My wife and I were recently converting an old 401k to IRAs. I have use Financial Engines - Help for your 401(k) retirement planning for 15+ years to help with my balanced investments so I was using it to help determine what low (fee) cost mutual funds we should move to. It picked a couple and one of them was: Fidelity Spartan Extended Market Index Fund Fidelity Advantage Class (MUTF:FSEVX) https://www.google.com/finance?q=MUTF%3AFSEVX By chance it has TSLA in it (which obviously was not a criteria I was looking at nor does FinEng): Just out of novelty have others found some mutual funds that have TSLA? You can see the major holds / institutions that have it via: http://finance.yahoo.com/q/mh?s=tsla+Major+Holders
Thanks for the reply. We know at least it is not in their top 10 (29.56% of thier holdings). Per Fidelity Contrafund Fund: MUTF:FCNTX quotes & news - Google Finance
I have owned Berkshire Focus for many years BFOCX Holdings | Berkshire Focus Fund Stock - Yahoo! Finance - - - Updated - - - Dynamic US Growth owns some as well Dynamic US Growth I (DWUGX) Top Portfolio Holdings
Be careful not to confuse reported holdings with current holdings. These funds held the stock when they issued their report but there is no way to know if they still own TSLA. Top Mutual Fund Holders [TH="class: yfnc_tablehead1, width: 40%, align: left"]Holder[/TH] [TH="class: yfnc_tablehead1, align: right"]Shares[/TH] [TH="class: yfnc_tablehead1, align: right"]% Out[/TH] [TH="class: yfnc_tablehead1, align: right"]Value*[/TH] [TH="class: yfnc_tablehead1, align: left"]Reported[/TH] Fidelity Contrafund Inc 3,557,617 2.90 687,936,399 Sep 30, 2013 Growth Fund Of America Inc 3,145,300 2.57 608,206,661 Sep 30, 2013 Fidelity Growth Company Fund 2,142,000 1.75 414,198,540 Sep 30, 2013 Price (T.Rowe) Growth Stock Fund Inc. 2,063,800 1.68 399,077,006 Sep 30, 2013 Morgan Stanley Inst Fund Tr-Mid Cap Growth Port 1,477,577 1.21 158,632,666 Jun 30, 2013 Powershares Exhg Traded Fd Tr-Powershares QQQ Tr, Series 1 1,285,735 1.05 248,622,576 Sep 30, 2013 Vanguard Mid-Cap Index Fund 1,054,309 0.86 113,190,614 Jun 30, 2013 Smallcap World Fund 1,006,663 0.82 194,658,424 Sep 30, 2013 Vanguard Total Stock Market Index Fund 998,977 0.81 107,250,170 Jun 30, 2013 Fidelity Mid-Cap Stock Fund 980,936 0.80 189,683,594 Sep 30, 2013 - - - Updated - - - Top Mutual Fund Holders [TH="class: yfnc_tablehead1, width: 40%, align: left"]Holder[/TH] [TH="class: yfnc_tablehead1, align: right"]Shares[/TH] [TH="class: yfnc_tablehead1, align: right"]% Out[/TH] [TH="class: yfnc_tablehead1, align: right"]Value*[/TH] [TH="class: yfnc_tablehead1, align: left"]Reported[/TH] Fidelity Contrafund Inc 3,557,617 2.90 687,936,399 Sep 30, 2013 Growth Fund Of America Inc 3,145,300 2.57 608,206,661 Sep 30, 2013 Fidelity Growth Company Fund 2,142,000 1.75 414,198,540 Sep 30, 2013 Price (T.Rowe) Growth Stock Fund Inc. 2,063,800 1.68 399,077,006 Sep 30, 2013 Morgan Stanley Inst Fund Tr-Mid Cap Growth Port 1,477,577 1.21 158,632,666 Jun 30, 2013 Powershares Exhg Traded Fd Tr-Powershares QQQ Tr, Series 1 1,285,735 1.05 248,622,576 Sep 30, 2013 Vanguard Mid-Cap Index Fund 1,054,309 0.86 113,190,614 Jun 30, 2013 Smallcap World Fund 1,006,663 0.82 194,658,424 Sep 30, 2013 Vanguard Total Stock Market Index Fund 998,977 0.81 107,250,170 Jun 30, 2013 Fidelity Mid-Cap Stock Fund 980,936 0.80 189,683,594 Sep 30, 2013 - - - Updated - - - I guess I have to learn how to copy and paste in this forum as my pasted data did not post. Here is a link to the yahoo finance site that lists the largest TSLA holdings amongst mutual funds: http://finance.yahoo.com/q/mh?s=TSLA+Major+Holders
This adds a little to the discussion. Here are the mutual fund holders most concentrated in TSLA, sorted by the fraction of the portfolio held in TSLA (<=1%). Note the filing dates. Positions may not be current. Portfolio Name PositionPosition ChangeFiling DatePercent OutstandingPercent PortfolioVK 1202 GLOBAL ALTERNATIVE ENERGY PT 2012-2 1,63308/29/2013052.52ALLIANZGI TECHNOLOGY FUND 632,34009/30/20130.5210.71WELLS FARGO SPECIALIZED TECHNOLOGY FUND 89,070-16309/30/20130.076.83RIDGEWORTH AGGRESSIVE GROWTH STOCK FUND 17,600680010/31/20130.016.302THE BIONDO FUND 7,50008/30/20130.013.764FIDELITY SELECT AUTOMOTIVE 68,10045009/30/20130.063.471ALLIANZ AGIC FOCUSED OPPORTUNITY FUND 3,64503/31/201303.435DRIEHAUS MID CAP GROWTH FUND 5,026-15679/30/201303.223RIDGEWORTH EMERGING GROWTH STOCK FUND 13,90007/31/20120.013.157SHELTON GREEN ALPHA FUND 73909/30/201303.052MORGAN STANLEY INST FD TRST- MID CAP GROWTH 1,124,091-3534869/30/20130.922.939MORGAN STANLEY UNIVERSAL MID CAP GROWTH 32,853-146519/30/20130.032.928WASATCH CORE GROWTH FUND 219,860-120036/30/20130.182.768MORGAN STANLEY VAR INV MULTI CAP GROWTH 38,878-186599/30/20130.032.757MORGAN STANLEY INST GROWTH PORTFOLIO 144,710-542379/30/20130.122.752MORGAN STANLEY CAPITAL OPPORTUNITIES TRUST 46,042-214459/30/20130.042.725MORGAN STANLEY UNIVERSAL EQUITY GROWTH 29,052101839/30/20130.022.723PL MID CAP GROWTH FUND 10,90609/30/20130.012.679COLUMBIA SELECT LARGE CAP GROWTH FUND 780,11009/30/20130.642.487AZL VK MIDCAP GROWTH 102,541-229686/30/20130.082.434TRANSAMERICA VAN KAMPEN MID CAP GROWTH VP 179,342-401716/30/20130.152.422INVESCO DYNAMICS FUND 521,304-183673/31/20130.432.417FIDELITY MID-CAP STOCK FUND 980,936-1089009/30/20130.82.4COLUMBIA NEW YORK TAX-EXEMPT FUND 179,7301797309/30/20130.152.37COLUMBIA VP SELECT LARGE CAP GROWTH 9,5101809/30/20130.012.37VALIC SCIENCE AND TECHNOLOGY FUND 110,78008/31/20130.092.369TRANSAMERICA LEGG MASON PARTNERS ALL CAP 135,278-838596/30/20130.112.365TRANSAMERICA LEGG MASON PARTNERS ALL CAP VP 39,920-110306/30/20130.032.356TRANSAMERICA GROWTH OPPORTUNITIES 145,831-326666/30/20130.122.347NATIXIS LOOMIS SAYLES MID CAP GROWTH FUND 12,93026839/30/20130.012.328DYNAMIC U.S. GROWTH FUND 7,500-8007/31/20130.012.258COLUMBIA ACTIVE PORTS SELECT LARGE CAP GROWTH 179,7301797308/30/20130.152.248CGM FOCUS FUND 215,0002150006/30/20130.182.153AZL OCC OPPORTUNITY 91,832-135512/31/20120.072.125EVENTIDE GILEAD FUND 14,300-18007/31/20130.012.108FIDELITY VIP GROWTH PORTFOLIO 474,377-476009/30/20130.392.099FIDELITY ADVISOR EQUITY GROWTH FUND 391,53109/30/20130.322.09FIDELITY GROWTH DISCOVERY FUND 109,192-242009/30/20130.092.061FIRSTHAND ALTERNATIVE ENERGY 1,000-10006/28/201302.02CATALYST/CP CORE EQUITY FUND 3,60036007/31/201301.991FIDELITY NEW MILLENNIUM FUND 248,100-361009/30/20130.21.853PRUDENTIAL JENNISON GLOBAL OPPORTUNITIES FUND 2,9181028/31/201301.754VALIC MID CAP STRATEGIC GROWTH FUND 26,97708/31/20130.021.719AMERICAN FUNDS INSURANCE-GLOBAL SMALLCAP 482,700-873006/30/20130.391.64ALLIANCEBERSTEIN US STRATEGIC RESEARCH PORTFOLI 5,180-36705/31/201301.636INVESCO VAN KAMPEN MID CAP GROWTH FUND 237,375704789/30/20130.191.622RYDEX VA TRANSPORTATION FUND 1,460-15209/30/201301.596RYDEX TRANSPORTATION FUND 9,4358709/30/20130.011.593INVESCO CAPITAL DEVELOPMENT FUND 258,163246313/31/20120.211.576Invesco Van Kampen V.I. Mid Cap Growth Fund 21,711-2339/30/20130.021.575MANNING & NAPIER TECHNOLOGY SERIES FUND 17,700010/31/20130.011.524MARSICO 21ST CENTURY FUND 24,236-78778/31/20130.021.383OPPENHEIMER GLOBAL OPPORTUNITIES FUND 200,00009/30/20130.161.246Flexible Capital Fund 55,549-87878/31/20130.051.236ENTREPRENEURSHARE GLOBAL FUND 2,59206/28/201301.232AMERICAN CENTURY VP ULTRA FUND 25,840-65806/30/20130.021.2AMERICAN CENTURY ULTRA FUND 739,000-1650006/30/20130.61.199FIDELITY VIP GROWTH OPPORTUNITIES PORTFOLIO 29,200-4009/30/20130.021.15FIDELITY ADVISOR GROWTH OPPORTUNITES FUND 180,60009/30/20130.151.146RIVERPARK SMALL CAP GROWTH FUND 1,500012/31/201201.146PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND 322,590-50006/28/20130.261.139COLUMBIA VP MARSICO 21ST CENTURY FUND 7,143-31179/30/20130.011.13COLUMBIA MARSICO 21ST CENTURY FUND 59,817-233009/30/20130.051.128INVESCO LEISURE FUND-INV 123,32317353/31/20130.11.126T. ROWE PRICE GROWTH STOCK FUND 2,063,800-5406009/30/20131.681.075COLUMBIA MARSICO FLEXIBLE CAPITAL FUND 10,440-23789/30/20130.011.075FIDELITY OTC PORTFOLIO 529,299-889009/30/20130.431.066BURNHAM FUND 10,000100008/30/20130.011.061JPMORGAN MID CAP GROWTH FUND 94,70009/30/20130.081.028
Sorry I missed your post. Thanks much for that list. Very interesting. One can google search on the fund name and check finance google to see if it is still in their top 10 at least. i.e. AllianzGI Technology Fund Institutional Class (MUTF: DRGTX) https://www.google.com/finance?client=ob&q=MUTFRGTX Wells Fargo Advantage Specialized Technology Fund Class A (MUTF:WFSTX) https://www.google.com/finance?client=ob&q=MUTF:WFSTX
Unless you have small sums to invest, it's a poor idea to invest in a particular company indirectly. If you believe in Tesla Motor's future, buy TSLA. Any other approach simply incurs unnecessary management fees and leaves you exposed to someone else's judgment as to whether to keep you invested in Tesla.
Agreed, but many 401Ks only allow investment in funds--and often the choice of funds is very limited.
But the OP stated "My wife and I were recently converting an old 401k to IRAs..." so there shouldn't be that issue for him.
Aside: I don't buy individual stocks [anymore]. My long term investment strategy is low fee mutual funds. I've used Financial Engines - Help for your 401(k) retirement planning for 15+ years. Back when it was free. One of best books I found on fees an investing: http://www.theintelligentportfolio.com/book.html . Buying the book actually comes with 1 years subscription to that site ( http://www.theintelligentportfolio.com/poa.html ). Financial Engines help me choose investments across all our IRAs, 401(k)s, other taxable investmetns (my wife's and mine). It also has some basic research info options. Example for the fund in my first post.