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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

07-17-19
9,537
07-16-19
61,787
07-15-19
19,946
07-14-19
49,728
07-13-19
8,803
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 77,606 162
Switzerland 63,750 542
United Kingdom 60,249 5,221
France 52,962 1,439
Germany 50,966 1,751
Spain 44,016 508
Austria 42,294 196
Ireland 39,159 192
Italy 37,596 728
Netherlands 36,001 390
United States 34,693 35,251
Sweden 32,879 1,405
Finland 29,458 291
Canada 27,288 6,526
Belgium 24,399 281
Norway 23,424 626
Denmark 18,795 520
South Korea 18,205 2,903
Portugal 13,221 171
Liechtenstein 11,132 3
Jersey 10,029 109
Brazil 9,994 1,024
Hong Kong 9,094 1,265
Australia 8,661 2,571
India 7,774 5,625
Singapore 6,814 1,035
Taiwan 6,539 2,276
China 6,418 4,979
Japan 6,333 5,165
Chile 6,211 483
Mexico 5,654 271
Poland 5,441 1,084
South Africa 5,355 623
Guernsey 5,126 88
Thailand 1,364 927
Malaysia 894 1,481
Israel 656 596
Cayman Islands 481 208
Indonesia 332 752
Bermuda 246 79
Namibia 151 13
British Virgin Islands 106 46