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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

12-13-19
29,060
12-12-19
38,535
12-11-19
61,138
12-10-19
21,776
12-09-19
17,078
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 82,780 162
Switzerland 68,232 547
United Kingdom 63,604 5,262
France 55,915 1,449
Germany 53,906 1,766
Spain 46,769 510
Austria 44,316 196
Ireland 41,229 194
Italy 40,159 752
Netherlands 38,517 405
United States 34,906 35,679
Sweden 34,207 1,419
Finland 30,969 295
Canada 27,851 6,532
Belgium 27,008 280
Norway 25,138 630
Denmark 20,077 520
South Korea 18,455 2,973
Portugal 13,871 171
Liechtenstein 12,013 3
Brazil 11,119 1,029
Jersey 10,100 109
Hong Kong 9,403 1,262
India 9,077 5,655
Australia 8,934 2,598
Singapore 8,384 1,051
Chile 8,129 483
China 7,535 5,067
Taiwan 6,943 2,304
Japan 6,835 5,208
Mexico 5,892 271
South Africa 5,775 627
Poland 5,721 1,090
Guernsey 5,188 82
Thailand 1,530 945
Malaysia 1,139 1,494
Israel 645 631
Cayman Islands 527 218
Indonesia 339 771
Bermuda 234 77
Namibia 156 13
British Virgin Islands 106 46