View Funds from Account

To view all the funds for an account, follow the steps below.

1. Click on the account name from a search or from any account list workflow and select Funds.

   

2. The full list of funds for the account is displayed with basic info like type, number of stocks held, equity AUM, latest filing date, and location. Click on the fund details checkbox to view more details like investment style, turnover, orientation, profile and who manages the fund. Click on Excel icon to export the list.