ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (FIWGX) and March 31, 2026 (JLGMX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FIWGX vs JLGMX Holdings as of May 31, 2026 (FIWGX) and March 31, 2026 (JLGMX)

FIWGX vs JLGMX: Portfolio Overlap

Strategic Advisers Fidelity Core Income Fund vs JPMorgan Large Cap Growth Fund

0.0%
Weighted portfolio overlap
Low Overlap

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

FIWGX
68 equity holdings
as of May 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP FIWGX JLGMX
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FIWGX — Strategic Advisers Fidelity Core Income Fund
StockWeight
Fidelity Salem Street Trust44.42%
Fidelity Salem Street Trust14.39%
Fidelity Salem Street Trust6.03%
Fidelity Salem Street Trust5.83%
Fidelity Salem Street Trust5.19%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
NVDA10.29%
AAPL9.15%
GOOG8.37%
MSFT4.68%
TSLA3.52%

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

FIWGX (Strategic Advisers Fidelity Core Income Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 0.0% portfolio overlap as of FIWGX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 0 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 FIWGX and JLGMX 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 FIWGX and JLGMX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.