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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

06-20-19
27,778
06-19-19
63,477
06-18-19
80,940
06-17-19
31,749
06-16-19
11,833
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 76,348 161
Switzerland 63,102 542
United Kingdom 59,319 5,206
France 52,313 1,439
Germany 50,791 1,748
Spain 43,935 507
Austria 42,491 195
Ireland 38,806 192
Italy 36,814 723
Netherlands 35,851 389
United States 34,617 35,213
Sweden 32,743 1,402
Finland 29,427 290
Canada 27,108 6,728
Belgium 25,540 281
Norway 23,332 625
Denmark 19,048 519
South Korea 17,743 2,897
Portugal 13,437 172
Liechtenstein 11,185 3
Jersey 10,027 109
Hong Kong 9,161 1,255
Brazil 8,671 1,024
Australia 8,624 2,571
India 7,553 5,619
Singapore 6,779 1,035
China 6,315 4,963
Japan 6,311 5,159
Taiwan 5,889 2,280
Chile 5,627 483
Mexico 5,586 271
Poland 5,440 1,081
South Africa 5,218 622
Guernsey 5,129 88
Thailand 1,305 924
Malaysia 868 1,474
Israel 657 594
Cayman Islands 478 209
Indonesia 334 735
Bermuda 239 80
Namibia 134 13
British Virgin Islands 103 47