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

05-24-22
29,861
05-23-22
24,142
05-22-22
5,178
05-21-22
43,743
05-20-22
53,514
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 102,804 171
Switzerland 80,448 576
United Kingdom 71,995 5,573
Germany 62,177 1,840
France 61,677 1,494
Spain 53,427 624
Ireland 51,393 208
Austria 48,687 205
Italy 46,909 849
Netherlands 42,365 466
Sweden 38,777 1,672
Finland 34,301 336
United States 34,296 39,012
Belgium 30,311 295
Norway 29,059 750
Canada 27,351 6,909
Denmark 24,168 574
South Korea 20,992 3,247
Portugal 18,468 177
Liechtenstein 15,639 6
China 13,526 5,403
Jersey 11,431 107
Hong Kong 11,095 1,298
India 10,781 5,952
Brazil 10,636 1,154
Singapore 8,866 1,117
Australia 8,738 2,697
Taiwan 8,403 2,442
Japan 7,245 5,535
South Africa 7,059 641
Guernsey 6,871 85
Chile 6,565 487
Mexico 6,319 282
Poland 4,886 1,157
Bermuda 4,638 79
Thailand 2,203 1,032
Malaysia 1,975 1,570
Cayman Islands 976 257
Israel 642 890
Indonesia 575 902
Namibia 263 19
British Virgin Islands 189 52