Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes. With the full suite expected to become available in Q1 2026, these indexes will offer investors comprehensive peer group benchmarks designed to measure the performance of nontraded “semiliquid” or “evergreen” funds.

Spanning multiple asset classes through subindexes across private equity, private debt, real estate, infrastructure, and multi-asset strategies, the Morningstar PitchBook US Evergreen Fund Indexes will remove barriers in private markets to offer investors a data-driven view of how evergreen funds perform relative to public market alternatives, and one another.

Sanjay Arya, head of index innovation, Morningsta

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