# Portfolio overlap — CMLAX vs CGCV

Comparing **American Mutual Fund** (2026-01-31) and **Capital Group Conservative Equity ETF** (2026-02-28).

- Shared positions: 72
- American Mutual Fund covered by Capital Group Conservative Equity ETF: 0.8216623737672932413098750123
- Capital Group Conservative Equity ETF covered by American Mutual Fund: 0.8216623737672932413098750123

## American Mutual Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.055122 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.045139 | ✓ |
| BROADCOM INC | 0.037473 | ✓ |
| RTX CORP | 0.037257 | ✓ |
| PHILIP MORRIS INTL INC | 0.031806 | ✓ |
| LILLY ELI and CO | 0.030818 | ✓ |
| APPLE INC | 0.024338 | ✓ |
| ABBVIE INC | 0.021556 | ✓ |
| GENERAL ELECTRIC CO | 0.020710 | ✓ |
| META PLATFORMS INC CL A | 0.020634 | ✓ |
| JPMORGAN CHASE and CO | 0.019736 | ✓ |
| STARBUCKS CORP | 0.019472 | ✓ |
| MONDELEZ INTL INC | 0.018506 | ✓ |
| EXXON MOBIL CORP | 0.017123 | ✓ |
| HOME DEPOT INC | 0.017115 | ✓ |
| APPLIED MATERIALS INC | 0.015011 | ✓ |
| GILEAD SCIENCES INC | 0.014544 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.014304 | ✓ |
| CENTERPOINT ENERGY INC | 0.013412 | ✓ |
| WELLS FARGO & CO | 0.013405 | ✓ |
| NEXTERA ENERGY INC | 0.012938 | ✓ |
| COCA-COLA CO/THE | 0.012684 | ✓ |
| CARRIER GLOBAL CORP | 0.012517 | ✓ |
| INTL PAPER CO | 0.012410 | ✓ |
| SPONSORED ADR | 0.012104 | ✓ |
| ABBOTT LABS | 0.011917 | ✓ |
| ACCENTURE PLC CL A | 0.011458 | ✓ |
| LINDE PLC | 0.011307 | ✓ |
| JOHNSON&JOHNSON | 0.010639 | ✓ |
| ALPHABET INC CL A | 0.009922 | ✓ |
| MEDTRONIC PLC | 0.009668 | ✓ |
| AMGEN INC | 0.009357 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.008294 | ✓ |
| BLACKROCK INC | 0.008130 | ✓ |
| PROGRESSIVE CORP OHIO | 0.008063 | ✓ |
| UNION PACIFIC CORP | 0.008029 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.007980 | ✓ |
| TC ENERGY CORP | 0.007926 | ✓ |
| TEXAS INSTRUMENTS INC | 0.007852 | ✓ |
| DOMINION ENERGY INC | 0.007505 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.007431 | ✓ |
| AMPHENOL CORPORATION CL A | 0.007423 | ✓ |
| CVS HEALTH CORP | 0.007360 | ✓ |
| DTE ENERGY CO | 0.006612 | ✓ |
| CONSTELLATION ENERGY CORP | 0.006556 | ✓ |
| CHUBB LTD | 0.006468 | ✓ |
| PROCTER & GAMBLE | 0.006466 | ✓ |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.006424 | ✓ |
| MCDONALDS CORP | 0.006222 | ✓ |
| PUB SERV ENTERP | 0.006157 | ✓ |

## Capital Group Conservative Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.050837 | ✓ |
| PHILIP MORRIS INTL INC | 0.035167 | ✓ |
| RTX CORP | 0.035151 | ✓ |
| BROADCOM INC | 0.035069 | ✓ |
| LILLY ELI and CO | 0.031508 | ✓ |
| APPLE INC | 0.025330 | ✓ |
| GENERAL ELECTRIC CO | 0.024074 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.023070 | ✓ |
| ABBVIE INC | 0.022969 | ✓ |
| JPMORGAN CHASE and CO | 0.022280 | ✓ |
| STARBUCKS CORP | 0.021670 | ✓ |
| MONDELEZ INTL INC | 0.021329 | ✓ |
| META PLATFORMS INC CL A | 0.021089 | ✓ |
| HOME DEPOT INC | 0.020322 | ✓ |
| EXXON MOBIL CORP | 0.019762 | ✓ |
| CARRIER GLOBAL CORP | 0.018793 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.018335 | ✓ |
| APPLIED MATERIALS INC | 0.017597 | ✓ |
| LINDE PLC | 0.016292 | ✓ |
| INTL PAPER CO | 0.016285 | ✓ |
| SPONSORED ADR | 0.016084 | ✓ |
| GILEAD SCIENCES INC | 0.016052 | ✓ |
| COCA-COLA CO/THE | 0.015982 | ✓ |
| CENTERPOINT ENERGY INC | 0.015621 | ✓ |
| UNION PACIFIC CORP | 0.014979 | ✓ |
| NEXTERA ENERGY INC | 0.014874 | ✓ |
| WELLS FARGO & CO | 0.013676 | ✓ |
| ABBOTT LABS | 0.013570 | ✓ |
| JOHNSON&JOHNSON | 0.012962 | ✓ |
| ALPHABET INC CL A | 0.012884 | ✓ |
| AMGEN INC | 0.012104 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.011996 | ✓ |
| ACCENTURE PLC CL A | 0.011914 | ✓ |
| TC ENERGY CORP | 0.011321 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.010741 | ✓ |
| MEDTRONIC PLC | 0.010695 | ✓ |
| PROCTER & GAMBLE | 0.010562 | ✓ |
| WELLTOWER INC | 0.010055 | ✓ |
| BLACKROCK INC | 0.009882 | ✓ |
| PROGRESSIVE CORP OHIO | 0.009816 | ✓ |
| CONOCOPHILLIPS | 0.009676 | ✓ |
| DTE ENERGY CO | 0.009649 | ✓ |
| MASTERCARD INC CL A | 0.009198 | ✓ |
| DOMINION ENERGY INC | 0.009172 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.009057 | ✓ |
| TEXAS INSTRUMENTS INC | 0.008925 | ✓ |
| MCDONALDS CORP | 0.008870 | ✓ |
| CHUBB LTD | 0.008845 | ✓ |
| ATMOS ENERGY CORP | 0.008821 | ✓ |
| AMPHENOL CORPORATION CL A | 0.008792 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-130897` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/5506/000119312526130897/0001193125-26-130897-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041059` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2008359/000141036826041059/0001410368-26-041059-index.htm>

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