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#3
12-18-2006, 04:57 AM
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 Re: Mutual Fund Holdings Comparison "RML" <rml[at]nospam.net> wrote in message news:m1cbo25c9jbtks819htv62k8numijonqq9[at]4ax.com... - quote - > [...]
One of M*'s portfolio X-Ray's premium (i.e. for fee) features is to show> I was hoping to find a no cost source. stock intersection within a portfolio, so with a 50-50 mix of two funds, you can see how much the funds overlap. But this feature is available without charge via T. Rowe Price. (I don't know whether you have to be a customer or simply register as a visitor.) Go to Tools & Calculators (pull down), Investment Tools (on the left menu), and then Portfolio X-Ray(R) (center menu). At that point, you'll have to log in (vistor registration may be sufficient). Mark Freeland BnetOnewsX[at]sbcglobal.net |
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#2
12-17-2006, 08:56 PM
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| Re: Mutual Fund Holdings Comparison Thanks! I was hoping to find a no cost source. On Sun, 17 Dec 2006 14:25:25 -0600, "Dave Dodson" <dave_and_darla[at]Juno.com> wrote: - quote - > RML wrote: > > How can one compare 2 mutual funds from different families to see what > > overlap they have in terms of holdings. > > > I know Fidelity has a feature that lets you do this for their own > > funds. > overlap.com. > Dave |
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#1
12-17-2006, 07:25 PM
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| Re: Mutual Fund Holdings Comparison RML wrote: - quote - > How can one compare 2 mutual funds from different families to see what
overlap.com.> overlap they have in terms of holdings. > I know Fidelity has a feature that lets you do this for their own > funds. Dave |
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12-17-2006, 07:22 PM
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| Re: Mutual Fund Holdings Comparison RML wrote: - quote - > How can one compare 2 mutual funds from different families to see what
overlap.com.> overlap they have in terms of holdings. > I know Fidelity has a feature that lets you do this for their own > funds. Dave |
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#-1
12-17-2006, 04:09 PM
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| Mutual Fund Holdings Comparison How can one compare 2 mutual funds from different families to see what overlap they have in terms of holdings. I know Fidelity has a feature that lets you do this for their own funds. |
| Tags |
| comparison, fund, holdings, mutual |
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