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

05-28-22
16,027
05-27-22
17,632
05-26-22
31,148
05-25-22
26,572
05-24-22
31,301
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 102,927 172
Switzerland 80,674 576
United Kingdom 72,072 5,574
Germany 62,289 1,840
France 61,738 1,495
Spain 53,423 624
Ireland 51,352 209
Austria 48,800 205
Italy 46,921 849
Netherlands 42,479 466
Sweden 38,803 1,674
Finland 34,289 336
United States 34,260 39,027
Belgium 30,348 295
Norway 29,078 750
Canada 27,369 6,911
Denmark 24,157 574
South Korea 21,062 3,249
Portugal 18,674 177
Liechtenstein 15,674 6
China 13,585 5,401
Jersey 11,405 107
Hong Kong 11,108 1,298
India 10,781 5,956
Brazil 10,622 1,154
Singapore 8,889 1,117
Australia 8,735 2,698
Taiwan 8,411 2,443
Japan 7,249 5,540
South Africa 7,062 641
Guernsey 6,847 85
Chile 6,562 487
Mexico 6,318 282
Poland 4,887 1,157
Bermuda 4,638 79
Thailand 2,209 1,032
Malaysia 1,976 1,571
Cayman Islands 977 260
Israel 643 889
Indonesia 575 903
Namibia 263 19
British Virgin Islands 189 52