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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

01-19-22
4,589
01-18-22
68,234
01-17-22
68,587
01-16-22
2,613
01-15-22
33,212
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 98,846 169
Switzerland 78,504 574
United Kingdom 71,015 5,545
Germany 60,648 1,832
France 60,615 1,483
Spain 52,516 609
Ireland 48,938 207
Austria 48,052 204
Italy 45,627 839
Netherlands 41,332 463
Sweden 38,255 1,642
United States 34,270 38,548
Finland 33,745 331
Belgium 29,733 291
Norway 28,978 743
Canada 27,367 6,811
Denmark 23,799 574
South Korea 20,323 3,211
Portugal 17,532 178
Liechtenstein 15,042 6
China 12,240 5,388
Jersey 11,416 107
Hong Kong 10,893 1,300
Brazil 10,659 1,138
India 10,628 5,904
Australia 8,699 2,686
Singapore 8,263 1,103
Taiwan 8,196 2,423
Japan 7,187 5,501
Guernsey 6,937 85
South Africa 6,830 639
Chile 6,614 487
Mexico 6,264 279
Poland 4,831 1,151
Bermuda 4,514 79
Thailand 1,988 1,021
Malaysia 1,864 1,550
Cayman Islands 917 262
Israel 640 876
Indonesia 551 883
Namibia 238 19
British Virgin Islands 167 48