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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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50,497
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45,073
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32,766
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87,429
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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 107,799 354
United Kingdom 88,586 5,589
Switzerland 87,408 603
Germany 68,273 1,864
France 66,292 1,616
Ireland 63,388 313
Italy 62,542 930
Austria 54,930 214
Spain 53,442 671
Netherlands 48,802 568
Sweden 40,700 1,747
Belgium 38,383 306
Canada 37,325 8,306
Finland 35,769 348
United States 32,202 47,488
Norway 31,342 742
Denmark 27,060 572
South Korea 26,796 3,585
Portugal 25,804 185
Brazil 21,570 1,409
Liechtenstein 21,271 8
China 19,906 5,973
Iceland 14,732 83
Greece 13,988 511
India 13,844 6,764
Hong Kong 13,089 502
Jersey 11,567 284
Singapore 11,075 1,111
United Arab Emirates 10,537 211
Australia 10,350 3,788
South Africa 9,901 621
Taiwan 9,472 2,529
Japan 9,115 5,898
Chile 8,290 500
Czech Republic 8,051 132
Mexico 7,927 280
Guernsey 7,775 284
Poland 7,501 1,186
Hungary 7,485 160
Malta 5,852 61
Isle of Man 5,619 92
Cyprus 5,611 236
Slovakia 5,068 78
Bermuda 4,696 950
Lithuania 4,126 68
Latvia 3,925 53
Macao 3,652 0
Thailand 3,576 1,115
Gibraltar 3,534 11
Bahrain 3,391 60
Romania 3,305 132
Bulgaria 3,041 133
Estonia 2,920 57
Malaysia 2,847 1,570
Israel 2,594 923
Brunei Darussalam 2,227 0
Cayman Islands 1,957 3,482
New Zealand 1,564 338
Croatia 1,533 178
Indonesia 1,297 1,050
Oman 1,235 138
Qatar 1,181 72
Slovenia 1,148 86
Saudi Arabia 1,132 395
Uruguay 935 7
Botswana 930 11
Bhutan 927 0
Mauritius 923 108
Turkey 875 668
Philippines 740 350
Namibia 714 21
Faroe Islands 673 5
British Virgin Islands 661 345
Niger 630 0
Monaco 627 4
Nicaragua 625 1
North Korea 614 0
Egypt 612 220
Lebanon 603 13
Panama 596 62
Russia 584 739
Peru 579 284
Argentina 579 181
Andorra 566 1
Kuwait 564 217
Bahamas 560 28
Suriname 556 1
Georgia 554 19
Morocco 552 87
Colombia 549 84
Guyana 545 1
Venezuela 534 68
Vietnam 529 973
Vanuatu 528 0
Iran, Islamic Republic of 526 59
Swaziland 525 1
Kenya 525 49
Samoa 524 3
Puerto Rico 524 24
Cambodia 522 3
Barbados 518 10
Lesotho 516 0
Ukraine 516 51
Guam 516 1
Belarus 515 1
Falkland Islands (Malvinas) 514 2
Jamaica 513 68
Ecuador 512 9
Afghanistan 511 1
Greenland 511 0
Seychelles 510 1
Ethiopia 510 0
Bangladesh 508 195
Turks and Caicos Islands 508 1
Zambia 508 9
Guatemala 508 9
Kyrgyzstan 507 0
Tajikistan 507 0
Kazakhstan 507 152
Turkmenistan 507 0
Uzbekistan 507 4
Uganda 507 1
Fiji 507 1
Anguilla 507 4
Aruba 507 1
Ghana 507 32
Jordan 507 255
Haiti 507 0
Grenada 507 1
Cuba 506 2
Pakistan 506 596
Nepal 506 180
Tonga 506 0
Nigeria 506 78
Dominica 506 1
Sierra Leone 506 0
Solomon Islands 506 0
Guadeloupe 506 0
Somalia 506 0
Cameroon 506 1
El Salvador 506 1
French Guiana 506 0
Guinea 506 1
Marshall Islands 506 88
American Samoa 506 1
Kiribati 506 0
Yemen 506 0
Martinique 506 0
Tuvalu 506 0
Trinidad & Tobago 506 6
Mongolia 506 0
Zimbabwe 506 60
Montserrat 506 0
Bolivia 505 6
Comoros 505 0
Malawi 505 8
Azerbaijan 505 3
Mali 505 0
Gabon 505 1
Myanmar 505 0
Benin 505 1
Togo 505 1
Serbia 505 564
Occupied Palestinian Territory 505 55
Burundi 505 0
Mayotte 505 0
Palau 505 0
Liberia 505 5
Chad 505 0
Honduras 505 2
Djibouti 505 0
Congo 505 0
Papua New Guinea 505 11
Nauru 505 0
Albania 505 1
Senegal 505 2
Costa Rica 505 20
Macedonia 505 111
Madagascar 505 0
Guinea-Bissau 505 0
Belize 505 6
Armenia 505 0
Eritrea 504 0
Gambia 504 1
Paraguay 504 1
Angola 504 1
Holy See (Vatican City State) 504 0
Timor-Leste 504 0
Iraq 504 4
Sudan 504 3
West Bank of Gaza 504 0
Rwanda 504 0
Laos 504 0
Montenegro 504 2
Mozambique 504 0
Central African Republic 504 0
Netherlands Antilles 502 2
St. Helena 502 0
Réunion 500 0
US Virgin Islands 499 2
St. Lucia 499 1
San Marino 499 0
Sri Lanka 499 332
Cape Verde 498 0
St. Vincent & the Grenadines 498 0
Antigua & Barbuda 497 1
Dominican Republic 497 1
St. Kitts & Nevis 496 1
Bosnia & Herzegovina 495 68
Mauritania 495 0
British Indian Ocean Territory 495 0
Burkina Faso 495 2
Côte d'Ivoire 495 12
Christmas Island 495 0
Cocos (Keeling) Islands 495 0
Equatorial Guinea 495 0
Northern Mariana Islands 494 0
Algeria 494 0
Libyan Arab Jamahiriya 494 0
Moldova, Republic of 494 0
Sao Tome & Principe 494 0
Tanzania, United Republic Of 494 1
Åland Islands 494 1
Syrian Arab Republic 494 0
Micronesia, Federated States of 493 0
Tunisia 493 62
Bouvet Island 492 0
Cook Islands 490 0
Maldives 489 0
Tokelau 488 0
US Minor Outlying Islands 488 0
Niue 488 0
Svalbard and Jan Mayen 488 0
Antarctica 488 0
Channel Islands 487 2
Congo, the Democratic Republic of the 487 0
Pitcairn 487 0
Western Sahara 479 0
Wallis & Futuna Islands 478 1
South Georgia and South Sandwich Islands 478 0
New Caledonia 478 0
French Polynesia 478 0
St. Pierre & Miquelon 478 0
Heard Island and McDonald Islands 478 0
French Southern Territories 477 0
Norfolk Island 477 0
East Timor 2 0
France, Metropolitan 1 0
Serbia and Montenegro 1 0
Yugoslavia 1 0
Zaire 1 0