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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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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 87,232 161
Switzerland 71,247 550
United Kingdom 66,004 5,316
France 57,959 1,449
Germany 56,209 1,766
Spain 50,267 511
Austria 45,626 196
Ireland 43,562 200
Italy 41,955 756
Netherlands 40,056 428
Sweden 35,899 1,440
United States 34,865 36,158
Finland 32,477 298
Canada 28,266 6,548
Belgium 27,787 281
Norway 26,353 641
Denmark 21,353 529
South Korea 19,700 3,022
Portugal 14,425 171
Liechtenstein 12,233 4
Brazil 10,717 1,033
Jersey 10,539 108
India 9,970 5,710
Hong Kong 9,926 1,264
Australia 8,984 2,604
China 8,634 5,161
Singapore 7,606 1,063
Chile 7,313 484
Taiwan 7,215 2,321
Japan 6,782 5,275
South Africa 6,101 632
Mexico 6,001 270
Poland 5,793 1,099
Guernsey 5,724 82
Thailand 1,706 951
Malaysia 1,370 1,510
Israel 640 732
Cayman Islands 618 245
Indonesia 373 808
Bermuda 236 77
Namibia 156 14
British Virgin Islands 96 48