The Microsoft Decision: Funds That Will Feel the Impact of the Microsoft Ruling

A look at mutual funds with big bets in Microsoft and its rivals.
Author:
Publish date:

If you're a mutual fund investor, you'll probably be affected by today's expected ruling in the

Microsoft

(MSFT) - Get Report

antitrust trial.

One-third of domestic equity mutual funds own the stock, according to

Morningstar

. Of course, some funds have bet more heavily than others on the company. Here's a look at some funds with the biggest bets (according to Morningstar's Sept. 30 figures, which are based on each fund's latest report to shareholders):

Microsoft Decision: Join the discussion on

TSC

Message Boards.

Though it will take time to sort through the implications of today's ruling, any adverse impact on Microsoft could prove beneficial to companies that have been competitors in key areas.

Here's a look at funds with significant holdings in some of those competitors, including

America Online

(AOL)

,

IBM

(IBM) - Get Report

,

Oracle

(ORCL) - Get Report

and

Sun Microsystems

(SUNW) - Get Report

.

Finally, here's a look at funds that have significant stakes in

Dell

(DELL) - Get Report

,

Compaq

(CPQ)

and

Apple

(AAPL) - Get Report

, which might benefit from a broader market for operating systems to run the personal computers and servers they manufacture.