Morningstar Data for Funds - Fund Data Licenses

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

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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

View key data points

Morningstar<span class="registered">®</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.