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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

06-20-18
38,769
06-19-18
22,066
06-18-18
43,361
06-17-18
26,225
06-16-18
43,943
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 51,870 215
Switzerland 43,174 530
United Kingdom 42,449 5,200
France 38,570 1,408
Germany 35,746 1,719
Spain 31,119 495
Austria 31,077 190
United States 30,687 34,562
Netherlands 26,223 420
Ireland 25,551 200
Sweden 24,287 1,356
Italy 23,924 678
Canada 22,529 6,827
Finland 21,230 279
Norway 17,272 610
Belgium 15,269 280
Denmark 12,568 501
South Korea 10,749 2,763
Portugal 9,259 166
Brazil 8,304 948
Jersey 8,302 70
Australia 7,691 2,567
Hong Kong 7,623 1,093
Liechtenstein 5,971 3
Japan 5,876 5,031
India 5,307 5,666
Singapore 5,304 1,015
Taiwan 4,798 2,221
Guernsey 4,666 65
Poland 4,605 1,056
South Africa 4,576 616
Mexico 4,010 267
China 3,067 4,903
Chile 2,973 480
Thailand 898 897
Israel 687 573
Malaysia 635 1,431
Cayman Islands 398 175
Bermuda 223 63
Namibia 133 13
British Virgin Islands 102 27