Info to identify mutual funds based on component stocks

From: "Marshall Farr" <farrm@cpcug.org>
Subject: Info to identify mutual funds based on component stocks
Date: Thu, 4 Feb 1999 01:12:50 -0500

Next Article (by Subject): Info to identify mutual funds based on component stocks snarasim@genre.com
Previous Article (by Subject): Re: Income Tax Consequences of Exercised Options Rich Carreiro
Next in Thread: Info to identify mutual funds based on component stocks snarasim@genre.com
Articles sorted by: [Date] [Author] [Subject]

	I would like to consider inversting in mutual funds that contain
certain stocks .  Is there any way, including some web program, to
feed in the names of a group of stocks and expect, as a result, a
list of
 mutual funds that have at least a certain minimal proportion of
total holdings of those input stocks?
For example, if I wanted to invest in stocks X, Y, Z and A, I might
want the program to identify all mutual funds that contain at least
5% of its holdings in each of these stocks.  Or, equally acceptable,
would be all mutual funds listed in Nasdaq or Dow Jones or the NY
Stock exchange that contain at least 7 out of 20  of the stocks in
which I am interested.  I would like to know about any program -- the
numbers just given are merely examples -- whose parameters I could
fill in (e.g., the amount of absolute shares in the stocks I 
like, or the length of time the mutual fund company has held the
stocks, etc.

	If there isn't such a program, wouldn't it be relatively easy for a
good programmer, supplied with the data base, to write one?  And
wouldn't it be commercially profitable?

Marshall J Farr, PhD




Marshall <farrm@cpcug.org>

There are things so serious that you can only joke about them --Niels
Bohr



- -

Go to Jeff Salisbury LWGate Home Page.