Type the first few letters of the name, ticker, fund family name, or manager name of the security you want to find.
Click Go. Exact and close matches appear in the Available Records box. Up to 25 items can be viewed at a time. When more than 25 results are listed, click the Total records arrow to toggle among them.
Select the correct item from the Available Records box, and then click OK. The selection will appear in the Value column of your search.
Tips:
If you don’t find the name you’re looking for the first time, try typing in fewer letters. This will expand the search, and you’ll have a better chance to find what you are looking for.
To narrow down the Available Records list, type more letters in the Find box.
Spaces, hyphens, punctuation, and spelling make a difference. Some of the most frequently mistaken lookups are:
|
Security/Fund Family |
Type in |
Ticker |
|
American Funds Group |
American Funds |
-- |
|
The Gap, Retail Stores |
Gap |
GPS |
|
Merrill Lynch & Company (the stock) |
Merrill Lynch & Company |
MER |
|
Merrill Lynch Funds |
Merrill Lynch |
-- |
|
T Rowe Price Group (the stock) |
T Rowe Price Group (there is not a period after the T) |
TROW |
|
T. Rowe Price Funds |
T. Rowe Price (there is a period after the T.) |
-- |
|
Tweedy, Browne Funds |
Tweedy |
-- |
|
Wal-Mart Stores |
Wal-Mart |
WMT |