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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

08-21-18
1,454
08-20-18
25,904
08-19-18
46,977
08-18-18
59,243
08-17-18
134,441
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 51,385 218
Switzerland 42,851 534
United Kingdom 42,196 5,225
France 38,273 1,415
Germany 35,445 1,731
Spain 30,864 499
Austria 30,862 189
United States 30,502 34,732
Netherlands 26,053 412
Ireland 25,403 193
Sweden 24,113 1,363
Italy 23,694 693
Canada 22,275 6,830
Finland 21,086 279
Norway 17,165 611
Belgium 15,154 282
Denmark 12,484 504
South Korea 10,724 2,794
Portugal 9,219 166
Jersey 8,260 70
Brazil 8,213 958
Australia 7,664 2,567
Hong Kong 7,597 1,185
Liechtenstein 5,926 3
Japan 5,826 5,054
India 5,301 5,529
Singapore 5,294 1,025
Taiwan 4,780 2,237
Guernsey 4,647 66
Poland 4,580 1,065
South Africa 4,564 616
Mexico 4,011 267
China 3,016 4,853
Chile 2,936 481
Thailand 891 897
Israel 675 571
Malaysia 625 1,437
Cayman Islands 397 180
Bermuda 223 63
Namibia 133 13
British Virgin Islands 102 29