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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

12-07-19
2,156
12-06-19
12,752
12-05-19
20,577
12-04-19
28,872
12-03-19
30,173
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 82,669 162
Switzerland 67,948 546
United Kingdom 63,244 5,257
France 55,641 1,449
Germany 53,708 1,762
Spain 46,585 510
Austria 44,044 195
Ireland 40,949 194
Italy 39,934 751
Netherlands 38,173 400
United States 34,914 35,682
Sweden 34,145 1,417
Finland 30,927 295
Canada 27,876 6,531
Belgium 26,924 280
Norway 25,125 630
Denmark 20,057 520
South Korea 18,445 2,969
Portugal 13,806 171
Liechtenstein 11,874 3
Brazil 11,136 1,028
Jersey 10,108 110
Hong Kong 9,456 1,260
India 9,057 5,655
Australia 8,935 2,588
Singapore 8,382 1,051
Chile 8,122 483
China 7,525 5,060
Taiwan 6,933 2,303
Japan 6,839 5,207
Mexico 5,845 271
South Africa 5,765 626
Poland 5,561 1,090
Guernsey 5,176 85
Thailand 1,548 944
Malaysia 1,133 1,494
Israel 645 615
Cayman Islands 527 220
Indonesia 337 770
Bermuda 235 78
Namibia 156 13
British Virgin Islands 106 46