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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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421
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11,294
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13,308
03-25-15
8,243
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9,406
0 10,000 20,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 52,368 218
Switzerland 43,626 486
United Kingdom 43,475 4,610
France 40,169 1,275
Germany 36,631 1,597
United States 33,994 29,279
Austria 33,155 182
Spain 33,106 423
Netherlands 27,183 413
Italy 24,290 574
Ireland 24,081 211
Sweden 23,474 1,021
Canada 21,053 6,506
Finland 19,223 239
Norway 15,707 559
Belgium 15,321 271
South Korea 12,742 2,096
Denmark 10,742 435
Brazil 10,181 903
Portugal 8,899 161
Jersey 8,686 69
Australia 8,494 2,846
Hong Kong 7,238 1,163
Japan 6,157 4,639
Liechtenstein 5,740 3
Singapore 5,345 941
India 5,337 4,668
Taiwan 4,463 1,984
Guernsey 4,450 63
Poland 4,295 947
Chile 3,903 442
South Africa 3,876 555
Mexico 3,788 236
China 2,148 4,074
Thailand 926 776
Israel 919 521
Malaysia 651 1,342
Cayman Islands 413 157
Bermuda 228 58
British Virgin Islands 130 22
Namibia 116 9