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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

12-14-18
73,360
12-13-18
17,729
12-12-18
25,463
12-11-18
71,010
12-10-18
17,862
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 54,273 163
Switzerland 44,540 538
United Kingdom 43,818 5,265
France 39,577 1,420
Germany 37,329 1,740
Austria 32,350 189
Spain 31,915 499
United States 29,941 34,854
Netherlands 27,304 401
Ireland 26,520 195
Italy 25,293 704
Sweden 25,169 1,381
Canada 22,584 6,924
Finland 22,186 287
Norway 17,799 614
Belgium 16,214 276
Denmark 13,255 511
South Korea 10,790 2,847
Portugal 9,461 170
Jersey 8,762 57
Brazil 8,020 989
Australia 7,615 2,577
Hong Kong 7,587 1,221
Liechtenstein 6,458 3
Japan 5,741 5,112
Singapore 5,401 1,027
India 5,319 5,563
Guernsey 5,083 62
Mexico 5,058 270
Poland 5,014 1,064
Taiwan 4,953 2,267
South Africa 4,670 619
Chile 3,483 481
China 3,023 4,914
Thailand 891 909
Israel 673 578
Malaysia 619 1,458
Cayman Islands 446 171
Indonesia 337 716
Bermuda 222 62
Namibia 133 13
British Virgin Islands 103 29