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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
Release Notes
08-13-26 Product Update, Data Addition & Bug Fix

We made a Screener tool update, added data and fixed a bug.
Aug 13, 2026
News
Import Your Portfolio in Minutes

Whether you're building a portfolio from scratch or updating an existing portfolio, bringing your holdings into Morningstar Investor just got a lot easier.
Aug 6, 2026

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