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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

09-21-19
8,387
09-20-19
19,550
09-19-19
53,918
09-18-19
69,163
09-17-19
72,770
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 80,043 160
Switzerland 66,313 543
United Kingdom 61,532 5,232
France 53,842 1,441
Germany 52,253 1,757
Spain 45,292 509
Austria 43,081 195
Ireland 39,957 193
Italy 39,117 740
Netherlands 36,628 395
United States 35,109 35,312
Sweden 33,419 1,407
Finland 30,223 292
Canada 27,318 6,531
Belgium 25,296 280
Norway 24,360 626
Denmark 19,672 519
South Korea 18,358 2,925
Portugal 13,521 171
Liechtenstein 11,535 3
Brazil 10,634 1,025
Jersey 10,149 109
Hong Kong 9,231 1,269
Australia 8,826 2,576
India 8,178 5,634
China 6,924 4,985
Singapore 6,821 1,042
Chile 6,791 483
Taiwan 6,786 2,282
Japan 6,550 5,168
Mexico 5,716 271
South Africa 5,578 623
Poland 5,571 1,085
Guernsey 5,216 88
Thailand 1,564 933
Malaysia 976 1,485
Israel 650 608
Cayman Islands 510 196
Indonesia 336 755
Bermuda 249 79
Namibia 151 13
British Virgin Islands 109 45