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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

01-21-19
25,087
01-20-19
30,079
01-19-19
5,933
01-18-19
73,818
01-17-19
52,062
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 72,133 163
Switzerland 60,138 538
United Kingdom 55,613 5,265
France 50,073 1,426
Germany 48,306 1,742
Spain 41,640 500
Austria 40,723 189
Ireland 35,501 195
Italy 34,642 707
Netherlands 34,522 403
United States 32,884 34,874
Sweden 31,771 1,384
Finland 28,656 287
Belgium 23,936 276
Canada 22,766 6,935
Norway 22,555 614
Denmark 18,043 512
South Korea 17,588 2,867
Portugal 12,139 172
Liechtenstein 10,147 3
Jersey 9,903 57
Hong Kong 8,659 1,229
Australia 8,444 2,578
Brazil 8,032 997
Singapore 6,603 1,030
Japan 5,947 5,113
India 5,882 5,571
Chile 5,572 481
Taiwan 5,520 2,276
China 5,427 4,931
Mexico 5,373 270
Poland 5,343 1,068
South Africa 4,853 619
Guernsey 4,776 62
Thailand 1,197 911
Malaysia 679 1,460
Israel 678 580
Cayman Islands 451 162
Indonesia 338 720
Bermuda 223 62
Namibia 135 13
British Virgin Islands 104 26