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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

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12,101
07-22-19
19,788
07-21-19
8,281
07-20-19
24,235
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55,793
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 77,620 164
Switzerland 64,113 542
United Kingdom 60,296 5,225
France 53,063 1,440
Germany 50,987 1,751
Spain 44,197 509
Austria 42,267 196
Ireland 39,272 193
Italy 38,112 731
Netherlands 36,045 390
United States 34,730 35,266
Sweden 32,910 1,406
Finland 29,504 291
Canada 27,347 6,526
Belgium 24,443 281
Norway 23,429 626
Denmark 18,790 520
South Korea 18,232 2,907
Portugal 13,290 171
Liechtenstein 11,175 3
Jersey 10,077 109
Brazil 9,980 1,025
Hong Kong 9,123 1,267
Australia 8,671 2,571
India 7,875 5,627
Singapore 6,865 1,036
Taiwan 6,550 2,277
China 6,459 4,980
Japan 6,320 5,164
Chile 6,207 483
Mexico 5,666 271
South Africa 5,443 623
Poland 5,438 1,084
Guernsey 5,172 88
Thailand 1,369 929
Malaysia 894 1,482
Israel 656 599
Cayman Islands 482 200
Indonesia 332 752
Bermuda 246 79
Namibia 151 13
British Virgin Islands 106 46