How to Find a Fund Record

Open the Funds page.
Find the desired fund record. Do one of the following:
- In the Search box in the toolbar, enter the Search By value in the toolbar to find the record. (Position your mouse over the Info icon to find out what values the Search bar accepts.). Then, click .
- Click to open the Filter panel on the right. Enter one or more filter criteria. If desired, set filters to specify the order in which you want the filter results displayed. Then, click this button at the top of the panel: .

The system automatically saves your filter and sort settings for the Funds list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different device, you may see different settings.

A list of records matching your search criteria is displayed.

Click the fund's name link to open the fund's record.