For Equity funds in Lipper Funds API: Is it possible to extract the percentages of Style: Growth,...

... Value and Core; and the percentages of Market Cap: Giant, Large, Mid and Micro?

For Equity funds in Lipper Funds API: Is it possible to extract the percentages of Style: Growth, Value and Core; and the percentages of Market Cap: Giant, Large, Mid and Micro? If yes, kindly provide sample syntax/endpoint.

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Accepted answers

bob.lee

@carinajannie.baider , Currently, only the style matrix (i.e. the name of the style) is available in the Funds API, not the percentage and it is currently only available for US funds.

In the desktop products, there is the Return Based Style Analysis (RBSA) which provides the % for each "style benchmark" for global funds, but that is not yet available in the Funds API.

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nick.zincone

Hi @carinajannie.baider

I would suggest you check the Lipper API documentation within the RDP Playground. Alternatively, I would recommend you raise your content question within the Refinitiv Helpdesk - they can involve a Lipper content specialist to confirm the availability of the required data.

bob.lee

@carinajannie.baider , Currently, only the style matrix (i.e. the name of the style) is available in the Funds API, not the percentage and it is currently only available for US funds.

In the desktop products, there is the Return Based Style Analysis (RBSA) which provides the % for each "style benchmark" for global funds, but that is not yet available in the Funds API.

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