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About the Morningstar Document Library

The Morningstar Document Library is a comprehensive resource for investment documents, from prospectuses to annual reports. By combining more than 20 years of data collection experience with advanced technology, Morningstar delivers accurate and timely documents to clients, enabling them to meet regulatory requirements as well as deliver excellent service to investors.

State-of-the-Art Technology

Morningstar's scalable global infrastructure is designed for performance, resilience and high availability. This infrastructure manages 22 online products, including Morningstar.com, which handles peak loads of three million page views per day. With locations in Chicago, London, Shenzhen, and Sydney, our worldwide data centers ensure 24*7 business continuity for all of Morningstar's global users.

The Clients We Serve

The Morningstar Document Library is ideal for brokerage firms or retirement plan service providers that want to outsource costly document collection and maintenance. In addition to this web interface, the Document Library can also be private-labeled or provided through APIs. Advisors and plan providers can grant investors direct access to the library via their own websites, ensuring investors receive immediate access to key documents. Fund companies and compliance officers find it a valuable resource for current and archived proprietary and competitor filings.

Benefits

Global investment coverage

Documents available within 24 hours of submission to the SEC

Seamless integration

Data collection expertise

Download the Morningstar Document Library product brochure(PDF)

October 2008 | 4.6M

brochure cover
Documentation Available

Annual reports

Factsheet

Form Adv I & II

Insider activity

Key announcements

Prospectuses

Registration statements

Semi-annual reports

Significant ownership

Simplified Prospectus

Statements of additional information (SAI)

Summary Prospectus

Supplements

New Documents In Past Five Days

09-25-18
15,533
09-24-18
13,255
09-23-18
1,048
09-22-18
56,615
09-21-18
52,676
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 51,099 220
Switzerland 42,569 537
United Kingdom 41,987 5,235
France 38,078 1,414
Germany 35,236 1,735
Spain 30,717 501
Austria 30,673 188
United States 30,405 34,743
Netherlands 25,902 412
Ireland 25,275 195
Sweden 23,965 1,360
Italy 23,608 701
Canada 22,235 6,860
Finland 20,969 280
Norway 17,069 612
Belgium 15,096 283
Denmark 12,446 505
South Korea 10,658 2,804
Portugal 9,185 166
Jersey 8,192 70
Brazil 8,158 962
Australia 7,645 2,570
Hong Kong 7,549 1,206
Liechtenstein 5,904 3
Japan 5,780 5,068
India 5,292 5,548
Singapore 5,281 1,026
Taiwan 4,733 2,249
Guernsey 4,580 64
Poland 4,577 1,065
South Africa 4,564 618
Mexico 3,983 267
China 2,976 4,867
Chile 2,917 481
Thailand 887 898
Israel 675 574
Malaysia 624 1,447
Cayman Islands 402 186
Bermuda 223 62
Namibia 132 13
British Virgin Islands 105 29