openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Screener API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Screener
paths:
  /direct-web-services/v1/screeners/equities:
    post:
      summary: Query equity investments and return selected data points.
      operationId: queryEquityInvestments
      tags:
      - Screener
      requestBody:
        $ref: '#/components/requestBodies/ScreenerRequest'
      responses:
        '200':
          $ref: '#/components/responses/ScreenerResponse'
        '400':
          $ref: '#/components/responses/ResponseStatus400ResponseScreener'
        '500':
          $ref: '#/components/responses/ResponseStatus500ResponseScreener'
  /direct-web-services/v1/screeners/managed-investments:
    post:
      summary: Query managed investments and return selected data points.
      operationId: queryManagedInvestments
      tags:
      - Screener
      description: Returns the investments that meet the conditions defined in the `queries` object. Returns `performanceId` by default and any other data points specified in the `dataPoints` array.
      requestBody:
        $ref: '#/components/requestBodies/RequestManagedInvestmentsScreener'
      responses:
        '200':
          $ref: '#/components/responses/ResponseManagedInvestmentsScreener'
        '400':
          $ref: '#/components/responses/ResponseStatus400Screener'
        '500':
          $ref: '#/components/responses/ResponseStatus500Screener'
  /screener:
    get:
      tags:
      - Screener
      summary: Get securites and associated data points
      description: Specify search and filter criteria to limit the number of results returned. You can define the format of the returned content - JSON or XML. </br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: Screener_GetScreenerData
      parameters:
      - name: startIndex
        in: query
        description: Row to start query from. Zero-based index; first row is '0.'
        required: false
        schema:
          type: string
          default: '0'
      - name: securityType
        in: query
        description: Unique identifier of a security type
        required: false
        schema:
          type: string
          default: st
      - name: results
        in: query
        description: Maximum number of rows to return
        required: false
        schema:
          type: string
          default: '10'
      - name: sort
        in: query
        description: Sort by data point
        required: false
        schema:
          type: string
          default: secId
      - name: dir
        in: query
        description: Sort results in ascending/descending direction
        required: false
        schema:
          type: string
          default: asc
          enum:
          - asc
          - desc
      - name: output
        in: query
        description: Format of the returned content
        required: false
        schema:
          type: string
          default: json
          enum:
          - json
          - xml
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      - name: universe
        in: query
        description: Unique identifier of a universe
        required: false
        schema:
          type: string
          default: STGLOBAL
      - name: securityDataPoints
        in: query
        description: Unique identifier of a data point. Can be data point ID or short ID. Multiple values must be pipe-separated.
        required: false
        schema:
          type: string
          default: secId|selected|name|ticker
      - name: filters
        in: query
        description: Data point ID with either min/max values, or a list of specific values. Multiple criteria must be comma-separated.
        required: false
        example: fundSize:{"min":"100000000","max":"500000000"},starRating:[4,5]}
        schema:
          type: string
          default: ''
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SecuritiesInputModel'
            text/json:
              schema:
                $ref: '#/components/schemas/SecuritiesInputModel'
            application/xml:
              schema:
                $ref: '#/components/schemas/SecuritiesInputModel'
            text/xml:
              schema:
                $ref: '#/components/schemas/SecuritiesInputModel'
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
    post:
      tags:
      - Screener
      summary: Create security and associated data points
      operationId: Screener_PostScreenerData
      parameters:
      - name: securityDataPoints
        in: query
        description: Unique identifier of a data point. Can be data point ID or short ID. Multiple values must be pipe-separated.
        required: false
        schema:
          type: string
          default: secId|selected|name|ticker
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ScreenerData'
          text/json:
            schema:
              $ref: '#/components/schemas/ScreenerData'
          application/xml:
            schema:
              $ref: '#/components/schemas/ScreenerData'
          text/xml:
            schema:
              $ref: '#/components/schemas/ScreenerData'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/ScreenerData'
        description: Data fields to return
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            application/xml:
              schema:
                type: object
            text/xml:
              schema:
                type: object
components:
  examples:
    ScreenerResponseExample6:
      summary: Compound Query - OR
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001SUCI
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0023
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: FM28
        - instrumentIdentifiers.performanceId: 0P0001VK70
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.009
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.004238
          factorProfile.realEstateFactorMultiAssetModel: 0.003375
          factorProfile.styleFactorMultiAssetModel: -0.086788
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: CA40
        - instrumentIdentifiers.performanceId: 0P0001VK71
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0013
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.019826
          factorProfile.realEstateFactorMultiAssetModel: 0.000357
          factorProfile.styleFactorMultiAssetModel: 0.110014
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MSES
        metadata:
          totalCount: 3
          messages:
          - investments:
            - status: Data points are not entitled for 0P0001VK70 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK70
            - status: Data points are not entitled for 0P0001SUCI security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001SUCI
            - status: Data points are not entitled for 0P0001VK71 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK71
            type: Warning
          requestId: 3cc96347-7390-469a-8a39-7ed33be0f815
          time: '2025-10-06T15:10:59.3818568Z'
    ResponseManagedInvestmentsScreenerExample4:
      summary: Basic Query - Number Range
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001RHZF
          basicReference.firmName: 10X Investments (Pty) Ltd
          basicReference.inceptionDate: '2023-05-17'
          basicReference.name: 10X Income AMETF
          basicReference.legalName: 10X Income AMETF
          yieldsHistorical.12MoYield: 7.2118
        - instrumentIdentifiers.performanceId: 0P0001CROW
          basicReference.firmName: 10X Investments (Pty) Ltd
          basicReference.inceptionDate: '2018-02-22'
          basicReference.name: 10X S&P Global Dividend AristocratsETF
          basicReference.legalName: 10X S&P Global Dividend Aristocrats ETF
          yieldsHistorical.12MoYield: 2.00723
        - instrumentIdentifiers.performanceId: 0P0001996O
          basicReference.firmName: CoreShares Index Tracker Managers
          basicReference.inceptionDate: '2016-11-04'
          basicReference.name: 10X S&P Global Property ETF
          basicReference.legalName: 10X S&P Global Property ETF
          yieldsHistorical.12MoYield: 2.27204
        - instrumentIdentifiers.performanceId: 0P0001QNV9
          basicReference.firmName: CoreShares Asset Management
          basicReference.inceptionDate: '2022-12-05'
          basicReference.name: 10X Wealth Govi Bond ETF
          basicReference.legalName: 10X Wealth Govi Bond ETF
          yieldsHistorical.12MoYield: 9.28629
        - instrumentIdentifiers.performanceId: 0P0001QW2Y
          basicReference.firmName: 10X Investments (Pty) Ltd
          basicReference.inceptionDate: '2023-04-24'
          basicReference.name: 10X Wealth Next40 Equal Weighted ETF
          basicReference.legalName: 10X Wealth Next40 Equal Weighted ETF
          yieldsHistorical.12MoYield: 1.82409
        metadata:
          paginationTokenNext: WyIxMFggV2VhbHRoIE5leHQ0MCBFcXVhbCBXZWlnaHRlZCBFVEYiLG51bGwsIjBQMDAwMVFXMlkiXQ==
          totalCount: 8485
          requestId: 775ca110-4b08-474b-963c-feac294ffcc2
          time: '2025-10-27T09:31:23.4406481Z'
    ResponseManagedInvestmentsScreenerExample1:
      summary: Basic Query - Equals
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001UMFK
          basicReference.firmName: Driftwood Euro Solutions LLC
          basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc
          basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation
        - instrumentIdentifiers.performanceId: 0P0001O9X4
          basicReference.firmName: VS TRUST
          basicReference.name: -1x Short VIX Futures ETF
          basicReference.legalName: -1x Short VIX Futures ETF
        - instrumentIdentifiers.performanceId: 0P0001LOE2
          basicReference.firmName: Bitcoin Capital AG
          basicReference.name: 15 FiCAS Active Crypto ETP
          basicReference.legalName: 15 FiCAS Active Crypto ETP
        - instrumentIdentifiers.performanceId: 0P0001QYNH
          basicReference.firmName: Valour Digital Securities Limited
          basicReference.name: 1Valour Bitcoin Physcl Carb Netrl $ Acc
          basicReference.legalName: 1Valour Bitcoin Physical Carbon Neutral USD Acc
        - instrumentIdentifiers.performanceId: 0P0001TY43
          basicReference.firmName: Valour Digital Securities Limited
          basicReference.name: 1Valour Bitcoin Physical Staking $ Acc
          basicReference.legalName: 1Valour Bitcoin Physical Staking USD Acc
        metadata:
          paginationTokenNext: WyIxVmFsb3VyIEJpdGNvaW4gUGh5c2ljYWwgU3Rha2luZyBVU0QgQWNjIixudWxsLG51bGwsIjBQMDAwMVRZNDMiXQ==
          totalCount: 10000
          requestId: d98e0f36-91b3-4cf3-bd61-15841ce6f9f8
          time: '2025-10-27T09:09:01.3362533Z'
    ResponseManagedInvestmentsScreenerExample5:
      summary: Compound Query - AND
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001MTWK
          basicReference.firmName: 1WS Capital Advisors
          basicReference.inceptionDate: '2021-04-30'
          basicReference.name: 1WS Credit Income A-2
          basicReference.legalName: 1WS Credit Income Fund Class A-2 Shares
          yieldsHistorical.12MoYield: 8.8141
        - instrumentIdentifiers.performanceId: 0P0001H18L
          basicReference.firmName: 1WS Capital Advisors
          basicReference.inceptionDate: '2019-03-04'
          basicReference.name: 1WS Credit Income I
          basicReference.legalName: 1WS Credit Income Fund Class I shares
          yieldsHistorical.12MoYield: 8.52713
        - instrumentIdentifiers.performanceId: 0P0001QRAZ
          basicReference.firmName: Volatility Shares Trust
          basicReference.inceptionDate: '2023-06-27'
          basicReference.name: 2x Bitcoin Strategy ETF
          basicReference.legalName: 2x Bitcoin Strategy ETF
          yieldsHistorical.12MoYield: 10.72546
        - instrumentIdentifiers.performanceId: 0P0001IC1I
          basicReference.firmName: AAM
          basicReference.inceptionDate: '2019-11-19'
          basicReference.name: AAM Low Duration Pref & Inc Secs ETF
          basicReference.legalName: AAM Low Duration Preferred and Income Securities ETF
          yieldsHistorical.12MoYield: 7.00165
        - instrumentIdentifiers.performanceId: 0P0001BEZ8
          basicReference.firmName: AAM
          basicReference.inceptionDate: '2017-11-28'
          basicReference.name: AAM S&P 500 High Dividend Value ETF
          basicReference.legalName: AAM S&P 500 High Dividend Value ETF
          yieldsHistorical.12MoYield: 3.65641
        metadata:
          paginationTokenNext: WyJBQU0gU1x1MDAyNlAgNTAwIEhpZ2ggRGl2aWRlbmQgVmFsdWUgRVRGIixudWxsLCIwUDAwMDFCRVo4Il0=
          totalCount: 3456
          requestId: 371f69e2-17cf-484f-b095-61e24e496bff
          time: '2025-10-27T09:38:57.5567623Z'
    ScreenerRequestExample9:
      summary: Nested Compound Query - OR then AND Deeply Nested
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          OR:
          - AND:
            - instrumentIdentifiers.performanceId:
              - 0P0000DKX2
            - shareClassInformation.symbol:
              - ALMIL
          - AND:
            - marketCapital.asOfDate:
              - '2050-01-06'
            - trailingReturn.trailing10YearReturn: 0.453506
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        sort:
        - datapoint: marketCapital.asOfDate
    ScreenerResponseExample4:
      summary: Basic Query - Number Range
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P00009WEV
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0018
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue: 0
          esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr: '0'
          esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus: Researched
          ? esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
          : Researched
          ? esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
          : 2025
          esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType: Reported
          esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus: Researched
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.325473
          esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory: D
          esgCompanyLevel2DataCarbonEmissions.carbonIntensity: 4.35
          marketCapital.asOfDate: '2017-02-01'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 129.416075
          dividendResidualRiskAndReturnSensitivity.beta120Month: 25.319998
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.000351
          monthlyStandardDeviation.arithmeticMean24Month: 4162.5
          trailingReturn.trailing10YearReturn: 75.163038
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: DEXB
        - instrumentIdentifiers.performanceId: 0P00016CUM
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0007
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0008
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2017-11-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 4.286487
          monthlyStandardDeviation.arithmeticMean24Month: 2.255464
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLMLT
        - instrumentIdentifiers.performanceId: 0P0000YB10
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.3939
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2019-01-03'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 29.374776
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.069607
          monthlyStandardDeviation.arithmeticMean24Month: 299.555495
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLJAN
        - instrumentIdentifiers.performanceId: 0P0000HYAR
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0005
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8573
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0001
          marketCapital.asOfDate: '2019-01-03'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 8.830188
          dividendResidualRiskAndReturnSensitivity.beta120Month: -15.659829
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.185367
          monthlyStandardDeviation.arithmeticMean24Month: 22.925976
          trailingReturn.trailing10YearReturn: -9.581948
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLVOP
        - instrumentIdentifiers.performanceId: 0P0000NINH
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0016
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0013
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8418
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0006
          marketCapital.asOfDate: '2019-01-03'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 6.305182
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.582609
          monthlyStandardDeviation.arithmeticMean24Month: 16.714317
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLTMT
        - instrumentIdentifiers.performanceId: 0P00017Y0H
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0083
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0084
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.1408
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0148
          marketCapital.asOfDate: '2019-06-24'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 21.708458
          monthlyStandardDeviation.arithmeticMean24Month: 80.322132
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLSFI
        - instrumentIdentifiers.performanceId: 0P00016F9G
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7786
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2019-08-06'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 6.871808
          monthlyStandardDeviation.arithmeticMean24Month: 4.841587
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLIFE
        - instrumentIdentifiers.performanceId: 0P0000DKZS
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2020-06-23'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 37.24909
          dividendResidualRiskAndReturnSensitivity.beta120Month: 8.919766
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 2.562927
          monthlyStandardDeviation.arithmeticMean24Month: 207.016503
          trailingReturn.trailing10YearReturn: -16.328433
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLARI
        - instrumentIdentifiers.performanceId: 0P00009WPP
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0003
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0003
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.9125
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0009
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.223187
          factorProfile.styleFactorMultiAssetModel: -1.969177
          marketCapital.asOfDate: '2021-06-23'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 7.872111
          dividendResidualRiskAndReturnSensitivity.beta120Month: 3.075768
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 23.533161
          monthlyStandardDeviation.arithmeticMean24Month: 9.038605
          trailingReturn.trailing10YearReturn: -21.763908
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALSIP
        - instrumentIdentifiers.performanceId: 0P0000DKYZ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0008
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0012
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.7182
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0016
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.725694
          factorProfile.realEstateFactorMultiAssetModel: 0.195914
          factorProfile.styleFactorMultiAssetModel: -1.786143
          marketCapital.asOfDate: '2024-02-12'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 4.157751
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.075787
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 10.349173
          monthlyStandardDeviation.arithmeticMean24Month: 14.778468
          trailingReturn.trailing10YearReturn: 1.729069
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLBAT
        - instrumentIdentifiers.performanceId: 0P00009WO4
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1713
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.2263
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.670293
          factorProfile.styleFactorMultiAssetModel: -2.176199
          marketCapital.asOfDate: '2025-07-14'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 10.938723
          dividendResidualRiskAndReturnSensitivity.beta120Month: 2.783648
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.779772
          monthlyStandardDeviation.arithmeticMean24Month: 6.175561
          trailingReturn.trailing10YearReturn: -13.448391
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: RAL
        - instrumentIdentifiers.performanceId: 0P0001DIM8
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0601
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0702
          pricesMostRecent.totalVolumeInMil2WkDaily: 4.4302
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.5581
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.2223
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.458664
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 8.286211
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.604659
          monthlyStandardDeviation.arithmeticMean24Month: 17.835292
          quantitativeFairValues.quantitativeMoat: 0.276
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: AL2SI
        - instrumentIdentifiers.performanceId: 0P0000NQNE
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1328
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.1414
          pricesMostRecent.totalVolumeInMil2WkDaily: 1.4535
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0797
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.1888
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.13769
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 4.188729
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.024761
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.427169
          monthlyStandardDeviation.arithmeticMean24Month: 0.101998
          trailingReturn.trailing10YearReturn: -20.168612
          quantitativeFairValues.quantitativeMoat: 0.324
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: AB
        - instrumentIdentifiers.performanceId: 0P0001MR2A
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0285
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0285
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.104
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8386
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0394
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.208274
          factorProfile.styleFactorMultiAssetModel: -1.639069
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 4.117866
          monthlyStandardDeviation.arithmeticMean24Month: 7.271069
          quantitativeFairValues.quantitativeMoat: 0.2955
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALAMA
        - instrumentIdentifiers.performanceId: 0P0001KJH0
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.152758
          factorProfile.realEstateFactorMultiAssetModel: 0.454144
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 21.484482
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.500243
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.012148
          monthlyStandardDeviation.arithmeticMean24Month: 256.667784
          trailingReturn.trailing10YearReturn: 8.577988
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MLARO
        - instrumentIdentifiers.performanceId: 0P00009WEH
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 19.3917
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 38.8591
          pricesMostRecent.totalVolumeInMil2WkDaily: 546.0576
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9667
          pricesMostRecent.avgVolumeInMil9MoDaily: 185.5871
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.024202
          factorProfile.styleFactorMultiAssetModel: -0.750127
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 5.640346
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.199
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.618604
          monthlyStandardDeviation.arithmeticMean24Month: -4.662561
          trailingReturn.trailing10YearReturn: -92.921859
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALIBR
        - instrumentIdentifiers.performanceId: 0P0000DKYK
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1268
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.1585
          pricesMostRecent.totalVolumeInMil2WkDaily: 8.5608
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7122
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.226
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.11831
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 6.096596
          dividendResidualRiskAndReturnSensitivity.beta120Month: 2.134119
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 12.119058
          monthlyStandardDeviation.arithmeticMean24Month: 7.762877
          trailingReturn.trailing10YearReturn: -19.14327
          quantitativeFairValues.quantitativeMoat: 0.208
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALCLS
        - instrumentIdentifiers.performanceId: 0P0000RVVZ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0001
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.6007
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0003
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 5.105932
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.587553
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 3.055099
          monthlyStandardDeviation.arithmeticMean24Month: 0.793735
          trailingReturn.trailing10YearReturn: 7.177346
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MLCLP
        - instrumentIdentifiers.performanceId: 0P000148AM
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 2.0623
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 4.1295
          pricesMostRecent.totalVolumeInMil2WkDaily: 57.7596
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7545
          pricesMostRecent.avgVolumeInMil9MoDaily: 19.1615
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.346234
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -3.028223
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 19.584136
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.650867
          monthlyStandardDeviation.arithmeticMean24Month: 71.506941
          quantitativeFairValues.quantitativeMoat: 0.234
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALTD
        - instrumentIdentifiers.performanceId: 0P0000DKYH
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0098
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0192
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.2343
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.1166
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0293
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.045209
          factorProfile.styleFactorMultiAssetModel: 1.029099
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 10.644305
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.401498
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.00063
          monthlyStandardDeviation.arithmeticMean24Month: 28.405849
          trailingReturn.trailing10YearReturn: 10.071366
          quantitativeFairValues.quantitativeMoat: 0.358
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALENT
        - instrumentIdentifiers.performanceId: 0P00017Q78
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0286
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0505
          pricesMostRecent.totalVolumeInMil2WkDaily: 4.4998
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.654
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.2056
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.758265
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 6.667288
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 10.941392
          monthlyStandardDeviation.arithmeticMean24Month: -2.980521
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: GNRO
        - instrumentIdentifiers.performanceId: 0P0001R7PA
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0078
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0078
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0485
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.5536
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0098
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.49061
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.755782
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 5.746776
          monthlyStandardDeviation.arithmeticMean24Month: -2.797842
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALWTR
        - instrumentIdentifiers.performanceId: 0P00015A1N
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1735
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.2242
          pricesMostRecent.totalVolumeInMil2WkDaily: 3.6291
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0736
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.7264
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.587513
          marketCapital.asOfDate: '2025-10-02'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 5.447379
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.622474
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 10.223557
          monthlyStandardDeviation.arithmeticMean24Month: 5.913959
          trailingReturn.trailing10YearReturn: -25.703108
          quantitativeFairValues.quantitativeMoat: 0.289
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: POXEL
        metadata:
          totalCount: 23
          requestId: e4cd1bc2-89ca-416f-bb6f-2ffe832f4774
          time: '2025-10-03T18:06:53.4543888Z'
    ScreenerRequestExample2:
      summary: Basic Query - In
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          shareClassInformation.symbol:
          - CA40
          - MSES
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 10
        sort:
        - datapoint: marketCapital.asOfDate
    RequestManagedInvestmentsScreenerExample4:
      summary: Basic Query - Number Range
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          yieldsHistorical.12MoYield:
            gt: 1.5
            lt: 10.55
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        - basicReference.inceptionDate
        - yieldsHistorical.12MoYield
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ScreenerResponseExample8:
      summary: Nested Compound Query - OR then AND
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0000DKX2
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0017
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0012
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8863
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0022
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 1.0e-06
          factorProfile.realEstateFactorMultiAssetModel: 0.09284
          factorProfile.styleFactorMultiAssetModel: 0.298316
          marketCapital.asOfDate: '2025-01-06'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.151184
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.491438
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.643232
          monthlyStandardDeviation.arithmeticMean24Month: 2.059133
          trailingReturn.trailing10YearReturn: 0.453506
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALMIL
        - instrumentIdentifiers.performanceId: 0P0001DIM8
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0601
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0702
          pricesMostRecent.totalVolumeInMil2WkDaily: 5.0964
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.5581
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.2261
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.458664
          marketCapital.asOfDate: '2025-10-03'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 8.286211
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.604659
          monthlyStandardDeviation.arithmeticMean24Month: 17.835292
          quantitativeFairValues.quantitativeMoat: 0.276
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: AL2SI
        metadata:
          totalCount: 2
          requestId: ee2ce928-75a6-4a4c-9475-b6f1c74d25a6
          time: '2025-10-06T15:22:26.0786813Z'
    ResponseStatus400ScreenerExample1_2:
      summary: 400 - Invalid Data Point Names
      value:
        statusCode: 400
        errorCode: 400.screener.05
        message: Invalid dataPoint names {0}. Provide valid values.
        requestId: 5c2ad24c-964b-4f9b-9d9e-26b7bdb915d9
    RequestManagedInvestmentsScreenerExample1:
      summary: Basic Query - Equals
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          basicReference.baseCurrency: USD
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
        - dataPoint: basicReference.firmName
          orderBy: desc
    ResponseStatus400ScreenerExample1:
      summary: 400 - Invalid Data Point Names
      value:
        statusCode: 400
        errorCode: 400.screener.005
        message: Invalid dataPoint names {0}. Provide valid values.
        requestId: 5c2ad24c-964b-4f9b-9d9e-26b7bdb915d9
    ScreenerResponseExample2:
      summary: Basic Query - In
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001VK70
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0091
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.004238
          factorProfile.realEstateFactorMultiAssetModel: 0.003375
          factorProfile.styleFactorMultiAssetModel: -0.086788
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: CA40
        - instrumentIdentifiers.performanceId: 0P0001VK71
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0013
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.019826
          factorProfile.realEstateFactorMultiAssetModel: 0.000357
          factorProfile.styleFactorMultiAssetModel: 0.110014
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MSES
        metadata:
          totalCount: 2
          messages:
          - investments:
            - status: Data points are not entitled for 0P0001VK70 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK70
            - status: Data points are not entitled for 0P0001VK71 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK71
            type: Warning
          requestId: d9e864d7-c97e-4d2a-9988-648dfbec5761
          time: '2025-10-03T17:53:46.8668179Z'
    ScreenerResponseExample9:
      summary: Nested Compound Query - OR then AND Deeply Nested
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0000DKX2
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0017
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0012
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8863
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0022
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 1.0e-06
          factorProfile.realEstateFactorMultiAssetModel: 0.09284
          factorProfile.styleFactorMultiAssetModel: 0.298316
          marketCapital.asOfDate: '2025-01-06'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.151184
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.491438
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.643232
          monthlyStandardDeviation.arithmeticMean24Month: 2.059133
          trailingReturn.trailing10YearReturn: 0.453506
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALMIL
        metadata:
          totalCount: 1
          requestId: 719d36b6-3b73-46ca-8029-7cb8800fb670
          time: '2025-10-06T15:41:05.9460985Z'
    RequestManagedInvestmentsScreenerExample5:
      summary: Compound Query - AND
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          and:
          - yieldsHistorical.12MoYield:
              gt: 1.5
              lt: 10.55
          - basicReference.baseCurrency: USD
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        - basicReference.inceptionDate
        - yieldsHistorical.12MoYield
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ScreenerResponseExample7:
      summary: Compound Query - NOT
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P00009WA0
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.4493
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.4147
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.6998
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9446
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.6204
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.082047
          marketCapital.asOfDate: '2007-06-12'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.812319
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 72.334336
          monthlyStandardDeviation.arithmeticMean24Month: 2.823949
          trailingReturn.trailing10YearReturn: 16.2089
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: AGF
        - instrumentIdentifiers.performanceId: 0P00009WE4
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0004
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0004
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0006
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.4505
          marketCapital.asOfDate: '2009-11-23'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.215523
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.140461
          monthlyStandardDeviation.arithmeticMean24Month: 2.871305
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CRCL
        - instrumentIdentifiers.performanceId: 0P0000HVFZ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.437335
          marketCapital.asOfDate: '2010-12-31'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ATINV
        - instrumentIdentifiers.performanceId: 0P00009WAR
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0174
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0314
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9478
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.418431
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.583302
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 16.64252
          monthlyStandardDeviation.arithmeticMean24Month: 0.724597
          trailingReturn.trailing10YearReturn: -26.827942
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ARB
        - instrumentIdentifiers.performanceId: 0P00009X0G
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0285
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0355
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.002
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8647
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue: 0.02
          esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr: '0'
          esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus: Researched
          ? esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
          : Researched
          ? esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
          : 2025
          esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType: Reported
          esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr: 50
          esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus: Researched
          esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd: 18626821996.78
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 3.0e-06
          factorProfile.styleFactorMultiAssetModel: -3.254445
          esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory: B-
          esgCompanyLevel2DataCarbonEmissions.carbonIntensity: 92.8
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.011229
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.46039
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 10.742493
          monthlyStandardDeviation.arithmeticMean24Month: 1.456231
          trailingReturn.trailing10YearReturn: -2.437819
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CK
        - instrumentIdentifiers.performanceId: 0P00009WDH
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0046
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0052
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0015
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.6413
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.055674
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.942373
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.258959
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.133422
          monthlyStandardDeviation.arithmeticMean24Month: 2.138919
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CMD
        - instrumentIdentifiers.performanceId: 0P00009WAM
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0002
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0451
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.2593
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.136607
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.086429
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.074669
          monthlyStandardDeviation.arithmeticMean24Month: -0.94271
          trailingReturn.trailing10YearReturn: 10.090737
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: IAT
        - instrumentIdentifiers.performanceId: 0P00009WDT
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0021
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0032
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0054
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0209
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.192375
          factorProfile.realEstateFactorMultiAssetModel: 0.160788
          factorProfile.styleFactorMultiAssetModel: -2.773902
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.211793
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.423463
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 14.498978
          monthlyStandardDeviation.arithmeticMean24Month: 3.43583
          trailingReturn.trailing10YearReturn: 2.950978
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MILU
        - instrumentIdentifiers.performanceId: 0P00009WDU
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0207
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0249
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0002
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.107593
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.695958
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.248894
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.491934
          monthlyStandardDeviation.arithmeticMean24Month: -0.323744
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CPT
        - instrumentIdentifiers.performanceId: 0P00009WDV
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.024568
          factorProfile.realEstateFactorMultiAssetModel: 0.360233
          factorProfile.styleFactorMultiAssetModel: -1.332497
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.131081
          monthlyStandardDeviation.arithmeticMean24Month: 1.121712
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CORA
        - instrumentIdentifiers.performanceId: 0P00009WDY
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0035
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0042
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9967
          marketCapital.asOfDate: '2010-12-31'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: YACHT
        - instrumentIdentifiers.performanceId: 0P00009WE5
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0028
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0035
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0307
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.4595
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.110865
          factorProfile.realEstateFactorMultiAssetModel: 0.171823
          factorProfile.styleFactorMultiAssetModel: -0.619703
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.817762
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.330778
          monthlyStandardDeviation.arithmeticMean24Month: 7.367806
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: GNI
        - instrumentIdentifiers.performanceId: 0P00009WEG
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.138
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.2172
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.9748
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.2864
          factorProfile.styleFactorMultiAssetModel: 0.262011
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.777261
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.658671
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 19.95014
          monthlyStandardDeviation.arithmeticMean24Month: 1.08877
          trailingReturn.trailing10YearReturn: -25.845255
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: CBD
        - instrumentIdentifiers.performanceId: 0P00009WEZ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0014
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0009
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0284
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.861
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.076603
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.589228
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.822101
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 37.741673
          monthlyStandardDeviation.arithmeticMean24Month: 2.809284
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: DAB
        - instrumentIdentifiers.performanceId: 0P00009WRR
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0001
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0001
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8678
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.413609
          factorProfile.realEstateFactorMultiAssetModel: 0.17522
          factorProfile.styleFactorMultiAssetModel: -0.584613
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.259761
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.448607
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 11.583882
          monthlyStandardDeviation.arithmeticMean24Month: 0.036895
          trailingReturn.trailing10YearReturn: 1.157339
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: PIER
        - instrumentIdentifiers.performanceId: 0P00009WG8
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0012
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0013
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8227
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.095798
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.070106
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 1.349009
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.855098
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 24.244334
          monthlyStandardDeviation.arithmeticMean24Month: 2.854022
          trailingReturn.trailing10YearReturn: -3.372268
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: GYO
        - instrumentIdentifiers.performanceId: 0P00009WHC
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0006
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0004
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0009
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.3839
          factorProfile.styleFactorMultiAssetModel: -2.261099
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.692328
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.436876
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.118568
          monthlyStandardDeviation.arithmeticMean24Month: 7.482127
          trailingReturn.trailing10YearReturn: -20.495331
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: GANT
        - instrumentIdentifiers.performanceId: 0P00009WQO
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 4.013
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 4.0184
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0349
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0638
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue: 0.03
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.02939
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.810703
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.937237
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 36.126532
          monthlyStandardDeviation.arithmeticMean24Month: -0.707148
          trailingReturn.trailing10YearReturn: -4.696003
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SZE
        - instrumentIdentifiers.performanceId: 0P00009WHU
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0084
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0081
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0471
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.5865
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 2.0e-06
          factorProfile.realEstateFactorMultiAssetModel: 3.0e-06
          factorProfile.styleFactorMultiAssetModel: -0.698769
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.920481
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 21.018269
          monthlyStandardDeviation.arithmeticMean24Month: 5.053997
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: GNG
        - instrumentIdentifiers.performanceId: 0P00009WI0
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1462
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.2895
          pricesMostRecent.totalVolumeInMil2WkDaily: 2.2452
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.4635
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.072508
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.702905
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.129521
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.313404
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 6.295636
          monthlyStandardDeviation.arithmeticMean24Month: -5.005193
          trailingReturn.trailing10YearReturn: -32.976402
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ARE
        - instrumentIdentifiers.performanceId: 0P00009WJK
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0029
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0055
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0043
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9613
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.490856
          dividendResidualRiskAndReturnSensitivity.beta120Month: -0.171859
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.831205
          monthlyStandardDeviation.arithmeticMean24Month: 0.444223
          trailingReturn.trailing10YearReturn: 1.096876
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: INIT
        - instrumentIdentifiers.performanceId: 0P00009WJS
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0002
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0256
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.4781
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.083313
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.403337
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 3.687451
          monthlyStandardDeviation.arithmeticMean24Month: 5.224629
          trailingReturn.trailing10YearReturn: 9.112433
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: IPOA
        - instrumentIdentifiers.performanceId: 0P00009WK0
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0025
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0035
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0034
          factorProfile.styleFactorMultiAssetModel: -1.900448
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.007458
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.708933
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 12.947455
          monthlyStandardDeviation.arithmeticMean24Month: 0.993709
          trailingReturn.trailing10YearReturn: 11.978893
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: JCQ
        - instrumentIdentifiers.performanceId: 0P00009WL4
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.1388
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.2038
          pricesMostRecent.totalVolumeInMil2WkDaily: 4.7827
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.1094
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.096442
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.976847
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.329757
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 20.17902
          monthlyStandardDeviation.arithmeticMean24Month: -0.245485
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: LCY
        - instrumentIdentifiers.performanceId: 0P00009WKT
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0056
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0056
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9957
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.106983
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.434373
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.018388
          monthlyStandardDeviation.arithmeticMean24Month: 0.048375
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: LEON
        - instrumentIdentifiers.performanceId: 0P00009WHM
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0455
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0739
          pricesMostRecent.totalVolumeInMil2WkDaily: 2.7639
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.864
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.01161
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -3.026491
          marketCapital.asOfDate: '2010-12-31'
          companyInformation.sic: 6719
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.084365
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 2.25194
          monthlyStandardDeviation.arithmeticMean24Month: -9.831222
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MTLQ
        - instrumentIdentifiers.performanceId: 0P00009WPN
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0044
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.005
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.103
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7708
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.175583
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.508569
          monthlyStandardDeviation.arithmeticMean24Month: 0.642224
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: GRS
        - instrumentIdentifiers.performanceId: 0P00009WMT
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0067
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0086
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0011
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7148
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.080877
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.655498
          monthlyStandardDeviation.arithmeticMean24Month: 2.012504
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ONA
        - instrumentIdentifiers.performanceId: 0P0000EO5X
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0009
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0009
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0724
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue: 0
          esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr: '0'
          esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType: Reported
          ? esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
          : Researched
          ? esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
          : 2025
          esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType: Reported
          esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus: Researched
          esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus: Researched
          esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd: 2056314969.64
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.455089
          esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory: A
          esgCompanyLevel2DataCarbonEmissions.carbonIntensity: 32.47
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.007136
          monthlyStandardDeviation.arithmeticMean24Month: -0.66234
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: FTNV9
        - instrumentIdentifiers.performanceId: 0P00009WN2
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0054
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0059
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.9364
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.487512
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.553349
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.689323
          monthlyStandardDeviation.arithmeticMean24Month: 2.32063
          trailingReturn.trailing10YearReturn: 13.998125
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALOTO
        - instrumentIdentifiers.performanceId: 0P00009WN9
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0196
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0201
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.1901
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9502
          factorProfile.styleFactorMultiAssetModel: -1.213283
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.471337
          monthlyStandardDeviation.arithmeticMean24Month: 2.230219
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: PRI
        - instrumentIdentifiers.performanceId: 0P00009WYX
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0067
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0093
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.beta120Month: -0.005518
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.00736
          monthlyStandardDeviation.arithmeticMean24Month: 0
          trailingReturn.trailing10YearReturn: -0.270306
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: PTSN
        - instrumentIdentifiers.performanceId: 0P00009WNX
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0218
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0171
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7221
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0.038983
          factorProfile.styleFactorMultiAssetModel: -0.544394
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.08542
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 11.25826
          monthlyStandardDeviation.arithmeticMean24Month: 3.406539
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: VIM
        - instrumentIdentifiers.performanceId: 0P00009WOT
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0092
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0116
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0021
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.6017
          factorProfile.styleFactorMultiAssetModel: 0.040602
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.984264
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.587795
          monthlyStandardDeviation.arithmeticMean24Month: 2.928197
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SAGA
        - instrumentIdentifiers.performanceId: 0P00009WP4
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0035
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0056
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0241
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0878
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.320358
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.325081
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.675784
          monthlyStandardDeviation.arithmeticMean24Month: 1.327818
          trailingReturn.trailing10YearReturn: -10.61238
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SDRB
        - instrumentIdentifiers.performanceId: 0P00009WPF
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0002
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0002
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 9.291921
          monthlyStandardDeviation.arithmeticMean24Month: 0
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SETF
        - instrumentIdentifiers.performanceId: 0P00009WK3
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0108
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0085
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0063
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9708
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.037383
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.531812
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 8.965977
          monthlyStandardDeviation.arithmeticMean24Month: 1.015108
          trailingReturn.trailing10YearReturn: -20.092302
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: JET
        - instrumentIdentifiers.performanceId: 0P00009WPQ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0014
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0008
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 2.548096
          monthlyStandardDeviation.arithmeticMean24Month: 0
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SOR
        - instrumentIdentifiers.performanceId: 0P00009WQD
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0178
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0247
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.1074
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.6639
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.156735
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.763014
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.900599
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 13.527611
          monthlyStandardDeviation.arithmeticMean24Month: 6.354103
          trailingReturn.trailing10YearReturn: 4.33831
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: SPR
        - instrumentIdentifiers.performanceId: 0P0000A6ZT
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0104
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0208
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.9902
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8618
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 1.494667
          dividendResidualRiskAndReturnSensitivity.beta120Month: 2.061914
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 15.489642
          monthlyStandardDeviation.arithmeticMean24Month: 3.113323
          trailingReturn.trailing10YearReturn: -41.35769
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: TIPA
        - instrumentIdentifiers.performanceId: 0P00009WRH
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 7.6631
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 2.062
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.785
          marketCapital.asOfDate: '2010-12-31'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 1.186053
          dividendResidualRiskAndReturnSensitivity.beta120Month: 1.750139
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 8.302389
          monthlyStandardDeviation.arithmeticMean24Month: -2.594697
          trailingReturn.trailing10YearReturn: -37.270848
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: TNPLC
        - instrumentIdentifiers.performanceId: 0P0000HXBL
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0002
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0002
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0163
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.549
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.062558
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.089989
          esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory: A
          marketCapital.asOfDate: '2011-01-11'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ZCNV
        - instrumentIdentifiers.performanceId: 0P00009WA6
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0084
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0056
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.069685
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.356089
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          monthlyStandardDeviation.arithmeticMean24Month: 0
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: AAF
        - instrumentIdentifiers.performanceId: 0P00009WAE
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0173
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.008
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.079547
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.61912
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          monthlyStandardDeviation.arithmeticMean24Month: 0
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALD
        - instrumentIdentifiers.performanceId: 0P00009WAI
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0021
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0022
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 3.925977
          monthlyStandardDeviation.arithmeticMean24Month: 0
          trailingReturn.trailing10YearReturn: 10.981318
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: LTI
        - instrumentIdentifiers.performanceId: 0P00009WAQ
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0002
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0001
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          monthlyStandardDeviation.arithmeticMean24Month: 0
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: AULU
        - instrumentIdentifiers.performanceId: 0P00009WAY
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0033
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.493139
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 1.432306
          monthlyStandardDeviation.arithmeticMean24Month: 0
          trailingReturn.trailing10YearReturn: -18.285095
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: STH
        - instrumentIdentifiers.performanceId: 0P0000PP3Z
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.100478
          marketCapital.asOfDate: '2011-01-20'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ATANV
        - instrumentIdentifiers.performanceId: 0P0000NR0D
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.036826
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 0.251604
          marketCapital.asOfDate: '2011-01-20'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: OSINV
        - instrumentIdentifiers.performanceId: 0P00009WB9
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0056
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0058
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.99307
          marketCapital.asOfDate: '2011-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 27.071347
          monthlyStandardDeviation.arithmeticMean24Month: 0
          trailingReturn.trailing10YearReturn: -19.265696
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: OMA
        metadata:
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          totalCount: 1213
          requestId: 544e78d8-4974-4e84-9f2a-25a85d59f68b
          time: '2025-10-06T15:15:48.3256389Z'
    ScreenerResponseExample3:
      summary: Basic Query - Date Range
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P00009W9Z
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0024
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0019
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.1222
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.0165
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0022
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.453183
          marketCapital.asOfDate: '2020-01-10'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.599134
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.201814
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 2.958147
          monthlyStandardDeviation.arithmeticMean24Month: 2.524188
          trailingReturn.trailing10YearReturn: 10.087686
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: AFO
        - instrumentIdentifiers.performanceId: 0P0000DKWR
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0039
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0036
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.1099
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 1.1682
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0039
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.137914
          factorProfile.realEstateFactorMultiAssetModel: 0.296562
          factorProfile.styleFactorMultiAssetModel: -0.471692
          marketCapital.asOfDate: '2020-01-20'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.27427
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.577988
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 3.721263
          monthlyStandardDeviation.arithmeticMean24Month: -1.581913
          trailingReturn.trailing10YearReturn: -2.261189
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: ALVEL
        - instrumentIdentifiers.performanceId: 0P0000NIZG
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0001
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8954
          pricesMostRecent.avgVolumeInMil9MoDaily: 0
          marketCapital.asOfDate: '2020-01-24'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -1.370331
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.373671
          monthlyStandardDeviation.arithmeticMean24Month: 4.767815
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: MLGES
        - instrumentIdentifiers.performanceId: 0P0000DKRC
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0016
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0019
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.0111
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.7176
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0034
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.002631
          marketCapital.asOfDate: '2020-01-29'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 0.209118
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.683599
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.005125
          monthlyStandardDeviation.arithmeticMean24Month: 0.955025
          trailingReturn.trailing10YearReturn: -2.80721
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALTRA
        - instrumentIdentifiers.performanceId: 0P00009WRN
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0044
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0066
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.9343
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0354
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.189473
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -1.846655
          marketCapital.asOfDate: '2020-02-11'
          dividendResidualRiskAndReturnSensitivity.beta24Month: -0.431667
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.411035
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 0.069133
          monthlyStandardDeviation.arithmeticMean24Month: -5.994658
          trailingReturn.trailing10YearReturn: -13.531273
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: TOU
        - instrumentIdentifiers.performanceId: 0P0000DKXR
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0018
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0018
          pricesMostRecent.totalVolumeInMil2WkDaily: 0.4898
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 0.8848
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0054
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.438146
          marketCapital.asOfDate: '2020-02-21'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 1.013019
          dividendResidualRiskAndReturnSensitivity.beta120Month: 0.287358
          dividendResidualRiskAndReturnSensitivity.rSquare60Month: 2.662224
          monthlyStandardDeviation.arithmeticMean24Month: -1.273831
          trailingReturn.trailing10YearReturn: -2.304959
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: ALWEB
        - instrumentIdentifiers.performanceId: 0P0000YXUZ
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.438146
          marketCapital.asOfDate: '2020-02-21'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: WEBNV
        - instrumentIdentifiers.performanceId: 0P000155VR
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.438146
          marketCapital.asOfDate: '2020-02-21'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: WEBNV
        - instrumentIdentifiers.performanceId: 0P000178FQ
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: -0.438146
          marketCapital.asOfDate: '2020-02-21'
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: WEBNV
        - instrumentIdentifiers.performanceId: 0P0001BOZ7
          pricesMostRecent.avgVolumeInMil10YrMoEnd: 0.0316
          pricesMostRecent.avgVolumeInMil5YrQtrEnd: 0.0329
          pricesMostRecent.totalVolumeInMil2WkDaily: 0
          indexLevelsPrice.closeAsMovingAvg200DayMoEnd: 4.0278
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.066
          esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate: '2025-09-08'
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.26515
          factorProfile.realEstateFactorMultiAssetModel: 0
          factorProfile.styleFactorMultiAssetModel: 1.825064
          marketCapital.asOfDate: '2020-02-25'
          dividendResidualRiskAndReturnSensitivity.beta24Month: 1.415547
          monthlyStandardDeviation.arithmeticMean24Month: -11.95761
          shareClassInformation.investmentStatus: 0
          shareClassInformation.symbol: BUP
        metadata:
          paginationTokenNext: CJjBOxoJKQCspHlwAQAAGgw6CmJpb20ndXAgc2EaDDoKMHAwMDAxYm96NyIMOgowUDAwMDFCT1o3
          totalCount: 1043
          requestId: 9c5b991d-dccf-4188-9402-d41d6b2acaea
          time: '2025-10-03T18:00:20.0806591Z'
    ScreenerRequestExample7:
      summary: Compound Query - NOT
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          not:
          - shareClassInformation.investmentStatus: 1
          - shareClassInformation.symbol: USSM
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 50
        sort:
        - datapoint: marketCapital.asOfDate
    RequestManagedInvestmentsScreenerExample7:
      summary: Compound Query - NOT
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          not:
          - yieldsHistorical.12MoYield:
              gt: 1.5
              lt: 10.55
          - basicReference.baseCurrency: USD
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        - basicReference.inceptionDate
        - yieldsHistorical.12MoYield
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ScreenerRequestExample6:
      summary: Compound Query - OR
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          or:
          - instrumentIdentifiers.performanceId: 0P0001VK70
          - shareClassInformation.symbol:
            - FM28
            - MSES
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 10
        sort:
        - datapoint: marketCapital.asOfDate
    ScreenerResponseExample1:
      summary: Basic Query - Equals
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001VK71
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0013
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.019826
          factorProfile.realEstateFactorMultiAssetModel: 0.000357
          factorProfile.styleFactorMultiAssetModel: 0.110014
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MSES
        metadata:
          totalCount: 1
          messages:
          - investments:
            - status: Data points are not entitled for 0P0001VK71 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK71
            type: Warning
          requestId: 092fa93b-d63d-4b6e-a53b-d7ace50473ff
          time: '2025-10-03T17:48:16.0302555Z'
    RequestManagedInvestmentsScreenerExample2:
      summary: Basic Query - In
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          basicReference.baseCurrency:
          - USD
          - GBP
          - EUR
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ResponseManagedInvestmentsScreenerExample6:
      summary: Compound Query - OR
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001UMFK
          basicReference.firmName: Driftwood Euro Solutions LLC
          basicReference.inceptionDate: '2023-04-14'
          basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc
          basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation
          yieldsHistorical.12MoYield: 0
        - instrumentIdentifiers.performanceId: 0P0001O9X4
          basicReference.firmName: VS TRUST
          basicReference.inceptionDate: '2022-03-28'
          basicReference.name: -1x Short VIX Futures ETF
          basicReference.legalName: -1x Short VIX Futures ETF
          yieldsHistorical.12MoYield: 0
        - instrumentIdentifiers.performanceId: 0P0001RHZF
          basicReference.firmName: 10X Investments (Pty) Ltd
          basicReference.inceptionDate: '2023-05-17'
          basicReference.name: 10X Income AMETF
          basicReference.legalName: 10X Income AMETF
          yieldsHistorical.12MoYield: 7.2118
        - instrumentIdentifiers.performanceId: 0P0001CROW
          basicReference.firmName: 10X Investments (Pty) Ltd
          basicReference.inceptionDate: '2018-02-22'
          basicReference.name: 10X S&P Global Dividend AristocratsETF
          basicReference.legalName: 10X S&P Global Dividend Aristocrats ETF
          yieldsHistorical.12MoYield: 2.00723
        - instrumentIdentifiers.performanceId: 0P0001996O
          basicReference.firmName: CoreShares Index Tracker Managers
          basicReference.inceptionDate: '2016-11-04'
          basicReference.name: 10X S&P Global Property ETF
          basicReference.legalName: 10X S&P Global Property ETF
          yieldsHistorical.12MoYield: 2.27204
        metadata:
          paginationTokenNext: WyIxMFggU1x1MDAyNlAgR2xvYmFsIFByb3BlcnR5IEVURiIsbnVsbCwiMFAwMDAxOTk2TyJd
          totalCount: 10000
          requestId: 42484ad5-5a9f-4b70-bb49-620d8e1ff375
          time: '2025-10-27T09:42:15.2012135Z'
    ResponseStatus500ScreenerExample1:
      summary: 500 - Internal Server Error
      value:
        statusCode: 500
        errorCode: 500.screener.001
        message: TBC
        requestId: 5c2ad24c-964b-4f9b-9d9e-26b7bdb915d9
    ScreenerRequestExample8:
      summary: Nested Compound Query - OR then AND
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          OR:
          - AND:
            - shareClassInformation.symbol:
              - ALMIL
            - marketCapital.asOfDate:
              - '2025-01-06'
          - instrumentIdentifiers.performanceId:
            - 0P0001DIM8
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        sort:
        - datapoint: marketCapital.asOfDate
    ScreenerRequestExample5:
      summary: Compound Query - AND
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          and:
          - instrumentIdentifiers.performanceId:
            - 0P0001VK70
            - 0P0001VK71
            - 0P0001VK72
          - shareClassInformation.symbol:
            - CA40
            - MSES
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 50
    ScreenerRequestExample4:
      summary: Basic Query - Number Range
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          dividendResidualRiskAndReturnSensitivity.beta24Month:
            gt: 4
            lt: 10
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 50
        sort:
        - datapoint: marketCapital.asOfDate
    RequestManagedInvestmentsScreenerExample3:
      summary: Basic Query - Date Range
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          basicReference.inceptionDate:
            gt: '2005-01-01'
            lt: '2024-03-31'
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        - basicReference.inceptionDate
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ResponseManagedInvestmentsScreenerExample3:
      summary: Basic Query - Date Range
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001UMFK
          basicReference.firmName: Driftwood Euro Solutions LLC
          basicReference.inceptionDate: '2023-04-14'
          basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc
          basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation
        - instrumentIdentifiers.performanceId: 0P0001O9X4
          basicReference.firmName: VS TRUST
          basicReference.inceptionDate: '2022-03-28'
          basicReference.name: -1x Short VIX Futures ETF
          basicReference.legalName: -1x Short VIX Futures ETF
        - instrumentIdentifiers.performanceId: 0P0001XGJO
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2025-08-04'
          basicReference.name: 051 ANGA III Cred Estruturado FIF FIC
          basicReference.legalName: 051 ANGA III CRÉDITO ESTRUTURADO FUNDO DE INVESTIMENTO FINANCEIRO EM COTAS DE FUNDOS DE INVESTIMENTO
        - instrumentIdentifiers.performanceId: 0P0001PQPT
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2022-06-28'
          basicReference.name: Zero 051 Aurora Boreal FIM C Priv IE
          basicReference.legalName: 051 AURORA BOREAL FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR
        - instrumentIdentifiers.performanceId: 0P0001IACV
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2019-06-04'
          basicReference.name: 051 Brucutu FIM C Priv IE
          basicReference.legalName: 051 BRUCUTU FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO EXTERIOR
        metadata:
          paginationTokenNext: WyIwNTEgQlJVQ1VUVSBGVU5ETyBERSBJTlZFU1RJTUVOVE8gTVVMVElNRVJDQURPIENSXHUwMEM5RElUTyBQUklWQURPIElOVkVTVElNRU5UTyBFWFRFUklPUiIsbnVsbCwiMFAwMDAxSUFDViJd
          totalCount: 10000
          requestId: 5dfa5fec-dfc0-43e1-baa2-f1565213adb6
          time: '2025-10-27T09:24:58.6262904Z'
    ScreenerRequestExample3:
      summary: Basic Query - Date Range
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          marketCapital.asOfDate:
            gt: '2020-01-01'
            lt: '2024-03-31'
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 10
        sort:
        - datapoint: marketCapital.asOfDate
    ScreenerRequestExample1:
      summary: Basic Query - Equals
      value:
        scope:
          shareclassInformation.exchangeCode: XPAR
        query:
          shareClassInformation.symbol: MSES
        dataPoints:
        - esgCompanyLevel2DataCarbonEmissions.carbonIntensity
        - factorProfile.emergingAsiaPacificFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
        - indexLevelsPrice.closeAsMovingAvg200DayMoEnd
        - shortInterest.percentageChanged
        - companyInformation.sic
        - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
        - esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
        - esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
        - monthlyStandardDeviation.arithmeticMean24Month
        - esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
        - dividendResidualRiskAndReturnSensitivity.beta24Month
        - esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
        - pricesMostRecent.avgVolumeInMil5YrQtrEnd
        - esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
        - shareClassInformation.symbol
        - factorProfile.styleFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
        - esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
        - shareClassInformation.investmentStatus
        - pricesMostRecent.avgVolumeInMil10YrMoEnd
        - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
        - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
        - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
        - dividendResidualRiskAndReturnSensitivity.beta120Month
        - esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
        - trailingReturn.trailing10YearReturn
        - esgCompanyLevelDataSfdrPAI.boardGenderDiversityPercentageOfFemaleBoardMembersSfdr
        - pricesMostRecent.avgVolumeInMil9MoDaily
        - esgCompanyLevelDataSfdrPAI.carbonScope2EmissionsSfdrResearchStatus
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrSourceType
        - esgCompanyLevelDataSfdrPAI.lackOfCarbonEmissionReductionInitiativesSfdrSourceType
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.lackOfDeforestationPolicySfdr
        - pricesMostRecent.totalVolumeInMil2WkDaily
        - marketCapital.asOfDate
        - quantitativeFairValues.quantitativeMoat
        - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
        - factorProfile.realEstateFactorMultiAssetModel
        - esgCompanyLevelDataSfdrPAI.waterRecyclingAndReusePercentageOfWaterWithdrawalSfdrResearchStatus
        - esgCompanyLevel2DataSfdrPAICorporateVoluntary.involvedInFossilFuelsSfdr
        - dividendResidualRiskAndReturnSensitivity.rSquare60Month
        - esgCompanyLevelDataSfdrPAI.shareOfNonRenewableEnergyConsumptionPercentageSfdrSourceType
        pagination:
          pageSize: 10
        sort:
        - datapoint: marketCapital.asOfDate
    RequestManagedInvestmentsScreenerExample6:
      summary: Compound Query - OR
      value:
        scope:
          basicReference.countryAvailableForSale: USA
        query:
          or:
          - yieldsHistorical.12MoYield:
              gt: 1.5
              lt: 10.55
          - basicReference.baseCurrency: USD
        dataPoints:
        - basicReference.legalName
        - basicReference.baseCurrency
        - basicReference.name
        - basicReference.firmName
        - basicReference.fundCode
        - basicReference.investmentType
        - basicReference.inceptionDate
        - yieldsHistorical.12MoYield
        pagination:
          pageSize: 5
        sort:
        - dataPoint: basicReference.legalName
          orderBy: asc
    ResponseManagedInvestmentsScreenerExample2:
      summary: Basic Query - In
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001UMFK
          basicReference.firmName: Driftwood Euro Solutions LLC
          basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc
          basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation
        - instrumentIdentifiers.performanceId: 0P0001O9X4
          basicReference.firmName: VS TRUST
          basicReference.name: -1x Short VIX Futures ETF
          basicReference.legalName: -1x Short VIX Futures ETF
        - instrumentIdentifiers.performanceId: 0P0001LOE2
          basicReference.firmName: Bitcoin Capital AG
          basicReference.name: 15 FiCAS Active Crypto ETP
          basicReference.legalName: 15 FiCAS Active Crypto ETP
        - instrumentIdentifiers.performanceId: 0P0001LOE3
          basicReference.firmName: Bitcoin Capital AG
          basicReference.name: 15 FiCAS Active Crypto ETP
          basicReference.legalName: 15 FiCAS Active Crypto ETP
        - instrumentIdentifiers.performanceId: 0P0001QYNH
          basicReference.firmName: Valour Digital Securities Limited
          basicReference.name: 1Valour Bitcoin Physcl Carb Netrl $ Acc
          basicReference.legalName: 1Valour Bitcoin Physical Carbon Neutral USD Acc
        metadata:
          paginationTokenNext: WyIxVmFsb3VyIEJpdGNvaW4gUGh5c2ljYWwgQ2FyYm9uIE5ldXRyYWwgVVNEIEFjYyIsbnVsbCwiMFAwMDAxUVlOSCJd
          totalCount: 10000
          requestId: c4d4af1b-18e3-4827-a3ca-c6a498d962e5
          time: '2025-10-27T09:15:02.9153502Z'
    ResponseManagedInvestmentsScreenerExample7:
      summary: Compound Query - NOT
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001XGJO
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2025-08-04'
          basicReference.name: 051 ANGA III Cred Estruturado FIF FIC
          basicReference.legalName: 051 ANGA III CRÉDITO ESTRUTURADO FUNDO DE INVESTIMENTO FINANCEIRO EM COTAS DE FUNDOS DE INVESTIMENTO
        - instrumentIdentifiers.performanceId: 0P0001PQPT
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2022-06-28'
          basicReference.name: Zero 051 Aurora Boreal FIM C Priv IE
          basicReference.legalName: 051 AURORA BOREAL FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR
          yieldsHistorical.12MoYield: 0
        - instrumentIdentifiers.performanceId: 0P0001IACV
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2019-06-04'
          basicReference.name: 051 Brucutu FIM C Priv IE
          basicReference.legalName: 051 BRUCUTU FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO EXTERIOR
          yieldsHistorical.12MoYield: 0
        - instrumentIdentifiers.performanceId: 0P0001KYRB
          basicReference.firmName: Wealth High Governance Capital Ltda.
          basicReference.inceptionDate: '2020-10-01'
          basicReference.name: XP 051 Camaleão FIC FIM C Priv
          basicReference.legalName: 051 CAMALEÃO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO
          yieldsHistorical.12MoYield: 0
        - instrumentIdentifiers.performanceId: 0P0001HZU4
          basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda
          basicReference.inceptionDate: '2018-04-13'
          basicReference.name: 051 Caribe FIM C Priv IE
          basicReference.legalName: 051 CARIBE FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR
          yieldsHistorical.12MoYield: 0
        metadata:
          paginationTokenNext: WyIwNTEgQ0FSSUJFIEZVTkRPIERFIElOVkVTVElNRU5UTyBNVUxUSU1FUkNBRE8gQ1JcdTAwQzlESVRPIFBSSVZBRE8gSU5WRVNUSU1FTlRPIE5PIEVYVEVSSU9SIixudWxsLCIwUDAwMDFIWlU0Il0=
          totalCount: 10000
          requestId: 0e8b14aa-40e6-4113-bbee-5e3931d68974
          time: '2025-10-27T09:44:58.7069929Z'
    ScreenerResponseExample5:
      summary: Compound Query - AND
      value:
        investments:
        - instrumentIdentifiers.performanceId: 0P0001VK70
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.009
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.004238
          factorProfile.realEstateFactorMultiAssetModel: 0.003375
          factorProfile.styleFactorMultiAssetModel: -0.086788
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: CA40
        - instrumentIdentifiers.performanceId: 0P0001VK71
          pricesMostRecent.avgVolumeInMil9MoDaily: 0.0013
          factorProfile.emergingAsiaPacificFactorMultiAssetModel: 0.019826
          factorProfile.realEstateFactorMultiAssetModel: 0.000357
          factorProfile.styleFactorMultiAssetModel: 0.110014
          shareClassInformation.investmentStatus: 1
          shareClassInformation.symbol: MSES
        metadata:
          totalCount: 2
          messages:
          - investments:
            - status: Data points are not entitled for 0P0001VK70 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK70
            - status: Data points are not entitled for 0P0001VK71 security
              dataPoints:
              - esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
              - esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
              - esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
              - esgCompanyLevel2DataProductInvolvement.compProdInvAbortionOperations
              - quantitativeFairValues.quantitativeMoat
              - esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
              errorCode: '403'
              id: 0P0001VK71
            type: Warning
          requestId: 1354c656-2095-4dd6-a07a-4ea386c55b1b
          time: '2025-10-06T15:00:56.3309709Z'
  schemas:
    InputFilterOptions:
      title: InputFilterOptions
      description: Supported operators for data point filtering.
      oneOf:
      - $ref: '#/components/schemas/InputFieldValueFilter'
      - $ref: '#/components/schemas/InputFieldValueFilterFuzzy'
      - $ref: '#/components/schemas/InputFieldValueComparitorFilter'
    InputSortOption:
      title: InputSortOption
      description: The data point and sort direction. The data point must correspond to a value passed in the `dataPoints` array.
      type: object
      properties:
        dataPoint:
          description: Data point name.
          example: shareClassInformation.exchangeCode
          default: performanceId
          type: string
          nullable: true
        orderBy:
          description: Sort direction.
          type: string
          enum:
          - asc
          - desc
          x-enumDescriptions:
          - asc (Ascending)
          - desc (Descending)
          default: asc
          example: desc
      additionalProperties: false
    InputFieldValueComparitorFilter:
      title: InputFieldValueComparitorFilter
      description: Filters for values within a range or based on a comparator condition. Supports numeric, integer, and date string data types.
      type: object
      additionalProperties: false
      minProperties: 1
      properties:
        gt:
          description: Greater than
          anyOf:
          - type: number
          - type: integer
          - type: string
            format: date
        gte:
          description: Greater than or equal
          anyOf:
          - type: number
          - type: integer
          - type: string
            format: date
        lt:
          description: Less than
          anyOf:
          - type: number
          - type: integer
          - type: string
            format: date
        lte:
          description: Less than or equal
          anyOf:
          - type: number
          - type: integer
          - type: string
            format: date
    OutputError:
      title: OutputError
      description: Error message and status code.
      type: object
      properties:
        statusCode:
          type: string
          description: Indicates the HTTP status code.
          example: 400
        errorCode:
          type: string
          description: Indicates the unique error identifier.
          example: 400.screener.006
        message:
          type: string
          description: Description of the errror.
          example: Please provide valid sort option.
        requestId:
          type: string
          description: Indicates the unique request identifier.
          example: 6631c374-2331-4c7e-b6f2-d0c0079f6ee
      additionalProperties: false
    RequestEquitiesScreener:
      title: RequestEquitiesScreener
      description: Screener request body. All fields are optional, however either `scope` or `query` must be provided.
      type: object
      properties:
        scope:
          description: "Defines the starting universe of investments. For equities, the scoping data point is `shareClassInformation.exchangeCode`. \nCompound and nested compound queries are supported. Each branch of the query must contain the scoping data point."
          $ref: '#/components/schemas/InputQueryOptions'
        query:
          $ref: '#/components/schemas/InputQueryOptions'
        dataPoints:
          $ref: '#/components/schemas/InputDataPoints'
        pagination:
          $ref: '#/components/schemas/InputPaginationOptions'
        sort:
          description: 'Specifies one or more data points to sort results by. If multiple values are provided, they are applied in the order listed in the array (the first value is the primary sort key, the second value is the secondary key, and so on).

            Data points specified must correspond to a value passed in the `dataPoints` array.

            If not provided, results will be sorted by `investmentIdentfiers.performanceId`.'
          type: array
          items:
            $ref: '#/components/schemas/InputSortOption'
          nullable: true
        languageId:
          description: Specifies the language code used to filter language-dependent results.
          type: string
          default: ENG
          example: JPN
          enum:
          - ARA
          - CHI
          - DAN
          - DUT
          - ENG
          - FIN
          - FRE
          - GER
          - HEB
          - ITA
          - JPN
          - KOR
          - NOR
          - POR
          - SPA
          - SWE
          - THA
          - ZHO
          x-enumDescriptions:
          - ARA (Arabic)
          - CHI or ZHO (Chinese)
          - DAN (Danish)
          - DUT (Dutch)
          - ENG (English)
          - FIN (Finnish)
          - FRE (French)
          - GER (German)
          - HEB (Hebrew)
          - ITA (Italian)
          - JPN (Japanese)
          - KOR (Korean)
          - NOR (Norwegian)
          - POR (Portuguese)
          - SPA (Spanish)
          - SWE (Swedish)
          - THA (Thai)
          nullable: true
        currencyId:
          description: Specifies the currency code used to filter currency-dependent results. Accepts ISO 4217 currency codes.
          type: string
          example: EUR
          default: USD
          nullable: true
      additionalProperties: false
    InputQueryOptions_2:
      title: InputQueryOptions
      description: 'Filters investments using `field:value` conditions or compound logic. For example:

        * Basic query - "equals": `{ "basicReference.baseCurrency": "USD" }`

        * Basic query - "in": `{ "basicReference.baseCurrency": ["USD", "GBP"] }`

        * Basic query - "range": `{ "basicReference.inceptionDate": { "gt": "2020-01-01", "lt": "2024-01-01" } }`

        * Compound query: `{ "and": [ { "field1": "value1" }, { "field2": "value2" } ] }`

        * Nested compound query: `{ "or": [ { "and": [ ... ] }, { "field": "value" } ] }`'
      type: object
      properties:
        and:
          description: All conditions must match (logical AND). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions_2'
        or:
          description: At least one condition must match (logical OR). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions_2'
        not:
          description: All conditions must not match (logical NOT). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions_2'
      additionalProperties:
        $ref: '#/components/schemas/InputFilterOptions'
      propertyNames:
        description: Data points supported for filtering and sorting in screener queries. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.
        type: string
        example: basicReference.legalName
        externalDocs:
          description: Data dictionary (Excel)
          url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx
    InputDataPoints:
      title: InputDataPoints
      description: Lists data points to return. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/equities/data-points`, or browse the full reference in the data dictionary.
      type: array
      maxItems: 100
      items:
        type: string
      example:
      - companyInformation.cik
      - companyInformation.legalName
      - companyInformation.morningstarSectorCode
      - balanceSheet.totalAssetsValueFY
      - basicReference.isin
      externalDocs:
        description: Data dictionary (Excel)
        url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerEquitiesDataDictionary.xlsx
    OutputScreenerMetadata:
      description: Metadata returned in response to requests to `POST /screeners/equities` endpoint. Includes information about data points not returned for results.
      title: OutputScreenerMetadata
      type: object
      properties:
        paginationTokenNext:
          type: string
          description: Indicates token to fetch next page of results.
          example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU
          nullable: true
        paginationTokenPrevious:
          type: string
          description: Indicates token to fetch previous page of results.
          example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw==
          nullable: true
        totalCount:
          type: integer
          description: Indicates the total number of results found.
          example: 2162
          format: int32
          nullable: true
        messages:
          type: array
          items:
            $ref: '#/components/schemas/OutputMessage'
          nullable: true
        requestId:
          description: Indicates request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          type: string
        time:
          description: Indicates time response was returned.
          example: '2025-10-02T10:54:36.9161062Z'
          type: string
          format: date-time
      additionalProperties: false
    ResponseManagedInvestmentsScreenerMetadata:
      description: Metadata returned in response to screening requests. Includes information about data points not returned for results.
      title: ResponseManagedInvestmentsScreenerMetadata
      type: object
      properties:
        requestId:
          description: Indicates request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          type: string
          nullable: true
          readOnly: true
        messages:
          $ref: '#/components/schemas/ResponseMetadataMessage'
        time:
          description: Indicates time response was returned.
          example: '2025-10-02T10:54:36.9161062Z'
          type: string
          format: date-time
          nullable: true
          readOnly: true
        paginationTokenNext:
          type: string
          description: Indicates token to fetch next page of results.
          example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU
          nullable: true
          readOnly: true
        paginationTokenPrevious:
          type: string
          description: Indicates token to fetch previous page of results.
          example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw==
          nullable: true
          readOnly: true
        totalCount:
          type: integer
          description: Indicates the total number of results found.
          example: 2162
          format: int32
          nullable: true
      additionalProperties: false
    OutputMessage:
      title: OutputMessage
      description: Indicates why specific data points were not returned for a result.
      type: object
      properties:
        investments:
          type: array
          items:
            $ref: '#/components/schemas/OutputInvalidInvestment'
        type:
          description: Indicates the type of the message.
          example: Warning
          type: string
        message:
          description: Message text.
          example: Data points are not entitled for 0P0002OW20 security
          type: string
        code:
          description: Indicates the message code.
          example: 403
          type: string
      additionalProperties: false
    OutputInvalidInvestment:
      title: OutputInvalidInvestment
      type: object
      properties:
        status:
          description: Provides information about an investment returned.
          example: Data points are not entitled for 0P0001VK70 security.
          type: string
          nullable: true
        dataPoints:
          description: Indicates the data points that could not be returned for the investment.
          type: array
          items:
            type: string
            example:
            - companyInformation.cik
            - balanceSheet.totalAssetsValueFY
            - basicReference.isin
            externalDocs:
              description: Data dictionary (Excel)
              url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerEquitiesDataDictionary.xlsx
        errorCode:
          description: Indicates error code.
          example: 403
          type: string
          nullable: true
        id:
          description: Indicates the investment for which no data was returned.
          example: 0P0001VK70
          type: string
          nullable: true
      additionalProperties: false
    InputSort:
      title: InputSort
      description: Specifies the data points(s) to sort results by and sets the sort direction. If multiple data points are provided, they are applied in the order listed in the array (the first item is the primary sort key, the second is the secondary key, and so on.
      type: object
      properties:
        dataPoint:
          description: Specifies the data point used to sort results.
          example: basicReference.investmentType
          default: instrumentIdentifiers.performanceId
          type: string
          nullable: true
        orderBy:
          description: Sets the sort order.
          type: string
          enum:
          - asc
          - desc
          x-enum-description:
          - asc (Ascending)
          - desc (Descending)
          default: asc
          example: desc
      additionalProperties: false
    InputQueryOptions:
      title: InputQueryOptions
      description: 'Filters investments using `field:value` conditions or compound logic. For example:

        * Basic query - "equals": `{ "shareClassInformation.symbol": "MSES" }`

        * Basic query - "in": `{ "shareClassInformation.symbol": ["MSES", "CA40"] }`

        * Basic query - "range": `{ "marketCapital.asOfDate": { "gt": "2020-01-01", "lt": "2024-01-01" } }`

        * Compound query: `{ "and": [ { "field1": "value1" }, { "field2": "value2" } ] }`

        * Nested compound query: `{ "or": [ { "and": [ ... ] }, { "field": "value" } ] }`'
      type: object
      properties:
        and:
          description: All conditions must match (logical AND). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions'
        or:
          description: At least one condition must match (logical OR). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions'
        not:
          description: All conditions must not match (logical NOT). Each element is an `InputQueryOptions` object and may itself contain nested `and`, `or`, or `not` logic.
          type: array
          items:
            $ref: '#/components/schemas/InputQueryOptions'
      additionalProperties:
        $ref: '#/components/schemas/InputFilterOptions'
      propertyNames:
        description: Data points supported for filtering and sorting in screener queries. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/equities/data-points`, or browse the full reference in the data dictionary.
        type: string
        example: companyInformation.domicileCountryCode
        externalDocs:
          description: Data dictionary (Excel)
          url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerEquitiesDataDictionary.xlsx
    InputFieldValueFilter:
      title: InputFieldValueFilter
      description: Filters for exact matches to value or a match to a value in a list. Supports string, number, integer, boolean, date and array data types.
      anyOf:
      - type: string
      - type: number
      - type: integer
      - type: boolean
      - type: string
        format: date
      - type: array
        minItems: 1
        items:
          anyOf:
          - type: string
          - type: number
          - type: integer
          - type: boolean
          - type: string
            format: date
    OutputInvestment:
      title: OutputInvestment
      description: Data points and corresponding values returned for each result. Keys are data point names in the format `<dataGroup>.<fieldName>`. Values may be string, number, integer, or boolean depending on the data point. Use the discovery endpoint to determine the type for each data point.
      type: object
      additionalProperties:
        oneOf:
        - type: string
        - type: number
        - type: integer
        - type: boolean
        nullable: true
      example:
        instrumentIdentifiers.performanceId: 0P0001VK71
        shareClassInformation.symbol: MSES
        shareClassInformation.investmentStatus: 1
        marketCapital.asOfDate: '2025-10-02'
        marketCapital.companyLevelMarketCapital: 145230000
        trailingReturn.trailing1YearReturn: 12.45
        esgCompanyLevel2DataCarbonEmissions.carbonIntensity: 92.8
        companyInformation.sic: 6719
    InputPaginationOptions_2:
      title: InputPaginationOptions
      description: Determines how results are paginated.
      type: object
      properties:
        paginationTokenNext:
          description: Specifies the target of the next API call.
          type: string
          example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK
          nullable: true
        paginationTokenPrevious:
          description: Specifies the target of the next API call.
          type: string
          example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK
          nullable: true
        pageSize:
          description: Specifies the maximum number of results per page. The default value is 50.
          type: integer
          format: int32
          example: 500
          default: 50
          maximum: 50
      additionalProperties: false
    InputPaginationOptions:
      title: InputPaginationOptions
      description: Determines how results are paginated.
      type: object
      properties:
        paginationTokenNext:
          description: Specifies the target of the next API call.
          type: string
          example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK
          nullable: true
        paginationTokenPrevious:
          description: Specifies the target of the next API call.
          type: string
          example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK
          nullable: true
        pageSize:
          description: Specifies the maximum number of results per page. The default value is 50.
          type: integer
          format: int32
          example: 50
          default: 50
          maximum: 50
      additionalProperties: false
    SecuritiesInputModel:
      type: object
      properties:
        secIds:
          type: string
        universeIds:
          type: string
        dataPoints:
          type: string
        languageId:
          type: string
        currencyId:
          type: string
        assetAllocationType:
          type: string
        customBenchmark:
          type: string
    InputFieldValueFilterFuzzy:
      title: InputFieldValueFilterFuzzy
      type: object
      description: Filters text string data type using fuzzy text matching.
      additionalProperties: false
      properties:
        value:
          type: string
        fuzzy:
          type: boolean
          description: Enable fuzzy text matching. Text string data types only.
    RequestManagedInvestmentsScreener:
      title: RequestManagedInvestmentsScreener
      description: Screener request body model.
      type: object
      required:
      - scope
      - query
      properties:
        scope:
          description: Defines the starting universe of investments. For managed investments, the scoping data point is `basicReference.countryAvailableForSale`. Compound and nested compound queries are supported. Each branch of the query must contain the scoping data point.
          $ref: '#/components/schemas/InputQueryOptions_2'
        query:
          $ref: '#/components/schemas/InputQueryOptions_2'
        dataPoints:
          $ref: '#/components/schemas/InputDataPoints_2'
        pagination:
          $ref: '#/components/schemas/InputPaginationOptions_2'
        sort:
          description: Specifies one or more fields to sort results by. If multiple fields are provided, they are applied in the order listed in the array (the first field is the primary sort key, the second is the secondary key, and so on).
          type: array
          items:
            $ref: '#/components/schemas/InputSort'
          nullable: true
        languageId:
          description: Specifies the language code used to filter language-dependent results.
          type: string
          default: ENG
          example: JPN
          enum:
          - ARA
          - CHI
          - DAN
          - DUT
          - ENG
          - FIN
          - FRE
          - GER
          - HEB
          - ITA
          - JPN
          - KOR
          - NOR
          - POR
          - SPA
          - SWE
          - THA
          - ZHO
          x-enum-description:
          - ARA (Arabic)
          - CHI or ZHO (Chinese)
          - DAN (Danish)
          - DUT (Dutch)
          - ENG (English)
          - FIN (Finnish)
          - FRE (French)
          - GER (German)
          - HEB (Hebrew)
          - ITA (Italian)
          - JPN (Japanese)
          - KOR (Korean)
          - NOR (Norwegian)
          - POR (Portuguese)
          - SPA (Spanish)
          - SWE (Swedish)
          - THA (Thai)
          nullable: true
        currencyId:
          description: Specifies the currency code used to filter currency-dependent results. Accepts ISO 4217 currency codes.
          type: string
          example: EUR
          default: USD
          nullable: true
      additionalProperties: false
    ResponseMetadataMessage:
      title: ResponseMetadataMessage
      description: Indicates why specific data points were not returned for a result.
      type: object
      properties:
        status:
          description: Provides information about investment returned.
          example: Datapoints are not entitled for 0P0001VK70 security
          type: string
          readOnly: true
        dataPoints:
          $ref: '#/components/schemas/InputDataPoints_2'
        errorCode:
          description: Indicates error code.
          example: 403
          type: string
          readOnly: true
        id:
          description: Indicates the investment for which no data was returned.
          example: 0P0001VK70
          type: string
          readOnly: true
      additionalProperties: false
    ResponseEquitiesScreener:
      title: ResponseEquitiesScreener
      description: Screener response including results and metadata.
      type: object
      properties:
        investments:
          type: array
          items:
            $ref: '#/components/schemas/OutputInvestment'
          nullable: true
        metadata:
          $ref: '#/components/schemas/OutputScreenerMetadata'
      additionalProperties: false
    ScreenerData:
      type: object
      properties:
        securityDataPoints:
          type: string
        filters:
          type: string
    InputDataPoints_2:
      title: InputDataPoints
      description: Lists data points to return. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.
      type: array
      example:
      - basicReference.legalName
      - basicReference.baseCurrency
      - basicReference.name
      - basicReference.firmName
      - basicReference.fundCode
      - basicReference.investmentType
      items:
        type: string
      externalDocs:
        description: Data dictionary (Excel)
        url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx
    ResponseManagedInvestmentsScreener:
      title: ResponseManagedInvestmentsScreener
      description: Screener response including results and metadata.
      type: object
      properties:
        investments:
          type: array
          items:
            $ref: '#/components/schemas/OutputInvestment'
          nullable: true
          readOnly: true
        metadata:
          $ref: '#/components/schemas/ResponseManagedInvestmentsScreenerMetadata'
      additionalProperties: false
  requestBodies:
    ScreenerRequest:
      required: true
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/RequestEquitiesScreener'
          examples:
            Basic Query - Equals:
              $ref: '#/components/examples/ScreenerRequestExample1'
            Basic Query - In:
              $ref: '#/components/examples/ScreenerRequestExample2'
            Basic Query - Date Range:
              $ref: '#/components/examples/ScreenerRequestExample3'
            Basic Query Number Range:
              $ref: '#/components/examples/ScreenerRequestExample4'
            Compound Query - AND:
              $ref: '#/components/examples/ScreenerRequestExample5'
            Compound Query - OR:
              $ref: '#/components/examples/ScreenerRequestExample6'
            Compound Query - NOT:
              $ref: '#/components/examples/ScreenerRequestExample7'
            Nested Compound Query - OR then AND:
              $ref: '#/components/examples/ScreenerRequestExample8'
            Nested Compound Query - OR then AND Deeply Nested:
              $ref: '#/components/examples/ScreenerRequestExample9'
    RequestManagedInvestmentsScreener:
      required: true
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/RequestManagedInvestmentsScreener'
          examples:
            Basic Query - Equals:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample1'
            Basic Query - In:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample2'
            Basic Query - Date Range:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample3'
            Basic Query Number Range:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample4'
            Compound Query - AND:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample5'
            Compound Query - OR:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample6'
            Compound Query - NOT:
              $ref: '#/components/examples/RequestManagedInvestmentsScreenerExample7'
  responses:
    ResponseStatus400ResponseScreener:
      description: '400: Bad Request'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputError'
          examples:
            Example1:
              $ref: '#/components/examples/ResponseStatus400ScreenerExample1'
    ResponseStatus400Screener:
      description: '400: Bad Request'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputError'
          examples:
            Example1:
              $ref: '#/components/examples/ResponseStatus400ScreenerExample1_2'
    ScreenerResponse:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseEquitiesScreener'
          examples:
            Basic Query - Equals:
              $ref: '#/components/examples/ScreenerResponseExample1'
            Basic Query - In:
              $ref: '#/components/examples/ScreenerResponseExample2'
            Basic Query - Date Range:
              $ref: '#/components/examples/ScreenerResponseExample3'
            Basic Query - Number Range:
              $ref: '#/components/examples/ScreenerResponseExample4'
            Compound Query - AND:
              $ref: '#/components/examples/ScreenerResponseExample5'
            Compound Query - OR:
              $ref: '#/components/examples/ScreenerResponseExample6'
            Compound Query - NOT:
              $ref: '#/components/examples/ScreenerResponseExample7'
            Nested Compound Query - OR then AND:
              $ref: '#/components/examples/ScreenerResponseExample8'
            Nested Compound Query - OR then AND Deeply Nested:
              $ref: '#/components/examples/ScreenerResponseExample9'
    ResponseStatus500Screener:
      description: '500: Internal Server Error'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputError'
    ResponseManagedInvestmentsScreener:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseManagedInvestmentsScreener'
          examples:
            Basic Query - Equals:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample1'
            Basic Query - In:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample2'
            Basic Query - Date Range:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample3'
            Basic Query - Number Range:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample4'
            Compound Query - AND:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample5'
            Compound Query - OR:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample6'
            Compound Query - NOT:
              $ref: '#/components/examples/ResponseManagedInvestmentsScreenerExample7'
    ResponseStatus500ResponseScreener:
      description: '500: Internal Server Error'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputError'
          examples:
            Example1:
              $ref: '#/components/examples/ResponseStatus500ScreenerExample1'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic