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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

08-10-22
37,634
08-09-22
40,374
08-08-22
27,608
08-07-22
3,082
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18,005
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 103,661 174
Switzerland 80,996 577
United Kingdom 72,188 5,587
Germany 62,565 1,843
France 61,847 1,504
Spain 53,611 635
Ireland 52,653 211
Austria 49,043 206
Italy 47,248 860
Netherlands 42,541 473
Sweden 38,967 1,680
Finland 34,412 339
United States 34,127 39,119
Belgium 30,505 296
Norway 29,071 751
Canada 27,632 6,950
Denmark 24,310 575
South Korea 21,438 3,278
Portugal 19,061 178
Liechtenstein 16,038 6
China 14,106 5,432
Jersey 11,374 107
Hong Kong 11,203 1,307
India 10,913 5,978
Brazil 10,628 1,164
Singapore 9,071 1,124
Australia 8,545 2,709
Taiwan 8,452 2,457
Chile 7,490 488
Japan 7,244 5,556
South Africa 7,129 641
Guernsey 6,861 85
Mexico 6,315 282
Poland 4,897 1,160
Bermuda 4,629 79
Thailand 2,388 1,037
Malaysia 1,996 1,582
Cayman Islands 993 252
Israel 638 896
Indonesia 577 925
Namibia 258 19
British Virgin Islands 184 52