Conduct Mutual Fund Research from a Single Source

GSI’s Mutual Fund Search offers the investment management community a powerful feature to perform comprehensive fund research at a click of a mouse.

Using the Mutual Fund Search feature within LIVEDGAR’s Company Search database, users can locate mutual fund filings by fund name, ticker symbol, Series ID or Class ID. When using the name search option in Mutual Fund Search, any part of a fund name may be entered and you will still receive comprehensive search results. This search functionality is unique in that any word entered in the search field is treated as an individual word, not a phrase. Thus, LIVEDGAR searches across all levels of the fund complex to ensure you receive a complete listing of funds, even if you do not know the exact name.



The Search Results page always contains the CIK, Series and Class of the fund. In addition, the Search Results page also displays the latest filing date and form type for the series or class. You can also choose to view the entire fund complex, which shows all parts of the fund structure, including every series and every class within the series. Furthermore, you can set up an alert for any part of the fund complex by clicking the Add as Alert link, and be notified when any new fund filings are added to LIVEDGAR that meet your search criteria.

From the Mutual Fund Filings page, you can “move up” the fund complex structure using the Series or Fund Complex links. The Mutual Fund Filings page also displays links to relevant filings for the fund, including N-CSR, N-CSRS, N-Q, N-PX, Proxy, Stock Quote (class level only) and Press Releases (class level only). The Fund Package link adds these relevant filings to a Worklist with one click.

Additional Resource

Take your mutual fund research further by leveraging the Precedent Authority database, specifically the Investment Management practice area, to conduct highly targeted research on the investment management documents you need.