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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

01-24-21
609
01-23-21
18,705
01-22-21
40,128
01-21-21
52,842
01-20-21
47,475
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 91,094 165
Switzerland 74,228 557
United Kingdom 68,538 5,359
France 59,482 1,457
Germany 57,997 1,790
Spain 51,391 529
Austria 46,545 202
Ireland 45,298 201
Italy 43,614 791
Netherlands 40,513 440
Sweden 37,104 1,480
United States 34,600 36,838
Finland 33,031 302
Belgium 28,397 288
Canada 28,069 6,613
Norway 27,730 680
Denmark 22,644 548
South Korea 20,139 3,095
Portugal 16,009 176
Liechtenstein 14,973 5
Jersey 11,497 108
Hong Kong 10,673 1,272
Brazil 10,610 1,063
India 10,178 5,763
China 9,539 5,264
Australia 8,933 2,620
Singapore 7,857 1,073
Taiwan 7,596 2,356
Japan 7,102 5,337
Chile 6,758 484
Guernsey 6,670 83
South Africa 6,543 632
Mexico 6,121 274
Poland 5,943 1,109
Bermuda 3,829 77
Thailand 1,845 979
Malaysia 1,476 1,521
Cayman Islands 725 266
Israel 617 756
Indonesia 368 830
Namibia 162 15
British Virgin Islands 90 49