Add to Watch List(s)

Add selected investments to:
Forgot your password?
Click here
E-Mail Address
Password
submit
Remember my login information
Don't Have An Account? Sign up for a free, 30-day trial.

Join now, and in a few minutes, you will have access to the most comprehensive library of investment documents.

create new Account

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

04-21-21
7,586
04-20-21
90,167
04-19-21
51,698
04-18-21
4,528
04-17-21
58,775
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 92,606 166
Switzerland 75,403 559
United Kingdom 69,088 5,391
France 59,328 1,465
Germany 58,221 1,798
Spain 51,693 582
Austria 46,394 202
Ireland 45,925 201
Italy 44,355 797
Netherlands 39,784 447
Sweden 36,953 1,509
United States 34,531 37,294
Finland 32,902 306
Canada 28,407 6,638
Belgium 28,148 290
Norway 27,946 708
Denmark 22,499 552
South Korea 19,730 3,128
Portugal 16,386 176
Liechtenstein 15,198 5
Jersey 11,486 107
Hong Kong 10,546 1,286
Brazil 10,492 1,079
India 10,381 5,801
China 10,157 5,300
Australia 8,784 2,627
Singapore 7,992 1,076
Taiwan 7,773 2,369
Japan 7,133 5,370
Chile 6,782 484
Guernsey 6,634 84
South Africa 6,612 633
Mexico 6,144 276
Poland 5,803 1,118
Bermuda 3,929 77
Thailand 1,921 982
Malaysia 1,561 1,528
Cayman Islands 784 269
Israel 619 791
Indonesia 478 841
Namibia 162 15
British Virgin Islands 82 49