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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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7,123
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59,831
12-05-24
34,166
12-04-24
38,908
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76,249
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 108,922 354
United Kingdom 88,014 5,595
Switzerland 87,739 603
Germany 68,298 1,869
France 66,635 1,620
Ireland 63,473 314
Italy 60,893 935
Austria 54,710 214
Spain 53,363 674
Netherlands 48,583 569
Sweden 40,681 1,754
Belgium 38,046 306
Canada 37,511 8,330
Finland 35,784 348
United States 31,959 47,836
Norway 31,320 742
Denmark 27,146 572
South Korea 27,058 3,624
Portugal 25,386 185
Brazil 22,214 1,418
Liechtenstein 21,310 8
China 20,437 6,006
Iceland 14,595 83
India 14,266 6,826
Greece 13,816 511
Hong Kong 13,230 504
Australia 11,560 3,800
Jersey 11,515 284
Singapore 11,246 1,115
United Arab Emirates 10,560 212
South Africa 10,082 623
Taiwan 9,568 2,549
Japan 8,976 5,929
Chile 8,360 500
Czech Republic 8,063 132
Mexico 8,009 280
Guernsey 7,743 284
Hungary 7,641 160
Poland 7,464 1,188
Isle of Man 5,890 92
Malta 5,826 62
Cyprus 5,546 236
Slovakia 5,103 79
Bermuda 4,593 951
Latvia 3,872 54
Lithuania 3,844 68
Thailand 3,653 1,125
Macao 3,647 0
Gibraltar 3,495 11
Romania 3,304 133
Bahrain 3,216 60
Bulgaria 3,029 137
Estonia 2,911 58
Malaysia 2,870 1,582
Israel 2,623 928
Brunei Darussalam 2,335 0
Cayman Islands 1,989 3,541
New Zealand 1,610 338
Croatia 1,591 180
Indonesia 1,367 1,055
Oman 1,255 140
Qatar 1,201 72
Slovenia 1,172 86
Saudi Arabia 1,148 407
Botswana 949 11
Mauritius 943 108
Uruguay 933 7
Turkey 894 670
Philippines 768 350
Namibia 732 21
Faroe Islands 706 5
British Virgin Islands 682 354
Nicaragua 643 1
Monaco 643 4
Niger 642 0
North Korea 632 0
Egypt 630 221
Lebanon 621 13
Panama 616 63
Argentina 608 181
Peru 608 285
Russia 603 739
Andorra 598 1
Bhutan 589 0
Kuwait 583 217
Bahamas 580 28
Colombia 578 84
Georgia 577 19
Suriname 575 1
Morocco 571 87
Guyana 564 1
Puerto Rico 553 24
Venezuela 553 68
Vietnam 547 982
Iran, Islamic Republic of 546 59
Vanuatu 546 0
Kenya 544 49
Swaziland 544 1
Samoa 542 3
Cambodia 540 3
Barbados 537 10
Lesotho 535 0
Trinidad & Tobago 535 6
Guam 534 1
Falkland Islands (Malvinas) 533 2
Belarus 532 1
Jamaica 532 68
Ukraine 532 51
St. Helena 531 0
Ecuador 531 9
Ethiopia 530 0
Afghanistan 530 1
Greenland 530 0
Seychelles 529 1
Réunion 529 0
US Virgin Islands 528 2
Guatemala 528 9
San Marino 528 0
Sri Lanka 528 334
St. Lucia 528 1
Tajikistan 527 0
St. Vincent & the Grenadines 527 0
Zambia 527 9
Bangladesh 527 195
Dominican Republic 527 1
Turks and Caicos Islands 527 1
Cape Verde 527 0
Anguilla 526 4
Antigua & Barbuda 526 1
Ghana 526 32
Uganda 526 1
Turkmenistan 526 0
Haiti 526 0
Kyrgyzstan 526 0
Micronesia, Federated States of 526 0
Grenada 526 1
El Salvador 526 1
Uzbekistan 526 4
Kazakhstan 526 152
Aruba 526 1
Honduras 525 2
Dominica 525 1
Nigeria 525 78
Cameroon 525 1
Cuba 525 2
Pakistan 525 599
St. Kitts & Nevis 525 1
Nepal 525 181
Fiji 525 1
Jordan 525 255
Netherlands Antilles 525 2
Montserrat 525 0
Somalia 525 0
Mongolia 525 0
Zimbabwe 525 60
Guadeloupe 525 0
Guinea 525 1
Sierra Leone 525 0
French Guiana 525 0
Yemen 525 0
Martinique 525 0
Burkina Faso 524 2
Chad 524 0
Benin 524 1
Bosnia & Herzegovina 524 68
Serbia 524 564
Solomon Islands 524 0
Belize 524 6
Bolivia 524 6
Albania 524 1
Armenia 524 0
Togo 524 1
Kiribati 524 0
American Samoa 524 1
Burundi 524 0
Tonga 524 0
Tuvalu 524 0
Azerbaijan 524 3
Senegal 524 2
Macedonia 524 111
Marshall Islands 524 86
Myanmar 524 0
Mali 524 0
Madagascar 524 0
Liberia 524 5
Malawi 524 8
Guinea-Bissau 524 0
Equatorial Guinea 524 0
Occupied Palestinian Territory 524 55
Comoros 524 0
Côte d'Ivoire 524 12
Congo 524 0
Costa Rica 524 20
Mayotte 524 0
Mauritania 524 0
Djibouti 524 0
Gabon 524 1
Laos 523 0
Mozambique 523 0
Holy See (Vatican City State) 523 0
Rwanda 523 0
Libyan Arab Jamahiriya 523 0
Syrian Arab Republic 523 0
West Bank of Gaza 523 0
Nauru 523 0
British Indian Ocean Territory 523 0
Angola 523 1
Moldova, Republic of 523 0
Åland Islands 523 1
Eritrea 523 0
Iraq 523 4
Palau 523 0
Papua New Guinea 523 11
Central African Republic 523 0
Montenegro 523 2
Cocos (Keeling) Islands 523 0
Christmas Island 523 0
Gambia 523 1
Sudan 523 3
Sao Tome & Principe 523 0
Tanzania, United Republic Of 523 1
Paraguay 523 1
Algeria 523 0
Timor-Leste 522 0
Tunisia 522 62
Northern Mariana Islands 522 0
Channel Islands 516 2
Congo, the Democratic Republic of the 516 0
Bouvet Island 511 0
Cook Islands 509 0
Maldives 508 0
Western Sahara 508 0
Wallis & Futuna Islands 507 1
Tokelau 507 0
Niue 507 0
French Polynesia 507 0
Svalbard and Jan Mayen 507 0
Heard Island and McDonald Islands 507 0
South Georgia and South Sandwich Islands 507 0
US Minor Outlying Islands 507 0
Antarctica 507 0
St. Pierre & Miquelon 507 0
New Caledonia 507 0
Pitcairn 506 0
French Southern Territories 506 0
Norfolk Island 506 0
East Timor 2 0
Serbia and Montenegro 1 0
France, Metropolitan 1 0
Yugoslavia 1 0
Zaire 1 0