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Other Data Enterprise Only

Mutual Fund Data

Holdings, NAVs, and analytics for closed and open-end mutual funds with 12+ years of history.

Source

Cannon Valley Research

Update Frequency

Daily

History

12+ years

Access Methods

API, CSV

Enterprise Access Required

This data feed is available exclusively with our Enterprise plan. Talk to our sales team to get started.

Request Enterprise Access

Included Data Points

Net Asset ValuesHoldingsStrategyObjectiveIssuerExpensesReturns

Key Features

  • Net Asset Values (NAVs)
  • Fund holdings
  • Strategy & objective
  • Issuer information
  • Expenses and returns

Common Use Cases

  • Fund analysis
  • Performance comparison
  • Asset allocation research

Frequently Asked Questions

Yes, both open and close ended funds are covered.

Yes, however a separate license is required to access this data.

Yes, history is available for a separate, one time, charge.