Funds

Search funds to resolve a bw_fund_id

Funds discovery. Resolves a bw_fund_id for downstream /funds/{bw_fund_id}/* calls, which are metered.

net_expense_ratio is a percent per year (0.59 = 0.59%/yr, not 0.0059), and net_expense_ratio_asof can trail by years — treat it as a staleness signal, not a current-fee guarantee.

Authentication: None — this endpoint is public. It is wrapped in withBilling with skipBilling: true, which bypasses key validation entirely, so no Authorization header is required or checked. Billing: Free Rate Limit: 60 requests/minute per IP (FUND_SEARCH_IP_RPM). limit is capped at 100 rows on this public route; the keyed /api/data/funds/search mirror allows more.

get/funds/search

Request

  • Base URL: https://riskmodels.app/api
  • URL: https://riskmodels.app/api/funds/search
  • Auth: none required

Query parameters

qstring

Full-text match on ticker or fund name (ilike).

equity_style_9boxstring

Style slug (large-blend) or canonical name (Large Blend).

primary'true' | 'false'

true restricts results to share-class primaries.

limitinteger
include_inactive'true' | 'false'

true also returns funds that are not active for listing. By default only funds with lifecycle status active whose last holdings report is within 400 days of the latest active report date are returned.

include_etfs'true' | 'false'

false drops funds flagged is_etf.

Response

Matching funds

Changes

No recorded changes to this operation across all 1 revision of this API.