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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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50,242
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49,512
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40,374
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27,608
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3,082
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 103,666 174
Switzerland 80,980 577
United Kingdom 72,186 5,587
Germany 62,550 1,843
France 61,845 1,504
Spain 53,600 635
Ireland 52,665 212
Austria 49,039 206
Italy 47,245 861
Netherlands 42,537 473
Sweden 38,966 1,680
Finland 34,422 339
United States 34,133 39,122
Belgium 30,504 296
Norway 29,080 752
Canada 27,629 6,952
Denmark 24,302 575
South Korea 21,436 3,278
Portugal 19,067 178
Liechtenstein 16,023 6
China 14,102 5,432
Jersey 11,378 107
Hong Kong 11,199 1,308
India 10,920 5,979
Brazil 10,628 1,164
Singapore 9,069 1,124
Australia 8,545 2,709
Taiwan 8,452 2,457
Chile 7,481 488
Japan 7,243 5,557
South Africa 7,123 641
Guernsey 6,863 85
Mexico 6,315 282
Poland 4,897 1,160
Bermuda 4,629 79
Thailand 2,390 1,037
Malaysia 1,996 1,582
Cayman Islands 992 253
Israel 638 896
Indonesia 577 925
Namibia 258 19
British Virgin Islands 184 52