Finance

Fund summary (ETF or mutual fund)

get/api/v2/quotes/{symbol}/fund-summary

Path parameters

symbolstring required

Fund ticker (ETF or mutual fund).

Response

Category, family, legal type, AUM, NAV, YTD return.

Example response

{
  "meta": {
    "endpoint": "/api/v1/fred/us/cpi",
    "data_time": "2026-04-16T14:30:00Z",
    "response_time": "2026-04-16T14:30:12Z",
    "provider": "Sugra API v1.0.1",
    "data_age_days": 8.532,
    "source": "sugra_crypto",
    "attribution": "Short interest and Reg SHO daily short volume data is owned by and sourced from FINRA (Financial Industry Regulatory Authority).",
    "fallback_chain": [
      "sugra_crypto",
      "sugra_finance"
    ],
    "period": "2026-Q1",
    "notes": "the UKMTO report behind these counts is dated 2026-08-21 and is 11 days old"
  }
}

Changes

Changed in 3 of the 23 revisions of this API.28

Sep 1, 2026328d061c12ca3See the full diff
- ○
  added the optional property meta/data_age_days to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property meta/notes to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property meta/period to the response with the 200 status
  response-optional-property-added
Aug 24, 202664715a22734d13See the full diff
- ○
  added the optional property data/annualReportExpenseRatio to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/category to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/categoryName to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/currency to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/family to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/fundFamily to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/fundInceptionDate to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/legalType to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/longBusinessSummary to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/navPrice to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/symbol to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/totalAssets to the response with the 200 status
  response-optional-property-added
- ○
  added the optional property data/ytdReturn to the response with the 200 status
  response-optional-property-added
This revision also has 6 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 8, 20264c4530760ba112See the full diff
- ○
  added the optional property code to the response with the 401 status
  response-optional-property-added
- ○
  added the optional property code to the response with the 429 status
  response-optional-property-added
- ○
  added the optional property code to the response with the 503 status
  response-optional-property-added
- ○
  added the optional property hint to the response with the 401 status
  response-optional-property-added
- ○
  added the optional property hint to the response with the 429 status
  response-optional-property-added
- ○
  added the optional property hint to the response with the 503 status
  response-optional-property-added
- ○
  added the optional property plan to the response with the 401 status
  response-optional-property-added
- ○
  added the optional property plan to the response with the 429 status
  response-optional-property-added
- ○
  added the optional property plan to the response with the 503 status
  response-optional-property-added
- ○
  added the optional property reason to the response with the 401 status
  response-optional-property-added
- ○
  added the optional property reason to the response with the 429 status
  response-optional-property-added
- ○
  added the optional property reason to the response with the 503 status
  response-optional-property-added

Full history