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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 85,156 162
Switzerland 69,062 548
United Kingdom 64,697 5,278
France 56,565 1,451
Germany 54,304 1,767
Spain 46,966 511
Austria 44,684 196
Ireland 42,067 196
Italy 40,184 754
Netherlands 38,917 407
United States 34,994 35,817
Sweden 34,447 1,427
Finland 31,095 296
Canada 28,406 6,537
Belgium 27,416 280
Norway 25,304 634
Denmark 20,270 521
South Korea 18,821 2,992
Portugal 13,990 170
Liechtenstein 12,051 4
Brazil 10,996 1,034
Jersey 10,193 110
India 9,670 5,671
Hong Kong 9,557 1,268
Australia 9,343 2,601
Singapore 8,329 1,056
Chile 8,301 482
China 7,857 5,102
Taiwan 7,019 2,318
Japan 6,875 5,245
Mexico 5,967 272
South Africa 5,949 629
Poland 5,744 1,095
Guernsey 5,352 82
Thailand 1,550 951
Malaysia 1,247 1,497
Israel 640 636
Cayman Islands 553 224
Indonesia 342 790
Bermuda 241 77
Namibia 154 13
British Virgin Islands 103 46