Benchmark your next evergreen fund before you allocate

Evergreen funds don’t come in one structure, and that’s where diligence slows down. In this walkthrough, we show how to underwrite an evergreen fund in PitchBook before it’s in your portfolio, from screening by structure to benchmarking against the Morningstar PitchBook Evergreen Fund Indexes.

In this video, we show how to:
• Screen evergreen funds by structure, including BDCs, interval funds, tender offer funds, non-traded REITs, ELTIFs, and LTAFs
• Open a fund profile to review portfolio holdings, fund returns history, terms and fees, and cost estimates for each share class
• Benchmark performance against the Morningstar PitchBook Evergreen Fund Indexes without building your own peer group
• Compare up to 10 indexes at once and export the charts and data for your own analysis
• Track where capital and structures are moving with our quarterly US Evergreen Fund Landscape report

Coming soon: time-weighted returns for institutional evergreen funds, directly on their fund profiles.