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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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47,670
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30,117
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25,817
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4,712
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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 105,686 176
Switzerland 83,352 580
United Kingdom 72,570 5,631
Germany 62,982 1,855
France 62,299 1,514
Ireland 53,668 215
Spain 53,063 642
Austria 49,760 210
Italy 47,948 885
Netherlands 43,671 477
Sweden 39,377 1,701
Finland 34,698 343
United States 33,748 39,691
Belgium 31,435 296
Norway 29,414 756
Canada 29,065 7,040
Denmark 24,633 577
South Korea 21,503 3,372
Portugal 20,045 178
Liechtenstein 17,261 6
China 15,394 5,497
Hong Kong 11,371 1,324
Jersey 11,241 107
India 11,231 6,103
Brazil 10,674 1,198
Singapore 9,111 1,131
Australia 8,947 2,735
Taiwan 8,717 2,494
South Africa 7,552 642
Chile 7,495 488
Japan 7,232 5,654
Mexico 6,351 284
Guernsey 5,742 86
Poland 5,018 1,167
Bermuda 4,573 79
Thailand 2,688 1,071
Malaysia 2,150 1,605
Cayman Islands 1,000 307
Israel 701 905
Indonesia 622 937
Namibia 285 20
British Virgin Islands 218 64