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

03-23-19
19,255
03-22-19
16,708
03-21-19
73,448
03-20-19
33,268
03-19-19
92,753
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 71,348 165
Switzerland 59,427 538
United Kingdom 55,032 5,157
France 49,538 1,427
Germany 47,762 1,743
Spain 41,180 503
Austria 40,268 191
Ireland 35,264 200
Italy 34,218 714
Netherlands 34,153 409
United States 32,581 35,017
Sweden 31,347 1,388
Finland 28,312 289
Belgium 23,626 279
Canada 22,607 6,960
Norway 22,316 615
Denmark 17,899 513
South Korea 17,420 2,878
Portugal 12,009 172
Liechtenstein 9,995 3
Jersey 9,783 106
Hong Kong 8,633 1,234
Brazil 8,402 999
Australia 8,394 2,576
Singapore 6,592 1,033
India 5,929 5,594
Japan 5,891 5,141
China 5,640 4,931
Taiwan 5,566 2,278
Chile 5,564 481
Mexico 5,393 271
Poland 5,316 1,070
South Africa 4,878 617
Guernsey 4,729 107
Thailand 1,200 915
Malaysia 697 1,457
Israel 667 580
Cayman Islands 452 200
Indonesia 336 724
Bermuda 221 79
Namibia 134 13
British Virgin Islands 101 47