FundQuery

class yfinance.FundQuery(operator: str, operand: List[QueryBase] | Tuple[str, Tuple[str | Real, ...]])

The FundQuery class constructs filters for mutual funds based on specific criteria such as region, sector, exchange, and peer group.

Start with value operations: EQ (equals), IS-IN (is in), BTWN (between), GT (greater than), LT (less than), GTE (greater or equal), LTE (less or equal).

Combine them with logical operations: AND, OR.

Example

Predefined Yahoo query solid_large_growth_funds:

from yfinance import FundQuery

FundQuery('and', [
    FundQuery('eq', ['categoryname', 'Large Growth']),
    FundQuery('is-in', ['performanceratingoverall', 4, 5]),
    FundQuery('lt', ['initialinvestment', 100001]),
    FundQuery('lt', ['annualreturnnavy1categoryrank', 50]),
    FundQuery('eq', ['exchange', 'NAS'])
])

Attributes

valid_fields

Valid operands, grouped by category.

Permitted Keys/Values

Key	Values
eq_fields	annualreturnnavy1categoryrank categoryname exchange initialinvestment performanceratingoverall riskratingoverall
price	eodprice intradayprice intradaypricechange

valid_values

Most operands take number values, but some have a restricted set of valid values.

Permitted Keys/Values

Key	Values
exchange	us: NAS

Methods

__init__(operator: str, operand: List[QueryBase] | Tuple[str, Tuple[str | Real, ...]])

to_dict() → Dict