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Morningstar European Funds Data
Finance & Banking Analytics
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About
This dataset offers an in-depth collection of European Mutual Funds and Exchange-Traded Funds (ETFs) sourced from Morningstar. It provides crucial insights into the European investment landscape, highlighting the growth of ETFs as a cost-effective alternative to traditional Mutual Funds. The data covers a wide array of financial metrics, including general fund aspects, portfolio indicators, performance returns, financial ratios, and additional sustainability information. It serves as a valuable resource for understanding the distinctions between European and American investment products and for analysing investment strategies.
Columns
- ticker: The unique ticker code assigned to each fund.
- isin: The International Securities Identification Number (ISIN) for each fund.
- fund_name: The extended name of the investment fund.
- inception_date: The date when the fund was established, ranging from January 1998 to June 2020.
- category: The classification category of the fund, for example, 'US Large-Cap Blend Equity'.
- rating: The overall Morningstar star rating for the fund, on a scale of 1 to 5.
- analyst_rating: The Morningstar analyst's qualitative rating, such as 'Bronze'.
- risk_rating: The Morningstar risk rating for the fund, on a scale of 1 to 5.
- performance_rating: The Morningstar performance rating for the fund, on a scale of 1 to 5.
- investment_strategy: A description of the fund's investment objective or strategy, often detailing how it aims to correspond to an index's performance.
Distribution
The dataset is provided in a CSV file format, specifically "Morningstar - European ETFs.csv", with a size of 12.94 MB. It includes data on 57,603 Mutual Funds and 9,495 ETFs. While the exact total number of rows for the full collection of funds is not specified, the provided sample for ETFs contains 9,495 unique records. The dataset is structured to allow for detailed analysis of various fund characteristics.
Usage
This dataset is ideal for conducting multiple comparisons related to portfolio decisions made by investment managers in Mutual Funds. It is also suitable for analysing portfolio restrictions inherent in index-tracking ETFs. Researchers and financial analysts can leverage this data to study market trends, assess fund performance, and explore the dynamics between different investment vehicles.
Coverage
The dataset primarily focuses on European funds, offering a geographic scope specific to Europe. The time range for fund inception dates spans from January 1998 to June 2020. There are no specific notes on demographic data availability within the provided information.
License
CC0: Public Domain
Who Can Use It
- Investment Managers: To inform portfolio decision-making and compare fund performance.
- Financial Analysts: For market trend analysis, competitive intelligence, and fund evaluation.
- Academic Researchers: To study financial markets, investment strategies, and the evolution of ETFs versus Mutual Funds.
- Data Scientists: For building predictive models or developing new investment indicators based on fund characteristics.
- Regulators: To monitor market trends and assess the impact of different investment products.
Dataset Name Suggestions
- Morningstar European Funds Data
- European ETFs and Mutual Funds Analytics
- Morningstar EU Investment Products
- Europe Fund Performance Data
- Morningstar European Financial Instruments
Attributes
Original Data Source: Morningstar European Funds Data
QUALITY