10-29-26 Data, Product Enhancements & Bug Fixes

Data & Product Enhancements

• We have updated the Actions menu on Stock, Fund & ETF security pages (previously called “More Actions”). The standalone Download and Read Full Report buttons in the page header have been replaced by a single Actions menu where you can download reports and add securities to the Compare tool, Watchlists and Charts. Stock pages also now offer our new long-form Equity Report, which you can request and download right from the Actions menu. For Morningstar's take on a security, you can still find it on the Analysis tab.
• We have updated our Z-Statistic data point for US closed-end funds to use the Ex Par version, replacing the Cum Par version, whose source data had not been updated for many funds. Any saved views that included the Cum Par version now show the Ex Par equivalent for the same period. We also updated Premium/Discount (1Y Avg) so it shows current values for these funds.

Bug Fixes

• We fixed a bug in which the YTD returns in the Trailing Returns table on Fund, ETF, closed-end fund and index Performance pages showed "—" instead of a value. We rebuilt the table on our own data, so returns display reliably across the Day End, Month End and Quarter End views. 
• We fixed a bug in the Screener tool where filtering by Best Fit Index also returned funds with similarly named but different indexes. The Best Fit Index filter is now a pick list of index names and returns only funds that match your selection. 
• We fixed a bug in which selecting the 3-year period for the Z-Statistic data point could show the 1-year value instead.
• We fixed an issue where certain virtual share classes could not be found using their own ISIN and could display an incorrect ISIN in report headers. Users can now search these investments by their own ISIN, and reports show the correct ISIN. Initial support includes Capital Group share classes, with additional cases to follow.