09-17-26 Product Enhancements

Product Enhancements

  • Visitors to Morningstar.com can now access a new Historical Data tab on Stock, ETF, and Mutual Fund pages to view historical pricing information, dividends, distributions, and share split events. Morningstar Investor Subscribers have access to additional date ranges, custom date selection, and data download capabilities.
  • Enhanced Group By functionality in Watchlists and Portfolios now allows investors to independently group Stocks and Funds & ETFs, providing greater flexibility when analyzing mixed holdings.
  • Updated the Company Report module on the Stock Summary page by changing the CTA from "Read Full Report" to "Read Analysis" and routing users directly to the new Stock Analysis tab. The View Archive pathway remains unchanged.

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