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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

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39,984
11-11-19
36,461
11-10-19
25,721
11-09-19
11,854
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42,734
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 81,800 161
Switzerland 67,489 546
United Kingdom 62,863 5,246
France 55,183 1,447
Germany 53,337 1,761
Spain 46,266 510
Austria 43,834 195
Ireland 40,782 194
Italy 39,694 746
Netherlands 37,770 399
United States 35,068 35,643
Sweden 33,941 1,414
Finland 30,747 293
Canada 27,682 6,529
Belgium 25,722 280
Norway 24,952 630
Denmark 19,900 519
South Korea 18,450 2,951
Portugal 13,553 171
Liechtenstein 11,813 3
Brazil 11,166 1,027
Jersey 10,101 111
Hong Kong 9,401 1,258
Australia 8,911 2,584
India 8,893 5,651
Chile 7,536 483
China 7,383 5,051
Singapore 7,266 1,048
Taiwan 6,900 2,294
Japan 6,862 5,195
Mexico 5,843 271
South Africa 5,674 625
Poland 5,540 1,090
Guernsey 5,193 88
Thailand 1,519 939
Malaysia 1,011 1,493
Israel 646 611
Cayman Islands 517 229
Indonesia 335 762
Bermuda 249 78
Namibia 151 13
British Virgin Islands 106 46