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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

01-24-22
1,986
01-23-22
2,205
01-22-22
16,818
01-21-22
42,325
01-20-22
56,564
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 99,395 169
Switzerland 78,851 574
United Kingdom 71,358 5,545
Germany 60,966 1,833
France 60,772 1,483
Spain 52,613 609
Ireland 49,299 207
Austria 48,372 204
Italy 45,799 841
Netherlands 41,526 464
Sweden 38,349 1,642
United States 34,296 38,576
Finland 33,785 331
Belgium 30,087 291
Norway 29,063 743
Canada 27,306 6,813
Denmark 23,851 574
South Korea 20,348 3,214
Portugal 17,670 178
Liechtenstein 15,144 6
China 12,325 5,389
Jersey 11,413 107
Hong Kong 10,903 1,301
Brazil 10,660 1,138
India 10,642 5,906
Australia 8,699 2,691
Singapore 8,280 1,103
Taiwan 8,266 2,423
Japan 7,195 5,506
Guernsey 6,930 85
South Africa 6,840 639
Chile 6,610 487
Mexico 6,264 279
Poland 4,827 1,153
Bermuda 4,550 79
Thailand 1,996 1,021
Malaysia 1,865 1,551
Cayman Islands 920 263
Israel 639 878
Indonesia 551 886
Namibia 238 19
British Virgin Islands 167 48