FactSet Funds API

Reference and Time Series Mutual Fund Data.

OpenAPI Specification

funds-openapi-original.yml Raw ↑
openapi: 3.0.0
info:
  version: 1.0.1
  title: FactSet Funds API
  contact:
    name: FactSet Research Systems
    email: [email protected]
  description: >
    FactSet Mutual Funds data offers over 50 fund- and share class-specific data
    points for mutual funds listed in the United States. <p>FactSet Mutual Funds
    Reference provides fund-specific reference information as well as FactSet's
    proprietary classification system. It includes but is not limited to the
    following coverage 
      * Fund descriptions 
      * A seven-tier classification system
      * Leverage information
      * Fees and expenses 
      * Portfolio managers 
      
      FactSet Mutual Funds Time Series provides quantitative data items on a historical basis. It includes but is not limited to the following coverage 
      * Net asset value
      * Fund flows 
      * Assets under management
      * Total return 
servers:
  - url: https://api.factset.com/content
    description: Production
security:
  - BasicAuth: []
tags:
  - name: Factset Funds
paths:
  /factset-funds/v1/summary:
    get:
      tags:
        - Factset Funds
      summary: Factset Get basic reference summary data for a Fund.
      operationId: getFundsSummary
      description: >
        Fetch basic reference data for the requested fund(s), including
        countryDomicile, shrClass, shrClassInceptDate, etc. 
      parameters:
        - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Fund Summaries response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/summariesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get basic reference data for a large list of Fund ids.
      description: >
        Fetch basic reference data for the requested fund(s), including
        countryDomicile, shrClass, shrClassInceptDate, etc. 
      operationId: getFundsSummaryForList
      requestBody:
        required: true
        description: >-
          The Funds Summary request body, allowing the user to specify a list of
          ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/summariesRequest'
      responses:
        '200':
          description: The Funds Summary response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/summariesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/classifications:
    get:
      tags:
        - Factset Funds
      summary: Factset Get basic Fund Classifications
      operationId: getFundsClassifications
      description: >
        Fetch basic fund classification data, such as Asset Class, Category,
        Focus, Niche, Region, and more.<p> FactSet Mutual Funds Reference uses
        FactSet's proprietary Fund Classification System, which categorizes
        funds using a rules-based system that is derived from seven core
        classifications. This system evaluates the asset class, economic
        development level, and geographical region as described in each fund's
        prospectus and marketing materials. Fund exposure details are presented
        on successively granular levels- category, then focus, and then niche.
        Moreover, FactSet Fund Reference captures over 40 unique data points for
        U.S. mutual funds. All data items are grouped in one of two levels,
        either as a Fund or as a Share Class.</p><p>For more details regarding
        FactSet's Fund Classification, visit Online Assistant
        [21436](https://my.apps.factset.com/oa/pages/21436) or download -
        [FactSet Fund Classification System Rules &
        Methodology](https://my.apps.factset.com/oa/cms/oaAttachment/4547a2f4-5df5-4ec9-a0d3-7d51610dd637/26837)</p><p>

        |Classification Type|Description|

        |||

        |Asset Class|The asset class of the fund (e.g. Equity, Fixed Income,
        Currency, Commodities, Asset Allocation, or Alternatives) based on the
        fund's mandate.|

        |Category|The 1st of 3 asset-class-specific, hierarchical exposure
        tiers; the broadest category the fund falls under within its asset class
        (e.g., Size & Style, Sector, Precious Metals, Absolute Returns); based
        on the fund's mandate.|

        |Focus|The 2nd of 3 asset-class-specific, hierarchical exposure tiers;
        the fund's classification within its category (e.g. Small Cap, Energy,
        Palladium, Long/Short); based on the fund's mandate.|

        |Niche|The 3rd of 3 asset-class-specific, hierarchical exposure tiers;
        The fund's classification within its Focus. Most granular tier of
        exposure sort (e.g., Growth, Coal, Physically held, Merger Arbitrage);
        based on the fund's mandate.|

        |Economic Development Level|The country development level of the fund
        (Developed, Emerging, Frontier, or Blended) based on the fund's
        mandate.|

        |Region|The broad regional exposure of the fund (e.g., Latin America,
        Asia-Pacific, Global) based on the fund's mandate.|

        |Specific Geography|The specific geographic exposure of the fund (e.g.,
        Developed Europe, Chile, Asia-Pacific Ex-Japan) based on the fund's
        mandate.|

        </p>
      parameters:
        - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Fund Summaries response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/classificationsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get basic Fund Classifications for a large list of ids.
      description: >
        Fetch basic fund classification data, such as Asset Class, Category,
        Focus, Niche, Region, and more.<p> FactSet Mutual Funds Reference uses
        FactSet's proprietary Fund Classification System, which categorizes
        funds using a rules-based system that is derived from seven core
        classifications. This system evaluates the asset class, economic
        development level, and geographical region as described in each fund's
        prospectus and marketing materials. Fund exposure details are presented
        on successively granular levels- category, then focus, and then niche.
        Moreover, FactSet Fund Reference captures over 40 unique data points for
        U.S. mutual funds. All data items are grouped in one of two levels,
        either as a Fund or as a Share Class.</p><p>For more details regarding
        FactSet's Fund Classification, visit Online Assistant
        [21436](https://my.apps.factset.com/oa/pages/21436) or download -
        [FactSet Fund Classification System Rules &
        Methodology](https://my.apps.factset.com/oa/cms/oaAttachment/4547a2f4-5df5-4ec9-a0d3-7d51610dd637/26837)</p><p>

        |Classification Type|Description|

        |||

        |Asset Class|The asset class of the fund (e.g. Equity, Fixed Income,
        Currency, Commodities, Asset Allocation, or Alternatives) based on the
        fund's mandate.|

        |Category|The 1st of 3 asset-class-specific, hierarchical exposure
        tiers; the broadest category the fund falls under within its asset class
        (e.g., Size & Style, Sector, Precious Metals, Absolute Returns); based
        on the fund's mandate.|

        |Focus|The 2nd of 3 asset-class-specific, hierarchical exposure tiers;
        the fund's classification within its category (e.g. Small Cap, Energy,
        Palladium, Long/Short); based on the fund's mandate.|

        |Niche|The 3rd of 3 asset-class-specific, hierarchical exposure tiers;
        The fund's classification within its Focus. Most granular tier of
        exposure sort (e.g., Growth, Coal, Physically held, Merger Arbitrage);
        based on the fund's mandate.|

        |Economic Development Level|The country development level of the fund
        (Developed, Emerging, Frontier, or Blended) based on the fund's
        mandate.|

        |Region|The broad regional exposure of the fund (e.g., Latin America,
        Asia-Pacific, Global) based on the fund's mandate.|

        |Specific Geography|The specific geographic exposure of the fund (e.g.,
        Developed Europe, Chile, Asia-Pacific Ex-Japan) based on the fund's
        mandate.|

        </p>
      operationId: getFundsClassificationsForList
      requestBody:
        required: true
        description: >-
          The Classifications request body, allowing the user to specify a list
          of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/classificationsRequest'
      responses:
        '200':
          description: The Classifications response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/classificationsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/benchmark-details:
    get:
      tags:
        - Factset Funds
      summary: Factset Get the Fund's Primary and Segment Benchmark Details
      operationId: getFundsBenchmarkDetails
      description: >
        Fetch the Fund's Benchmark and Segment Benchmark ids. These ids can be
        then used in the [Benchmarks
        API](https://developer.factset.com/api-catalog/factset-benchmarks-api)
        to fetch index-level prices, returns, constituents data.
      parameters:
        - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Benchmark Details response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkDetailsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: >-
        Factset Get the Fund's Primary and Segment Benchmark details for large list of ids.
      description: >
        Fetch the Fund's Benchmark and Segement Benchmark ids. These ids can be
        then used in the [Benchmarks
        API](https://developer.factset.com/api-catalog/factset-benchmarks-api)
        to fetch index-level prices, returns, constituents data.
      operationId: getFundsBenchmarkDetailsForList
      requestBody:
        required: true
        description: >-
          The Benchmark Details request body, allowing the user to specify a
          list of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/benchmarkDetailsRequest'
      responses:
        '200':
          description: The Benchmark Details response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkDetailsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/costs-fees:
    get:
      tags:
        - Factset Funds
      summary: Factset Get the Fund's Costs, Investment minimums and Risk, and Fees.
      operationId: getFundsCostsFees
      description: >
        Fetch the Fund's Costs, Investment minimums and Risk, and Fees. This
        subcategory includes management fees, 12b-1 fees, expense ratios, and
        several other data items. The value for each specified share class is
        expressed as a percentage of the AUM.
      parameters:
        - $ref: '#/components/parameters/costsFeesIds'
        - $ref: '#/components/parameters/costsFeesDate'
        - $ref: '#/components/parameters/currency'
      responses:
        '200':
          description: The Costs and Fees response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/costsFeesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: >-
        Factset Get the Fund's Costs, Investment minimums and Risk, and Fees for large list of ids.
      description: >
        Fetch the Fund's Costs, Investment minimums and Risk, and Fees. Data
        Items include Expense Ratios, investment minimums and maximums, swing
        prices, entry and exit expenses, and more.
      operationId: getFundsCostsFeesForList
      requestBody:
        required: true
        description: >-
          The Costs and Fees request body, allowing the user to specify a list
          of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/costsFeesRequest'
      responses:
        '200':
          description: The Cost and Fees response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/costsFeesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/managers:
    get:
      tags:
        - Factset Funds
      summary: Factset Get a list of Fund Managers and related details for a list of ids.
      operationId: getFundsManagers
      description: >
        Fetch basic Fund manager details, such as Title, Phone, Job Id and Name.
        NOTE - A subscription to FactSet's Ownership product is required to
        access formulas in this Asset Managers subcategory.
      parameters:
        - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Fund Managers response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/managersResponse'
              examples:
                Fund Managers for MABAX:
                  $ref: '#/components/examples/fundManagers'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get a list of Fund Managers and related details for a large list of ids.
      description: >
        Fetch basic Fund manager details, such as Title, Phone, Job Id and
        Name. 
      operationId: getFundsManagersForList
      requestBody:
        required: true
        description: >-
          The Funds Managers request body, allowing the user to specify a list
          of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/managersRequest'
      responses:
        '200':
          description: The Funds Managers response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/managersResponse'
              examples:
                Fund Managers for MABAX:
                  $ref: '#/components/examples/fundManagers'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/related-funds:
    get:
      tags:
        - Factset Funds
      summary: Factset Get a list of Related Funds for a list of Fund ids.
      operationId: getRelatedFunds
      description: >
        Fetch the five related fund share classes. Fund share classes can be
        related if they belong to the same Fund Classification segment, have the
        same share class type, have the same legal structure, and have the same
        country of primary exchange. Beyond the baseline criteria, the five most
        relevant funds are determined based on whether they follow the same
        benchmark, have the same maturity, and have the same selection strategy
        as the specified share class.
      parameters:
        - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Related Funds response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/relatedFundsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get a list of Related Funds for a large list of Fund ids.
      description: >
        Fetch the five related fund share classes. Fund share classes can be
        related if they belong to the same Fund Classification segment, have the
        same share class type, have the same legal structure, and have the same
        country of primary exchange. Beyond the baseline criteria, the five most
        relevant funds are determined based on whether they follow the same
        benchmark, have the same maturity, and have the same selection strategy
        as the specified share class.
      operationId: getRelatedFundsForList
      requestBody:
        required: true
        description: >-
          The Related Funds request body, allowing the user to specify a list of
          ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/relatedFundsRequest'
      responses:
        '200':
          description: The Related Funds response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/relatedFundsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/prices:
    get:
      tags:
        - Factset Funds
      summary: Factset Get Fund Prices (NAV) for a requested time-series
      operationId: getFundsPrices
      description: |
        Get Fund Prices (NAV) for a requested date range and list of ids.
      parameters:
        - $ref: '#/components/parameters/ids'
        - $ref: '#/components/parameters/startDate'
        - $ref: '#/components/parameters/endDate'
        - $ref: '#/components/parameters/frequency'
        - $ref: '#/components/parameters/currency'
        - $ref: '#/components/parameters/dataType'
        - $ref: '#/components/parameters/splitAdjust'
      responses:
        '200':
          description: The Prices response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsPricesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get Fund Prices (NAV) for a requested date range and large list of ids.
      description: >
        Fetch fund prices (NAV) as of a requested date range and a large list of
        ids. 
      operationId: getFundsPricesForList
      requestBody:
        required: true
        description: The Prices request body, allowing the user to specify a list of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/fundsPricesRequest'
      responses:
        '200':
          description: The Prices response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsPricesResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/returns:
    get:
      tags:
        - Factset Funds
      summary: Factset Get Fund Returns for a requested time-series
      operationId: getFundsReturns
      description: >
        Get Fund NAV Returns over a time-series for the requested date range and
        frequency. <p>The simple Total Return NAV shows the fund's total return
        level by reinvesting distributions so that ex-date NAVs are increased by
        the distribution amount and compounded thereafter. Total return NAV
        compounds daily and is calculated from the first available NAV date of
        each fund. The total return NAV series reflects the value that an
        investor would own if it had purchased one share at the inception date
        and reinvested all dividends on a Gross basis.</p><p> Control the
        dividends to include or exclude using the dividendAdjust parameter. The
        first available NAV date of each fund can be found in the /summary
        endpoint as `priceFristDate`. Visit [OA
        #21437](https://my.apps.factset.com/oa/pages/21437) for more
        details.</p>
      parameters:
        - $ref: '#/components/parameters/ids'
        - $ref: '#/components/parameters/startDate'
        - $ref: '#/components/parameters/endDate'
        - $ref: '#/components/parameters/frequency'
        - $ref: '#/components/parameters/currency'
        - $ref: '#/components/parameters/dividendAdjust'
      responses:
        '200':
          description: The Returns response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsReturnsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get Fund Returns for a requested time-series and large list of ids
      description: >
        Get Fund NAV Returns over a time-series for the requested date range and
        frequency. <p>The simple Total Return NAV shows the fund's total return
        level by reinvesting distributions so that ex-date NAVs are increased by
        the distribution amount and compounded thereafter. Total return NAV
        compounds daily and is calculated from the first available NAV date of
        each fund. The total return NAV series reflects the value that an
        investor would own if it had purchased one share at the inception date
        and reinvested all dividends on a Gross basis.</p><p> Control the
        dividends to include or exclude using the dividendAdjust parameter. The
        first available NAV date of each fund can be found in the /summary
        endpoint as `priceFristDate`. Visit [OA
        #21437](https://my.apps.factset.com/oa/pages/21437) for more
        details.</p>
      operationId: getFundsReturnsForList
      requestBody:
        required: true
        description: The Returns request body, allowing the user to specify a list of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/fundsReturnsRequest'
      responses:
        '200':
          description: The Returns response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsReturnsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/returns-snapshot:
    get:
      tags:
        - Factset Funds
      summary: Factset Get Fund Returns over pre-defined time horizons as of a specific date.
      operationId: getFundsReturnsSnapshot
      description: >
        Get Fund Returns over pre-defined time horizons as of a specific date.
        Use the date parameter to set the perspective date, and adjust the
        return type to include or exclude dividends using the dividendAdjust
        parameter. Returns Ranges include - 

        * oneWeek

        * oneMonth

        * threeMonth

        * yearToDate

        * oneYear

        * threeYear

        * threeYearAnnualized

        * fiveYear

        * fiveYearAnnualized
      parameters:
        - $ref: '#/components/parameters/ids'
        - $ref: '#/components/parameters/dateSnapshot'
        - $ref: '#/components/parameters/dividendAdjust'
      responses:
        '200':
          description: The Returns Snapshot response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsReturnsSnapshotResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: Factset Get Fund Returns over pre-defined time horizons as of a specific date.
      description: >
        Get Fund Returns over pre-defined time horizons as of a specific date.
        Use the date parameter to set the perspective date, and adjust the
        return type to include or exclude dividends using the dividendAdjust
        parameter. Returns Ranges include - 

        * oneWeek

        * oneMonth

        * threeMonth

        * yearToDate

        * oneYear

        * threeYear

        * threeYearAnnualized

        * fiveYear

        * fiveYearAnnualized 
      operationId: getFundsReturnsSnapshotForList
      requestBody:
        required: true
        description: >-
          The Returns Snapshot request body, allowing the user to specify a list
          of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/fundsReturnsSnapshotRequest'
      responses:
        '200':
          description: The Returns Snapshot response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fundsReturnsSnapshotResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/returns-range:
    get:
      tags:
        - Factset Funds
      summary: Factset Get Fund Returns for a user-defined date range
      operationId: getFundsReturnsRange
      description: >
        Get Fund Returns between a specified startDate and endDate. The service
        will compute the return between those two periods to retrieve the single
        value and does not create a time-series. Control the return type to
        include or exclude dividends by using the dividendAdjust parameter.
      parameters:
        - $ref: '#/components/parameters/ids'
        - $ref: '#/components/parameters/startDateRange'
        - $ref: '#/components/parameters/endDate'
        - $ref: '#/components/parameters/dividendAdjust'
      responses:
        '200':
          description: The Returns Range response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/returnsRangeResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Funds
      summary: >-
        Factset Get Fund Returns over pre-defined time horizons as of a specific date for large list of ids.
      description: >
        Get Fund Returns between a specified startDate and endDate. The service
        will compute the return between those two periods to retrieve the single
        value and does not create a time-series. Control the return type to
        include or exclude dividends by using the dividendAdjust parameter.
      operationId: getFundsReturnsRangeForList
      requestBody:
        required: true
        description: >-
          The Returns Range request body, allowing the user to specify a list of
          ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/returnsRangeRequest'
      responses:
        '200':
          description: The Returns Range response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/returnsRangeResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-funds/v1/aum:
    get:
      tags:
        - Factset Funds
      summary: Factset Get Fund AUM for a requested date range and list of ids
      operationId: getFundsAum
      description: >
        Get the Fund Level or Share Class Level Assets Under Management (AUM).
        <p>NOTE - AUM can be accessed on a five-day calendar. If a vendor does
        not provide NAV and shares outstanding on a market holiday, the previous
        trading day value is used. If a vendor does provide data on a market
        holiday, that value will be presented, and then fund flows and AUM will
        be calculated. When you are manually calculating actual AUM on a market
        holiday or a rolled date, it will differ from the valu

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# Full source: https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/openapi/funds-openapi-original.yml