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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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308
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19,946
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49,729
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8,803
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48,254
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 77,797 162
Switzerland 64,008 542
United Kingdom 60,254 5,220
France 52,937 1,439
Germany 51,186 1,751
Spain 44,198 508
Austria 42,506 196
Ireland 39,259 192
Italy 37,592 727
Netherlands 36,033 390
United States 34,686 35,251
Sweden 33,029 1,405
Finland 29,569 291
Canada 27,287 6,526
Belgium 24,496 281
Norway 23,502 626
Denmark 19,063 520
South Korea 17,964 2,902
Portugal 13,254 171
Liechtenstein 11,306 3
Jersey 10,029 109
Brazil 9,967 1,024
Hong Kong 9,094 1,263
Australia 8,660 2,571
India 7,762 5,624
Singapore 6,814 1,034
Taiwan 6,536 2,276
China 6,415 4,979
Japan 6,328 5,165
Chile 6,214 483
Mexico 5,654 271
Poland 5,441 1,084
South Africa 5,231 623
Guernsey 5,126 89
Thailand 1,363 927
Malaysia 892 1,481
Israel 656 596
Cayman Islands 482 208
Indonesia 332 752
Bermuda 246 79
Namibia 151 13
British Virgin Islands 109 47