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

FSAKX vs JLGMX: Portfolio Overlap

Strategic Advisers U.S. Total Stock Fund vs JPMorgan Large Cap Growth Fund

35.5%

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.

FSAKX

1984 equity holdings
as of May 31, 2026

JLGMX

82 equity holdings
as of March 31, 2026

80 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 80 shared, by overlap contribution

#	Stock	FSAKX	JLGMX	Overlap%
1	NVDA	5.37%	10.29%	5.37%
2	AAPL	4.18%	9.15%	4.18%
3	MSFT	3.51%	4.68%	3.51%
4	AVGO	2.30%	2.96%	2.30%
5	GOOG	2.21%	8.37%	2.21%
6	AMZN	3.20%	2.05%	2.05%
7	META	1.59%	3.14%	1.59%
8	TSLA	0.97%	3.52%	0.97%
9	XOM	0.86%	1.56%	0.86%
10	LLY	0.84%	2.19%	0.84%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in FSAKX — Strategic Advisers U.S. Total Stock Fund

Stock	Weight
Fidelity Mt. Vernon Street Trust	5.57%
Fidelity Salem Street Trust	3.37%
GOOGL	2.06%
iShares Core S&P 500 ETF	2.06%
Fidelity Salem Street Trust	1.84%

Only in JLGMX — JPMorgan Large Cap Growth Fund

Stock	Weight
MELI	0.10%
SE	0.01%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between FSAKX and JLGMX?

FSAKX (Strategic Advisers U.S. Total Stock Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 35.5% portfolio overlap as of FSAKX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 80 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 FSAKX and JLGMX 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 FSAKX and JLGMX?

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

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