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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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71,559
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 70,851 162
Switzerland 59,096 541
United Kingdom 54,699 5,174
France 49,163 1,427
Germany 47,478 1,744
Spain 40,938 505
Austria 40,037 192
Ireland 35,095 196
Italy 34,035 719
Netherlands 33,977 409
United States 32,475 35,085
Sweden 31,195 1,395
Finland 28,196 290
Belgium 23,538 279
Canada 22,539 6,967
Norway 22,205 618
Denmark 17,822 514
South Korea 17,323 2,883
Portugal 11,944 172
Liechtenstein 9,916 3
Jersey 9,769 109
Hong Kong 8,621 1,232
Brazil 8,360 998
Australia 8,308 2,575
Singapore 6,579 1,028
India 5,933 5,603
Japan 5,882 5,142
China 5,622 4,952
Chile 5,562 481
Taiwan 5,545 2,281
Mexico 5,396 272
Poland 5,308 1,070
South Africa 4,892 618
Guernsey 4,715 88
Thailand 1,198 916
Malaysia 695 1,460
Israel 661 580
Cayman Islands 452 201
Indonesia 334 729
Bermuda 220 79
Namibia 134 13
British Virgin Islands 101 48