The CRSP Mutual Fund Database is designed to facilitate research on the historical performance of open-ended mutual funds by using survivor-bias-free data. The CRSP Survivor-Bias-Free US Mutual Fund Database includes a history of each mutual fund’s name, investment style, fee structure, holdings, and asset allocation. Also included are monthly total returns, monthly total net assets, monthly/daily net asset values, and dividends. Additionally schedules of rear and front load fees, asset class codes, and management company contact information are provided. All data items are for open-end mutual funds and begin at varying times between 1962 and 2003 depending on availability. The database is updated quarterly and distributed with a quarterly lag. (Source Vendor Website) CRSP is intended solely for research and instructional purposes.
CRSP Survivor-Bias Free U.S. Mutual Fund Database is accessed through a Wharton Research Data Services (WRDS) account.
Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.
To fill out an on-line account request form go to https://wrds-www.wharton.upenn.edu/ and click on the “Register” tab in the upper right portion of the screen.
UNC-CH users with additional passwordhttps://wrds-www.wharton.upenn.edu/