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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

07-23-17
07-22-17
36,692
07-21-17
45,996
07-20-17
51,674
07-19-17
54,136
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 54,939 210
Switzerland 45,385 517
United Kingdom 44,328 5,042
France 40,422 1,374
Germany 37,716 1,689
Spain 32,771 463
Austria 32,701 189
United States 32,500 33,423
Netherlands 27,560 408
Ireland 26,779 198
Sweden 25,428 1,284
Italy 25,368 646
Canada 23,613 6,706
Finland 22,031 266
Norway 17,947 585
Belgium 16,114 283
Denmark 13,108 489
South Korea 11,124 2,646
Portugal 9,615 164
Jersey 8,738 71
Brazil 8,648 934
Australia 7,845 3,117
Hong Kong 7,775 1,036
Liechtenstein 6,434 3
Japan 6,174 4,915
Singapore 5,482 990
India 5,466 5,421
Guernsey 4,916 67
South Africa 4,911 600
Taiwan 4,891 2,171
Poland 4,704 997
Mexico 4,027 263
Chile 3,272 466
China 3,231 5,316
Thailand 974 856
Israel 732 555
Malaysia 651 1,403
Cayman Islands 460 176
Bermuda 227 61
Namibia 135 12
British Virgin Islands 119 27