# Portfolio overlap — TIIIX vs RGLGX

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

- Shared positions: 101
- American Funds Fundamental Investors covered by American Funds Global Insight Fund: 0.4339646925335262167168665851
- American Funds Global Insight Fund covered by American Funds Fundamental Investors: 0.4339646925335262167168665851

## 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 |  |

## American Funds Global Insight Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.041933 | ✓ |
| MICROSOFT CORP | 0.034600 | ✓ |
| ALPHABET INC CL A | 0.032665 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.031487 | ✓ |
| APPLE INC | 0.027032 | ✓ |
| ASML Holding NV | 0.025495 | ✓ |
| JPMORGAN CHASE and CO | 0.021350 | ✓ |
| GENERAL ELECTRIC CO | 0.019530 | ✓ |
| NVIDIA CORP | 0.018496 | ✓ |
| SAFRAN SA | 0.017505 |  |
| ALPHABET INC CL C | 0.017278 | ✓ |
| ASTRAZENECA PLC | 0.016644 | ✓ |
| ROLLS-ROYCE HOLDINGS PLC | 0.015843 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.014602 | ✓ |
| META PLATFORMS INC CL A | 0.014326 | ✓ |
| SK HYNIX INC GDR | 0.013617 |  |
| GE VERNOVA LLC | 0.013558 | ✓ |
| AMAZON.COM INC | 0.013268 | ✓ |
| NOVO NORDISK-B | 0.011963 | ✓ |
| UNICREDIT SPA | 0.011848 |  |
| SAP SE | 0.011608 | ✓ |
| ENGIE | 0.011332 | ✓ |
| DBS GROUP HLDGS | 0.011086 |  |
| RWE AG | 0.010847 |  |
| MASTERCARD INC CL A | 0.010580 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.010366 | ✓ |
| PHILIP MORRIS INTL INC | 0.010224 | ✓ |
| STANDARD CHARTER | 0.009985 |  |
| DSV PANALPINA A S | 0.009640 | ✓ |
| DEUTSCHE BANK-RG | 0.009585 |  |
| TOTALENERGIES SE | 0.009363 | ✓ |
| MUENCHENER RUE-R | 0.008753 |  |
| ABBOTT LABS | 0.008418 | ✓ |
| AMGEN INC | 0.008341 | ✓ |
| INGERSOLL RAND INC | 0.007973 | ✓ |
| LONDON STOCK EXCHANGE GRP PLC | 0.007906 |  |
| FUJITSU LTD | 0.007677 |  |
| DANONE SA | 0.007650 | ✓ |
| Airbus SE | 0.007644 | ✓ |
| KLA CORP | 0.007259 | ✓ |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.006794 | ✓ |
| MARSH & MCLENNAN | 0.006530 | ✓ |
| BEONE MEDICINES LTD ADR | 0.006484 |  |
| NORTHROP GRUMMAN CORP | 0.006409 | ✓ |
| RTX CORP | 0.006179 | ✓ |
| AIA Group Ltd | 0.006023 |  |
| L'OREAL SA ORD | 0.005850 |  |
| HITACHI LTD | 0.005815 |  |
| CENTERPOINT ENERGY INC | 0.005570 | ✓ |
| CONSTELLATION ENERGY CORP | 0.005442 | ✓ |


## 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 `0001193125-26-131235` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785347/000119312526131235/0001193125-26-131235-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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