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

07-17-18
38,552
07-16-18
33,374
07-15-18
27,103
07-14-18
62,405
07-13-18
18,825
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 51,589 216
Switzerland 42,992 534
United Kingdom 42,308 5,222
France 38,396 1,412
Germany 35,583 1,723
Spain 31,003 497
Austria 30,960 190
United States 30,613 34,632
Netherlands 26,120 422
Ireland 25,486 201
Sweden 24,198 1,364
Italy 23,767 684
Canada 22,307 6,840
Finland 21,153 279
Norway 17,212 612
Belgium 15,203 279
Denmark 12,541 503
South Korea 10,742 2,775
Portugal 9,245 166
Jersey 8,275 70
Brazil 8,271 953
Australia 7,677 2,568
Hong Kong 7,608 1,097
Liechtenstein 5,933 3
Japan 5,846 5,043
India 5,307 5,672
Singapore 5,295 1,016
Taiwan 4,785 2,223
Guernsey 4,653 66
Poland 4,593 1,059
South Africa 4,582 616
Mexico 4,010 267
China 3,048 4,935
Chile 2,959 481
Thailand 894 899
Israel 682 577
Malaysia 630 1,431
Cayman Islands 398 182
Bermuda 223 62
Namibia 133 13
British Virgin Islands 102 30