funds_search_funds
Resolve a fund name or ticker to SEC registrant/series/class identity.
Description
Resolve a fund name or ticker to SEC registrant/series/class identity.
The envelope returns the echoed query and ranked data.funds rows with
CIK, registrant, series, class, and ticker fields. The resolver's
internal ranking score is not exposed. meta attributes the SEC EDGAR
investment-company registry, and pagination is null because this is
a bounded relevance result. An unmatched query succeeds with an empty
list; an empty query is bad_parameter.
Use this discovery tool before funds_get_holdings when starting from
a name. The default limit is 10 and maximum is 50.
Example: funds_search_funds(query="Vanguard 500", limit=5).
Parameters
Input schema advertised to MCP clients and mirrored by the REST query string.
| Name | Type | Required | Default | Constraints | Description |
|---|---|---|---|---|---|
| query | string | Yes | — | min length 1 | Fund class ticker, fund series name, or investment-company registrant name. Matching is case-insensitive and ranks exact ticker, ticker prefix, then exact/prefix/substring names. Use this first when you do not already have an SEC series id or exact class ticker for funds_get_holdings. |
| limit | integer | No | 10 | min 1, max 50 | Maximum ranked fund-class matches (1–50). |
Provenance
Sources behind every value this tool returns.
- sec-edgar-archivesU.S. Securities and Exchange Commission (EDGAR)
- sec_company_tickersU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: funds_nport_holdings