If you ever need to gather fund fact sheets, annual reports or fund prospectuses from the websites of asset managers, you can now gather these documents in Adviser Workstation. In the Research area, just select the fund for which you need the fact sheet/annual report/prospectus and click on the Action button. Then click on “Document Library.” This will give you PDF versions of the latest documents Morningstar has collected from the asset manager.
If you work with direct equities you’ll find a wide range of publicly available documents for each company – again, in Research, select the stock, click on the Action button, then “Document Library.” Here you’ll find quarterly and annual reports, announcements, proxy statements and insider activities.
Happy searching!