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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

08-18-19
10,702
08-17-19
47,320
08-16-19
53,772
08-15-19
52,445
08-14-19
79,012
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 78,613 160
Switzerland 65,226 542
United Kingdom 61,024 5,228
France 53,483 1,441
Germany 51,668 1,753
Spain 44,774 509
Austria 42,681 196
Ireland 39,585 193
Italy 38,465 740
Netherlands 36,401 392
United States 34,890 35,283
Sweden 33,191 1,407
Finland 29,824 292
Canada 26,899 6,530
Belgium 24,696 280
Norway 23,964 626
Denmark 19,207 519
South Korea 18,357 2,916
Portugal 13,302 171
Liechtenstein 11,383 3
Brazil 10,591 1,025
Jersey 10,105 109
Hong Kong 9,169 1,269
Australia 8,727 2,570
India 8,092 5,627
Singapore 6,832 1,040
Taiwan 6,662 2,280
China 6,662 4,984
Chile 6,474 483
Japan 6,428 5,163
Mexico 5,704 271
Poland 5,551 1,085
South Africa 5,524 623
Guernsey 5,195 88
Thailand 1,509 933
Malaysia 910 1,483
Israel 653 602
Cayman Islands 495 198
Indonesia 334 751
Bermuda 247 79
Namibia 151 13
British Virgin Islands 108 45