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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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30,042
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108,056
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166,873
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45,609
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3,714
0 100,000 200,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 84,727 162
Switzerland 69,070 547
United Kingdom 64,691 5,275
France 56,512 1,451
Germany 54,323 1,768
Spain 46,965 511
Austria 44,650 196
Ireland 41,979 194
Italy 40,527 754
Netherlands 38,925 405
United States 35,002 35,796
Sweden 34,473 1,426
Finland 31,115 296
Canada 28,439 6,535
Belgium 27,471 280
Norway 25,325 633
Denmark 20,273 521
South Korea 18,843 2,992
Portugal 14,020 170
Liechtenstein 12,036 4
Brazil 11,032 1,034
Jersey 10,191 110
India 9,688 5,671
Hong Kong 9,497 1,267
Australia 9,295 2,601
Chile 8,330 483
Singapore 8,326 1,057
China 7,805 5,103
Taiwan 7,018 2,318
Japan 6,891 5,239
Mexico 5,967 273
South Africa 5,923 629
Poland 5,735 1,095
Guernsey 5,337 82
Thailand 1,541 951
Malaysia 1,241 1,497
Israel 640 635
Cayman Islands 554 223
Indonesia 342 790
Bermuda 232 77
Namibia 154 13
British Virgin Islands 103 46