Is there a fund screener that allows you to filter by number of holdings?

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Booogle
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Is there a fund screener that allows you to filter by number of holdings?

Post by Booogle »

Is there a fund screener that allows you to filter by number of holdings?
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vineviz
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by vineviz »

Booogle wrote: Thu Sep 22, 2022 3:16 pm Is there a fund screener that allows you to filter by number of holdings?
Why would there be? What benefit would such a filter provide?
"Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves." ~~ Peter Lynch
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Booogle
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by Booogle »

vineviz wrote: Thu Sep 22, 2022 3:27 pm Why would there be? What benefit would such a filter provide?
Actively managed equity funds have different number of holdings.

There are so many arcane filters, but I can't get a filter for number of holdings?
Last edited by Booogle on Thu Sep 22, 2022 3:34 pm, edited 1 time in total.
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vineviz
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by vineviz »

Booogle wrote: Thu Sep 22, 2022 3:29 pm
vineviz wrote: Thu Sep 22, 2022 3:27 pm Why would there be? What benefit would such a filter provide?
Actively managed equity funds have different number of holdings.
I'd be shocked if Morningstar didn't include that as a filter but, again, what is the benefit of filtering on that metric?

There is none that I can think of, which may be why it is uncommonly offered.
"Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves." ~~ Peter Lynch
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Booogle
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by Booogle »

vineviz wrote: Thu Sep 22, 2022 3:32 pm
Booogle wrote: Thu Sep 22, 2022 3:29 pm
vineviz wrote: Thu Sep 22, 2022 3:27 pm Why would there be? What benefit would such a filter provide?
Actively managed equity funds have different number of holdings.
I'd be shocked if Morningstar didn't include that as a filter but, again, what is the benefit of filtering on that metric?

There is none that I can think of, which may be why it is uncommonly offered.

You don't see the risk of investing in a fund that only has 50 stocks?
the_wiki
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by the_wiki »

Schwab actually has this. Although you can only go in set 250 increments.

What are you looking for specifically?
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Booogle
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by Booogle »

the_wiki wrote: Thu Sep 22, 2022 3:38 pm Schwab actually has this.

I don't see it, even under the advanced screener.

https://www.schwab.com/research/mutual- ... s/screener
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vineviz
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by vineviz »

Booogle wrote: Thu Sep 22, 2022 3:33 pm
You don't see the risk of investing in a fund that only has 50 stocks?
A fund with 50 stocks isn't necessarily more risky than a fund with 250 stocks. A lot depends on which stocks and how much weight each stock receives in the fund.

Furthermore, what I mostly care about is the risk of my total portfolio. Each fund is just a supporting player.
"Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves." ~~ Peter Lynch
the_wiki
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by the_wiki »

Booogle wrote: Thu Sep 22, 2022 3:41 pm
the_wiki wrote: Thu Sep 22, 2022 3:38 pm Schwab actually has this.

I don't see it, even under the advanced screener.

https://www.schwab.com/research/mutual- ... s/screener
Under Portfolio Mgmt & Fees there is a Total Holdings option

It may require an account to see the screen I'm on.
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Re: Is there a fund screener that allows you to filter by number of holdings?

Post by bertilak »

Booogle wrote: Thu Sep 22, 2022 3:29 pm
vineviz wrote: Thu Sep 22, 2022 3:27 pm Why would there be? What benefit would such a filter provide?
Actively managed equity funds have different number of holdings.

There are so many arcane filters, but I can't get a filter for number of holdings?
Seems you could avoid actively managed funds without that screen.

Otherwise, you could look at any fund in question and get your answer. For example, Wellington has only 72 stocks (per Morningstar) but is thought by many to have reasonable diversification. This may be a borderline case you care about.
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