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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

12-03-22
10,182
12-02-22
17,899
12-01-22
23,453
11-30-22
41,342
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16,023
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 104,378 174
Switzerland 81,826 578
United Kingdom 72,523 5,601
Germany 62,884 1,846
France 62,033 1,506
Spain 53,721 635
Ireland 53,057 213
Austria 49,287 207
Italy 47,586 863
Netherlands 42,862 474
Sweden 39,228 1,685
Finland 34,694 339
United States 34,035 39,337
Belgium 31,004 296
Norway 29,142 753
Canada 27,529 6,982
Denmark 24,370 576
South Korea 21,736 3,296
Portugal 19,350 178
Liechtenstein 16,863 6
China 14,491 5,453
Hong Kong 11,343 1,314
Jersey 11,323 107
India 10,995 6,019
Brazil 10,673 1,167
Singapore 9,203 1,122
Australia 8,624 2,720
Taiwan 8,581 2,470
Chile 7,592 489
South Africa 7,354 641
Japan 7,243 5,587
Guernsey 6,853 85
Mexico 6,330 283
Poland 4,927 1,162
Bermuda 4,647 79
Thailand 2,449 1,042
Malaysia 2,089 1,590
Cayman Islands 1,016 255
Israel 655 899
Indonesia 594 925
Namibia 276 19
British Virgin Islands 210 55