How Do I Screen Funds with a Specific Security?

The YCharts Fund Screener lets you identify funds that include or exclude a particular stock by filtering on the stock's weight (percentage) or position within a fund's top 25 holdings. Follow the steps below to apply a Security Exposure Filter.

To view this data, follow the steps below.

1. Select 'Add Filter' next to Security Exposure Filters
2. Type the name or ticker of the stock in the search field.
3. Choose either percentage or position.
4. Select whether to include or exclude funds containing that stock.
5. Enter in value

Note: Security Exposure Filters are based on the Top 25 holdings