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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

03-06-15
4,128
03-05-15
19,321
03-04-15
16,096
03-03-15
7,756
03-02-15
20,660
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 51,743 218
United Kingdom 43,288 4,591
Switzerland 43,198 485
France 39,987 1,269
Germany 36,328 1,597
United States 33,999 29,194
Spain 33,009 422
Austria 32,914 182
Netherlands 27,008 413
Italy 24,216 574
Ireland 23,907 211
Sweden 23,371 1,016
Canada 21,052 6,491
Finland 19,133 237
Norway 15,681 559
Belgium 15,242 271
South Korea 12,600 2,070
Denmark 10,658 428
Brazil 10,204 901
Portugal 8,861 161
Jersey 8,657 69
Australia 8,466 2,844
Hong Kong 7,226 1,163
Japan 6,069 4,637
Liechtenstein 5,589 3
Singapore 5,358 939
India 5,291 4,664
Guernsey 4,426 63
Taiwan 4,410 1,984
Poland 4,295 946
South Africa 3,940 555
Chile 3,882 441
Mexico 3,788 236
China 2,086 4,067
Thailand 935 774
Israel 924 521
Malaysia 655 1,342
Cayman Islands 415 157
Bermuda 231 58
British Virgin Islands 132 23
Namibia 114 9