08-20-26 Product Update

Product & Data Updates

Within the Screener tool, added the Active/Passive Strategy Type data point to the default Summary views for Mutual Funds, ETFs, and combined Mutual Fund & ETF universes, helping users quickly identify a fund's management approach.

More Release Notes

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

We made a Screener tool update, added data and fixed a bug.
08-06-26 Product Enhancements and Bug Fixes

Product enhancements and bug fixes.
07-30-26 Product Enhancements, Data Addition & Bug Fixes

We launched a new Portfolio tool capability, added data and fixed several bugs.

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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.

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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.

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Product & Data Updates

More Release Notes

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

08-06-26 Product Enhancements and Bug Fixes

07-30-26 Product Enhancements, Data Addition & Bug Fixes

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