edgar_fund
Look up mutual funds, ETFs, BDCs, and money market funds. Search by ticker or name, view portfolio holdings, yields, and NAV.
Instructions
Use this for mutual fund, ETF, BDC, and money market fund analysis. Supports fund lookup, portfolio holdings, money market yields, and BDC investments.
Actions: lookup (find fund by ticker/CIK), search (by name), portfolio (NPORT holdings), money_market (yields/NAV), bdc_search, bdc_portfolio.
Examples:
Fund lookup: action="lookup", identifier="VFINX"
Fund search: action="search", query="Vanguard 500"
Fund portfolio: action="portfolio", identifier="VFINX"
Money market: action="money_market", identifier="VMFXX"
BDC search: action="bdc_search", query="Ares"
BDC portfolio: action="bdc_portfolio", identifier="ARCC"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max results to return (default 20, max 50) | |
| query | No | Search text for fund or BDC name | |
| action | Yes | The action to perform | |
| identifier | No | Fund ticker, series ID (S000XXXXX), class ID (C000XXXXX), or CIK |