Published 2019 | Version v2
Open dataset Open

European Funds dataset from Morningstar

Creators

Description

Description

The file contains 57,603 Mutual Funds and 9,495 ETFs with general aspects (as Total Net Assets, management company and size), portfolio indicators (as cash, stocks, bonds, and sectors), returns (as yeartodate, 2020-11) and financial ratios (as price/earning, Treynor and Sharpe ratios, alpha, and beta). The data set is 0.1GB large.

Additional data in terms of sustainability is also available. 

Files

Morningstar - European ETFs.csv__100lines.csv

Files (330.6 kB)

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md5:25690b96becb72330014a2598fc697cd
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md5:10da1aa1124707e7cd0c116362fb5a5c
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Variables

Name Description
ticker fund ticker code
isin fund isin code
fund_name fund extended name
inception_date date of the fund inception
category fund category
rating Morningstar rating
analyst_rating Morningstar analyst rating
risk_rating Morningstar risk rating
performance_rating Morningstar performance rating

Details

Resource type Open dataset
Title European Funds dataset from Morningstar
Creators
  • Leone, Stefano
    • Research Fields Business Administration Economics Psychology Sociology Political Science Economic & Social History Communication Sciences Educational Research Other
    Size 0.1 GB
    Formats Comma-separated values (CSV) (.csv)
    License(s) Creative commons (CC0: Public Domain)
    External Resource https://www.kaggle.com/stefanoleone992/european-funds-dataset-from-morningstar