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Release Notes
General UpdatesEquityManaged InvestmentsAPIData FeedsEssentials
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General Updates
  • Clarification for SMA and Models Morningstar Category Updates
  • FTP.morningstar.com Disaster Recovery Test – Jul. 26, 2025
  • Upcoming Morningstar Category Updates - Oct. 31, 2025
Equity
  • Morningstar Equity Data Enhancement
Managed Investments
API
Data Feeds
  • Morningstar Data Services - Assets Percent in Top 10 Holdings Data Point Update - Jul. 17, 2025
  • ASISA Sector Category Changes – Oct. 1, 2025
  • Morningstar API Center Maintenance - Jul. 19, 2025, & Jul. 26, 2025
Essentials
The Updates discussed on this site are tentatively scheduled for the upcoming release. Morningstar does not guarantee that the Updates will be included in a release, and Morningstar may in its discretion elect not to implement an Update. Please check the site regularly for the latest Release News.
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