# Portfolio overlap — TIIIX vs ANEFX

Comparing **American Funds Fundamental Investors** (2026-03-31) and **New Economy Fund** (2026-02-28).

- Shared positions: 85
- American Funds Fundamental Investors covered by New Economy Fund: 0.4706244205134567521798666178
- New Economy Fund covered by American Funds Fundamental Investors: 0.4706244205134567521798666177

## American Funds Fundamental Investors — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.059774 | ✓ |
| MICROSOFT CORP | 0.045423 | ✓ |
| PHILIP MORRIS INTL INC | 0.040169 | ✓ |
| ALPHABET INC CL C | 0.036659 | ✓ |
| NVIDIA CORP | 0.036365 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.028301 | ✓ |
| AMAZON.COM INC | 0.028201 | ✓ |
| META PLATFORMS INC CL A | 0.023297 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.023091 |  |
| TRANSDIGM GROUP INC | 0.021837 | ✓ |
| TSMC | 0.021755 | ✓ |
| MICRON TECHNOLOGY INC | 0.021397 | ✓ |
| SK HYNIX INC | 0.016681 | ✓ |
| ALPHABET INC CL A | 0.016074 | ✓ |
| APPLE INC | 0.015305 |  |
| VISA INC-CLASS A | 0.012208 | ✓ |
| KLA CORP | 0.012151 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.011508 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.009749 |  |
| LILLY ELI and CO | 0.009570 | ✓ |
| STARBUCKS CORP | 0.009360 | ✓ |
| MERCADOLIBRE INC | 0.008726 | ✓ |
| AMGEN INC | 0.008710 |  |
| WELLTOWER INC | 0.008548 | ✓ |
| STRATEGY INC CL A | 0.008432 | ✓ |
| SHOPIFY INC CL A | 0.008255 | ✓ |
| FTAI AVIATION LTD | 0.008155 | ✓ |
| CAN NATURAL RES | 0.008031 |  |
| UNITEDHEALTH GRP | 0.007881 | ✓ |
| ROLLS-ROYCE HOLDINGS PLC | 0.007660 |  |
| GRUPO MEXICO-B | 0.007486 |  |
| RYANAIR HOLDINGS PLC SPON ADR | 0.007232 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.006842 | ✓ |
| UNION PACIFIC CORP | 0.006219 |  |
| GENERAL ELECTRIC CO | 0.006216 | ✓ |
| NESTLE SA (REG) | 0.006118 |  |
| RTX CORP | 0.006041 |  |
| FIRSTENERGY CORP | 0.005743 |  |
| PERFORMANCE FOOD GROUP CO | 0.005609 | ✓ |
| SALESFORCE INC | 0.005500 | ✓ |
| WESTERN DIGITAL CORP | 0.005467 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.005379 | ✓ |
| JPMORGAN CHASE and CO | 0.005330 |  |
| PAYCHEX INC | 0.005276 |  |
| ITT INC | 0.005008 |  |
| CONOCOPHILLIPS | 0.004961 |  |
| MASTERCARD INC CL A | 0.004768 |  |
| RESTAURANT BRANDS INTERNATIONAL INC | 0.004740 |  |
| COUPANG INC A | 0.004740 |  |
| TRUIST FINL CORP | 0.004705 |  |

## New Economy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICRON TECHNOLOGY INC | 0.060489 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.058108 | ✓ |
| SK HYNIX INC | 0.051486 | ✓ |
| BROADCOM INC | 0.047151 | ✓ |
| NVIDIA CORP | 0.031343 | ✓ |
| TSMC | 0.029902 | ✓ |
| MICROSOFT CORP | 0.029619 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.027768 | ✓ |
| ALPHABET INC CL A | 0.026769 | ✓ |
| AMAZON.COM INC | 0.023244 | ✓ |
| ALPHABET INC CL C | 0.021137 | ✓ |
| LILLY ELI and CO | 0.016707 | ✓ |
| MERCADOLIBRE INC | 0.016045 | ✓ |
| Airbus SE | 0.015213 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.014576 | ✓ |
| CIENA CORP | 0.013478 |  |
| VISA INC-CLASS A | 0.012222 | ✓ |
| WESTERN DIGITAL CORP | 0.012183 | ✓ |
| ARGENX SE SPONSORED ADR | 0.012158 |  |
| TRANSDIGM GROUP INC | 0.012033 | ✓ |
| META PLATFORMS INC CL A | 0.010274 | ✓ |
| SHOPIFY INC CL A | 0.010151 | ✓ |
| ADYEN NV | 0.009921 | ✓ |
| APPLOVIN CORP | 0.009698 | ✓ |
| 3I GROUP PLC | 0.009152 |  |
| LUMENTUM HOLDINGS INC | 0.009150 |  |
| BAE SYSTEMS PLC | 0.009147 | ✓ |
| CHIPOTLE MEXICAN GRILL INC | 0.009094 | ✓ |
| SIEMENS AG-REG | 0.008847 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.008515 |  |
| ILLUMINA INC | 0.008292 |  |
| DEERE & CO | 0.008271 | ✓ |
| PHILIP MORRIS INTL INC | 0.007554 | ✓ |
| GE VERNOVA LLC | 0.007235 | ✓ |
| QUANTA SVCS INC | 0.007214 | ✓ |
| OPENAI GROUP PBC A PP | 0.006735 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.006414 | ✓ |
| MELROSE INDUSTRI | 0.006291 |  |
| CREDICORP LTD | 0.006009 | ✓ |
| EPAM SYSTEMS INC | 0.005891 |  |
| SAP SE | 0.005821 | ✓ |
| VIPER ENERGY INC A | 0.005648 | ✓ |
| SALESFORCE INC | 0.005582 | ✓ |
| KLA CORP | 0.005414 | ✓ |
| ALIGN TECHNOLOGY INC | 0.005334 | ✓ |
| REPUBLIC SVCS | 0.005241 |  |
| TESLA INC | 0.005221 | ✓ |
| UNITEDHEALTH GRP | 0.005158 | ✓ |
| Techtronic Industries Company Limited | 0.005118 |  |
| CARVANA CO CL A | 0.004951 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-243476` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/39473/000119312526243476/0001193125-26-243476-index.htm>
- N-PORT (fund B) — accession `0001193125-26-182059` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719608/000119312526182059/0001193125-26-182059-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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