# Summary

The mutual funds summary endpoint provides a concise overview of global mutual funds, including key details such as fund name, symbol, asset class, and region. This endpoint is useful for quickly obtaining essential information about various mutual funds worldwide, aiding in the comparison and selection of funds for investment portfolios.

**API credits cost:** `200` per request

> **Note:** This API endpoint is available starting with the [Ultra](https://twelvedata.com/pricing) plan.

## Parameters

- `symbol` (string, optional, see notes)
  Symbol ticker of mutual fund


- `figi` (string, optional, see notes)
  Filter by financial instrument global identifier (FIGI). This request parameter is available starting with the Ultra plan


- `isin` (string, optional, see notes)
  Filter by international securities identification number (ISIN). ISIN access is activating in the Data add-ons section


- `cusip` (string, optional, see notes)
  The CUSIP of an instrument for which data is requested. CUSIP access is activating in the Data add-ons section


- `country` (string, optional)
  Filter by country name or alpha code, e.g., `United States` or `US`


- `dp` (integer, optional)
  Number of decimal places for floating values. Accepts value in range [0,11]


**Notes:**

 - At least one of the following parameters is required: `symbol`, `figi`, `isin`, `cusip`.

## Response

- `mutual_fund` (object)
  Mutual fund information
  - `summary` (object)
    A brief summary of a mutual fund
    - `symbol` (string)
      All available fund types segmented by country
    - `name` (string)
      Fund name
    - `fund_family` (string)
      Investment company that manages the fund
    - `fund_type` (string)
      Type of the fund
    - `currency` (string)
      Currency of fund price
    - `share_class_inception_date` (string)
      The date from which the fund started operations and the returns are calculated
    - `ytd_return` (number)
      Percentage of profit of the fund since the first trading day of the current calendar year
    - `expense_ratio_net` (number)
      Percentage of mutual fund assets steered toward a fund's operating expenses and fund management fees
    - `yield` (number)
      Income returned to its investors through interest and dividends generated by the fund's investments
    - `nav` (number)
      Net Asset Value: fund value minus liabilities
    - `min_investment` (integer)
      Investment minimum
    - `turnover_rate` (number)
      Percentage rate at which mutual fund replaces its holdings on investment every year
    - `net_assets` (integer)
      Total assets of a fund minus its total liabilities
    - `overview` (string)
      Description of the fund
    - `people` (array of object)
      Information about the fund’s managers
      - `name` (string)
        Manager name
      - `tenure_since` (string)
        Manager tenuring date

- `status` (string)
  Status of the response


## Example Request

```bash
curl "https://api.twelvedata.com/mutual_funds/world/summary?symbol=1535462D&apikey=demo"
```

## Example Response

```json
{
    "mutual_fund": {
        "summary": {
            "symbol": "0P0001LCQ3",
            "name": "JNL Small Cap Index Fund (I)",
            "fund_family": "Jackson National",
            "fund_type": "Small Blend",
            "currency": "USD",
            "share_class_inception_date": "2021-04-26",
            "ytd_return": -0.02986,
            "expense_ratio_net": 0.001,
            "yield": 0,
            "nav": 10.09,
            "min_investment": 0,
            "turnover_rate": 0.32,
            "net_assets": 2400762112,
            "overview": "The fund invests, normally, at least 80% of its assets in the stocks...",
            "people": [
                {
                    "name": "John Doe",
                    "tenure_since": "2018-01-01"
                }
            ]
        }
    },
    "status": "ok"
}
```