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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

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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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467
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8,336
01-17-26
8,462
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30,698
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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 123,462 362
Ireland 103,363 320
Switzerland 87,802 619
United Kingdom 82,613 5,630
France 78,615 1,633
Germany 67,477 1,888
Italy 57,856 959
Spain 53,867 691
Austria 51,194 216
Netherlands 44,034 588
Canada 42,331 8,450
Sweden 40,321 1,782
Finland 34,690 354
Belgium 33,748 312
United States 30,646 50,547
Norway 30,149 752
South Korea 28,654 3,736
Denmark 26,903 577
China 23,543 6,154
Portugal 22,826 187
Brazil 21,737 1,490
Liechtenstein 18,128 11
Hong Kong 16,246 511
India 15,815 7,205
Australia 15,786 3,845
Greece 13,110 513
Jersey 12,014 286
Singapore 11,974 1,134
Iceland 11,340 83
South Africa 10,983 631
Taiwan 9,994 2,595
Japan 8,711 6,037
Mexico 8,333 282
Chile 8,217 500
United Arab Emirates 7,650 224
Guernsey 7,633 289
Czech Republic 6,236 134
Hungary 5,874 165
Isle of Man 5,625 93
Cyprus 5,144 240
Poland 5,140 1,197
Slovakia 4,492 80
Bermuda 4,281 961
Thailand 4,053 1,147
Malta 3,898 62
Macao 3,505 0
Gibraltar 3,453 12
Malaysia 3,300 1,628
Latvia 3,052 56
Estonia 2,807 61
Israel 2,804 958
Bulgaria 2,766 149
Lithuania 2,741 68
Bahrain 2,623 62
New Zealand 2,421 338
Brunei Darussalam 2,361 0
Cayman Islands 2,267 3,914
Romania 2,205 145
Croatia 1,702 183
Indonesia 1,565 1,080
Oman 1,444 145
Saudi Arabia 1,406 450
Botswana 1,386 11
Qatar 1,356 73
Slovenia 1,344 89
Mauritius 1,101 110
Uruguay 1,054 8
Turkey 1,023 688
Philippines 922 352
Namibia 896 20
British Virgin Islands 841 418
Vietnam 824 1,024
Monaco 822 4
Nicaragua 802 1
Faroe Islands 792 5
Kuwait 790 217
Lebanon 781 13
Argentina 777 182
Panama 771 70
Peru 766 290
Niger 763 0
Egypt 754 235
Russia 752 742
Andorra 749 1
Bahamas 740 30
Bhutan 734 0
Guam 730 1
Colombia 730 85
Swaziland 729 1
Georgia 709 19
Puerto Rico 706 24
Réunion 706 0
Iran, Islamic Republic of 705 63
Venezuela 705 68
Guyana 703 1
Trinidad & Tobago 696 7
Barbados 695 10
Kenya 694 52
Cambodia 693 3
Jamaica 692 78
Lesotho 690 0
Greenland 690 0
Micronesia, Federated States of 686 0
Ukraine 684 50
Marshall Islands 684 98
Belarus 684 1
Ecuador 683 10
Palau 683 0
St. Helena 683 0
US Virgin Islands 681 2
Afghanistan 681 1
Suriname 680 1
Haiti 680 0
St. Lucia 680 3
San Marino 680 0
Guatemala 680 9
Turks and Caicos Islands 679 1
Seychelles 679 1
St. Vincent & the Grenadines 679 0
Tajikistan 679 0
El Salvador 679 1
Bangladesh 679 211
Dominican Republic 679 1
Cape Verde 679 0
Morocco 679 89
Ethiopia 679 0
Uganda 678 1
Kazakhstan 678 155
Kyrgyzstan 678 0
Antigua & Barbuda 678 1
Samoa 678 3
Turkmenistan 678 0
Ghana 678 32
Nigeria 678 80
Anguilla 678 4
Vanuatu 678 0
Sri Lanka 678 337
Uzbekistan 678 4
Grenada 678 1
Aruba 678 1
Zambia 677 9
Nepal 677 240
Laos 677 0
Honduras 677 2
Yemen 677 0
Pakistan 677 607
Jordan 677 255
Dominica 677 1
Mongolia 677 0
Sierra Leone 677 0
Montserrat 677 0
St. Kitts & Nevis 677 1
Cameroon 677 1
Cuba 677 2
Somalia 677 0
French Guiana 677 0
Guadeloupe 677 0
Martinique 677 0
Guinea 677 1
Mauritania 676 0
Malawi 676 8
Mayotte 676 0
Falkland Islands (Malvinas) 676 2
Mali 676 0
Macedonia 676 111
Myanmar 676 0
Gabon 676 1
Fiji 676 1
Armenia 676 3
Comoros 676 0
Guinea-Bissau 676 0
American Samoa 676 1
Djibouti 676 0
Albania 676 1
Costa Rica 676 21
Equatorial Guinea 676 0
Kiribati 676 0
Azerbaijan 676 3
Senegal 676 2
Bolivia 676 6
Togo 676 1
Occupied Palestinian Territory 676 56
Liberia 676 7
Tuvalu 676 0
Tonga 676 0
Côte d'Ivoire 676 12
Madagascar 676 0
Benin 676 3
Burkina Faso 676 2
Bosnia & Herzegovina 676 68
Serbia 676 564
Solomon Islands 676 0
Chad 676 0
Burundi 676 0
Belize 676 6
Sao Tome & Principe 675 0
Angola 675 1
Rwanda 675 0
Cocos (Keeling) Islands 675 0
Central African Republic 675 0
Sudan 675 3
Åland Islands 675 1
West Bank of Gaza 675 0
Syrian Arab Republic 675 0
Tanzania, United Republic Of 675 1
Holy See (Vatican City State) 675 0
Zimbabwe 675 63
Gambia 675 1
Moldova, Republic of 675 0
Montenegro 675 2
Iraq 675 8
British Indian Ocean Territory 675 0
Libyan Arab Jamahiriya 675 0
Mozambique 675 0
Christmas Island 675 0
Papua New Guinea 675 12
Paraguay 675 1
Eritrea 675 0
Algeria 675 0
Nauru 675 0
Timor-Leste 674 0
Tunisia 674 63
Northern Mariana Islands 674 0
Channel Islands 668 2
Congo, the Democratic Republic of the 668 0
Bouvet Island 666 0
North Korea 665 0
Cook Islands 663 0
Congo 661 0
Antarctica 660 0
Maldives 660 0
Western Sahara 660 0
St. Pierre & Miquelon 659 0
Wallis & Futuna Islands 659 1
New Caledonia 659 0
Tokelau 659 0
South Georgia and South Sandwich Islands 659 0
French Polynesia 659 0
Svalbard and Jan Mayen 659 0
US Minor Outlying Islands 659 0
Heard Island and McDonald Islands 659 0
Niue 659 0
Pitcairn 658 0
French Southern Territories 658 0
Norfolk Island 658 0
Netherlands Antilles 601 1
East Timor 2 0
France, Metropolitan 1 0
Yugoslavia 1 0
Zaire 1 0
Serbia and Montenegro 1 0