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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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45,501
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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 104,979 175
Switzerland 82,868 578
United Kingdom 73,274 5,621
Germany 62,709 1,849
France 62,706 1,510
Ireland 53,965 215
Spain 53,154 641
Austria 49,968 209
Italy 47,969 873
Netherlands 43,300 477
Sweden 39,349 1,698
Finland 34,627 342
United States 33,893 39,587
Belgium 31,107 296
Norway 29,231 755
Canada 27,994 7,011
Denmark 24,500 576
South Korea 21,607 3,350
Portugal 19,752 178
Liechtenstein 17,682 6
China 15,087 5,490
Hong Kong 11,357 1,320
Jersey 11,187 107
India 11,122 6,072
Brazil 10,676 1,168
Singapore 9,155 1,129
Australia 9,057 2,720
Taiwan 8,680 2,493
Chile 7,524 489
South Africa 7,426 642
Japan 7,224 5,625
Guernsey 6,792 86
Mexico 6,328 284
Poland 4,911 1,166
Bermuda 4,591 79
Thailand 2,637 1,062
Malaysia 2,112 1,602
Cayman Islands 999 284
Israel 651 904
Indonesia 614 934
Namibia 275 20
British Virgin Islands 216 60