Add to Watch List(s)

Add selected investments to:
Forgot your password?
Click here
E-Mail Address
Password
submit
Remember my login information
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

02-23-18
156
02-22-18
61,654
02-21-18
62,823
02-20-18
77,589
02-19-18
101,093
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,028 217
Switzerland 43,918 522
United Kingdom 43,142 5,148
France 39,296 1,388
Germany 36,454 1,706
Spain 31,714 494
Austria 31,644 190
United States 31,320 34,247
Netherlands 26,722 415
Ireland 26,030 199
Sweden 24,679 1,336
Italy 24,532 669
Canada 23,008 6,768
Finland 21,515 271
Norway 17,539 602
Belgium 15,542 282
Denmark 12,787 496
South Korea 10,833 2,748
Portugal 9,385 164
Brazil 8,525 941
Jersey 8,437 69
Australia 7,755 2,566
Hong Kong 7,718 1,075
Liechtenstein 6,101 3
Japan 5,968 4,997
India 5,539 5,576
Singapore 5,365 1,007
Taiwan 4,841 2,212
Guernsey 4,733 65
South Africa 4,722 608
Poland 4,629 1,050
Mexico 4,015 265
China 3,129 5,552
Chile 2,996 480
Thailand 915 891
Israel 702 572
Malaysia 644 1,421
Cayman Islands 426 176
Bermuda 226 61
Namibia 135 13
British Virgin Islands 103 25