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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

09-19-19
51,786
09-18-19
69,170
09-17-19
72,770
09-16-19
38,267
09-15-19
25,761
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 79,894 160
Switzerland 66,244 543
United Kingdom 61,524 5,231
France 53,837 1,441
Germany 52,173 1,757
Spain 45,226 509
Austria 43,005 195
Ireland 39,901 193
Italy 39,075 740
Netherlands 36,607 395
United States 35,109 35,306
Sweden 33,404 1,407
Finland 30,194 292
Canada 27,337 6,532
Belgium 25,266 280
Norway 24,335 626
Denmark 19,652 519
South Korea 18,368 2,924
Portugal 13,523 171
Liechtenstein 11,517 3
Brazil 10,639 1,025
Jersey 10,153 109
Hong Kong 9,249 1,269
Australia 8,823 2,573
India 8,164 5,633
China 6,911 4,985
Singapore 6,826 1,041
Taiwan 6,789 2,282
Chile 6,752 483
Japan 6,555 5,166
Mexico 5,716 271
Poland 5,575 1,085
South Africa 5,562 623
Guernsey 5,214 88
Thailand 1,563 933
Malaysia 976 1,484
Israel 650 608
Cayman Islands 510 196
Indonesia 336 753
Bermuda 249 79
Namibia 151 13
British Virgin Islands 109 45