# Portfolio overlap — TIIIX vs AWSHX

Comparing **American Funds Fundamental Investors** (2026-03-31) and **Washington Mutual Investors Fund** (2026-01-31).

- Shared positions: 122
- American Funds Fundamental Investors covered by Washington Mutual Investors Fund: 0.5368492402176424381779781661
- Washington Mutual Investors Fund covered by American Funds Fundamental Investors: 0.5368492402176424381779781660

## 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 | ✓ |

## Washington Mutual Investors Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.063251 | ✓ |
| MICROSOFT CORP | 0.050035 | ✓ |
| PHILIP MORRIS INTL INC | 0.038413 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.028906 | ✓ |
| APPLE INC | 0.024337 | ✓ |
| LILLY ELI and CO | 0.019706 | ✓ |
| MARSH & MCLENNAN | 0.017875 | ✓ |
| NVIDIA CORP | 0.016926 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.016668 | ✓ |
| ALPHABET INC CL A | 0.016501 | ✓ |
| RTX CORP | 0.016492 | ✓ |
| AMGEN INC | 0.015876 | ✓ |
| NORTHROP GRUMMAN CORP | 0.015396 | ✓ |
| META PLATFORMS INC CL A | 0.014979 | ✓ |
| UNITEDHEALTH GRP | 0.014927 | ✓ |
| WELLTOWER INC | 0.014749 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014723 | ✓ |
| JPMORGAN CHASE and CO | 0.014323 | ✓ |
| ALPHABET INC CL C | 0.014296 | ✓ |
| SPONSORED ADR | 0.014170 |  |
| VISA INC-CLASS A | 0.013070 | ✓ |
| GENERAL ELECTRIC CO | 0.012620 | ✓ |
| ASML HOLDING-NY | 0.012522 | ✓ |
| KLA CORP | 0.011684 | ✓ |
| CVS HEALTH CORP | 0.011212 | ✓ |
| TRUIST FINL CORP | 0.009788 | ✓ |
| BLACKROCK INC | 0.009360 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.009057 | ✓ |
| COMCAST CORP CL A | 0.008738 | ✓ |
| ABBOTT LABS | 0.008327 | ✓ |
| MASTERCARD INC CL A | 0.008254 | ✓ |
| DEERE & CO | 0.008118 | ✓ |
| HOME DEPOT INC | 0.008116 | ✓ |
| CONSTELLATION ENERGY CORP | 0.008095 | ✓ |
| INTL BUS MACH CORP | 0.008050 |  |
| GILEAD SCIENCES INC | 0.008011 |  |
| SEMPRA ENERGY | 0.007987 |  |
| EXXON MOBIL CORP | 0.007907 | ✓ |
| CATERPILLAR INC | 0.007786 | ✓ |
| STARBUCKS CORP | 0.007722 | ✓ |
| UNION PACIFIC CORP | 0.007390 | ✓ |
| ABBVIE INC | 0.007178 | ✓ |
| CONOCOPHILLIPS | 0.007156 | ✓ |
| BOEING CO/THE | 0.007136 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.007061 | ✓ |
| PAYCHEX INC | 0.006645 | ✓ |
| SOUTHERN CO | 0.006583 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.006526 |  |
| KEURIG DR PEPPER INC | 0.006462 | ✓ |
| YUM! BRANDS INC | 0.006422 | ✓ |


## 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 `0001193125-26-130891` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/104865/000119312526130891/0001193125-26-130891-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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