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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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13,034
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35,491
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35,001
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31,345
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31,241
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 87,231 161
Switzerland 71,382 550
United Kingdom 66,016 5,315
France 57,953 1,450
Germany 56,199 1,767
Spain 50,307 511
Austria 45,631 196
Ireland 43,562 200
Italy 41,996 756
Netherlands 40,060 428
Sweden 35,922 1,441
United States 34,857 36,166
Finland 32,498 298
Canada 28,140 6,549
Belgium 27,787 281
Norway 26,375 642
Denmark 21,364 529
South Korea 19,712 3,022
Portugal 14,421 171
Liechtenstein 12,267 4
Brazil 10,717 1,033
Jersey 10,527 108
India 9,974 5,710
Hong Kong 9,924 1,264
Australia 8,983 2,605
China 8,646 5,163
Singapore 7,554 1,063
Chile 7,315 484
Taiwan 7,215 2,321
Japan 6,768 5,276
South Africa 6,103 632
Mexico 6,001 270
Poland 5,776 1,099
Guernsey 5,729 82
Thailand 1,699 951
Malaysia 1,363 1,510
Israel 641 732
Cayman Islands 616 243
Indonesia 374 808
Bermuda 236 77
Namibia 158 14
British Virgin Islands 96 49