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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

04-01-21
3,948
03-31-21
27,076
03-30-21
40,634
03-29-21
16,315
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4,544
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 91,945 168
Switzerland 75,172 558
United Kingdom 68,973 5,379
France 59,281 1,461
Germany 58,081 1,797
Spain 51,391 530
Austria 46,520 202
Ireland 45,674 201
Italy 44,029 794
Netherlands 39,772 445
Sweden 36,985 1,501
United States 34,489 37,194
Finland 32,930 306
Canada 28,384 6,629
Belgium 28,373 289
Norway 27,977 702
Denmark 22,404 551
South Korea 19,807 3,122
Portugal 16,439 176
Liechtenstein 15,194 5
Jersey 11,556 107
Hong Kong 10,519 1,282
Brazil 10,516 1,080
India 10,335 5,791
China 10,036 5,294
Australia 8,730 2,623
Singapore 7,970 1,076
Taiwan 7,708 2,365
Japan 7,124 5,369
Chile 6,791 485
Guernsey 6,664 84
South Africa 6,596 632
Mexico 6,142 276
Poland 5,796 1,114
Bermuda 3,942 77
Thailand 1,896 982
Malaysia 1,531 1,525
Cayman Islands 755 294
Israel 615 782
Indonesia 473 838
Namibia 162 15
British Virgin Islands 82 49