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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 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,858 166
Switzerland 77,396 572
United Kingdom 70,079 5,493
France 59,857 1,473
Germany 59,392 1,823
Spain 51,788 602
Ireland 47,989 207
Austria 47,189 203
Italy 45,087 814
Netherlands 40,327 459
Sweden 37,803 1,598
United States 34,435 38,178
Finland 33,514 320
Canada 29,148 6,762
Belgium 28,689 290
Norway 28,595 736
Denmark 23,436 566
South Korea 19,807 3,183
Portugal 16,718 178
Liechtenstein 14,355 5
China 11,718 5,353
Jersey 11,294 107
Hong Kong 10,743 1,295
India 10,721 5,859
Brazil 10,249 1,124
Australia 9,127 2,670
Singapore 8,230 1,093
Taiwan 8,118 2,394
Japan 7,233 5,448
South Africa 6,834 638
Guernsey 6,828 85
Chile 6,644 486
Mexico 6,213 278
Poland 4,813 1,137
Bermuda 4,673 78
Thailand 2,008 1,007
Malaysia 1,775 1,544
Cayman Islands 915 242
Israel 628 862
Indonesia 550 866
Namibia 235 17
British Virgin Islands 162 50