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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

10-11-24
97,129
10-10-24
61,125
10-09-24
78,028
10-08-24
137,810
10-07-24
30,860
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 107,581 354
United Kingdom 88,803 5,590
Switzerland 87,894 602
Germany 68,592 1,867
France 66,671 1,616
Ireland 63,460 314
Italy 62,857 931
Austria 55,099 214
Spain 53,591 672
Netherlands 48,949 568
Sweden 40,771 1,748
Belgium 38,630 306
Canada 37,360 8,316
Finland 35,796 348
United States 32,201 47,530
Norway 31,409 742
Denmark 27,165 572
South Korea 26,943 3,589
Portugal 25,916 185
Brazil 21,640 1,415
Liechtenstein 21,544 8
China 19,984 5,978
Iceland 14,786 83
Greece 14,009 511
India 13,977 6,791
Hong Kong 13,142 502
Jersey 11,569 284
Singapore 11,141 1,112
United Arab Emirates 10,527 211
Australia 10,477 3,792
South Africa 9,918 621
Taiwan 9,515 2,534
Japan 9,144 5,900
Chile 8,375 500
Czech Republic 8,077 132
Mexico 7,951 280
Guernsey 7,780 284
Poland 7,519 1,186
Hungary 7,503 160
Malta 5,887 62
Cyprus 5,629 236
Isle of Man 5,626 92
Slovakia 5,091 79
Bermuda 4,637 952
Lithuania 4,447 68
Latvia 3,945 53
Macao 3,661 0
Thailand 3,595 1,117
Gibraltar 3,543 11
Bahrain 3,394 60
Romania 3,313 133
Bulgaria 3,052 137
Estonia 2,943 57
Malaysia 2,861 1,574
Israel 2,600 925
Brunei Darussalam 2,247 0
Cayman Islands 1,978 3,498
New Zealand 1,578 338
Croatia 1,550 180
Indonesia 1,320 1,052
Oman 1,247 140
Qatar 1,193 72
Slovenia 1,165 86
Saudi Arabia 1,138 397
Uruguay 949 7
Botswana 942 11
Bhutan 940 0
Mauritius 938 108
Turkey 888 670
Philippines 753 350
Namibia 727 21
Faroe Islands 687 5
British Virgin Islands 674 348
Monaco 640 4
Nicaragua 638 1
Niger 632 0
North Korea 627 0
Egypt 625 220
Lebanon 616 13
Panama 610 62
Russia 597 739
Argentina 592 181
Peru 592 285
Andorra 579 1
Kuwait 577 217
Bahamas 574 28
Suriname 569 1
Georgia 567 19
Morocco 565 87
Colombia 562 84
Guyana 558 1
Venezuela 547 68
Vietnam 542 979
Vanuatu 541 0
Iran, Islamic Republic of 539 59
Kenya 538 49
Swaziland 538 1
Samoa 537 3
Puerto Rico 537 24
Cambodia 535 3
Barbados 531 10
Lesotho 529 0
Ukraine 529 51
Guam 529 1
Belarus 528 1
Falkland Islands (Malvinas) 527 2
Jamaica 526 68
Ecuador 525 9
Afghanistan 524 1
Greenland 524 0
Seychelles 523 1
Ethiopia 523 0
Guatemala 522 9
Bangladesh 521 195
Turks and Caicos Islands 521 1
Zambia 521 9
Kyrgyzstan 520 0
Tajikistan 520 0
El Salvador 520 1
Turkmenistan 520 0
Uzbekistan 520 4
Uganda 520 1
Fiji 520 1
Anguilla 520 4
Aruba 520 1
Ghana 520 32
Kazakhstan 520 152
Haiti 520 0
Grenada 520 1
Yemen 519 0
Marshall Islands 519 86
American Samoa 519 1
Cameroon 519 1
Jordan 519 255
Honduras 519 2
Cuba 519 2
Mongolia 519 0
Martinique 519 0
Solomon Islands 519 0
French Guiana 519 0
Sierra Leone 519 0
Nigeria 519 78
Montserrat 519 0
Kiribati 519 0
Somalia 519 0
Pakistan 519 597
Nepal 519 181
Zimbabwe 519 60
Trinidad & Tobago 519 6
Dominica 519 1
Tonga 519 0
Tuvalu 519 0
Guadeloupe 519 0
Guinea 519 1
Chad 518 0
Costa Rica 518 20
Palau 518 0
Nauru 518 0
Djibouti 518 0
Togo 518 1
Papua New Guinea 518 11
Congo 518 0
Occupied Palestinian Territory 518 55
Serbia 518 564
Belize 518 6
Comoros 518 0
Bolivia 518 6
Benin 518 1
Madagascar 518 0
Senegal 518 2
Macedonia 518 111
Guinea-Bissau 518 0
Armenia 518 0
Liberia 518 5
Albania 518 1
Malawi 518 8
Mayotte 518 0
Burundi 518 0
Azerbaijan 518 3
Mali 518 0
Gabon 518 1
Myanmar 518 0
Paraguay 517 1
Rwanda 517 0
West Bank of Gaza 517 0
Montenegro 517 2
Gambia 517 1
Holy See (Vatican City State) 517 0
Laos 517 0
Iraq 517 4
Central African Republic 517 0
Sudan 517 3
Timor-Leste 517 0
Mozambique 517 0
Eritrea 517 0
Angola 517 1
St. Helena 515 0
Netherlands Antilles 515 2
Réunion 513 0
US Virgin Islands 512 2
Sri Lanka 512 332
St. Lucia 512 1
San Marino 512 0
Dominican Republic 511 1
St. Vincent & the Grenadines 511 0
Cape Verde 511 0
Antigua & Barbuda 510 1
St. Kitts & Nevis 509 1
Burkina Faso 508 2
Cocos (Keeling) Islands 508 0
British Indian Ocean Territory 508 0
Christmas Island 508 0
Côte d'Ivoire 508 12
Mauritania 508 0
Bosnia & Herzegovina 508 68
Equatorial Guinea 508 0
Moldova, Republic of 507 0
Sao Tome & Principe 507 0
Algeria 507 0
Northern Mariana Islands 507 0
Syrian Arab Republic 507 0
Libyan Arab Jamahiriya 507 0
Tanzania, United Republic Of 507 1
Åland Islands 507 1
Micronesia, Federated States of 506 0
Tunisia 506 62
Bouvet Island 505 0
Cook Islands 503 0
Maldives 502 0
Antarctica 501 0
Tokelau 501 0
US Minor Outlying Islands 501 0
Svalbard and Jan Mayen 501 0
Niue 501 0
Congo, the Democratic Republic of the 500 0
Pitcairn 500 0
Channel Islands 500 2
Western Sahara 492 0
Heard Island and McDonald Islands 491 0
St. Pierre & Miquelon 491 0
New Caledonia 491 0
South Georgia and South Sandwich Islands 491 0
French Polynesia 491 0
Wallis & Futuna Islands 491 1
French Southern Territories 490 0
Norfolk Island 490 0
East Timor 2 0
France, Metropolitan 1 0
Zaire 1 0
Serbia and Montenegro 1 0
Yugoslavia 1 0