---
title: "Search funds by ticker or name"
method: GET
path: "/data/funds/search"
tags: ["Funds Data Plane"]
---

# Search funds by ticker or name

`GET /data/funds/search`

## Request

- Base URL: `https://riskmodels.app/api`
- URL: `https://riskmodels.app/api/data/funds/search`
- Auth: one of:
  - HTTP bearer
  - none

Full-text ilike search over `ticker` and `fund_name`, optionally filtered by 9-box style cell (slug or canonical name) and share-class primary flag (`?primary=true` filters `primary_bw_fund_id IS NULL`).

## Query parameters

- `q` string
- `equity_style_9box` string
- `primary` boolean
- `limit` integer
- `include_inactive` boolean
- `include_etfs` boolean

## Response `200`

Up to `limit` matching funds.

- FundsSearchResponse
  - `results` Fund[]
    - `bw_fund_id` string: Funds_DAG canonical fund id. Format `BW-FUND-{series_id}`.
    - `series_id` string, nullable: SEC series id.
    - `ticker` string, nullable
    - `cik` string, nullable
    - `fund_name` string, nullable
    - `morningstar_category` string, nullable
    - `equity_style_9box` 'Large Value' | 'Large Blend' | 'Large Growth' | 'Mid Value' | 'Mid Blend' | 'Mid Growth' | 'Small Value' | 'Small Blend' | 'Small Growth', nullable
    - `style_link_method` string, nullable
    - `primary_bw_fund_id` string, nullable
    - `latest_report_date` string, date, nullable: Period end of the most recent reported holdings (= "fund_date").
    - `latest_filing_date` string, date, nullable: SEC acceptance date for the latest filing (= "release_date").
    - `latest_extracted_at` string, date-time, nullable
    - `latest_total_adj_mv` number, float, nullable
    - `latest_n_holdings` integer, nullable
    - `latest_effective_n` number, float, nullable
    - `last_in_eligible_universe_at` string, date, nullable
    - `status` 'active' | 'delisted', nullable: Fund lifecycle status. Null when not yet classified. Direct lookups return dead funds; list and search endpoints filter to active funds by default.
    - `death_date` string, date, nullable: Date the fund ceased operations; null for live funds.
    - `is_etf` boolean, nullable
    - `is_etf_source` string, nullable
    - `is_money_market` boolean, nullable
    - `metadata` object, nullable

---

[API](https://skmtc.dev/riskmodels/apis/riskmodels-api.md) · [All operations](https://skmtc.dev/riskmodels/apis/riskmodels-api/llms.txt) · [OpenAPI document](https://skmtc.dev/riskmodels/apis/riskmodels-api/revisions/1a034cad408a?raw)
