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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

11-20-17
15,669
11-19-17
3,574
11-18-17
64,462
11-17-17
50,974
11-16-17
74,668
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 54,091 213
Switzerland 44,774 518
United Kingdom 43,856 5,104
France 39,943 1,381
Germany 37,222 1,698
Spain 32,341 490
Austria 32,273 189
United States 31,827 33,947
Netherlands 27,236 413
Ireland 26,464 198
Sweden 25,136 1,302
Italy 25,000 658
Canada 23,227 6,737
Finland 21,848 270
Norway 17,826 596
Belgium 15,849 283
Denmark 12,983 492
South Korea 10,969 2,708
Portugal 9,508 164
Jersey 8,642 69
Brazil 8,376 939
Australia 7,790 2,573
Hong Kong 7,779 1,033
Liechtenstein 6,317 3
Japan 6,071 4,947
Singapore 5,435 997
India 5,403 5,517
Taiwan 4,863 2,194
Guernsey 4,851 65
South Africa 4,837 599
Poland 4,658 1,044
Mexico 4,019 264
Chile 3,203 468
China 3,184 5,481
Thailand 947 875
Israel 714 562
Malaysia 655 1,412
Cayman Islands 433 174
Bermuda 225 62
Namibia 135 12
British Virgin Islands 117 26