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

08-12-20
26,513
08-11-20
30,293
08-10-20
13,435
08-09-20
12,472
08-08-20
13,012
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 87,754 162
Switzerland 71,694 550
United Kingdom 66,145 5,317
France 58,173 1,452
Germany 56,289 1,771
Spain 50,227 517
Austria 45,580 198
Ireland 43,695 200
Italy 42,041 760
Netherlands 40,190 429
Sweden 36,018 1,444
United States 34,705 36,250
Finland 32,443 298
Canada 28,289 6,556
Belgium 27,850 283
Norway 26,656 644
Denmark 21,362 529
South Korea 19,964 3,036
Portugal 14,559 173
Liechtenstein 12,505 4
Brazil 10,645 1,039
Jersey 10,540 108
India 9,951 5,721
Hong Kong 9,929 1,261
Australia 8,995 2,607
China 8,808 5,186
Singapore 7,527 1,064
Chile 7,335 484
Taiwan 7,288 2,322
Japan 6,779 5,278
South Africa 6,093 632
Mexico 6,085 270
Guernsey 5,794 82
Poland 5,764 1,100
Thailand 1,722 953
Malaysia 1,361 1,515
Cayman Islands 644 235
Israel 637 735
Indonesia 376 811
Bermuda 247 77
Namibia 161 14
British Virgin Islands 96 49