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.
- Select 'Add Filter' next to Security Exposure Filters
- Type in name of stock
- Choose either percentage or position
- Enter in value
Note: Security Exposure Filters are based on the Top 25 holdings