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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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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,510 168
Switzerland 77,100 572
United Kingdom 69,911 5,512
France 59,621 1,476
Germany 59,192 1,829
Spain 51,582 603
Ireland 47,901 207
Austria 47,030 203
Italy 44,827 825
Netherlands 40,182 460
Sweden 37,674 1,621
United States 34,318 38,353
Finland 33,387 323
Canada 29,081 6,788
Belgium 28,534 290
Norway 28,498 736
Denmark 23,352 571
South Korea 19,768 3,201
Portugal 16,594 178
Liechtenstein 14,283 5
China 11,698 5,370
Jersey 11,293 107
Hong Kong 10,753 1,295
India 10,722 5,872
Brazil 10,187 1,127
Australia 8,685 2,679
Singapore 8,228 1,097
Taiwan 8,104 2,408
Japan 7,192 5,485
South Africa 6,841 638
Guernsey 6,824 85
Chile 6,631 487
Mexico 6,214 278
Poland 4,809 1,143
Bermuda 4,670 78
Thailand 1,999 1,014
Malaysia 1,788 1,543
Cayman Islands 909 275
Israel 629 865
Indonesia 549 869
Namibia 236 19
British Virgin Islands 163 50