Total Stock Fund

29.5%
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.

FCNTX
389 equity holdings
as of March 31, 2026
FCTDX
1460 equity holdings
as of May 31, 2026
244 stocks held in common
Overlap View Venn Diagram
29.5% OVERLAP FCNTX FCTDX
Overlapping Holdings
10 Top 10 of 244 shared, by overlap contribution
# Stock FCNTX FCTDX Overlap%
1
NVDA
9.48% 3.37% 3.37%
2
AAPL
2.35% 2.27% 2.27%
3
AMZN
5.76% 2.00% 2.00%
4
MSFT
2.99% 1.94% 1.94%
5
GOOGL
3.91% 1.75% 1.75%
6
GOOG
2.42% 1.52% 1.52%
7
AVGO
1.88% 1.05% 1.05%
8
XOM
1.54% 1.00% 1.00%
9
META
10.35% 0.98% 0.98%
10
GE
1.11% 0.61% 0.61%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Tencent Holdings Ltd0.63%
Franco-Nevada Corp0.42%
OPENAI GROUP PBC0.26%
HOYA CORP0.23%
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 FCNTX and FCTDX?

FCNTX (Fidelity Contrafund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 29.5% portfolio overlap as of FCNTX's March 31, 2026 filing and FCTDX's May 31, 2026 filing, across 244 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 FCNTX 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 FCNTX and FCTDX?

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