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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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2,376
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40,728
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22,649
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16,414
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2,378
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 89,187 163
Switzerland 72,884 555
United Kingdom 67,307 5,322
France 58,966 1,454
Germany 57,866 1,779
Spain 51,132 524
Austria 46,302 202
Ireland 44,630 199
Italy 42,553 774
Netherlands 40,897 432
Sweden 36,534 1,457
United States 34,499 36,355
Finland 32,936 301
Belgium 28,218 287
Canada 28,068 6,575
Norway 27,019 649
Denmark 21,863 533
South Korea 20,303 3,056
Portugal 15,421 176
Liechtenstein 14,134 5
Jersey 11,572 108
Brazil 10,572 1,049
Hong Kong 10,118 1,262
India 10,043 5,732
China 8,978 5,199
Australia 8,943 2,615
Taiwan 7,402 2,326
Chile 7,334 484
Singapore 7,318 1,067
Japan 7,025 5,296
Guernsey 6,793 83
South Africa 6,255 632
Mexico 6,118 270
Poland 5,950 1,105
Thailand 1,743 957
Malaysia 1,388 1,513
Cayman Islands 691 254
Israel 624 740
Bermuda 408 78
Indonesia 377 822
Namibia 162 15
British Virgin Islands 91 50