Reducing single-stock risk through diversification is one of the most important benefits delivered to investors by mutual funds and ETFs. Yet these funds often have exposure to a stock that can run well into double-digits, meaning that when the stock takes a big hit—say due to an earnings miss—investors in those funds are going to notice!
Our Stock Locator tool has long helped investors quickly find which ETFs hold a given stock, and how much exposure each fund has. Now we’ve added the holdings data for U.S. equity mutual funds, so you can see who else might have exposure to the stock you’re watching.
Stock Locator tells you how many ETFs and mutual funds own a stock, along with a list of those funds in descending order of exposureSimply enter a stock’s ticker symbol and hit ‘Enter’ and the tool will tell you how many ETFs and mutual funds in total hold the stock, with a list of those funds shown under their respective tabs, in descending order of exposure. Click on any ETF to go straight through to that fund’s Focus page (ex: etfrc.com/ITA), with our detailed research and analysis. Click on a mutual fund link and it will take you to the Mutual Fund Replacement tool, where you can find similar ETFs that could help you save money from lower fees.
One caveat with the mutual fund data is that holdings are only disclosed in quarterly filings. We calculate the weight of exposure to each stock based on those disclosures but updated for recent price changes. To the extent the holdings have changed since the most recent disclosure, the exposure may be significantly over- or understated.