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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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164
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80,158
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117,802
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116,804
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96,421
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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 71,913 163
Switzerland 59,888 538
United Kingdom 55,372 5,279
France 49,825 1,427
Germany 48,066 1,742
Spain 41,457 500
Austria 40,537 191
Ireland 35,366 195
Italy 34,450 710
Netherlands 34,381 402
United States 32,815 34,956
Sweden 31,594 1,384
Finland 28,527 288
Belgium 23,789 279
Canada 22,697 6,947
Norway 22,433 614
Denmark 17,964 512
South Korea 17,544 2,871
Portugal 12,086 172
Liechtenstein 10,110 3
Jersey 9,868 57
Hong Kong 8,640 1,231
Australia 8,441 2,582
Brazil 7,983 997
Singapore 6,580 1,031
Japan 5,936 5,130
India 5,931 5,585
Chile 5,572 481
Taiwan 5,565 2,276
China 5,431 4,937
Mexico 5,395 270
Poland 5,328 1,069
South Africa 4,842 620
Guernsey 4,764 62
Thailand 1,197 914
Malaysia 678 1,460
Israel 669 580
Cayman Islands 451 173
Indonesia 337 722
Bermuda 223 62
Namibia 135 13
British Virgin Islands 100 28