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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

05-21-19
05-20-19
34,273
05-19-19
10,040
05-18-19
46,071
05-17-19
113,000
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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 74,615 170
Switzerland 61,859 540
United Kingdom 58,025 5,180
France 51,450 1,433
Germany 49,755 1,745
Spain 42,991 505
Austria 41,881 192
Ireland 37,745 197
Italy 35,966 720
Netherlands 35,229 411
United States 34,343 35,143
Sweden 32,487 1,395
Finland 29,252 290
Belgium 24,919 279
Canada 23,632 6,768
Norway 23,055 620
Denmark 18,767 518
South Korea 17,651 2,885
Portugal 12,610 172
Liechtenstein 10,941 3
Jersey 9,988 109
Hong Kong 8,981 1,245
Brazil 8,442 997
Australia 8,384 2,572
Singapore 6,778 1,031
India 6,265 5,613
China 5,963 4,950
Japan 5,919 5,148
Taiwan 5,861 2,282
Chile 5,650 482
Mexico 5,524 272
Poland 5,395 1,075
Guernsey 5,068 88
South Africa 4,936 619
Thailand 1,207 921
Malaysia 797 1,466
Israel 662 581
Cayman Islands 464 198
Indonesia 333 732
Bermuda 230 79
Namibia 134 13
British Virgin Islands 104 47