Robust, Timely, and Comprehensive Hedge Fund Coverage.
Our offering of 21,000 hedge funds is one of the most robust available. Our timely, reliable data includes performance statistics, risk analysis, portfolio and strategy insight and manager profiles. Click on the data universes below to explore Morningstar’s hedge fund database.

Why Morningstar Hedge Fund Data Services?

A trusted independent source

Morningstar is a leading provider of independent investment research in global markets, offering an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.

Morningstar Hedge Fund Data

Morningstar’s worldwide coverage of 370,000 investment offerings includes global hedge fund data and research. Our goal is to bring more transparency to the hedge fund industry, much like we did with the mutual fund industry more than 20 years ago. With up to 300 data points on over 21,000 hedge funds, funds of hedge funds, and CTA, the Morningstar Hedge Funds Database is one of the most robust in the industry. Our timely, reliable data includes complete performance history, performance and risk statistics, portfolio and strategy insight, public filings data, and manager profiles.

Commitment to data quality

Quality investment data is the core of Morningstar’s business. We use proprietary screens and quality assurance tests at each stage—from collection to delivery—to provide clients with the best possible information. All data is collected directly from hedge fund managers and reviewed by Morningstar data analysts for accuracy and completeness.

Data Providers

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Hedge Fund Quick Search

Index Performance

1-Mo %
YTD %
3-Mo %
1-Yr %
5-Yr %
CISDM Convertible Arbitrage USD
0.31
1.80
0.49
1.80
5.60
CISDM CTA EW Currency USD
0.68
-1.74
-0.23
-1.74
2.95
CISDM CTA Equal wgt Disc USD
0.11
7.09
1.36
7.09
12.80
CISDM CTA EW Divfd USD
-0.45
-3.12
-4.18
-3.12
10.97
CISDM CTA EW Financials USD
0.74
-1.11
0.17
-1.11
3.28
  

Alternative Investment Observer

Morningstar’s hedge fund analysts provide insight into current hedge fund issues, as well as a robust data set and industry level information in this quarterly newsletter. Our report for accredited investors also includes in-depth analyses for select funds.

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Morningstar Essentials

The Morningstar Rating is one of the most widely accepted statistics used by institutions and investors today. The Morningstar Rating, in addition to other proprietary statistics like Morningstar Category and Category Rank, can be licensed to help promote your funds to current and prospective clients for your sales and asset retention efforts.

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