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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 96,820 166
Switzerland 77,508 570
United Kingdom 70,128 5,473
France 59,907 1,472
Germany 59,451 1,818
Spain 51,842 600
Ireland 47,797 207
Austria 47,184 202
Italy 45,114 811
Netherlands 40,328 458
Sweden 37,868 1,587
United States 34,474 38,045
Finland 33,496 315
Canada 29,074 6,741
Belgium 28,660 290
Norway 28,546 734
Denmark 23,396 564
South Korea 19,837 3,172
Portugal 16,639 177
Liechtenstein 14,375 5
China 11,637 5,348
Jersey 11,310 107
Hong Kong 10,760 1,295
India 10,702 5,842
Brazil 10,310 1,115
Australia 9,149 2,660
Singapore 8,237 1,089
Taiwan 8,117 2,388
Japan 7,240 5,443
South Africa 6,863 638
Guernsey 6,823 85
Chile 6,672 486
Mexico 6,213 278
Poland 4,813 1,136
Bermuda 4,675 79
Thailand 1,998 1,002
Malaysia 1,780 1,542
Cayman Islands 919 245
Israel 629 858
Indonesia 550 864
Namibia 235 17
British Virgin Islands 162 51