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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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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,274 168
Switzerland 76,874 572
United Kingdom 69,713 5,516
France 59,496 1,478
Germany 59,056 1,829
Spain 51,448 603
Ireland 47,796 207
Austria 46,904 203
Italy 44,749 828
Netherlands 40,049 460
Sweden 37,513 1,626
United States 34,282 38,380
Finland 33,219 326
Canada 29,081 6,793
Belgium 28,474 290
Norway 28,416 739
Denmark 23,266 573
South Korea 19,762 3,203
Portugal 16,576 178
Liechtenstein 14,244 5
China 11,686 5,374
Jersey 11,280 107
Hong Kong 10,754 1,295
India 10,722 5,874
Brazil 10,167 1,127
Australia 8,699 2,679
Singapore 8,227 1,100
Taiwan 8,104 2,411
Japan 7,186 5,488
South Africa 6,818 638
Guernsey 6,804 85
Chile 6,631 487
Mexico 6,214 279
Poland 4,800 1,144
Bermuda 4,567 79
Thailand 1,999 1,016
Malaysia 1,790 1,546
Cayman Islands 910 284
Israel 629 867
Indonesia 549 878
Namibia 236 19
British Virgin Islands 163 50