Data Enhancements
Added country breakdown data points
Eliminated Stable Value category for the United States Open End Fund universe
Portfolios older than 24 months no longer show in standard columns; historical portfolio data is unaffected
Created saved Search Criteria to display funds from the Europe Open End Fund universe separately by country
Functionality Enhancements
Open Quicktake reports for Europe Open End Funds by clicking on the fund name from an investment list
Convert to different currencies and save currency settings on a global level, by universe/investment list/search criteria, and at the data point level for certain returns related data points. The default currency for charts and reports is selected according to the context from which they are invoked.
Run total return Search Criteria in your selected currency
Launch Search Criteria from within a Morningstar Universe
View complete information for data points with multiple listings (Auditor, Brokerage Availability, Manager Name, Transfer Agent) by hovering over the word Multiple in an investment list
Select date using calendar selection tool