Talk of The Villages Florida - View Single Post - Question(s) About Mutual Funds Bought Through Advisors
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Old 03-14-2024, 11:40 AM
manaboutown manaboutown is offline
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After a one shot internet search of "How do I find what is in a mutual fund's portfolio?" all I came up with that might be easy to use is Morningstar. I use yahoo finance for quotes and to follow stocks and ETFs. It lists the composition of the Vanguard and Schwab index ETFs. I do not know if it follows the composition of mutual funds that actively trade.

This is likely what you have yourself already discovered from Morningstar:

"How do I find a fund's holdings?

You can go to Fund Quote page and then click on Portfolio tab from where you can see the the holdings."
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