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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

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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

05-17-24
80,170
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109,000
05-15-24
177,335
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168,926
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81,299
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 111,992 350
Switzerland 87,006 602
United Kingdom 83,219 5,569
Germany 66,309 1,852
France 63,555 1,603
Ireland 61,710 312
Italy 61,652 918
Spain 54,563 667
Austria 52,879 214
Netherlands 45,698 566
Sweden 40,497 1,735
Canada 36,700 8,253
Finland 35,685 348
Belgium 35,102 306
United States 32,692 46,472
Norway 31,145 739
Denmark 26,993 572
South Korea 26,491 3,542
Portugal 22,127 184
Brazil 21,109 1,378
China 19,205 6,025
Liechtenstein 18,485 7
India 13,333 6,610
Greece 13,162 508
Hong Kong 12,774 555
Iceland 12,206 82
Jersey 11,473 284
Singapore 10,226 1,109
Australia 10,093 3,773
South Africa 9,823 620
Taiwan 9,384 2,503
Japan 9,198 5,841
Chile 8,241 499
United Arab Emirates 7,923 204
Mexico 7,796 280
Hungary 7,179 160
Czech Republic 6,833 132
Guernsey 6,441 284
Poland 6,011 1,180
Isle of Man 5,565 92
Slovakia 5,107 77
Malta 4,678 60
Bermuda 4,677 904
Cyprus 4,456 238
Gibraltar 3,821 11
Latvia 3,779 53
Macao 3,689 1
Lithuania 3,429 68
Thailand 3,392 1,107
Bulgaria 2,990 132
Estonia 2,770 57
Malaysia 2,763 1,552
Bahrain 2,672 60
Israel 2,325 921
Brunei Darussalam 2,100 0
Romania 2,093 131
Cayman Islands 1,844 3,257
Croatia 1,620 176
New Zealand 1,506 337
Indonesia 1,195 1,041
Oman 1,167 138
Qatar 1,116 71
Saudi Arabia 1,087 377
Slovenia 1,081 84
Botswana 892 11
Mauritius 881 103
Uruguay 869 7
Turkey 809 654
Philippines 700 347
Namibia 658 21
British Virgin Islands 611 331
Faroe Islands 596 5
Monaco 576 4
Egypt 557 216
Lebanon 555 13
Panama 551 58
Peru 548 283
Argentina 539 181
Nicaragua 538 1
Russia 535 737
Niger 521 0
Andorra 519 1
Kuwait 514 216
Georgia 513 19
Bahamas 510 27
Colombia 509 84
Lesotho 489 0
Venezuela 484 68
Puerto Rico 484 23
Guyana 482 1
Vietnam 479 955
Swaziland 476 1
Netherlands Antilles 474 2
Guam 473 1
Cambodia 472 3
Kenya 471 48
El Salvador 468 1
Barbados 468 10
Ukraine 466 51
Trinidad & Tobago 466 6
Belarus 465 1
Falkland Islands (Malvinas) 464 2
Iran, Islamic Republic of 464 59
Jamaica 463 60
St. Helena 462 0
Ecuador 462 8
Afghanistan 461 1
Réunion 460 0
Greenland 460 0
Seychelles 460 1
St. Lucia 459 1
US Virgin Islands 459 2
San Marino 459 0
Sri Lanka 459 330
Bangladesh 458 190
Samoa 458 3
Cape Verde 458 0
Guatemala 458 9
Turks and Caicos Islands 458 1
Zambia 458 9
St. Vincent & the Grenadines 458 0
Kazakhstan 457 152
Tajikistan 457 0
Kyrgyzstan 457 0
Turkmenistan 457 0
Vanuatu 457 0
Ghana 457 32
Uganda 457 1
Uzbekistan 457 4
Antigua & Barbuda 457 1
Aruba 457 1
Dominican Republic 457 1
Anguilla 457 4
Haiti 457 0
Jordan 457 255
Ethiopia 457 0
Grenada 457 1
Zimbabwe 456 58
Montserrat 456 0
Tuvalu 456 0
Guinea 456 1
Cuba 456 2
Sierra Leone 456 0
American Samoa 456 1
Tonga 456 0
Pakistan 456 590
Nepal 456 148
Martinique 456 0
French Guiana 456 0
Kiribati 456 0
Mongolia 456 0
Bhutan 456 0
Fiji 456 1
Cameroon 456 1
Solomon Islands 456 0
St. Kitts & Nevis 456 1
Marshall Islands 456 87
Yemen 456 0
Nigeria 456 71
Dominica 456 1
Somalia 456 0
Guadeloupe 456 0
Malawi 455 7
Equatorial Guinea 455 0
Morocco 455 87
Guinea-Bissau 455 0
Honduras 455 2
Myanmar 455 0
Mauritania 455 0
British Indian Ocean Territory 455 0
Madagascar 455 0
Burundi 455 0
Azerbaijan 455 3
Mayotte 455 0
Palau 455 0
Armenia 455 0
Albania 455 1
Liberia 455 5
Nauru 455 0
Gabon 455 1
Cocos (Keeling) Islands 455 0
Comoros 455 0
Costa Rica 455 20
Burkina Faso 455 2
Macedonia 455 111
Christmas Island 455 0
Benin 455 1
Papua New Guinea 455 11
Occupied Palestinian Territory 455 54
Djibouti 455 0
Mali 455 0
Serbia 455 564
Chad 455 0
Suriname 455 1
Bolivia 455 6
Côte d'Ivoire 455 11
Bosnia & Herzegovina 455 68
Senegal 455 2
Belize 455 6
Togo 455 1
Timor-Leste 454 0
Central African Republic 454 0
Syrian Arab Republic 454 0
Åland Islands 454 1
Angola 454 1
Laos 454 0
Tanzania, United Republic Of 454 1
Libyan Arab Jamahiriya 454 0
Holy See (Vatican City State) 454 0
West Bank of Gaza 454 0
Sudan 454 3
Montenegro 454 2
Northern Mariana Islands 454 0
Moldova, Republic of 454 0
Sao Tome & Principe 454 0
Iraq 454 1
Mozambique 454 0
Paraguay 454 1
Rwanda 454 0
Algeria 454 0
Gambia 454 1
Eritrea 454 0
Channel Islands 453 2
Tunisia 453 62
Micronesia, Federated States of 453 0
Congo, the Democratic Republic of the 447 0
Bouvet Island 441 0
Cook Islands 439 1
North Korea 439 0
Maldives 438 0
Western Sahara 438 0
Antarctica 437 0
New Caledonia 437 0
US Minor Outlying Islands 437 0
Tokelau 437 0
Svalbard and Jan Mayen 437 0
St. Pierre & Miquelon 437 0
South Georgia and South Sandwich Islands 437 0
Niue 437 0
Wallis & Futuna Islands 437 1
Heard Island and McDonald Islands 437 0
French Polynesia 437 0
Congo 437 0
Pitcairn 436 0
Norfolk Island 436 0
French Southern Territories 436 0
East Timor 2 0
Yugoslavia 1 0
France, Metropolitan 1 0
Serbia and Montenegro 1 0
Zaire 1 0