# Portfolio overlap — TAMFX vs CUSEX

Comparing **American Mutual Fund** (2026-01-31) and **Capital Group U.S. Equity Fund** (2026-01-31).

- Shared positions: 57
- American Mutual Fund covered by Capital Group U.S. Equity Fund: 0.4709734228626099131553323576
- Capital Group U.S. Equity Fund covered by American Mutual Fund: 0.4709734228626099131553323576

## 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 U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 | ✓ |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 | ✓ |
| AMAZON.COM INC | 0.035837 |  |
| APPLE INC | 0.033188 | ✓ |
| META PLATFORMS INC CL A | 0.032070 | ✓ |
| GENERAL ELECTRIC CO | 0.030300 | ✓ |
| KLA CORP | 0.028833 | ✓ |
| CONSTELLATION ENERGY CORP | 0.024505 | ✓ |
| VISA INC-CLASS A | 0.024127 | ✓ |
| PHILIP MORRIS INTL INC | 0.021665 | ✓ |
| MICRON TECHNOLOGY INC | 0.020021 |  |
| JPMORGAN CHASE and CO | 0.019464 | ✓ |
| MARSH & MCLENNAN | 0.019419 | ✓ |
| LINDE PLC | 0.018812 | ✓ |
| GE VERNOVA LLC | 0.018005 |  |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 | ✓ |
| MONDELEZ INTL INC | 0.014255 | ✓ |
| RTX CORP | 0.014062 | ✓ |
| AMGEN INC | 0.013221 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 | ✓ |
| WELLTOWER INC | 0.012830 | ✓ |
| TRANSDIGM GROUP INC | 0.011323 |  |
| SALESFORCE INC | 0.010583 | ✓ |
| WASTE CONNECTIONS INC | 0.010261 |  |
| ABBVIE INC | 0.009756 | ✓ |
| UNITEDHEALTH GRP | 0.009747 | ✓ |
| ATMOS ENERGY CORP | 0.009615 | ✓ |
| NVIDIA CORP | 0.009501 |  |
| ABBOTT LABS | 0.009499 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008654 |  |
| TRUIST FINL CORP | 0.008223 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 | ✓ |
| ENTERGY CORP | 0.007300 |  |
| CONOCOPHILLIPS | 0.007134 | ✓ |
| TRACTOR SUPPLY CO. | 0.006857 | ✓ |
| MORGAN STANLEY | 0.006612 | ✓ |
| SHOPIFY INC CL A | 0.006392 |  |
| ARTHUR J GALLAGHAR AND CO | 0.006019 | ✓ |
| S&P GLOBAL INC | 0.006012 |  |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 | ✓ |
| SERVICENOW INC | 0.005437 |  |
| LENNOX INTL INC | 0.005376 |  |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 |  |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 | ✓ |


## 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 `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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