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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

01-20-20
22,995
01-19-20
185,312
01-18-20
1,221
01-17-20
25,534
01-16-20
37,370
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 83,758 162
Switzerland 68,433 548
United Kingdom 64,381 5,268
France 56,149 1,449
Germany 54,025 1,768
Spain 46,970 510
Austria 44,393 196
Ireland 41,610 194
Italy 40,344 754
Netherlands 38,658 405
United States 34,935 35,744
Sweden 34,351 1,422
Finland 30,987 295
Canada 27,957 6,536
Belgium 27,240 280
Norway 25,160 631
Denmark 20,108 520
South Korea 18,620 2,987
Portugal 13,980 170
Liechtenstein 12,016 4
Brazil 11,073 1,031
Jersey 10,125 110
India 9,609 5,661
Hong Kong 9,510 1,267
Australia 9,269 2,600
Singapore 8,427 1,056
Chile 8,344 483
China 7,702 5,099
Taiwan 6,988 2,317
Japan 6,901 5,217
Mexico 5,928 272
South Africa 5,776 629
Poland 5,753 1,095
Guernsey 5,229 82
Thailand 1,539 951
Malaysia 1,202 1,497
Israel 642 633
Cayman Islands 543 223
Indonesia 339 779
Bermuda 232 77
Namibia 156 13
British Virgin Islands 103 46