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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

07-25-14
1,279
07-24-14
9,072
07-23-14
5,894
07-22-14
9,178
07-21-14
8,000
0 5,000 10,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 47,864 163
United Kingdom 40,049 4,508
Switzerland 39,716 478
France 36,614 1,228
Germany 34,024 1,575
United States 32,895 28,279
Austria 30,831 181
Spain 30,476 411
Netherlands 25,116 396
Italy 22,214 557
Sweden 21,466 941
Ireland 21,439 207
Canada 20,689 6,421
Finland 17,692 229
Norway 14,387 551
Belgium 14,064 258
South Korea 11,585 2,048
Denmark 9,920 409
Australia 8,680 2,829
Brazil 8,490 863
Jersey 8,360 56
Portugal 8,254 154
Hong Kong 6,678 1,140
Japan 5,772 4,572
India 5,156 4,485
Liechtenstein 5,072 3
Singapore 5,016 919
Guernsey 4,378 57
Poland 4,108 886
Taiwan 4,071 1,914
South Africa 3,837 539
Mexico 3,591 231
Chile 3,450 438
China 1,815 3,945
Israel 967 510
Thailand 838 733
Malaysia 618 1,322
Cayman Islands 396 145
Bermuda 204 57
British Virgin Islands 134 22
Namibia 114 9