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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

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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 112,159 350
Switzerland 87,085 602
United Kingdom 83,188 5,575
Germany 66,345 1,853
France 63,611 1,604
Ireland 61,966 313
Italy 61,531 920
Spain 54,572 667
Austria 52,950 214
Netherlands 45,829 568
Sweden 40,581 1,736
Canada 36,670 8,258
Finland 35,761 348
Belgium 35,195 306
United States 32,622 46,825
Norway 31,196 742
Denmark 27,050 572
South Korea 26,511 3,545
Portugal 22,176 184
Brazil 21,221 1,379
China 19,317 6,028
Liechtenstein 18,599 7
India 13,390 6,619
Greece 13,180 508
Hong Kong 12,772 555
Iceland 12,629 83
Jersey 11,477 284
Singapore 10,462 1,109
Australia 10,053 3,774
South Africa 9,814 620
Taiwan 9,399 2,506
Japan 9,181 5,853
Chile 8,180 499
United Arab Emirates 7,975 206
Mexico 7,794 280
Hungary 7,186 160
Czech Republic 6,817 132
Guernsey 6,442 284
Poland 6,019 1,181
Isle of Man 5,600 92
Slovakia 5,088 77
Malta 4,681 60
Bermuda 4,663 904
Cyprus 4,475 238
Latvia 3,776 53
Gibraltar 3,699 11
Macao 3,648 1
Lithuania 3,427 68
Thailand 3,424 1,109
Bulgaria 2,987 132
Estonia 2,771 57
Malaysia 2,765 1,554
Bahrain 2,666 60
Israel 2,296 923
Brunei Darussalam 2,098 0
Romania 2,086 131
Cayman Islands 1,842 3,269
Croatia 1,635 176
New Zealand 1,504 337
Indonesia 1,193 1,041
Oman 1,162 138
Qatar 1,114 71
Saudi Arabia 1,080 378
Slovenia 1,080 84
Botswana 890 11
Mauritius 881 104
Uruguay 867 7
Turkey 807 658
Philippines 698 348
Namibia 656 21
British Virgin Islands 609 331
Faroe Islands 594 5
Monaco 574 4
Egypt 555 216
Lebanon 551 13
Panama 549 60
Peru 542 283
Nicaragua 540 1
Argentina 537 181
Russia 533 737
Niger 519 0
Andorra 517 1
Kuwait 512 216
Georgia 511 19
Bahamas 508 27
Colombia 507 84
Lesotho 487 0
Puerto Rico 482 24
Venezuela 482 68
Guyana 480 1
Vietnam 477 955
Swaziland 474 1
Netherlands Antilles 472 2
Guam 471 1
Cambodia 470 3
Kenya 469 48
Barbados 466 10
Ukraine 464 51
Trinidad & Tobago 464 6
Belarus 463 1
Falkland Islands (Malvinas) 462 2
Jamaica 461 60
St. Helena 460 0
Ecuador 460 8
Afghanistan 459 1
Réunion 458 0
Seychelles 458 1
Greenland 458 0
St. Lucia 457 1
San Marino 457 0
Sri Lanka 457 330
US Virgin Islands 457 2
Zambia 456 9
Samoa 456 3
Turks and Caicos Islands 456 1
Guatemala 456 9
Cape Verde 456 0
Bangladesh 456 190
St. Vincent & the Grenadines 456 0
Tajikistan 455 0
Kyrgyzstan 455 0
Kazakhstan 455 152
Turkmenistan 455 0
Vanuatu 455 0
Grenada 455 1
Uganda 455 1
Uzbekistan 455 4
Jordan 455 255
Antigua & Barbuda 455 1
Aruba 455 1
Dominican Republic 455 1
Anguilla 455 4
Ghana 455 32
Haiti 455 0
Ethiopia 455 0
Fiji 455 1
Zimbabwe 454 58
Tuvalu 454 0
Montserrat 454 0
Guinea 454 1
Cuba 454 2
Bhutan 454 0
American Samoa 454 1
Tonga 454 0
Cameroon 454 1
Nepal 454 148
Martinique 454 0
Sierra Leone 454 0
Kiribati 454 0
St. Kitts & Nevis 454 1
Mongolia 454 0
Pakistan 454 591
El Salvador 454 1
Solomon Islands 454 0
French Guiana 454 0
Yemen 454 0
Marshall Islands 454 87
Nigeria 454 72
Dominica 454 1
Somalia 454 0
Guadeloupe 454 0
Equatorial Guinea 453 0
Malawi 453 7
Morocco 453 87
Guinea-Bissau 453 0
Mauritania 453 0
Myanmar 453 0
Cocos (Keeling) Islands 453 0
British Indian Ocean Territory 453 0
Honduras 453 2
Azerbaijan 453 3
Armenia 453 0
Mayotte 453 0
Burundi 453 0
Nauru 453 0
Liberia 453 5
Madagascar 453 0
Gabon 453 1
Albania 453 1
Suriname 453 1
Costa Rica 453 20
Occupied Palestinian Territory 453 54
Macedonia 453 111
Comoros 453 0
Christmas Island 453 0
Papua New Guinea 453 11
Palau 453 0
Benin 453 1
Djibouti 453 0
Burkina Faso 453 2
Chad 453 0
Côte d'Ivoire 453 11
Bolivia 453 6
Serbia 453 564
Togo 453 1
Mali 453 0
Bosnia & Herzegovina 453 68
Belize 453 6
Senegal 453 2
Åland Islands 452 1
Sao Tome & Principe 452 0
Syrian Arab Republic 452 0
Sudan 452 3
Central African Republic 452 0
Libyan Arab Jamahiriya 452 0
Laos 452 0
Timor-Leste 452 0
Tanzania, United Republic Of 452 1
Angola 452 1
West Bank of Gaza 452 0
Moldova, Republic of 452 0
Montenegro 452 2
Northern Mariana Islands 452 0
Holy See (Vatican City State) 452 0
Iraq 452 1
Iran, Islamic Republic of 452 59
Algeria 452 0
Paraguay 452 1
Rwanda 452 0
Mozambique 452 0
Gambia 452 1
Eritrea 452 0
Tunisia 451 62
Channel Islands 451 2
Micronesia, Federated States of 451 0
Congo, the Democratic Republic of the 445 0
Bouvet Island 439 0
Cook Islands 437 1
North Korea 437 0
Maldives 436 0
Western Sahara 436 0
Wallis & Futuna Islands 435 1
Antarctica 435 0
French Polynesia 435 0
Heard Island and McDonald Islands 435 0
Congo 435 0
Niue 435 0
US Minor Outlying Islands 435 0
South Georgia and South Sandwich Islands 435 0
New Caledonia 435 0
Svalbard and Jan Mayen 435 0
Tokelau 435 0
St. Pierre & Miquelon 435 0
French Southern Territories 434 0
Norfolk Island 434 0
Pitcairn 434 0
East Timor 2 0
Yugoslavia 1 0
Zaire 1 0
France, Metropolitan 1 0
Serbia and Montenegro 1 0