Principia Support
Software Patches

A complete list of the current software patches and upgrades is listed below. Click one of the links for full instructions and downloads. If you have additional questions about Principia, please e-mail us at tech@morningstar.com or call 312 424-4299.

Update of Principia® Global Fund Reports for Network Users
(Principia® Mutual Funds Advanced and the Principia Suite | 7/17/2012)

Update of Principia® Import
(Principia® Import | 6/12/2012)

Update of Since Inception Return for VA/VL/VUL subaccounts
(Principia® Variable Annuity, Variable Annuity Advanced, and the Principia Suite | 8/17/2009)

Update of Morningstar Star rating for eight American Century Maturity Date Funds and correction to Stocks Returns
(Principia® Mutual Funds, Mutual Funds Advanced, Stocks, Stocks Advanced, and the Principia Suite | 7/20/2009)

Update of Asset Allocation Data for Some PIMCO portfolios
(Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuity, Variable Annuity Advanced, and the Principia Suite | 1/23/2009)

Update of Prospectus Gross Expense Ratio Data for Category Averages
(Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuity, Variable Annuity Advanced, Exchange Traded Funds and the Principia Suite | 11/13/2008)

Update of Presentations and Education Slide, Market Downturns and Recoveries - Periods of Turbulence, 1988-2007.
(Principia® Presentations and Education v1 2008 and the Principia Suite | 04/29/2008)

Update of Performance Data for Becker Value Equity (BVEFX).
(Principia® Mutual Funds, Mutual Funds Advanced, Hypotheticals and the Principia Suite | 02/20/2008)

Update of Missing information on Brokerage for Mutual Funds and Capital Gain Distribution for ETF
(Principia® Mutual Funds, Mutual Funds Advanced, Hypotheticals and the Principia Suite | 01/16/2008)

Update of Invalid Price Information
(Principia® Variable Annuity, Variable Annuity Advanced, and the Principia Suite | 12/14/2007)

Update of Incorrect Portfolio Composition Information
(Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuity, Variable Annuity Advanced, and the Principia Suite | 09/24/2007)

Update of Incorrect Performance and Fee Information
(Principia® Mutual Funds, Mutual Funds Advanced, and the Principia Suite | 06/20/2007)

Update of Incorrect Chart Color
(Principia® Presentations and Education Module 2007)

Update of Missing VA Subaccounts and Policies
(Principia® Variable Annuities/Life, Variable Annuities/Life Advanced, and the Principia Suite | 03/16/2007)

Update of Missing Funds
(Principia® Mutual Funds, Mutual Funds Advanced, and the Principia Suite | 01/17/2007)

Correction to Inactive Variable Annuities/Life Policy
(Principia® Variable Annuities/Life, Variable Annuities/Life Advanced, and the Principia Suite | 10/13/2006)

Correction to American Fund Family Name and Defined Contribution Plan Comparison Report (Expenses Page)
(Principia® Mutual Funds, Mutual Funds Advanced, and the Principia Suite | 09/11/2006)

Correction to Stocks Month-end Prices and Mutual Funds Annual Returns
(Principia® Stocks, Stocks Advanced, Hypotheticals, Mutual Funds Advanced, and the Principia Suite | 07/19/2006)

Correction to Underlying Securities in Complete Fund Holdings
(Principia® Variable Annuities/Life, Variable Annuities/Life Advanced and the Principia Suite | 04/18/2006)

Correction to ETF/HOLDR Trailing Performance and VA Overall Star Rating
(Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuities/Life, Variable Annuities/Life Advanced and the Principia Suite | 04/12/2006)

Update for primary index display
(Principia® Mutual Funds, Mutual Funds Advanced, Variable Annuities/Life, Variable Annuities/Life Advanced and the Principia Suite on DVD | 03/20/2006)

Correction to Defined Contribution Plan Comparison Report (Expenses page)
(Principia Defined Contribution Plans | 11/17/2005)

Correction to Defined Contribution Plan Status Report (Fees and Expenses page)
(Principia Defined Contribution Plans | 10/14/2005)

Update for % Rank Obj (all funds), trailing returns and MPT data for 18 funds
(Principia Mutual Funds/Mutual Funds Advanced/Suite on DVD | 07/18/2005)

Update for Distributions
(Principia Principia Mutual Funds/Mutual Funds Advanced/Closed End/Hypotheticals | 06/27/2005)

Correction to Morningstar Risk and Rating Search Function
(Principia Separate Accounts | 05/02/2005)

Correction to Trailing Returns for 53 iShares ETFs
(Principia Mutual Funds/Mutual Funds Advanced | 05/02/2005)

Correction to Portfolio Statistics
(Principia Mutual Funds/Mutual Funds Advanced | 03/22/2005)

Update for Users of May 2004 - December 2004 Principia CD-ROMs
(May 2004 - December 2004 CD-ROMs | 02/18/2005)

Correction to Trailing/Fourth Quarter Total Returns
(Principia Mutual Funds/Mutual Funds Advanced | 01/27/2005)

Correction for Hypothetical Module Include Benchmark Feature
(Principia Hypotheticals only | 01/27/2005)

Correction to Mutual Funds/Variable Annuities Portfolio Statistics
(Principia Mutual Funds/Mutual Funds Advanced/Variable Annuities | 11/19/2004)

Correction to Separate Account Quarterly Returns
(Principia Separate Accounts only | 10/15/2004)

Correction to Quarter-end Returns
(Principia Mutual Funds/Advanced only | 06/10/2004)

Correction to Fund Distributions and 2004 Quarterly Returns
(Principia Mutual Funds/Advanced only | 04/27/2004)

Correction to Individual Holdings and Comparison Options (Principia Hypotheticals only | 04/16/2004)

Upgrade for Users of Advent Axys 3.5.1 (or higher)
(04/04/2002)