Fund Family CIK

Returns the SEC Central Index Key (CIK) number for the fund family that manages a given ETF or mutual fund. The CIK is a unique identifier assigned by the SEC to companies and individuals who file disclosures.

Return Value

A string containing the CIK number (e.g., "0000884394").

Use Cases

  • Looking up SEC EDGAR filings for a fund family
  • Cross-referencing fund families across regulatory databases
  • Compliance and audit workflows

Notes

  • Returns "NA" for stocks or invalid symbols
  • CIK numbers can be used to search SEC EDGAR: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK={cik}

Syntax

=mxls.FundFamilyCIK(Symbol)
Excel Online (Mac & Windows)

Examples

=mxls.FundFamilyCIK("SPY")
Returns CIK for State Street
=mxls.FundFamilyCIK("VFIAX")
Returns CIK for Vanguard
=mxls.FundFamilyCIK("QQQ")
Returns CIK for Invesco
=mxls.FundFamilyCIK(A1)
Symbol from cell reference

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MarketXLS Excel Add-in Tutorial - How to Use Fund Family CIK and Other Financial Formulas
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