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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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29,054
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50,798
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32,927
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31,597
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54,972
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 82,265 162
Switzerland 67,908 546
United Kingdom 63,150 5,248
France 55,424 1,447
Germany 53,565 1,762
Spain 46,568 510
Austria 44,017 195
Ireland 40,902 194
Italy 39,814 747
Netherlands 37,998 400
United States 35,003 35,677
Sweden 34,030 1,414
Finland 30,817 293
Canada 27,816 6,530
Belgium 26,799 280
Norway 25,008 630
Denmark 19,996 520
South Korea 18,444 2,956
Portugal 13,772 171
Liechtenstein 11,852 3
Brazil 11,155 1,027
Jersey 10,132 111
Hong Kong 9,456 1,259
India 8,968 5,653
Australia 8,926 2,585
Singapore 8,392 1,050
Chile 8,015 483
China 7,447 5,058
Taiwan 6,915 2,297
Japan 6,855 5,207
Mexico 5,845 271
South Africa 5,721 625
Poland 5,542 1,090
Guernsey 5,185 88
Thailand 1,528 942
Malaysia 1,038 1,493
Israel 646 613
Cayman Islands 524 222
Indonesia 336 764
Bermuda 234 78
Namibia 156 13
British Virgin Islands 106 46