09-24-26 Product Enhancements & Bug Fixes | Release Notes | Morningstar

Morningstar

Product Enhancements

We added some additional language to Summary pages for Morningstar Quantitative Star Ratings to elaborate on the methodology and application of this rating. For example, “JEM is momentum-capped to 3 stars, regardless of its fair value estimate, due to ranking in the bottom 30% by 12-month price momentum.” This addition can be found within the Price vs Fair Value section of the cover page for applicable stocks.
We have changed the title of the previous “Fund Analysis” tab for individual security pages for Mutual Funds and ETFs to “Analysis”. None of the content has been altered and this is still where users can access detailed Manager Research perspectives regarding Morningstar’s take on a security.

Bug Fixes

We fixed a bug in which a small subset of users was experiencing Portfolio tool loading issues if they had previously linked accounts and then deleted them.
We fixed a bug in which the Performance tab in the Portfolio tool was not loading in all instances for all users.

More Release Notes

09-17-26 Product Enhancements

We released enhancements.
09-10-26 Product Enhancement & Bug Fixes

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

09-03-26 Release Notes

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