MISC / GROUP
Universe(uname)
Full Description
This function returns 1 (TRUE) if the stock is in the universe specified in the parameter, 0 otherwise. For example, to screen for S&P 500 stocks you can use this rule "Universe(SP500)"
There are three types of universes
- Preset - usually larger universes that include all stocks in a region or country
- Custom - based on public custom universes located in "Predefined Universes"
- ETF - reconstituted monthly based on one or more ETFs
To learn more about how a Custom universe is built and how often it's reconstituted, see the About page of the custom universe.
| 1. Preset | uname | * | Related Function | |
| United States (incl. Foreign Primary) | ALLFUND | USA | W | |
| United States (Primary) | PRIMARYUSA | USA | W | |
| United States (All Listed Stocks) | ALLSTOCKS | USA | W | |
| Dow Jones Industrial Average | DJIA | USA | W | |
| iShares S&P1500 CompositeCap (IVV+IJH+IJR) | SP1500 | USA | W | |
| iShares S&P400 MidCap (IJH) | SP400 | USA | W | |
| iShares S&P500 LargeCap (IVV) | SP500 | USA | W | |
| iShares S&P600 SmallCap (IJR) | SP600 | USA | W | |
| Nasdaq 100 (from 2005) | NASDAQ100 | USA | W | |
| Canada (incl. Foreign Primary) | ALLFUNDCAN | CAN | W | |
| Canada (Primary) | PRIMARYCAN | CAN | W | |
| Canada (All Listed Stocks) | ALLSTOCKSCAN | CAN | W | |
| North America (Primary) | PRIMARYNOAM | N Am | W | |
| North Atlantic (Primary) | PRIMARYNOAT | N Atl | W | |
| Europe (Incl. Foreign Primary) | ALLFUNDEUR | EUR | W | |
| Europe (Primary) | PRIMARYEUR | EUR | W | |
| 2. Custom | ||||
| American Depositary Receipt | $ADR | USA | W | IsADR |
| NYSE MKT (AMEX) | AMEX | USA | Q | ExchangeCode |
| Master Limited Partnerships | MasterLP | USA | W | IsMLP |
| NASDAQ Exchange | NASD | USA | Q | ExchangeCode |
| No OTC Exchange | NOOTC | USA | Q | IsOTC |
| NY Stock Exchange | NYSE | USA | Q | ExchangeCode |
| Over The Counter | OTC | USA | Q | IsOTC |
| Large Cap | LargeCap | USA | Q | |
| Micro Cap | MicroCap | USA | Q | |
| Mid Cap | MidCap | USA | Q | |
| Nano Cap | NanoCap | USA | Q | |
| Small Cap | SmallCap | USA | Q | |
| Prussell 1000 | Prussell1000 | USA | A | |
| Prussell 2000 | Prussell2000 | USA | A | |
| Prussell 3000 | Prussell3000 | USA | A | |
| Easy to Trade US | TRADEUSA | USA | W | |
| Canada (Incl. Foreign Primary and CDRs) | ALLFUNDCDRCAD | CAN | W | |
| CanadaTrust | CanadaTrust | CAN | W | |
| Canadian Depositary Receipts | CDR | CAN | W | |
| S&P/TSX Composite | SPTSX | CAN | W | |
| S&P/TSX 60 | SPTSX60 | CAN | W | |
| Toronto Stock Exchange | TSX | CAN | W | ExchangeCode |
| TSX Venture Exchange | TSXV | CAN | W | ExchangeCode |
| Easy to Trade North America | TRADENOAM | N Am | W | |
| Easy to Trade North Atlantic | TRADENOAT | N Atl | W | |
| Easy to Trade Europe | TRADEEUR | EUR | W | |
| Europe 200 Large | EU200L | EUR | Q | |
| Europe 200 Mid | EU200M | EUR | Q | |
| Europe 200 Small | EU200S | EUR | Q | |
| Europe 600 | EU600 | EUR | Q | |
| 3. ETF | ||||
| iShares S&P1500 CompositeCap (IVV+IJH+IJR) | SP1500 | USA | M | |
| iShares S&P500 LargeCap (IVV) | SP500 | USA | M | |
| iShares S&P400 MidCap (IJH) | SP400 | USA | M | |
| iShares S&P600 SmallCap (IJR) | SP600 | USA | M |
* Reconstitution Frequency: Monthly, Quarterly, Weekly, Annual