U.S.A.
Collective Investment Trust Database
Timely returns, holdings, and more for trusts, schemes, and funds.
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Data Features
Exposure to Key Decision Makers
Accessible in Morningstar Products
Morningstar’s worldwide investment coverage includes one of the most comprehensive databases of collective investment trusts, investment schemes, pooled funds, and managed schemes in the industry. We provide timely return information, detailed holdings statistics, fee schedules, and qualitative data on more than 1,000 U.S.-domiciled collective investment trusts, 1,200 Canadian pooled funds, and a growing number of Australian and U.K.-domiciled investment schemes and managed schemes. Our data reaches institutional investors, consultants, retirement plan sponsors, endowments, and foundations that use it to search, screen, and award investment mandates.
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