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CRSP Research Data Products CRSP Survivor-Bias-Free US Mutual Funds

CRSP Survivor-Bias-Free US Mutual Funds

As the provider of the only complete database of both active and inactive mutual funds, CRSP leads the way in mutual fund research.

Initially developed by Mark M. Carhart of Goldman Sachs Asset Management for his 1995 dissertation entitled, “Survivor Bias and Persistence in Mutual Fund Performance”
Designed to facilitate research on the historical performance of open-ended mutual funds by using survivor-bias-free data
Complete historical information for over 64,000 open-ended funds of which more than 33,000 are active and over 31,000 are delisted

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Additional Info:

User Guide for SAS, ASCII & R

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User Guide for CRSPSift

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Data Access Tools

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Key Features

Key Data Items

Complete List of Fund Types

Delivery & Format

Key Data Items

The data begin at varying times between 1962 and 2008 depending on availability and include:

History of each mutual fund’s name
Fund investment style
Fee structure
Holdings beginning 2003
Asset allocation
Daily and monthly total returns
Daily and monthly net asset values (NAVs)
Monthly total net assets (TNA)
Dividends and distributions
Schedules of rear and front load fees
Asset class codes
Management company contact information
CRSP FUNDNO® – CRSP’s unique fund identifier

Complete List of Fund Types

Delivery & Format

Documents & Resources

CRSP Survivor-Bias-Free US Mutual Funds Guide

A detailed user guide for CRSPSift

CRSP Survivor-Bias-Free US Mutual Funds Guide

A detailed user guide for SAS, ASCII & R file formats

Knowledge Base

Additional notes and FAQ about this product

Data Access Tools

Access information for this product

Release Notes

Quarterly & annual release notes

CRSP databases are characterized by their comprehensive corporate action information and highly accurate total return calculations.

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