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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

08-26-16
19,525
08-25-16
11,920
08-24-16
42,780
08-23-16
16,120
08-22-16
61,904
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 58,263 203
Switzerland 48,019 503
United Kingdom 46,713 4,874
France 42,484 1,349
Germany 39,658 1,653
Spain 34,675 456
Austria 34,362 187
United States 34,201 31,616
Netherlands 28,909 389
Ireland 28,194 187
Sweden 26,719 1,134
Italy 26,702 626
Canada 23,491 6,635
Finland 23,146 257
Norway 18,894 574
Belgium 17,020 280
Denmark 13,784 462
South Korea 12,701 2,512
Portugal 9,909 163
Brazil 9,419 918
Jersey 9,414 72
Australia 8,479 2,975
Hong Kong 7,970 1,075
Liechtenstein 6,776 3
Japan 6,485 4,814
India 5,702 5,077
Singapore 5,666 971
Guernsey 5,108 72
South Africa 4,973 580
Taiwan 4,971 2,027
Poland 4,853 978
Chile 3,690 462
Mexico 3,494 259
China 3,287 4,756
Thailand 1,025 822
Israel 821 540
Malaysia 665 1,372
Cayman Islands 462 166
Bermuda 234 61
Namibia 136 11
British Virgin Islands 124 25