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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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98,617
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73,476
09-14-21
59,015
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20,628
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14,885
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,427 166
Switzerland 77,456 570
United Kingdom 70,151 5,472
France 59,849 1,472
Germany 59,426 1,817
Spain 51,825 599
Ireland 47,714 207
Austria 47,180 202
Italy 45,059 811
Netherlands 40,318 457
Sweden 37,790 1,583
United States 34,479 37,988
Finland 33,507 315
Canada 29,094 6,731
Belgium 28,598 290
Norway 28,552 733
Denmark 23,352 564
South Korea 19,844 3,169
Portugal 16,987 177
Liechtenstein 14,376 5
China 11,556 5,346
Jersey 11,311 107
Hong Kong 10,741 1,295
India 10,672 5,840
Brazil 10,314 1,114
Australia 9,145 2,659
Singapore 8,205 1,088
Taiwan 8,065 2,386
Japan 7,241 5,442
South Africa 6,835 637
Guernsey 6,830 85
Chile 6,689 486
Mexico 6,211 278
Poland 4,809 1,136
Bermuda 4,467 79
Thailand 1,991 1,001
Malaysia 1,766 1,542
Cayman Islands 917 245
Israel 630 856
Indonesia 548 864
Namibia 233 17
British Virgin Islands 160 50