Factset · Schema

summaries

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.
fsymEntityId string FactSet Entity Identifier. Six alpha-numeric characters, excluding vowels, with a -E suffix (XXXXXX-E), resolved from the requestId of the Fund requested.
fsymRegionalId string FactSet Regional Identifier. Six alpha-numeric characters, excluding vowels, with a -R suffix (XXXXXX-R), resolved from the requestId of the Fund requested.
fsymTickerRegion string FactSet Ticker-Region for the requested fund.
fsymUltimateParentId string The FactSet Ultimate Parent Entity Identifer, with a -E suffix (XXXXXX-E).
requestId string The requested Id sent as input.
activeFlag integer Binary flag to indicate whether the fund is currently active, where 1 is active and 0 is inactive.
activelyManagedFlag integer Binary indicator of whether the fund is actively managed, where 1 is active and 0 is inactive.
brand string The Funds Brand Name in proper format.
countryDomicile string Returns the fund's country of domicile in ISO2 format. Only available for Mutual Funds.
currency string The fund's currency.
descInfo string The Fund's Investment Strategy short description.
fundOfFundsId string The fund of fund's id if applicable. Will provide plain Fund of Funds text.
inceptionDate string The fund's inception date in YYYY-MM-DD format.
insight string The fund's investment strategy long description. Use `descInfo` if needing short description.
issuerId string The Issuer Identifier.
issuerName string The Issuer Name in proper format.
legalStructure string The legal structure of the fund, e.g. Open-Ended Fund, close-ended fund
leverageFactor number The leverage factor of the fund.
leverageInverse string Indicates whether the fund is leveraged, inverse, or neither in proper format.
name string The Fund security's name in proper format.
navCurrency string The NAV currency for the specified share class.
objective string The Fund's objective long description.
priceFirstDate string The fund's first available date for prices (NAV) in YYYY-MM-DD format. This can be used to fetch the first available price from FactSet. *NOTE: This is not the inception date of fund.*
priceRecentDate string The fund's most recent available date for prices (NAV) in YYYY-MM-DD format.
shrClass string The Funds Share class type name in proper format.
shrClassActiveFlag integer Returns a binary indicator of whether the specified share class is currently active, where 1 is active and 0 is inactive.
shrClsActivelyManagedFlag integer Returns a binary indicator of whether the specified share class is actively managed, where 1 is active and 0 is inactive.
shrClsCurrency string The currency for the specified share class.
shrClsInceptDate string The specified share class's inception date in YYYY-MM-DD format.
shrClsName string The specified share class name for the fund in proper format.
shrClsTermDate string The Share class Termination Date in YYYY-MM-DD format. If still active, value will be null.
terminationDate string The Termination Date in YYYY-MM-DD format. If still active, value will be null.
type string The Type of Fund, e.g. Mutual Fund, Unit Investment Trust
webSite string The URL of the Fund.
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