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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

12-09-18
4,754
12-08-18
10,521
12-07-18
15,069
12-06-18
17,205
12-05-18
17,219
0 10,000 20,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,298 162
Switzerland 43,868 537
United Kingdom 43,038 5,260
France 38,978 1,420
Germany 36,765 1,740
Austria 31,852 189
Spain 31,417 499
United States 30,034 34,848
Netherlands 26,775 401
Ireland 26,058 195
Italy 24,743 704
Sweden 24,714 1,380
Canada 21,983 6,922
Finland 21,705 286
Norway 17,488 614
Belgium 15,714 276
Denmark 12,955 511
South Korea 10,683 2,843
Portugal 9,135 170
Jersey 8,421 57
Brazil 8,014 989
Australia 7,612 2,577
Hong Kong 7,560 1,220
Liechtenstein 6,342 3
Japan 5,733 5,112
Singapore 5,404 1,027
India 5,312 5,563
Mexico 5,047 270
Poland 4,940 1,063
Taiwan 4,869 2,266
Guernsey 4,741 62
South Africa 4,576 619
Chile 3,345 481
China 3,008 4,905
Thailand 883 909
Israel 673 578
Malaysia 619 1,458
Cayman Islands 447 175
Indonesia 337 713
Bermuda 222 62
Namibia 127 13
British Virgin Islands 103 28