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Principia Support :
Software
Patches
Update of Morningstar Rating for eight American Century Maturity Date Funds and correction to Stocks Returns
The July 2009 release
of Principia® Mutual Funds, Mutual Funds Advanced, Stocks, Stocks Advanced, and the Principia Suite (with data as of 06-30-09) contained some data errors.
Note: Please ensure you have already installed the July 2009 release before the installation of the following patch files.
This past quarter end, eight American
Century Maturity Date funds were incorrectly moved from Investment
Grade categories to Target Date categories.
| American Century
Target Mat 2010 Adv |
| American Century Target Mat
2010 Inv |
| American Century Target Mat
2015 Adv |
| American Century Target Mat
2015 Inv |
| American Century Target Mat
2020 Adv |
| American Century Target Mat
2020 Inv |
| American Century Target Mat
2025 Adv |
| American Century Target Mat
2025 Inv |
Patch fix072009MFAdv.exe updates the categories, Morningstar Rating and Total Return Percentile Ranks for these funds in Principia® Mutual Funds Advanced Module. Note: This patch, fix072009MFAdv.exe is only
for subscribers of Mutual Funds Advanced Module or
the Principia Suite. If you do not have either of
these installed then you do not need to install this
patch.
Patch fix072009MF.exe updates the
categories, Morningstar Rating and Total Return Percentile
Ranks for these funds in Principia® Mutual Funds
Module. Note: This patch, fix072009MF.exe is only for
subscribers of Mutual Funds Module. If you do not have it installed
then you do not need to install this patch.
Patch fix072009ST.exe
updates return
data for some stocks in Principia® Stocks and Stocks
Advanced Module. Note: This patch, fix072009ST.exe is
only for subscribers of the Stocks Module, the Stocks Advanced Module or
the Principia Suite. If you do not have either of
these installed then you do not need to install this
patch.
Principia subscribers
We recommend that all subscribers to Principia
Mutual Funds, Mutual Funds Advanced, Stocks, Stocks Advanced,
and the Principia Suite download and install the appropriate patch.
Please ensure that you attempt to download and install the patch intended only for the modules you subscribe to.
This patch is intended for those who subscribe to a single-user
version of Principia or for administrators of network versions. If
you are unsure which Principia license you have, launch Principia,
click the Help menu, then click About Principia. The last line of
the message box reads either Single User Version or Network Version.
To download and install the patch for single-user version
| 1 |
Close Principia. |
| 2 |
Download the patch, and then choose to save the files to
your hard disk. |
| 3 |
Save the files to a folder on your PC. Note the name and location of this folder.
When download is complete, locate the files and double-click them. Follow the
on-screen instructions. |
To download and install the patch for network version
| 1 |
Please ensure that no users currently have Principia open
and that you are installing the patch from a workstation that has Principia installed on
it while logged on using an account that has rights to install to the Server. |
| 2 |
Download the patch, and then choose to save the files to
your hard disk. |
| 3 |
Save the files to a folder on your PC. Note the name and location of this folder.
When download is complete, locate the files and double-click them. Follow the
on-screen instructions. |
Help
If you have trouble
downloading or installing this patch, e-mail us at
tech@morningstar.com or call Tech Support at 312-424-4299. |
