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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

05-01-21
1,702
04-30-21
34,217
04-29-21
29,918
04-28-21
36,691
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40,975
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 92,780 165
Switzerland 75,475 559
United Kingdom 69,201 5,399
France 59,379 1,466
Germany 58,340 1,800
Spain 51,842 584
Austria 46,595 202
Ireland 46,331 202
Italy 44,436 798
Netherlands 39,726 449
Sweden 36,853 1,517
United States 34,407 37,333
Finland 32,748 305
Canada 28,354 6,647
Belgium 28,262 290
Norway 27,879 710
Denmark 22,535 555
South Korea 19,641 3,128
Portugal 16,549 176
Liechtenstein 14,979 5
Jersey 11,502 107
Hong Kong 10,541 1,285
Brazil 10,461 1,079
India 10,378 5,801
China 10,238 5,297
Australia 8,794 2,631
Singapore 7,984 1,079
Taiwan 7,787 2,372
Japan 7,122 5,373
Chile 6,808 484
Guernsey 6,652 84
South Africa 6,616 634
Mexico 6,144 276
Poland 5,789 1,120
Bermuda 3,916 77
Thailand 1,931 985
Malaysia 1,577 1,529
Cayman Islands 786 257
Israel 619 791
Indonesia 480 841
Namibia 162 15
British Virgin Islands 84 49