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How to Screen Funds with a Specific Security

Our Fund Screener allows you to identify funds that either include or exclude a particular stock. You have the option to filter by the stock's weight within the fund or by its position in the fund.

To view this data, follow the steps below.

  1. Select 'Add Filter' next to Security Exposure Filters
  2. Type in name of stock
  3. Choose either percentage or position
  4. Enter in value

specific security

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