What's New | Morningstar

Morningstar

All

News

Release Notes

Release Notes
10-15-26 Product Enhancements & Bug Fixes

We released Product Enhancements to the experience & fixed several Bugs.
Oct 15, 2026
Release Notes
10-08-26 Product Enhancements & Bug Fixes

We released Product Enhancements to the experience & fixed several Bugs.
Oct 8, 2026
Release Notes
10-01-26 Product Enhancements & Bug Fixes

We released product enhancements and bug fixes.
Oct 1, 2026
News
How to Spot Hidden Overlap in Your Funds and Avoid the Diversification Trap

Learn from Morningstar manager research analysts Dan Sotiroff and Todd Trubey, who show how to uncover concentrated positions, compare potential diversifiers, and decide whether your funds are doing different jobs.
Sep 28, 2026
Release Notes
09-24-26 Product Enhancements & Bug Fixes

We released security page enhancements and fixed a couple bugs.
Sep 24, 2026
Release Notes
09-17-26 Product Enhancements

We released enhancements.
Sep 17, 2026
Release Notes
09-10-26 Product Enhancement & Bug Fixes

We released an enhancement to security pages and fixed a couple bugs.
Sep 10, 2026
Release Notes
09-03-26 Release Notes

09-03-26 Release Notes
Sep 3, 2026
Release Notes
08-27-26 Bug Fixes

We fixed a couple bugs impacting our Screener Tool.
Aug 27, 2026
Release Notes
08-20-26 Product Update

We made a Screener tool update, added data and fixed a bug.
Aug 20, 2026

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.