Zephyr Updates - Mutual Funds

Mutual Fund Database Updates

Software Upgrades

Data Updates

	Indexes
	Managers
	Mutual Funds
	Variable Annuities
	Hedge Funds
	Stocks
	Daily Data

DOWNLOAD INSTRUCTIONS: Click on the link below for the update that you want. If you are using Internet Explorer you can either run the file directly or save to your computer. Netscape allows you to only save it to your computer. Select the directory that you want to save to. After download is complete use a file manager to go to that directory then double-click the icon for the update file and follow the update instructions. If you cannot download executable files then use the alternate Zip files at the bottom of this page.

Database

Date Updated

Size

Morningstar Mutual Funds

12/08/2008

46 MB

Contains mutual fund data through November 2008.
Morningstar Universe and Index Update
For users that cannot run the executable to install the databases, download this ZIP file of Database Backups (.bak files), delete the old databases then restore the new databases and then add the StyleADVISOR user to the database. Backup Files

Morningstar Mutual Funds Extended Fields

12/08/2008

67 MB

Contains mutual fund data through November 2008.
This database requires a separate subscription from the regular Morningstar database.
For users that cannot run the executable to install the databases, download this ZIP file of database backup files (.bak files), delete the old databases then restore the new databases and then add the StyleADVISOR user to the database. Backup Files

Morningstar Closed End Mutual Funds

12/08/2008

3 MB

Includes closed end mutual fund data through November 2008.

Lipper US Mutual Fund Basic+

12/08/2008

33 MB

Includes mutual funds, money market funds and exchange traded funds updated through November 2008.
Lipper Universe and Index Update
For users that cannot run the executable to install the databases, download this ZIP file of Database Backups (.bak files), delete the old databases then restore the new databases and then add the StyleADVISOR user to the database. Backup Files

Lipper US Mutual Fund Extended Fields

12/08/2008

40 MB

Includes mutual funds, money market funds and exchange traded funds updated through November 2008.

Lipper US Closed End Mutual Funds

12/09/2008

2 MB

Includes closed end mutual funds updated through November 2008.

Fundata Canada Mutual Funds

12/09/2008

6 MB

Includes Canadian domiciled mutual funds updated through November 2008.

Lipper Offshore Mutual Funds

12/15/2008

30 Mb

Contains offshore domiciled mutual funds updated through November 2008.

Morningstar European Mutual Funds

12/16/2008

80 MB

Includes European domiciled mutual funds updated through November 2008.

Morningstar Canadian Mutual Funds

12/15/2008

11 MB

Includes Canadian domiciled mutual funds updated through November 2008.
For users that cannot run the executable to install the databases, download this ZIP file of database backup files (.bak files), delete the old databases then restore the new databases and then add the StyleADVISOR user to the database. Backup Files

Morningstar Money Market Funds

12/09/2008

4 MB

Includes US money market funds updated through November 2008.

Download ZIP files: If you cannot download executable files because of company security policies download the following ZIP files, unzip and then run the update executable. To unzip the executable you can use many different products including WinZip.

Morningstar Mutual Funds	12/08/2008	37 MB
Morningstar Mutual Funds Extended Fields	12/08/2008	57 MB
Morningstar Closed End Mutual Funds	12/08/2008	3 MB
Lipper US Mutual Funds Basic+	12/08/2008	27 MB
Lipper US Mutual Funds Extended Fields	12/08/2008	35 MB
Lipper US Closed End Mutual Funds	12/09/2008	2 MB
Fundata Canada Mutual Funds	12/09/2008	5 MB
Lipper Offshore Mutual Funds	12/15/2008	25 Mb
Morningstar European Mutual Funds	12/16/2008	70 MB
Morningstar Canadian Mutual Funds	12/15/2008	10 MB
Morningstar Money Market Funds	12/09/2008	3 MB