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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

11-14-19
14,686
11-13-19
49,350
11-12-19
40,181
11-11-19
36,460
11-10-19
25,721
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 81,976 161
Switzerland 67,685 546
United Kingdom 62,994 5,247
France 55,343 1,447
Germany 53,480 1,761
Spain 46,461 510
Austria 43,950 195
Ireland 40,834 194
Italy 39,745 747
Netherlands 37,925 400
United States 35,020 35,664
Sweden 33,976 1,414
Finland 30,782 293
Canada 27,810 6,530
Belgium 25,760 280
Norway 24,981 630
Denmark 19,934 519
South Korea 18,440 2,953
Portugal 13,577 171
Liechtenstein 11,821 3
Brazil 11,169 1,027
Jersey 10,101 111
Hong Kong 9,433 1,258
India 8,933 5,651
Australia 8,915 2,584
Chile 7,637 483
China 7,386 5,054
Singapore 7,271 1,048
Taiwan 6,900 2,295
Japan 6,862 5,199
Mexico 5,843 271
South Africa 5,695 625
Poland 5,540 1,090
Guernsey 5,192 88
Thailand 1,523 941
Malaysia 1,013 1,493
Israel 646 611
Cayman Islands 517 228
Indonesia 336 762
Bermuda 249 78
Namibia 156 13
British Virgin Islands 106 46