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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

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802
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13,059
04-29-22
48,089
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50,173
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41,718
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 102,123 171
Switzerland 80,123 576
United Kingdom 71,791 5,572
Germany 61,945 1,839
France 61,475 1,489
Spain 53,318 623
Ireland 51,095 208
Austria 48,983 205
Italy 46,648 848
Netherlands 42,248 465
Sweden 38,577 1,666
United States 34,317 38,971
Finland 34,122 334
Belgium 30,227 295
Norway 28,932 750
Canada 27,335 6,897
Denmark 23,991 575
South Korea 20,871 3,246
Portugal 18,353 177
Liechtenstein 15,531 6
China 13,361 5,405
Jersey 11,432 107
Hong Kong 11,042 1,304
India 10,787 5,947
Brazil 10,638 1,154
Singapore 8,845 1,115
Australia 8,765 2,696
Taiwan 8,347 2,442
Japan 7,235 5,535
South Africa 6,988 641
Guernsey 6,921 85
Chile 6,668 487
Mexico 6,318 281
Poland 4,892 1,156
Bermuda 4,636 78
Thailand 2,101 1,025
Malaysia 1,965 1,567
Cayman Islands 974 257
Israel 651 890
Indonesia 571 902
Namibia 262 19
British Virgin Islands 192 51