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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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2,255
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33,083
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98,782
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49,143
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94,441
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 89,047 162
Switzerland 72,848 555
United Kingdom 67,312 5,323
France 58,977 1,454
Germany 57,870 1,776
Spain 51,226 524
Austria 46,294 202
Ireland 44,614 198
Italy 42,561 774
Netherlands 40,893 432
Sweden 36,610 1,457
United States 34,495 36,346
Finland 32,963 301
Belgium 28,209 286
Canada 28,073 6,575
Norway 27,049 648
Denmark 21,897 533
South Korea 20,247 3,053
Portugal 15,430 176
Liechtenstein 14,134 4
Jersey 11,557 108
Brazil 10,573 1,046
Hong Kong 10,117 1,263
India 10,035 5,731
Australia 8,966 2,614
China 8,946 5,197
Taiwan 7,384 2,324
Chile 7,350 484
Singapore 7,326 1,067
Japan 7,042 5,295
Guernsey 6,794 83
South Africa 6,258 631
Mexico 6,117 270
Poland 5,949 1,105
Thailand 1,740 957
Malaysia 1,386 1,514
Cayman Islands 690 256
Israel 625 739
Bermuda 408 78
Indonesia 378 822
Namibia 162 15
British Virgin Islands 96 50