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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

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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 86,087 160
Switzerland 70,633 549
United Kingdom 65,293 5,303
France 57,368 1,450
Germany 55,816 1,762
Spain 50,536 510
Austria 45,415 197
Ireland 42,748 199
Italy 41,543 752
Netherlands 39,892 425
Sweden 35,656 1,434
United States 35,132 35,945
Finland 32,395 297
Canada 28,443 6,550
Belgium 27,573 280
Norway 26,239 636
Denmark 21,162 524
South Korea 19,119 3,004
Portugal 14,304 171
Liechtenstein 12,208 4
Brazil 10,935 1,032
Jersey 10,551 110
India 9,748 5,682
Hong Kong 9,675 1,284
Australia 9,292 2,606
Singapore 8,408 1,065
China 8,118 5,097
Chile 7,443 482
Taiwan 7,132 2,323
Japan 6,841 5,262
South Africa 6,026 630
Mexico 6,011 272
Poland 5,846 1,097
Guernsey 5,592 82
Thailand 1,589 950
Malaysia 1,300 1,503
Israel 648 717
Cayman Islands 548 230
Indonesia 340 801
Bermuda 218 78
Namibia 154 14
British Virgin Islands 103 45