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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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47,909
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81,578
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62,648
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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,897 166
Switzerland 77,446 572
United Kingdom 70,076 5,490
France 59,876 1,473
Germany 59,435 1,822
Spain 51,815 602
Ireland 48,022 207
Austria 47,213 202
Italy 45,115 814
Netherlands 40,340 459
Sweden 37,806 1,596
United States 34,441 38,154
Finland 33,515 320
Canada 29,148 6,759
Belgium 28,697 290
Norway 28,593 735
Denmark 23,435 566
South Korea 19,794 3,183
Portugal 16,713 178
Liechtenstein 14,364 5
China 11,722 5,353
Jersey 11,295 107
Hong Kong 10,745 1,297
India 10,721 5,856
Brazil 10,260 1,123
Australia 9,171 2,669
Singapore 8,230 1,092
Taiwan 8,118 2,394
Japan 7,245 5,446
South Africa 6,852 638
Guernsey 6,827 86
Chile 6,651 486
Mexico 6,213 278
Poland 4,813 1,137
Bermuda 4,673 78
Thailand 2,008 1,006
Malaysia 1,775 1,543
Cayman Islands 917 239
Israel 628 862
Indonesia 550 865
Namibia 235 17
British Virgin Islands 162 50