ANCFX vs MUB: 0% overlap

American Funds Fundamental Investors A and iShares National Muni Bond ETF share 0.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 4 months apart — ANCFX as of 2026-03-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.0%
ANCFX expense ratio
0.61%
MUB expense ratio
0.05%

Top shared holdings

ANCFX and MUB hold 0 of the same securities. The ten contributing most to the overlap figure:

Holdingin ANCFXin MUBΔ

Where ANCFX and MUB differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorANCFXMUBΔ
State Tax-Backed0.0%30.7%30.7pp
Information Technology27.8%0.0%+27.8pp
Local Tax-Backed0.0%14.9%14.9pp
Utilities2.1%16.8%14.7pp
Industrials12.0%0.0%+12.0pp
School Districts0.0%10.2%10.2pp
Transportation0.0%10.2%10.2pp
Consumer Staples9.4%0.0%+9.4pp

Δ is ANCFX minus MUB, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in ANCFX
232 positions

99.1% of ANCFX by weight, held in no part of MUB.

Only in MUB
968 positions

101.0% of MUB by weight, held in no part of ANCFX.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

ANCFXMUB
Top 10 holdings34.1%17.2%
Positions held233969
Cost per $10,000 held, per year$61$5

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do ANCFX and MUB overlap?

ANCFX and MUB overlap 0.0% by portfolio weight — largely distinct portfolios. They share 0 holdings. The figure comes from current issuer holdings files (ANCFX as of 2026-03-31, MUB as of 2026-07-23).

How is the overlap between ANCFX and MUB calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If ANCFX holds a stock at 6% and MUB holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both ANCFX and MUB?

That depends on your goals — we state facts, not advice. At 0.0% overlap, each fund still contributes meaningfully distinct exposure.

What does ANCFX own that MUB doesn't?

ANCFX holds 233 positions and MUB holds 969; 232 of ANCFX's positions don't appear in MUB at all, and they are 99.1% of ANCFX by weight.

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Related comparisons

Sources: issuer holdings files, ANCFX as of 2026-03-31, MUB as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.