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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

12-10-17
10,739
12-09-17
18,711
12-08-17
62,230
12-07-17
19,959
12-06-17
34,087
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,756 214
Switzerland 44,518 520
United Kingdom 43,637 5,119
France 39,731 1,384
Germany 36,985 1,699
Spain 32,134 490
Austria 32,058 189
United States 31,718 34,000
Netherlands 27,035 414
Ireland 26,347 199
Sweden 25,002 1,315
Italy 24,838 661
Canada 23,065 6,744
Finland 21,769 271
Norway 17,760 599
Belgium 15,753 283
Denmark 12,960 495
South Korea 10,937 2,728
Portugal 9,491 164
Jersey 8,571 69
Brazil 8,346 939
Australia 7,768 2,570
Hong Kong 7,750 1,040
Liechtenstein 6,219 3
Japan 6,056 4,957
Singapore 5,435 1,002
India 5,403 5,530
Taiwan 4,860 2,202
Guernsey 4,820 65
South Africa 4,772 600
Poland 4,653 1,045
Mexico 4,018 264
China 3,177 5,496
Chile 3,046 473
Thailand 933 883
Israel 711 562
Malaysia 655 1,415
Cayman Islands 431 176
Bermuda 225 62
Namibia 135 12
British Virgin Islands 100 25