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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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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 96,441 168
Switzerland 77,033 572
United Kingdom 69,869 5,513
France 59,580 1,477
Germany 59,164 1,829
Spain 51,560 603
Ireland 47,866 207
Austria 46,995 203
Italy 44,792 828
Netherlands 40,149 460
Sweden 37,653 1,622
United States 34,312 38,357
Finland 33,358 323
Canada 29,081 6,790
Belgium 28,520 290
Norway 28,489 738
Denmark 23,350 572
South Korea 19,757 3,201
Portugal 16,590 178
Liechtenstein 14,283 5
China 11,694 5,370
Jersey 11,289 107
Hong Kong 10,744 1,295
India 10,722 5,874
Brazil 10,187 1,127
Australia 8,685 2,679
Singapore 8,227 1,097
Taiwan 8,104 2,411
Japan 7,187 5,486
South Africa 6,841 638
Guernsey 6,815 85
Chile 6,631 487
Mexico 6,214 279
Poland 4,807 1,143
Bermuda 4,670 78
Thailand 1,999 1,014
Malaysia 1,788 1,543
Cayman Islands 909 275
Israel 629 865
Indonesia 549 869
Namibia 236 19
British Virgin Islands 163 50