Morningstar to Remove Legacy Separate Account Type - Apr. 17, 2025

Licensed Data Release Notes

Originally posted Apr. 17, 2025

Morningstar identified the attached 1,054 securities that still reflect their legacy separate account type of either composite (1), CIT (2), pooled fund (3), or CUMA (4). As such, on Apr. 17, 2025, we are removing the account type for these securities to avoid confusion. Clients consuming the account type for the impacted securities should be aware that it will no longer populate after Apr. 17 and make any necessary adjustments. Contact Morningstar Support with additional questions or needs.