Add to Watch List(s)

Add selected investments to:
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

05-28-23
15,711
05-27-23
2,445
05-26-23
12,533
05-25-23
32,232
05-24-23
40,551
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 106,556 173
Switzerland 84,114 580
United Kingdom 72,627 5,638
Germany 63,411 1,861
France 62,604 1,519
Ireland 54,595 215
Spain 53,443 645
Austria 50,089 210
Italy 47,916 888
Netherlands 44,199 477
Sweden 39,709 1,703
Finland 35,121 343
United States 33,619 39,984
Belgium 31,709 298
Norway 29,796 757
Canada 28,990 7,050
Denmark 25,079 578
South Korea 21,686 3,399
Portugal 20,471 178
Liechtenstein 17,163 6
China 15,882 5,521
Hong Kong 11,478 1,335
India 11,393 6,126
Jersey 11,294 109
Brazil 10,713 1,209
Australia 9,288 2,735
Singapore 9,203 1,138
Taiwan 8,803 2,512
South Africa 7,703 644
Chile 7,582 489
Japan 7,339 5,673
Mexico 6,392 285
Guernsey 5,950 86
Poland 5,079 1,173
Bermuda 4,569 80
Thailand 2,732 1,076
Malaysia 2,225 1,611
Cayman Islands 1,054 303
Israel 745 907
Indonesia 671 947
Namibia 330 20
British Virgin Islands 263 64