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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

10-21-19
8,495
10-20-19
22,034
10-19-19
32,809
10-18-19
71,714
10-17-19
115,059
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 81,222 161
Switzerland 66,988 543
United Kingdom 62,110 5,241
France 54,587 1,444
Germany 52,931 1,760
Spain 45,975 508
Austria 43,577 195
Ireland 40,453 194
Italy 39,482 742
Netherlands 37,084 396
United States 35,185 35,412
Sweden 33,731 1,414
Finland 30,549 293
Canada 27,603 6,531
Belgium 25,545 280
Norway 24,750 628
Denmark 19,799 519
South Korea 18,440 2,935
Portugal 13,427 171
Liechtenstein 11,703 3
Brazil 11,158 1,026
Jersey 10,126 111
Hong Kong 9,294 1,253
Australia 8,891 2,582
India 8,407 5,647
Chile 7,417 483
China 7,145 5,033
Japan 6,871 5,189
Singapore 6,855 1,045
Taiwan 6,832 2,292
Mexico 5,779 271
South Africa 5,641 625
Poland 5,523 1,089
Guernsey 5,220 88
Thailand 1,523 936
Malaysia 995 1,493
Israel 646 608
Cayman Islands 512 218
Indonesia 337 760
Bermuda 249 78
Namibia 151 13
British Virgin Islands 106 45