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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

09-02-14
4,559
09-01-14
10,516
08-31-14
4,537
08-30-14
3,327
08-29-14
10,244
0 10,000 20,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 48,255 163
United Kingdom 40,632 4,517
Switzerland 39,918 480
France 37,038 1,229
Germany 34,379 1,575
United States 33,169 28,399
Austria 32,038 182
Spain 30,677 411
Netherlands 25,337 397
Italy 22,503 567
Sweden 21,748 941
Ireland 21,559 210
Canada 20,678 6,426
Finland 17,955 229
Norway 14,433 552
Belgium 14,096 258
South Korea 11,766 2,053
Denmark 9,936 410
Brazil 9,361 864
Australia 8,634 2,828
Jersey 8,429 56
Portugal 8,366 154
Hong Kong 6,847 1,144
Japan 5,795 4,579
Liechtenstein 5,250 3
India 5,149 4,503
Singapore 4,975 921
Guernsey 4,353 58
Poland 4,102 888
Taiwan 4,094 1,921
South Africa 3,873 539
Mexico 3,727 232
Chile 3,451 438
China 1,852 3,957
Israel 964 513
Thailand 844 741
Malaysia 618 1,322
Cayman Islands 396 148
Bermuda 204 57
British Virgin Islands 129 22
Namibia 116 9