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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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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 94,710 165
Switzerland 76,576 566
United Kingdom 69,749 5,460
France 59,498 1,472
Germany 58,734 1,811
Spain 51,595 596
Ireland 46,720 206
Austria 46,699 202
Italy 44,842 808
Netherlands 39,967 458
Sweden 37,441 1,574
United States 34,358 37,722
Finland 33,248 315
Canada 29,586 6,702
Belgium 28,317 290
Norway 27,804 729
Denmark 23,084 564
South Korea 19,760 3,151
Portugal 16,506 176
Liechtenstein 14,217 5
Jersey 11,144 107
China 11,036 5,337
Hong Kong 10,714 1,296
India 10,559 5,819
Brazil 10,392 1,096
Australia 9,198 2,639
Singapore 8,120 1,084
Taiwan 7,942 2,379
Japan 7,214 5,414
South Africa 6,779 635
Guernsey 6,736 85
Chile 6,687 484
Mexico 6,202 277
Poland 4,723 1,128
Bermuda 4,119 78
Thailand 1,885 997
Malaysia 1,704 1,540
Cayman Islands 849 246
Israel 681 837
Indonesia 537 853
Namibia 224 17
British Virgin Islands 151 49