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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

04-20-21
1,789
04-19-21
51,705
04-18-21
4,528
04-17-21
58,775
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65,874
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 92,467 167
Switzerland 75,381 559
United Kingdom 69,076 5,390
France 59,385 1,465
Germany 58,233 1,797
Spain 51,629 581
Austria 46,582 202
Ireland 45,843 201
Italy 44,299 797
Netherlands 39,720 446
Sweden 36,947 1,505
United States 34,531 37,284
Finland 32,947 306
Canada 28,404 6,636
Belgium 28,367 290
Norway 27,956 707
Denmark 22,421 551
South Korea 19,770 3,127
Portugal 16,501 176
Liechtenstein 15,212 5
Jersey 11,503 107
Hong Kong 10,530 1,285
Brazil 10,492 1,079
India 10,377 5,800
China 10,141 5,300
Australia 8,779 2,626
Singapore 7,988 1,076
Taiwan 7,774 2,369
Japan 7,139 5,370
Chile 6,801 484
Guernsey 6,635 84
South Africa 6,611 633
Mexico 6,144 276
Poland 5,803 1,116
Bermuda 3,929 77
Thailand 1,919 982
Malaysia 1,543 1,528
Cayman Islands 782 275
Israel 619 791
Indonesia 478 841
Namibia 162 15
British Virgin Islands 82 49