Add to Watch List(s)

Add selected investments to:
Forgot your password?
Click here
E-Mail Address
Password
submit
Remember my login information
Don't Have An Account? Sign up for a free, 30-day trial.

Join now, and in a few minutes, you will have access to the most comprehensive library of investment documents.

create new Account

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

01-20-21
42,329
01-19-21
98,529
01-18-21
28,842
01-17-21
6,210
01-16-21
46,991
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 90,870 165
Switzerland 74,103 557
United Kingdom 68,457 5,356
France 59,381 1,457
Germany 57,804 1,790
Spain 51,270 529
Austria 46,438 202
Ireland 45,166 200
Italy 43,559 791
Netherlands 40,511 438
Sweden 37,072 1,480
United States 34,581 36,809
Finland 32,974 302
Belgium 28,195 288
Canada 28,049 6,607
Norway 27,659 680
Denmark 22,580 547
South Korea 20,202 3,093
Portugal 15,895 176
Liechtenstein 14,497 5
Jersey 11,494 108
Hong Kong 10,690 1,270
Brazil 10,640 1,063
India 10,150 5,762
China 9,391 5,258
Australia 8,929 2,619
Singapore 7,789 1,071
Taiwan 7,591 2,353
Japan 7,105 5,331
Chile 6,754 484
Guernsey 6,675 83
South Africa 6,548 632
Mexico 6,121 272
Poland 5,946 1,107
Bermuda 3,845 77
Thailand 1,845 978
Malaysia 1,474 1,521
Cayman Islands 723 272
Israel 618 752
Indonesia 368 830
Namibia 162 15
British Virgin Islands 90 49