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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

08-30-15
11,750
08-29-15
12,055
08-28-15
18,307
08-27-15
23,338
08-26-15
26,209
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 55,295 231
Switzerland 45,905 491
United Kingdom 45,675 4,677
France 41,900 1,300
Germany 38,179 1,607
United States 34,670 29,836
Austria 34,155 184
Spain 34,138 440
Netherlands 27,991 416
Ireland 25,910 214
Italy 25,508 597
Sweden 24,463 1,059
Canada 21,758 6,554
Finland 20,352 247
Norway 16,568 564
Belgium 16,399 275
South Korea 13,532 2,211
Denmark 11,511 447
Brazil 10,465 904
Jersey 9,837 69
Portugal 9,367 161
Australia 8,583 2,849
Hong Kong 7,351 981
Japan 6,414 4,700
Liechtenstein 6,294 3
Singapore 5,502 935
India 5,497 4,716
Guernsey 5,093 66
Taiwan 4,730 1,992
South Africa 4,701 561
Poland 4,664 955
Chile 4,087 450
Mexico 3,318 244
China 2,841 4,381
Thailand 971 788
Israel 887 526
Malaysia 688 1,350
Cayman Islands 434 163
Bermuda 232 61
British Virgin Islands 136 24
Namibia 118 9