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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

05-26-19
15,500
05-25-19
1,582
05-24-19
18,954
05-23-19
40,469
05-22-19
39,583
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 75,401 171
Switzerland 62,360 540
United Kingdom 58,494 5,183
France 51,811 1,434
Germany 50,039 1,744
Spain 43,229 505
Austria 42,035 192
Ireland 38,062 197
Italy 36,434 720
Netherlands 35,504 411
United States 34,468 35,155
Sweden 32,621 1,398
Finland 29,277 290
Belgium 25,050 279
Canada 23,868 6,748
Norway 23,188 621
Denmark 18,886 518
South Korea 17,690 2,886
Portugal 12,883 172
Liechtenstein 11,042 3
Jersey 9,972 109
Hong Kong 9,058 1,246
Brazil 8,459 998
Australia 8,399 2,573
Singapore 6,760 1,033
India 6,759 5,613
Japan 6,290 5,155
China 6,019 4,949
Taiwan 5,898 2,280
Chile 5,650 482
Mexico 5,550 271
Poland 5,382 1,080
Guernsey 5,057 88
South Africa 4,961 619
Thailand 1,210 922
Malaysia 812 1,469
Israel 662 590
Cayman Islands 465 199
Indonesia 333 732
Bermuda 230 79
Namibia 134 13
British Virgin Islands 104 47