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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

12-11-18
70,414
12-10-18
17,863
12-09-18
5,068
12-08-18
10,521
12-07-18
15,067
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,273 162
Switzerland 43,852 538
United Kingdom 43,010 5,262
France 38,964 1,420
Germany 36,750 1,740
Austria 31,840 189
Spain 31,402 499
United States 30,028 34,850
Netherlands 26,758 401
Ireland 26,040 195
Italy 24,725 704
Sweden 24,698 1,381
Canada 21,983 6,922
Finland 21,702 287
Norway 17,496 614
Belgium 15,704 276
Denmark 12,955 511
South Korea 10,683 2,845
Portugal 9,135 170
Jersey 8,421 57
Brazil 8,014 989
Australia 7,612 2,577
Hong Kong 7,548 1,221
Liechtenstein 6,342 3
Japan 5,729 5,112
Singapore 5,403 1,027
India 5,312 5,563
Mexico 5,047 270
Poland 4,940 1,063
Taiwan 4,869 2,267
Guernsey 4,735 62
South Africa 4,572 619
Chile 3,345 481
China 3,005 4,905
Thailand 883 909
Israel 673 578
Malaysia 619 1,458
Cayman Islands 447 175
Indonesia 337 715
Bermuda 222 62
Namibia 127 13
British Virgin Islands 103 29