Morningstar’s Summary Prospectus Service provides fund companies with a complete, affordable solution—from production to hosting—for creating SEC-compliant summary prospectuses that deliver immediate cost savings. Leveraging our comprehensive data and design expertise, we create these concise documents highlighting key information about a fund’s investment objectives, strategies, risks, and costs to improve fund disclosure for investors. Summary prospectus reports are available in print or online, linking seamlessly to statutory prospectuses and other regulatory documents through the Morningstar® Document Library, our secure web-based interface for accessing managed investment documentation.
Data universes available
Money market funds
Compliant with Securities and Exchange Commission regulations
Cost savings from printing and delivering condensed documents