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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

10-21-20
26,525
10-20-20
41,290
10-19-20
31,938
10-18-20
4,639
10-17-20
99,668
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 89,891 164
Switzerland 73,362 556
United Kingdom 67,700 5,331
France 59,211 1,454
Germany 58,014 1,783
Spain 51,178 526
Austria 46,474 202
Ireland 44,905 199
Italy 42,800 777
Netherlands 41,205 433
Sweden 36,626 1,464
United States 34,523 36,436
Finland 32,921 301
Belgium 28,323 287
Canada 28,102 6,586
Norway 27,088 663
Denmark 21,993 536
South Korea 20,207 3,061
Portugal 15,464 176
Liechtenstein 14,066 5
Jersey 11,603 108
Brazil 10,526 1,055
Hong Kong 10,307 1,266
India 10,093 5,743
China 9,056 5,213
Australia 8,870 2,617
Singapore 7,505 1,066
Taiwan 7,451 2,329
Chile 7,366 484
Japan 7,057 5,304
Guernsey 6,825 83
South Africa 6,315 632
Mexico 6,118 271
Poland 5,977 1,105
Bermuda 2,403 77
Thailand 1,758 965
Malaysia 1,409 1,520
Cayman Islands 692 266
Israel 624 741
Indonesia 377 821
Namibia 162 15
British Virgin Islands 90 51