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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

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14,468
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65,840
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43,586
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62,591
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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 109,521 356
United Kingdom 86,825 5,607
Switzerland 86,591 606
Germany 67,661 1,870
France 65,847 1,625
Ireland 63,331 315
Italy 60,377 941
Spain 53,070 685
Austria 52,868 215
Netherlands 46,626 572
Sweden 40,555 1,762
Canada 37,769 8,346
Belgium 37,394 307
Finland 35,762 349
United States 31,692 48,550
Norway 31,165 745
Denmark 27,218 574
South Korea 27,052 3,657
Portugal 24,772 185
Brazil 22,804 1,431
China 20,992 6,029
Liechtenstein 20,051 8
India 14,593 6,908
Greece 13,881 511
Hong Kong 13,790 505
Iceland 12,568 83
Australia 11,635 3,803
Singapore 11,422 1,115
Jersey 11,100 285
South Africa 10,084 624
United Arab Emirates 10,000 214
Taiwan 9,640 2,572
Japan 8,574 5,962
Chile 8,285 500
Mexico 8,039 280
Czech Republic 7,683 133
Guernsey 7,592 285
Hungary 7,047 163
Poland 6,604 1,190
Isle of Man 5,998 92
Cyprus 5,038 235
Slovakia 4,837 79
Malta 4,594 61
Bermuda 4,509 952
Lithuania 4,012 68
Latvia 3,792 56
Thailand 3,685 1,129
Macao 3,627 0
Gibraltar 3,480 12
Bahrain 3,361 61
Romania 3,128 133
Estonia 3,008 58
Malaysia 2,924 1,592
Bulgaria 2,646 139
Israel 2,463 930
Brunei Darussalam 2,371 0
Cayman Islands 1,995 3,618
New Zealand 1,563 337
Croatia 1,450 180
Indonesia 1,399 1,064
Oman 1,250 140
Saudi Arabia 1,217 414
Botswana 1,208 11
Qatar 1,202 72
Slovenia 1,192 88
Mauritius 952 108
Uruguay 926 7
Turkey 903 683
Philippines 777 350
Faroe Islands 755 5
Namibia 740 21
Monaco 695 4
British Virgin Islands 687 365
Egypt 682 222
Nicaragua 680 1
Lebanon 668 13
Panama 625 63
Niger 622 0
Guyana 622 1
Peru 617 286
Argentina 616 181
Russia 612 739
Andorra 607 1
Bhutan 594 0
Kuwait 592 217
Bahamas 590 29
Colombia 588 85
Georgia 586 19
Venezuela 562 68
Puerto Rico 562 24
Vietnam 556 996
Vanuatu 555 0
Kenya 553 50
Swaziland 553 1
Lesotho 549 0
Cambodia 549 3
Iran, Islamic Republic of 546 60
Barbados 546 10
Trinidad & Tobago 544 6
Guam 543 1
Falkland Islands (Malvinas) 542 2
Belarus 541 1
Ukraine 541 51
Jamaica 541 69
St. Helena 540 0
Ecuador 540 9
Afghanistan 539 1
Greenland 539 0
Seychelles 538 1
Réunion 538 0
US Virgin Islands 537 2
St. Lucia 537 1
San Marino 537 0
Ethiopia 537 0
Guatemala 537 9
Suriname 537 1
Tajikistan 536 0
St. Vincent & the Grenadines 536 0
Zambia 536 9
Turks and Caicos Islands 536 1
Bangladesh 536 200
Dominican Republic 536 1
Morocco 536 88
Cape Verde 536 0
Uganda 535 1
Grenada 535 1
Haiti 535 0
Sri Lanka 535 334
Kazakhstan 535 152
Aruba 535 1
Antigua & Barbuda 535 1
Turkmenistan 535 0
Nigeria 535 80
Micronesia, Federated States of 535 0
El Salvador 535 1
Kyrgyzstan 535 0
Anguilla 535 4
Uzbekistan 535 4
Ghana 535 32
Samoa 535 3
Cuba 534 2
Congo 534 0
Dominica 534 1
Pakistan 534 599
Cameroon 534 1
Yemen 534 0
Jordan 534 254
Sierra Leone 534 0
Somalia 534 0
Nepal 534 196
French Guiana 534 0
Guadeloupe 534 0
Honduras 534 2
Zimbabwe 534 61
St. Kitts & Nevis 534 1
Martinique 534 0
Fiji 534 1
Montserrat 534 0
Guinea 534 1
Mongolia 534 0
Azerbaijan 533 3
Guinea-Bissau 533 0
Equatorial Guinea 533 0
Tuvalu 533 0
Burundi 533 0
Togo 533 1
Tonga 533 0
Kiribati 533 0
American Samoa 533 1
Albania 533 1
Armenia 533 0
Mauritania 533 0
Gabon 533 1
Macedonia 533 111
Marshall Islands 533 86
Myanmar 533 0
Mali 533 0
Comoros 533 0
Costa Rica 533 20
Côte d'Ivoire 533 12
Occupied Palestinian Territory 533 56
Liberia 533 5
Mayotte 533 0
Malawi 533 8
Djibouti 533 0
Madagascar 533 0
Burkina Faso 533 2
Bosnia & Herzegovina 533 68
Chad 533 0
Benin 533 1
Belize 533 6
Solomon Islands 533 0
Senegal 533 2
Bolivia 533 6
Serbia 533 564
Christmas Island 532 0
Nauru 532 0
West Bank of Gaza 532 0
Libyan Arab Jamahiriya 532 0
Moldova, Republic of 532 0
Papua New Guinea 532 11
Iraq 532 6
Rwanda 532 0
Palau 532 0
Gambia 532 1
Paraguay 532 1
British Indian Ocean Territory 532 0
Algeria 532 0
Laos 532 0
Mozambique 532 0
Sudan 532 3
Sao Tome & Principe 532 0
Cocos (Keeling) Islands 532 0
Central African Republic 532 0
Tanzania, United Republic Of 532 1
Åland Islands 532 1
Holy See (Vatican City State) 532 0
Eritrea 532 0
Syrian Arab Republic 532 0
Angola 532 1
Montenegro 532 2
Timor-Leste 531 0
Northern Mariana Islands 531 0
Tunisia 531 62
Congo, the Democratic Republic of the 525 0
Channel Islands 525 2
North Korea 524 0
Bouvet Island 520 0
Cook Islands 518 0
Western Sahara 517 0
Maldives 517 0
French Polynesia 516 0
US Minor Outlying Islands 516 0
Tokelau 516 0
South Georgia and South Sandwich Islands 516 0
Svalbard and Jan Mayen 516 0
New Caledonia 516 0
Niue 516 0
Heard Island and McDonald Islands 516 0
St. Pierre & Miquelon 516 0
Antarctica 516 0
Wallis & Futuna Islands 516 1
Norfolk Island 515 0
Pitcairn 515 0
French Southern Territories 515 0
Netherlands Antilles 454 2
East Timor 2 0
Zaire 1 0
Serbia and Montenegro 1 0
Yugoslavia 1 0
France, Metropolitan 1 0