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Home > NEED ADVICE on tracking my holdings in mutual funds . . .

NEED ADVICE on tracking my holdings in mutual funds . . .

May 15th, 2007 at 05:37 pm

We have several mutual funds held in 401k and Roth IRA's and every now and than we purchase stocks. So, does anyone know a good site to track the holdings in each?

I just recently purchased a stock and didn't realize that it was one of the biggest holdings in 2 of our mutual funds.
Thankfully the stock is doing great, but I really don't want to buy stocks I already own in a mutual fund.

So, basically I need to find out how other people track this. Thanks for all your input!!!!!

YOUCANDOIT

Posted in Uncategorized | 6 Comments »

6 Responses to “NEED ADVICE on tracking my holdings in mutual funds . . .”

  1. Nic Says:
    May 15th, 2007 at 06:10 pm 1179252609
    1179252609

    I use Yahoo Finance.

  2. Nic Says:
    May 15th, 2007 at 06:11 pm 1179252693
    1179252693

    Go to
    http://finance.yahoo.com/lookup
    and put in the name or symbol of whatever you want to look up. Click on Holdings and it will populate w/the info. you're looking for.

  3. YOUCANDOIT Says:
    May 15th, 2007 at 06:16 pm 1179252976
    1179252976

    I really am looking for something that will show all the holdings at once from different mutual funds not just one at a time. But thanks for the response.

  4. disneysteve Says:
    May 15th, 2007 at 07:45 pm 1179258319
    1179258319

    You can do the portfolio x-ray at Morningstar.com, but I don't know of any way to track this on a dynamic basis since mutual fund holdings are constantly changing and they don't report them in real time.

  5. tinapbeana Says:
    May 15th, 2007 at 07:54 pm 1179258895
    1179258895

    go to www.nasdaq.com and do a 'flash quote' for the ticker of the fund you want information about. in the resulting page, click the link to the left for the 'fund profile'.

    on the next page, click the tab for 'portfolio' and scroll down, you'll see the top 25 holdings for that fund based on percent of allocation.

  6. YOUCANDOIT Says:
    May 17th, 2007 at 03:10 am 1179371431
    1179371431

    disneysteve: Wow, morningstar portfolio x-ray is great. Thanks for letting me know about this great feature!!!!

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