Add to Watch List(s)

Add selected investments to:
Forgot your password?
Click here
E-Mail Address
Password
submit
Remember my login information
Don't Have An Account? Sign up for a free, 30-day trial.

Join now, and in a few minutes, you will have access to the most comprehensive library of investment documents.

create new Account

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

05-22-19
33,862
05-21-19
35,322
05-20-19
37,642
05-19-19
10,040
05-18-19
46,071
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 74,928 170
Switzerland 62,032 540
United Kingdom 58,203 5,182
France 51,527 1,433
Germany 49,802 1,745
Spain 43,040 505
Austria 41,923 192
Ireland 37,795 197
Italy 36,059 720
Netherlands 35,308 411
United States 34,345 35,143
Sweden 32,545 1,395
Finland 29,300 290
Belgium 24,968 279
Canada 23,865 6,768
Norway 23,109 620
Denmark 18,784 518
South Korea 17,659 2,885
Portugal 12,626 172
Liechtenstein 10,977 3
Jersey 9,988 109
Hong Kong 9,028 1,245
Brazil 8,448 997
Australia 8,386 2,573
Singapore 6,794 1,031
India 6,311 5,613
Japan 6,251 5,150
China 5,978 4,949
Taiwan 5,890 2,282
Chile 5,651 482
Mexico 5,524 271
Poland 5,396 1,077
Guernsey 5,069 88
South Africa 4,938 619
Thailand 1,207 922
Malaysia 799 1,467
Israel 662 581
Cayman Islands 465 198
Indonesia 333 732
Bermuda 230 79
Namibia 134 13
British Virgin Islands 104 47