The Library includes documents from open-end, closed-end, money market, and exchange-traded funds, as well as unit investment trusts, variable annuity subaccounts, and stocks. Morningstar said brokerage firms and retirement plan providers can link to the library or integrate it into their adviser and investor platforms, software, tools, and Web sites to deliver documents to clients that meet pre- and post-sale regulatory requirements.
The Morningstar Document Library includes a collection of the latest EDGAR filings accessible within 24 hours of submission to the Securities and Exchange Commission (SEC). Institutions can subscribe to the online library through an annual enterprise license.
According to a press release, available documents include:
- Annual reports,
- Equity proxies,
- Form Adv I & II,
- Insider activity,
- Key announcements,
- Registrant statements,
- Semi-annual reports,
- Significant ownership,
- Simplified Prospectus,
- Statements of additional information,
- Summary Prospectus, and
Morningstar said The Principal Financial Group has integrated the library into its adviser and investor Web sites.
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