Skip to content
All library documents

Sources for Mutual Fund Lists and Ticker Symbols

Article Quant Q&A · Author: bendud
Read the original

Summary

The document discusses where to obtain a broad list of mutual funds and their ticker symbols. It cautions that a single free database covering funds worldwide is unlikely to exist. Commercial data providers may offer fund identifiers alongside prospectuses and historical data, while a spreadsheet sourced from Yahoo Finance is mentioned as a possible source for a more limited list.

The material provides no details on coverage, update frequency, data quality, licensing, or how to reconcile duplicate share classes and identifiers. It also does not establish that SEC filings can be crawled to create a comprehensive global directory. The suggestions are starting points for locating fund data, and users would need to assess whether a source fits their market and completeness requirements.

Key ideas

  • A comprehensive free database of all mutual funds worldwide may be difficult to find.
  • Commercial providers can bundle fund lists with prospectuses and available historical data.
  • A finance website spreadsheet is cited as a possible source for a narrower ticker list.
  • The document does not assess source coverage, maintenance, data quality, or licensing.

Tags

Multi-assetEquities
Full text
# Where to get master list of mutual funds?


# Where to get master list of mutual funds?












I cant seem to find a straight answer anywhere on Google for this. I would like to create a master list of all known mutual funds and their ticker symbol.

Is it possible to get this data from Edgar's FTP? Is there a particular form that registered investment companies have to file that would have this information that I could crawl the Edgar index for?

## Answer by SRKX (score 2, accepted)

https://quant.stackexchange.com/a/15539

There is little chance that you find a single database that holds all the mutual funds in the world, especially for free.

Some companies made a business out of this, such as Morningstar. They will also provide you with the prospectus, historical data when available, and other useful information. But obviously you'll have to pay for that.

## Answer by Jason Guevara (score 0)

https://quant.stackexchange.com/a/15540

If you are interested in using `Yahoo Finance` then you can download this spreadsheet which currently contains approximately `4919 Mutual Funds` & their `Tickers`. hope it helps:

http://investexcel.net/all-yahoo-finance-stock-tickers/

Shown in full with attribution under the source's licence. Licence: CC BY-SA 4.0 (Stack Exchange)

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.