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

04-21-15
13,094
04-20-15
28,255
04-19-15
8,099
04-18-15
7,592
04-17-15
11,680
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 52,791 222
Switzerland 43,940 488
United Kingdom 43,615 4,622
France 40,329 1,282
Germany 36,910 1,598
United States 34,182 29,369
Austria 33,382 182
Spain 33,317 428
Netherlands 27,310 413
Italy 24,577 576
Ireland 24,238 213
Sweden 23,592 1,027
Canada 21,103 6,519
Finland 19,239 242
Norway 15,737 558
Belgium 15,451 271
South Korea 12,842 2,152
Denmark 10,790 436
Brazil 10,299 903
Portugal 8,877 161
Jersey 8,709 69
Australia 8,504 2,846
Hong Kong 7,253 1,166
Japan 6,161 4,649
Liechtenstein 5,750 3
India 5,381 4,676
Singapore 5,343 940
Poland 4,540 948
Taiwan 4,485 1,985
Guernsey 4,423 63
Chile 3,944 448
South Africa 3,935 556
Mexico 3,790 236
China 2,233 4,097
Thailand 926 775
Israel 919 521
Malaysia 660 1,343
Cayman Islands 426 156
Bermuda 228 59
British Virgin Islands 130 23
Namibia 116 9