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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

07-06-15
13,069
07-05-15
7,703
07-04-15
1,543
07-03-15
6,379
07-02-15
14,878
0 10,000 20,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 53,331 226
Switzerland 43,938 492
United Kingdom 43,432 4,639
France 40,370 1,286
Germany 36,942 1,597
United States 34,178 29,463
Austria 33,502 182
Spain 33,253 434
Netherlands 27,363 414
Italy 24,758 577
Ireland 24,314 213
Sweden 23,568 1,033
Canada 21,280 6,524
Finland 19,182 242
Norway 15,695 558
Belgium 15,667 274
South Korea 12,860 2,178
Denmark 10,729 436
Brazil 10,368 903
Jersey 8,702 69
Portugal 8,701 161
Australia 8,526 2,846
Hong Kong 7,253 1,172
Japan 6,227 4,657
Liechtenstein 5,787 3
India 5,406 4,681
Singapore 5,348 935
Taiwan 4,509 1,987
Poland 4,476 952
Guernsey 4,446 65
Chile 3,961 448
South Africa 3,947 556
Mexico 3,789 238
China 2,299 4,139
Thailand 923 780
Israel 908 521
Malaysia 662 1,344
Cayman Islands 429 164
Bermuda 228 60
British Virgin Islands 127 23
Namibia 114 9