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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

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49,260
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105,546
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42,312
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35,267
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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 52,245 215
Switzerland 43,425 528
United Kingdom 42,697 5,188
France 38,811 1,391
Germany 35,964 1,716
Spain 31,290 494
Austria 31,257 190
United States 30,807 34,478
Netherlands 26,359 419
Ireland 25,682 200
Sweden 24,417 1,347
Italy 24,093 675
Canada 22,832 6,814
Finland 21,327 277
Norway 17,344 607
Belgium 15,344 280
Denmark 12,626 498
South Korea 10,773 2,757
Portugal 9,306 165
Brazil 8,350 947
Jersey 8,317 70
Australia 7,705 2,564
Hong Kong 7,655 1,093
Liechtenstein 6,030 3
Japan 5,901 5,026
India 5,428 5,646
Singapore 5,319 1,013
Taiwan 4,811 2,218
Guernsey 4,679 65
Poland 4,613 1,053
South Africa 4,608 614
Mexico 4,010 267
China 3,111 4,889
Chile 2,969 480
Thailand 900 895
Israel 693 569
Malaysia 639 1,429
Cayman Islands 417 173
Bermuda 223 62
Namibia 133 13
British Virgin Islands 102 25