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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

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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,872 166
Switzerland 77,376 572
United Kingdom 70,056 5,493
France 59,843 1,474
Germany 59,375 1,824
Spain 51,778 602
Ireland 48,010 207
Austria 47,173 203
Italy 45,067 817
Netherlands 40,311 459
Sweden 37,790 1,602
United States 34,423 38,213
Finland 33,504 321
Canada 29,145 6,768
Belgium 28,669 290
Norway 28,582 736
Denmark 23,426 566
South Korea 19,793 3,186
Portugal 16,708 178
Liechtenstein 14,343 5
China 11,713 5,355
Jersey 11,290 108
Hong Kong 10,743 1,294
India 10,721 5,860
Brazil 10,243 1,124
Australia 9,128 2,675
Singapore 8,230 1,093
Taiwan 8,117 2,397
Japan 7,228 5,451
South Africa 6,825 638
Guernsey 6,824 85
Chile 6,642 487
Mexico 6,213 278
Poland 4,812 1,137
Bermuda 4,673 78
Thailand 2,008 1,009
Malaysia 1,781 1,544
Cayman Islands 913 251
Israel 628 862
Indonesia 550 866
Namibia 235 17
British Virgin Islands 162 50