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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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0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 102,572 171
Switzerland 80,308 576
United Kingdom 71,972 5,574
Germany 62,141 1,840
France 61,654 1,494
Spain 53,455 623
Ireland 51,340 208
Austria 48,660 205
Italy 46,832 848
Netherlands 42,320 466
Sweden 38,745 1,668
United States 34,317 39,004
Finland 34,276 336
Belgium 30,387 295
Norway 29,016 750
Canada 27,329 6,905
Denmark 24,143 574
South Korea 20,954 3,246
Portugal 18,439 177
Liechtenstein 15,604 6
China 13,465 5,402
Jersey 11,425 107
Hong Kong 11,091 1,297
India 10,781 5,950
Brazil 10,640 1,152
Singapore 8,853 1,117
Australia 8,764 2,697
Taiwan 8,387 2,442
Japan 7,246 5,535
South Africa 7,047 641
Guernsey 6,916 85
Chile 6,561 487
Mexico 6,319 282
Poland 4,879 1,157
Bermuda 4,639 79
Thailand 2,200 1,029
Malaysia 1,970 1,570
Cayman Islands 974 258
Israel 642 890
Indonesia 574 902
Namibia 263 19
British Virgin Islands 189 52