U.S.A.
Morningstar® Data for Funds
The leading source for global investment data.
Overview
Fund Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
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
  View key data points
Morningstar<span class="registered">&#174;</span> Data for Funds
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
Applications
Articles
Marketing materials
Newsletters
Websites
Delivery
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.
License Index
  Previous     Next  
Take Action
Get Purchasing Information
Contact Sales
Proof
Client Stories
Learn More
Product Fact Sheets
Brochures
Methodology Documents
© Morningstar. All rights reserved.