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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

11-18-19
22,755
11-17-19
54,972
11-16-19
35,870
11-15-19
67,680
11-14-19
57,090
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 82,079 162
Switzerland 67,760 546
United Kingdom 63,001 5,247
France 55,379 1,447
Germany 53,528 1,762
Spain 46,493 510
Austria 43,992 195
Ireland 40,882 194
Italy 39,754 747
Netherlands 37,951 400
United States 35,019 35,674
Sweden 33,984 1,414
Finland 30,794 293
Canada 27,790 6,531
Belgium 26,794 280
Norway 24,998 630
Denmark 19,962 520
South Korea 18,441 2,955
Portugal 13,591 171
Liechtenstein 11,822 3
Brazil 11,145 1,027
Jersey 10,111 111
Hong Kong 9,438 1,258
India 8,966 5,653
Australia 8,924 2,584
Singapore 8,391 1,050
Chile 8,017 483
China 7,404 5,058
Taiwan 6,895 2,297
Japan 6,859 5,205
Mexico 5,844 271
South Africa 5,714 625
Poland 5,539 1,090
Guernsey 5,194 88
Thailand 1,527 942
Malaysia 1,019 1,493
Israel 646 610
Cayman Islands 517 223
Indonesia 336 764
Bermuda 249 78
Namibia 156 13
British Virgin Islands 106 46