Availability of Obsolete Securities
Search or Find obsolete securities that have merged or liquidated, including open-end funds, hedge funds and stocks
Research historical returns, share class/fund sizes, cash flows and holdings-based style trails
Include performance in time series charts and custom calculations
View three new data points: Obsolete Type, Obsolete Date, and Merged into Security
Phase One of New Performance Reporting Capability
Organize and group your investments any way you want all on the same list
Create unique peer groups for each display group, or use the Morningstar Category
Customize benchmarks for both display and MPT statistics at the group and individual investment level
Auto-float dates for the most up-to-date performance � even daily
Rank any data point over any time period against user-defined peer groups, Morningstar Category or relative benchmark
Include supplemental data such as the Morningstar Rating� or portfolio statistics
Dynamic calculations whenever the report is run and continue to work in Morningstar Direct while report runs
Charts/Reports
New peer group options available in Floating Bar and Scatterplot charts and Performance Evaluation report: GIF Sector, AIC Sector, IMA Sector, ABI Life Sector, ABI Pension Sector, Categoria Inverco, Categoria Assogestioni
Option for a non-log scale in the growth chart
Dynamic benchmark selection for reports, including MPT statistics against category benchmark and specified prospectus benchmark
Logo/image component in Report Builder now accessible from any location
Generate up to 15 Rating Analysis reports in a batch
Data and Coverage
Organized US Policy and Subaccount universes into Group/Non-Group sub-universes
Dividend payment schedule (monthly, quarterly, annually) added
Analyst Assigned benchmark a viewable data point
Daily return index for GIFS averages, enabling point-to-point performance calculation on GIFS level
Historical annual income return and growth return
Fund Size as of date
Historical Rating and Rank data available for UK Life and Pension universe
Analyst reports available for UK and Australian sub-universes
Categories
Added Historical Morningstar Category back to 2003
Category percentile ranks available for UK Life and Pension universe
Usability
Enhanced performance for faster opening of fund universes, running searches, and generating Aggregates/Custom Fund reports; additional improvement will be included in future releases
Customize the layout of your Home page by moving available components or hiding components
Save column widths for Investment Lists or Search Criteria
Search security name by "Does Not Contain"
Save Benchmark and Average settings for saved searches
Option to export to an existing Excel file