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

10-17-17
52,803
10-16-17
24,367
10-15-17
13,147
10-14-17
42,247
10-13-17
54,457
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 54,416 213
Switzerland 44,964 517
United Kingdom 44,007 5,088
France 40,130 1,380
Germany 37,380 1,694
Spain 32,475 489
Austria 32,396 188
United States 32,068 33,841
Netherlands 27,366 413
Ireland 26,582 198
Sweden 25,265 1,295
Italy 25,114 655
Canada 23,325 6,724
Finland 21,922 269
Norway 17,873 591
Belgium 15,986 283
Denmark 13,030 490
South Korea 11,006 2,698
Portugal 9,557 164
Jersey 8,677 69
Brazil 8,450 938
Australia 7,807 2,573
Hong Kong 7,793 1,021
Liechtenstein 6,339 3
Japan 6,097 4,935
Singapore 5,454 991
India 5,437 5,500
South Africa 4,876 599
Guernsey 4,871 65
Taiwan 4,868 2,186
Poland 4,682 1,041
Mexico 4,018 264
Chile 3,220 468
China 3,196 5,408
Thailand 954 869
Israel 721 561
Malaysia 650 1,406
Cayman Islands 438 186
Bermuda 225 60
Namibia 135 12
British Virgin Islands 118 26