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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

11-19-18
10,578
11-18-18
34,231
11-17-18
46,481
11-16-18
72,428
11-15-18
84,676
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,577 162
Switzerland 44,098 536
United Kingdom 43,172 5,250
France 39,179 1,416
Germany 36,935 1,739
Austria 32,023 188
Spain 31,564 499
United States 30,123 34,822
Netherlands 26,903 401
Ireland 26,167 195
Sweden 24,837 1,367
Italy 24,835 703
Canada 22,140 6,907
Finland 21,780 284
Norway 17,541 614
Belgium 15,788 276
Denmark 13,009 509
South Korea 10,674 2,821
Portugal 9,185 169
Jersey 8,436 57
Brazil 8,056 988
Australia 7,653 2,577
Hong Kong 7,579 1,218
Liechtenstein 6,395 3
Japan 5,745 5,096
Singapore 5,422 1,026
India 5,308 5,556
Mexico 5,047 269
Poland 4,949 1,061
Taiwan 4,900 2,263
Guernsey 4,746 62
South Africa 4,595 618
Chile 3,359 481
China 3,022 4,894
Thailand 886 908
Israel 673 578
Malaysia 620 1,454
Cayman Islands 452 170
Indonesia 337 710
Bermuda 222 61
Namibia 131 13
British Virgin Islands 105 28