Greg Pomerantz
e9f8dfc462
- edgar.py: SEC FTS + submissions API; strict cover-gate extraction (name in title position or (TICKER) on the cover; underlying-reference names like leveraged wrappers rejected); 4-pass fetch (ticker->CIK filings, name search, annual reports, ticker search); keyword category classifier. Returns None rather than a wrong fund's objective. - fundinfo.py CLI: curated -> cached -> EDGAR resolution into funds.json - funds_curated.json: human-verified objectives for 13 benchmark-pool funds (iShares/Vanguard family-trust classes the scraper can't reach) - tests: 26 checks incl. live EDGAR fetch of VTSAX
159 lines
3.2 KiB
Plaintext
159 lines
3.2 KiB
Plaintext
Treasury/Agency:
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vfijx gnma
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vipix inflation-protected securities
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vbiux intermediate-term bond index
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viigx intermediate-term government bond
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vfiux intermediate term treasury
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vblix long-term bond index
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vlgix long-term government bond
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vusux long-term treasury
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vmbix mortgage-backed securities
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vbipx short-term bond index
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vsbix short-term government bond
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vtspx short-term inflation protected
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vfirx short-term treasury
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vbtlx total bond market index
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Investment Grade:
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vicbx intermediate-term corporate bond
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vfidx intermediate-term investment grade
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vlcix long-term corporate bond
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vwetx long-term investment grade
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vstbx short-term corporate bond
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vfsix short-term investment grade
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vusfx ultra-short term bond
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Below Investment Grade:
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vweax high-yield corporate
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Floating rate:
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ffrhx Fidelity floating rate high income fund
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Mortgage securities:
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fmsfx Fidelity mortgage securities fund (basically the same as vmbix.ret)
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Non-US:
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fgbfx Fidelity global bond fund
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finux Fidelity International Bond Fund
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fnmix Fidelity new markets income fund
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fghnx Fidelity global high income fund
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Currencies:
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FXA Australian Dollar
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FXB British Pound
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FXC Canadian Dollar
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FXCH Chinese Renminbi
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FXE Euro
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FXY Japanese Yen
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FXSG Singapore Dollar
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FXS Swedish Krona
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FXF Swiss Frank
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UUP US Dollar Index
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Commodities
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oil Oil
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uso US Oil
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gld Gold
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slv Silver
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ung Natural Gas
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djp Dow Jones-UBS Commodity Index
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dba Agriculture
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gsg GSCI commodity index
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dbb Base metals
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gltr precious metals
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jo Coffee
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jjg Grains
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jjc Copper
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corn Corn
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weat Wheat
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nib Cocoa
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cow Livestock
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ptm Platinum
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bal Cotton
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International Equity
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ewg Germany
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ewq France
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ewh Hong Kong
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ewi Italy
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ewn Netherlands
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eww Mexico
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ewm Malaysia
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ews Singapore
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ewp Spain Capped
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ewl Switzerland Capped
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ewd Sweden
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ewu United Kingdom
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ewa Australia
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ewk Belgium Capped
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ewo Austria Capped
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ewc Canada
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ewy South Korea
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ewt Taiwan
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ewz Brazil
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ezu Eurozone
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iev Europe
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US Sectors
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iyf Financials
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iyz Telecommunications
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iym Basic Materials
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iye Energy
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iyc Consumer Services
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iyk Consumer Goods
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iyh Healthcare
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iyg Financial Services
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iyj Industrials
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iyr Real Estate
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idu Utilities
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iyw Technology
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kie Insurance
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ibb Biotech
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xbi Biotech
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US Sectors
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xly Discretionary
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xlp Staples
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xle Energy
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xlf Financials
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xlv Health Care
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xli Industrials
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xlb Materials
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xlre Real Estate
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xlk Technology
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xlu Utilities
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US Style Box
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ijr S&P Small-Cap
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ijs S&P Small-Cap 600 Value
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ijt S&P Small-Cap 600 Growth
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ijh S&P Mid-Cap
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ijk S&P Mid-Cap 400 Growth
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ijj S&P Mid-Cap 400 Value
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ivv S&P 500
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ivw S&P 500 Growth
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ive S&P 500 Value
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Common index ETFs (fundlab augmentations):
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agg US aggregate bond
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vt total world stock
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vwo emerging markets stock
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vnq US real estate (REITs)
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vea developed markets (ex-US, FTSE)
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efa developed markets (ex-US, MSCI)
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iwm US small cap
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tlt US long-term treasuries (20+ yr)
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ief US intermediate treasuries (7-10 yr)
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shv US short-term treasuries
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bil US t-bills / cash
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