Tool to find which fund(s) invests in a particular stock

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Tool to find which fund(s) invests in a particular stock

JohnP4 09-04-2008, 8:10 AM | Post #2557704 | 2 Replies

Sorry for the cross-post on this item; I originally posted this on the Mutual Fund forum, but now think that the Morningstar.com main forum might be a better venue.

Is there a tool on the Morningstar site that would allow me to select a stock and then find out which managed mutual funds invested in that stock?

Thanks,

JohnP4

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Re: Tool to find which fund(s) invests in a particular stock

gb267 09-05-2008, 8:15 AM | Post #2558201

John,
Yes. On the "Quote & News" page of a selected stock, click on the "Show me who already owns this stock" link near the bottom of that page. That opens another page with six tabs at the top for you to browse various data on ownership of that stock.

Cheers,
George

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Re: Tool to find which fund(s) invests in a particular stock

JohnP4 09-05-2008, 9:28 AM | Post #2558219

Hello George,

Thanks very much. That is exactly what I was hoping to find. This seems like it could be a very useful tool overall. I can think of at least 2 different applications for it immediately.

JohnP

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