How can I search mutual funds by top holdings?
Question by Shhhhh: How can I search mutual funds by top holdings?
I want to put in a stock symbol and get a list of mutual funds that have said stock in thier top holdings. Is there a website that will do that?
Thanks.
Best answer:
Answer by Thin Kaboudit
Morningstar.com has an “x-ray” tool that will help you do that…
What do you think? Answer below!
Yahoo finance also has a great section.
once you pull up the ticker, you will see a bunch of links on the left. “performance” is for performance #s, and you should also see “Holdings” or “Top Holdings” to get an idea of what is in there.
look at the companies it owns, but you could also look at what % of the fund is in US stocks, International Stocks, Bonds etc etc.
it really gives you an idea of what you are exposed to.