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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

08-05-20
13,687
08-04-20
41,887
08-03-20
18,122
08-02-20
14,404
08-01-20
1,271
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 87,593 161
Switzerland 71,528 550
United Kingdom 66,111 5,316
France 58,043 1,451
Germany 56,230 1,770
Spain 50,208 515
Austria 45,525 197
Ireland 43,627 200
Italy 41,980 757
Netherlands 40,111 429
Sweden 35,927 1,444
United States 34,734 36,231
Finland 32,427 298
Canada 28,358 6,555
Belgium 27,818 281
Norway 26,641 644
Denmark 21,339 529
South Korea 19,911 3,035
Portugal 14,416 171
Liechtenstein 12,459 4
Brazil 10,667 1,039
Jersey 10,530 108
India 9,987 5,724
Hong Kong 9,916 1,261
Australia 8,992 2,606
China 8,802 5,182
Singapore 7,524 1,064
Chile 7,406 484
Taiwan 7,259 2,322
Japan 6,779 5,278
South Africa 6,089 632
Mexico 6,085 270
Guernsey 5,770 82
Poland 5,754 1,101
Thailand 1,734 953
Malaysia 1,354 1,514
Cayman Islands 644 235
Israel 638 733
Indonesia 376 811
Bermuda 247 77
Namibia 158 14
British Virgin Islands 96 49