Add to Watch List(s)

Add selected investments to:
Forgot your password?
Click here
E-Mail Address
Password
submit
Remember my login information
Don't Have An Account? Sign up for a free, 30-day trial.

Join now, and in a few minutes, you will have access to the most comprehensive library of investment documents.

create new Account

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

04-17-21
53,214
04-16-21
65,875
04-15-21
56,913
04-14-21
40,306
04-13-21
41,439
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 92,318 167
Switzerland 75,381 559
United Kingdom 69,098 5,388
France 59,405 1,464
Germany 58,270 1,798
Spain 51,623 578
Austria 46,613 202
Ireland 45,899 201
Italy 44,280 797
Netherlands 39,790 446
Sweden 37,017 1,503
United States 34,531 37,255
Finland 32,961 306
Canada 28,398 6,633
Belgium 28,367 290
Norway 28,030 705
Denmark 22,463 551
South Korea 19,812 3,125
Portugal 16,469 176
Liechtenstein 15,237 5
Jersey 11,519 107
Hong Kong 10,523 1,283
Brazil 10,499 1,080
India 10,359 5,799
China 10,121 5,300
Australia 8,781 2,625
Singapore 7,987 1,078
Taiwan 7,748 2,365
Japan 7,143 5,370
Chile 6,804 485
Guernsey 6,646 84
South Africa 6,610 633
Mexico 6,144 276
Poland 5,804 1,116
Bermuda 3,930 77
Thailand 1,919 982
Malaysia 1,537 1,528
Cayman Islands 782 278
Israel 619 791
Indonesia 478 842
Namibia 162 15
British Virgin Islands 83 50