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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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10,819
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23,906
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9,197
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 86,809 161
Switzerland 71,079 550
United Kingdom 65,999 5,315
France 57,863 1,448
Germany 56,160 1,764
Spain 50,505 511
Austria 45,706 196
Ireland 43,363 198
Italy 41,819 752
Netherlands 40,210 428
Sweden 35,943 1,436
United States 34,959 36,006
Finland 32,588 297
Canada 28,376 6,552
Belgium 27,683 280
Norway 26,501 639
Denmark 21,366 525
South Korea 19,392 3,011
Portugal 14,426 171
Liechtenstein 12,256 4
Brazil 10,892 1,033
Jersey 10,535 110
Hong Kong 9,965 1,263
India 9,964 5,704
Australia 9,115 2,603
China 8,497 5,136
Singapore 8,477 1,063
Chile 7,349 484
Taiwan 7,216 2,322
Japan 6,798 5,268
South Africa 6,054 632
Mexico 6,028 271
Poland 5,811 1,098
Guernsey 5,706 82
Thailand 1,661 950
Malaysia 1,335 1,507
Israel 647 726
Cayman Islands 563 231
Indonesia 345 803
Bermuda 233 77
Namibia 156 14
British Virgin Islands 103 45