Factset · Schema

aum

FinancialFinancial DataInvestment AnalyticsMarket DataPortfolio AnalyticsResearch

Properties

Name Type Description
fsymId string FactSet Security Identifier. Six alpha-numeric characters, excluding vowels, with a -S suffix (XXXXXX-S), resolved from the requestId of the Fund requested.
fundLevelAUM number Returns fund-level Assets Under Management (AUM) data. Fund-level AUM is the sum of the market values of the positions in the fund's portfolio. This represents all share classes.
shrClassAUMRpt number As-Reported AUM. Calculated by using shares outstanding at previous close multiplied by NAV at previous close. This is typically the value seen on fund websites. As Reported AUM = (Shares Outstanding
shrClassAUMAct number Actual AUM. Calculated by using shares outstanding at previous close multiplied by NAV of one day prior to close. This is the value used in calculating fund flows. Actual AUM = (Shares Outstanding t0
currency string The Currency of the AUM values. By default it will be in the FUnds Currency, unless otherwise requested via the currency parameter.
date string The date of the AUM in YYYY-MM-DD format.
requestId string The requested Id sent as input.
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