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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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12,661
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33,375
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39,608
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 93,074 165
Switzerland 75,996 561
United Kingdom 69,457 5,405
France 59,576 1,467
Germany 58,707 1,802
Spain 52,117 587
Austria 46,840 202
Ireland 46,626 202
Italy 44,522 800
Netherlands 39,855 452
Sweden 37,095 1,525
United States 34,400 37,405
Finland 32,919 306
Canada 28,326 6,664
Belgium 28,313 290
Norway 28,158 712
Denmark 22,681 556
South Korea 19,743 3,133
Portugal 16,816 176
Liechtenstein 15,070 5
Jersey 11,193 107
Hong Kong 10,577 1,287
Brazil 10,435 1,085
India 10,395 5,802
China 10,320 5,299
Australia 8,851 2,632
Singapore 7,943 1,081
Taiwan 7,803 2,374
Japan 7,152 5,376
Chile 6,746 484
Guernsey 6,741 84
South Africa 6,672 633
Mexico 6,129 276
Poland 5,803 1,123
Bermuda 3,938 78
Thailand 1,824 989
Malaysia 1,591 1,531
Cayman Islands 783 234
Israel 618 797
Indonesia 483 842
Namibia 162 15
British Virgin Islands 84 49