How to Look Up a Mutual Fund CUSIP
CUSIP stands for Committee on Uniform Security Identification Procedures. All U.S. investment securities have a CUSIP number that is used as a unique identifier for that issue. The number is assigned by Standard & Poor's (S&P) and is available in a database published for a considerable fee. You can also use a free online tool, such as the one available on Fidelity.com that is also endorsed by LexisNexis, a well-known research database.
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Instructions
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Gather your data. You will need to know the security name, trading symbol or fund number. Anyone of these three items of data will do.
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Pull up the website for Fidelity Investments. See Resources for a link. The website can be tricky, so keep these instructions open open as you walk through the steps.
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Select Mutual Fund from the Search For drop down menu. Select the way you wish to look up the mutual fund. In most cases this will default to whatever information you have available from Step 1. Input this information into the Search field and click Search.
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Walk through an example. Let's say you want to look up the CUSIP for a mutual fund you only know the name to. The name is "Appleseed Fund." Type this name into the search field. Be sure to select Search by Fund Name. Click Search. The CUSIP for Appleseed Fund is 90470K370.
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