MSCI US Evergreen Fund Monthly Indexes
As evergreen private-market funds rapidly expand, market participants need a consistent way to compare performance across managers and share classes. MSCI US Evergreen Fund Monthly Indexes deliver standardized benchmarks with monthly performance, normalized NAVs and distribution data – bringing greater transparency to semi-liquid private markets.
Key benefitsStandardized insights for evergreen investing
Accurate performance metrics
Measure performance using methodologies designed specifically for evergreen fund structures, accounting for fees and other factors that can materially affect results when compared with open-ended fund indexes.
Improved investor decision-making
Support efficient fund selection for wealth platforms, wealth managers and multi-asset allocators with observable, comparable evergreen benchmarks.
Actionable market intelligence
Enhance visibility into an expanding universe of managers and funds, through granular and customizable benchmarking tools .
MSCI US Evergreen Fund Monthly Indexes at a glance
Monthly
headline benchmarks for US semi-liquid evergreen funds
100%
Coverage of relevant funds1
69%
Coverage of the US evergreen market2
100+
Index Constituents
Request evergreen fund index fact sheetsAccess index methodology, coverage and performance history for each asset-class benchmark.
Frequently asked questions
Evergreen funds, also referred to as semi-liquid fund structures, are open-end private market vehicles designed to accept new capital and allow redemptions on an ongoing basis, typically through scheduled liquidity windows (subject to fund terms, limits, and available liquidity). Compared to traditional closed-end private markets, evergreen funds often feature:
- More frequent opportunities to subscribe or redeem
- Lower minimum investment thresholds (in many cases)
- Ongoing capital subscriptions and redemptions, rather than a single commitment with a multi-year lockup
MSCI US Evergreen Fund Monthly Indexes Resources
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1 Based on total NAV for monthly reporting funds > $100m AUM per index constituent inclusion criteria.
2 Based on total NAV for all private investment-focused, SEC-registered funds.