Morningstar® Data for Managed Investments
The leading source for global managed investment data.
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Historical Series Data License
By delivering all historical data through one data feed, Morningstar can help firms enhance their investment research. The Historical Series Data License provides historical performance and manager data since inception and historical ratings and portfolio statistics since 2003. A convenient and accurate source for historical data, this data feed provides essential information for due diligence, fund selection, competitive analysis, and identifying trends.

Please note: Not all data is available for all universes. Contact Morningstar for details
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Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Closed-end funds
Exchange-traded funds
Hedge funds
Money market funds
Open-end funds
Separate accounts
Variable annuity/life subaccounts and underlying funds
Marketing materials
All historical data, with the exception of performance data, is delivered as a one-time download. For data updates, all of the historical data packages have a corresponding package with current data.
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