Which New Zealand managed funds hold Pultegroup Inc?

21 New Zealand managed funds hold Pultegroup Inc as a direct holding, across 7 fund managers. Weights range from 0.000% to 0.590% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Pultegroup Inc indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Pultegroup Inc?

Milford Global Equity Fund has the largest direct holding at 0.590% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Pultegroup Inc?

21 funds hold Pultegroup Inc directly, across 7 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Pultegroup Inc indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Milford Global Equity Fund	Milford	0.590%
Milford Active Growth Fund	Milford	0.490%
Milford Aggressive Fund	Milford	0.340%
Evidential Sustainable Targeted Factor Fund	Evidential	0.290%
Milford Balanced Fund	Milford	0.200%
Kernel Global ESG Fund	Kernel	0.090%
Milford Conservative Fund	Milford	0.070%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.040%
Schroder Sustainable Global Core PIE Fund	Schroders	0.040%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Pultegroup Inc usually also hold

Companies that appear alongside Pultegroup Inc in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as Pultegroup Inc — shown so you can check the grouping rather than take it on trust.

PULTEGROUP INC
Pultegroup Inc

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