Search and View Fund Details

To look up a fund’s details, the stocks they hold, its location and people who manage the fund, use the Funds by Name within Prospector.

1. Search on the search dropdown on Prospector home page and select Funds by Name.

2. Enter the name of the fund, use the autocomplete and hit enter on your keyboard to execute the search.

3. View basic information like name, fund type, account, number of stocks held, equity aum, filing date, and location details.

4. Click on the Fund Details checkbox to view additional fund details like fund profile, orientation, turnover, investment style, and people who manage the fund.

5. Click on the Excel icon to export it.

6. Click on the fund name to view all its contact, portfolio, and a tearsheet.

   

Click on the x to cancel the search.