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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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4,221
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23,710
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20,513
04-22-18
36,481
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43,364
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 52,424 215
Switzerland 43,517 528
United Kingdom 42,775 5,184
France 38,917 1,394
Germany 36,082 1,718
Spain 31,401 494
Austria 31,337 190
United States 30,960 34,412
Netherlands 26,427 419
Ireland 25,742 199
Sweden 24,473 1,344
Italy 24,238 673
Canada 22,860 6,793
Finland 21,370 276
Norway 17,389 607
Belgium 15,394 282
Denmark 12,651 498
South Korea 10,786 2,753
Portugal 9,321 164
Brazil 8,402 945
Jersey 8,336 70
Australia 7,696 2,566
Hong Kong 7,683 1,084
Liechtenstein 6,037 3
Japan 5,921 5,023
India 5,532 5,630
Singapore 5,320 1,010
Taiwan 4,817 2,214
Guernsey 4,699 65
South Africa 4,634 611
Poland 4,613 1,052
Mexico 4,011 266
China 3,114 5,593
Chile 2,976 480
Thailand 905 895
Israel 694 569
Malaysia 640 1,427
Cayman Islands 421 173
Bermuda 223 61
Namibia 133 13
British Virgin Islands 102 25