Mututal Fund Screener

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Dec 23, 2008 3:16 pm

Does anyone know of a software or website where you can search mutual funds for certain stock holdings? I’d like to be able to search for % investment in a few particular stocks.

Thanks


Dec 23, 2008 4:51 pm

If you go to Yahoo Finance (and others I’m sure), you can look at a stock’s top institutional holders.

  As an example, I just pulled up GE.  Go to "Ownership; Major Holders; Top Mutual Fund Holders".   Surprise - Index Funds and American Funds are the biggest holders.   TOP MUTUAL FUND HOLDERS Holder Shares % Out Value* Reported WASHINGTON MUTUAL INVESTORS FUND 100,333,900 .96 $2,558,514,450 30-Sep-08 VANGUARD 500 INDEX FUND 94,960,666 .90 $2,421,496,983 30-Sep-08 SPDR TRUST SERIES 1 90,815,640 .87 $2,315,798,820 30-Sep-08 VANGUARD TOTAL STOCK MARKET INDEX FUND 77,360,971 .74 $1,972,704,760 30-Sep-08 GROWTH FUND OF AMERICA INC 69,986,080 .67 $1,784,645,040 30-Sep-08 COLLEGE RETIREMENT EQUITIES FUND-STOCK ACCOUNT 64,072,542 .61 $1,710,096,145 30-Jun-08 INVESTMENT COMPANY OF AMERICA 61,945,000 .59 $1,579,597,500 30-Sep-08 VANGUARD INSTITUTIONAL INDEX FUND-INSTITUTIONAL INDEX FD 59,748,871 .57 $1,523,596,210 30-Sep-08 CAPITAL WORLD GROWTH AND INCOME FUND 55,622,100 .53 $1,418,363,550 30-Sep-08 INCOME FUND OF AMERICA INC 48,650,000 .46 $1,240,575,000 30-Sep-08
Feb 26, 2009 1:11 pm

Morningstar also has a free tool for mutual funds

Feb 26, 2009 1:27 pm

Not to bash American Funds but talk about Stock overlap.  WashMu, GFA, ICA, CapWrldG&I, IFA all in the top 10 for holders of GE. 

Feb 26, 2009 1:54 pm

That's why you don't buy all of them in the same portfolio.  Duh!

I also wouldn't call the overlap too significant when the top holdings of some of these funds are like 1% of the fund.  Sometimes the overlap may seem significant, but when you drill down, it's not that bad.

But again, you shouldn't be owning 5 of American's domestic equity value funds.  Even they will tell you not to do that.  The only 2 funds of those I use are CWGI and occassionally IFA, which are totally different funds.

Feb 26, 2009 4:55 pm

[quote=B24]

That's why you don't buy all of them in the same portfolio.  Duh!

I also wouldn't call the overlap too significant when the top holdings of some of these funds are like 1% of the fund.  Sometimes the overlap may seem significant, but when you drill down, it's not that bad.

But again, you shouldn't be owning 5 of American's domestic equity value funds.  Even they will tell you not to do that.  The only 2 funds of those I use are CWGI and occassionally IFA, which are totally different funds.

[/quote]   Umm yeah DUH!  But tell that to your other Jones brokers.  I have seen plenty of ports with GFA, CWGI, ICA, and IFA all in the same portfolio.  I will even admit when I started with Jones that I structured some portfolios this way myself.  To put it in Jones Speak:  We have a Growth Fund, an Int'l Growth and Income, a Growth and Income Fund, and a fund that is like a balanced fund with both stocks and bonds in them.    Don't tell me it doesn't happen.