original ) (raw )We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR, click the links below.
Indexes
Daily Data
Hedge Funds
SMA Products
Mutual Funds
Stocks & ETFs
Variable Annuities
Lipper Global Basic
Lipper Global Extended
Morningstar Global
includes the monthly early and full index updates for the Zephyr supplied index databases, the Global Financial Data long term indexes and the Japanese index database
Description
Extension
Data Through
Size MB
Last Updated
Early Index Update
.exe 11/30/2025
115.71
12/03/2025
.zip 11/30/2025
115.27
12/03/2025
Full Index Update
.exe 11/30/2025
115.3
12/10/2025
.zip 11/30/2025
114.86
12/10/2025
Description
Extension
Data Through
Size MB
Last Updated
Early Index Update
.exe 11/30/2025
77.84
12/03/2025
.zip 11/30/2025
77.38
12/03/2025
Full Index Update
.exe 11/30/2025
77.91
12/10/2025
.zip 11/30/2025
77.46
12/10/2025
includes updates for the Zephyr daily index database and for the Morningstar daily mutual fund data
Description
Extension
Data Through
Size MB
Last Updated
Daily Indexes
.exe 11/30/2025
12.44
12/08/2025
.zip 11/30/2025
11.97
12/08/2025
Morningstar Daily US Mutual Funds Full Install
.exe 11/30/2025
279.46
12/08/2025
.zip 11/30/2025
279.07
12/08/2025
Description
Extension
Data Through
Size MB
Last Updated
Daily Indexes
.exe 11/30/2025
12.14
12/08/2025
.zip 11/30/2025
11.67
12/08/2025
Morningstar Daily US Mutual Funds Full Install
.exe 11/30/2025
159.84
12/08/2025
.zip 11/30/2025
159.41
12/08/2025
Morningstar Daily US Mutual Funds Full Install
zip-bak 12/05/2025
797.7
12/08/2025
includes updates for all hedge fund data vendors
Description
Extension
Data Through
Size MB
Last Updated
Hedge Fund Research
.exe 11/30/2025
15.21
12/01/2025
.zip 11/30/2025
14.74
12/01/2025
Description
Extension
Data Through
Size MB
Last Updated
Hedge Fund Research
.exe 11/30/2025
11.71
12/01/2025
.zip 11/30/2025
11.24
12/01/2025
includes updates for the PSN SMA database and updates for all third party SMA data vendors
Description
Extension
Data Through
Size MB
Last Updated
Global Manager Research
.exe 10/31/2025
7.75
11/18/2025
.zip 10/31/2025
7.27
11/18/2025
Morningstar Separate Accounts
.exe 11/30/2025
184.17
12/03/2025
.zip 11/30/2025
183.75
12/03/2025
PSN Basic
.exe 11/30/2025
54.43
12/08/2025
.zip 11/30/2025
53.97
12/08/2025
PSN Extended
.exe 11/30/2025
186.32
12/08/2025
.zip 11/30/2025
185.9
12/08/2025
PSN Quarterly
.exe 10/31/2025
26.98
11/17/2025
.zip 10/31/2025
26.51
11/17/2025
Description
Extension
Data Through
Size MB
Last Updated
Global Manager Research
.exe 10/31/2025
6.33
11/18/2025
.zip 10/31/2025
5.86
11/18/2025
Morningstar Separate Accounts
.exe 11/30/2025
156.24
12/03/2025
.zip 11/30/2025
155.81
12/03/2025
PSN Basic
.exe 11/30/2025
29.55
12/08/2025
.zip 11/30/2025
29.09
12/08/2025
PSN Extended
.exe 11/30/2025
163.4
12/08/2025
.zip 11/30/2025
162.97
12/08/2025
PSN Quarterly
.exe 10/31/2025
15.97
11/17/2025
.zip 10/31/2025
15.5
11/17/2025
includes updates for all North American mutual fund data vendors
Description
Extension
Data Through
Size MB
Last Updated
Fundata Canadian Mutual Funds
.exe 11/30/2025
33.25
12/10/2025
.zip 11/30/2025
32.78
12/10/2025
Lipper US Closed End Mutual Funds
.exe 11/30/2025
4.53
12/05/2025
.zip 11/30/2025
4.05
12/05/2025
Lipper US Mutual Funds Basic+
.exe 11/30/2025
55.18
12/05/2025
.zip 11/30/2025
54.72
12/05/2025
Lipper US Mutual Funds Extended+
.exe 11/30/2025
65.54
12/05/2025
.zip 11/30/2025
65.09
12/05/2025
Morningstar US Closed End Mutual Funds
.exe 11/30/2025
7.52
12/05/2025
.zip 11/30/2025
7.05
12/05/2025
Morningstar US Mutual Funds Basic +Includes ETFs and Money Market Funds.
.exe 11/30/2025
74.7
12/05/2025
.zip 11/30/2025
74.25
12/05/2025
Morningstar US Mutual Funds Extended +Includes ETFs and Money Market Funds.
.exe 11/30/2025
104.18
12/05/2025
.zip 11/30/2025
103.74
12/05/2025
Description
Extension
Data Through
Size MB
Last Updated
Fundata Canadian Mutual Funds
.exe 11/30/2025
17.63
12/10/2025
.zip 11/30/2025
17.15
12/10/2025
Lipper US Closed End Mutual Funds
.exe 11/30/2025
4.21
12/05/2025
.zip 11/30/2025
3.74
12/05/2025
Lipper US Mutual Funds Basic+
.exe 11/30/2025
39.63
12/05/2025
.zip 11/30/2025
39.17
12/05/2025
Lipper US Mutual Funds Extended+
.exe 11/30/2025
48.2
12/05/2025
.zip 11/30/2025
47.73
12/05/2025
Morningstar US Closed End Mutual Funds
.exe 11/30/2025
6.55
12/05/2025
.zip 11/30/2025
6.07
12/05/2025
Morningstar US Mutual Funds Basic +Includes ETFs and Money Market Funds.
.exe 11/30/2025
49.97
12/05/2025
.zip 11/30/2025
49.51
12/05/2025
Morningstar US Mutual Funds Extended +Includes ETFs and Money Market Funds.
.exe 11/30/2025
75.13
12/05/2025
.zip 11/30/2025
74.68
12/05/2025
includes updates for US equity databases
Description
Extension
Data Through
Size MB
Last Updated
Morningstar Equity
.exe 11/30/2025
56.13
12/04/2025
.zip 11/30/2025
55.67
12/04/2025
Zacks Stocks
.exe 11/30/2025
12.41
12/08/2025
.zip 11/30/2025
11.93
12/08/2025
Description
Extension
Data Through
Size MB
Last Updated
Morningstar Equity
.exe 11/30/2025
37.86
12/04/2025
.zip 11/30/2025
37.4
12/04/2025
Zacks Stocks
.exe 11/30/2025
7.86
12/08/2025
.zip 11/30/2025
7.38
12/08/2025
includes updates for all variable annuity data vendors
Description
Extension
Data Through
Size MB
Last Updated
Lipper Variable Annuities / Underlying Funds
.exe 11/30/2025
17.26
12/08/2025
.zip 11/30/2025
16.79
12/08/2025
Morningstar Underlying Funds
.exe 11/30/2025
17.86
12/05/2025
.zip 11/30/2025
17.39
12/05/2025
Morningstar Variable Annuities/Life
.exe 11/30/2025
372.67
12/09/2025
.zip 11/30/2025
372.31
12/09/2025
Description
Extension
Data Through
Size MB
Last Updated
Lipper Variable Annuities / Underlying Funds
.exe 11/30/2025
11.78
12/08/2025
.zip 11/30/2025
11.3
12/08/2025
Morningstar Underlying Funds
.exe 11/30/2025
13.76
12/05/2025
.zip 11/30/2025
13.29
12/05/2025
Morningstar Variable Annuities/Life
.exe 11/30/2025
245.08
12/09/2025
.zip 11/30/2025
244.68
12/09/2025
includes updates for the basic data versions of all the various non-US Lipper fund databases
Description
Extension
Data Through
Size MB
Last Updated
Description
Extension
Data Through
Size MB
Last Updated
includes updates for the extended fields versions of the non-US Lipper fund databases
Description
Extension
Data Through
Size MB
Last Updated
Lipper Offshore
.exe 11/30/2025
173.87
12/11/2025
.zip 11/30/2025
173.44
12/11/2025
Description
Extension
Data Through
Size MB
Last Updated
Lipper Offshore
.exe 11/30/2025
127.46
12/11/2025
.zip 11/30/2025
127.02
12/11/2025
includes updates for the various Morningstar non-US fund databases
Description
Extension
Data Through
Size MB
Last Updated
Morningstar Canada
.exe 11/30/2025
54.87
12/10/2025
.zip 11/30/2025
54.41
12/10/2025
Morningstar Germany
.exe 06/30/2025
101.05
07/14/2025
.zip 06/30/2025
100.61
07/14/2025
Morningstar Global Exchange Traded Funds
.exe 06/30/2025
42.37
07/14/2025
.zip 06/30/2025
41.91
07/14/2025
Morningstar Netherlands
.exe 06/30/2025
69.38
07/14/2025
.zip 06/30/2025
68.93
07/14/2025
Morningstar Offshore
.exe 11/30/2025
167.17
12/10/2025
.zip 11/30/2025
166.74
12/10/2025
Morningstar South Africa
.exe 11/30/2025
20.04
12/10/2025
.zip 11/30/2025
19.57
12/10/2025
Morningstar United Kingdom
.exe 06/30/2025
111.28
07/14/2025
.zip 06/30/2025
110.84
07/14/2025
Description
Extension
Data Through
Size MB
Last Updated
Morningstar Canada
.exe 11/30/2025
36.7
12/10/2025
.zip 11/30/2025
36.24
12/10/2025
Morningstar Germany
.exe 06/30/2025
67.04
07/14/2025
.zip 06/30/2025
66.59
07/14/2025
Morningstar Global Exchange Traded Funds
.exe 06/30/2025
33.59
07/14/2025
.zip 06/30/2025
33.13
07/14/2025
Morningstar Netherlands
.exe 06/30/2025
45.21
07/14/2025
.zip 06/30/2025
44.75
07/14/2025
Morningstar Offshore
.exe 11/30/2025
108.58
12/10/2025
.zip 11/30/2025
108.13
12/10/2025
Morningstar South Africa
.exe 11/30/2025
15.07
12/10/2025
.zip 11/30/2025
14.59
12/10/2025
Morningstar United Kingdom
.exe 06/30/2025
70.43
07/14/2025
.zip 06/30/2025
69.98
07/14/2025