* May 31, 2005: update to remove currency setting option on non-U.S. quicktake reports. European return data will now be stated in base currency instead of USD.
Data Enhancements
Added China open-end and closed-end funds to the open-end and closed-end investment universes
Introduced regional data trees so that only data points pertinent to the region are shown in search criteria and edit data points dialog. From the global menu, click File>Global Settings>Data Tree and select the desired region.
Added Morningstar equity sector and super sector indexes
Added data point: Country Available for Sale
Removed data point: Capital Loss Carryforward
Functionality Enhancements
Introduced broadcast messages which will be posted above Shared File Notifications on Home. This area appears only when a relevant message is being broadcast.
Holdings Similarity chart: compare the similarity of holdings for a list of investments in matrix format. Refer to Help for a detailed explanation.
Added templates for search criteria: China Open-End Funds, China Closed-End Funds, Canada Segregated Funds. From the global menu, click File>Add Templates.
Coming Soon
Australia funds
Stacked Bar chart
Quarter-end trailing return and risk statistics data view
Report Builder enhancements