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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

01-28-22
01-27-22
34,038
01-26-22
25,235
01-25-22
20,588
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19,595
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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 99,591 169
Switzerland 78,985 574
United Kingdom 71,445 5,546
Germany 61,060 1,833
France 60,844 1,483
Spain 52,719 609
Ireland 49,639 207
Austria 48,450 204
Italy 45,908 841
Netherlands 41,711 464
Sweden 38,390 1,644
United States 34,289 38,590
Finland 33,852 331
Belgium 30,161 291
Norway 29,090 743
Canada 27,322 6,817
Denmark 23,874 574
South Korea 20,400 3,215
Portugal 17,681 178
Liechtenstein 15,155 6
China 12,486 5,389
Jersey 11,422 107
Hong Kong 10,909 1,301
Brazil 10,644 1,138
India 10,640 5,908
Australia 8,698 2,692
Singapore 8,283 1,104
Taiwan 8,269 2,425
Japan 7,197 5,508
Guernsey 6,937 85
South Africa 6,843 639
Chile 6,572 487
Mexico 6,266 279
Poland 4,825 1,154
Bermuda 4,552 78
Thailand 2,002 1,021
Malaysia 1,883 1,551
Cayman Islands 924 261
Israel 640 878
Indonesia 553 886
Namibia 241 19
British Virgin Islands 169 48