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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

07-31-14
1,139
07-30-14
12,526
07-29-14
7,402
07-28-14
10,942
07-27-14
5,786
0 10,000 20,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 48,075 163
United Kingdom 40,274 4,513
Switzerland 39,884 479
France 36,670 1,229
Germany 34,029 1,576
United States 32,953 28,344
Austria 32,469 182
Spain 30,504 411
Netherlands 25,083 396
Italy 22,273 563
Sweden 21,601 941
Ireland 21,410 208
Canada 20,633 6,426
Finland 17,788 229
Norway 14,410 551
Belgium 13,926 258
South Korea 11,702 2,049
Denmark 9,951 409
Brazil 8,941 863
Australia 8,666 2,829
Jersey 8,373 56
Portugal 8,315 154
Hong Kong 6,674 1,141
Japan 5,781 4,573
Liechtenstein 5,219 3
Singapore 5,136 921
India 5,124 4,487
Guernsey 4,377 57
Poland 4,107 886
Taiwan 4,073 1,916
South Africa 3,851 539
Mexico 3,645 232
Chile 3,451 438
China 1,821 3,948
Israel 965 511
Thailand 843 734
Malaysia 618 1,322
Cayman Islands 394 147
Bermuda 204 57
British Virgin Islands 134 22
Namibia 114 9