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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 103,273 174
Switzerland 80,921 577
United Kingdom 72,173 5,580
Germany 62,475 1,841
France 61,760 1,500
Spain 53,509 625
Ireland 52,214 209
Austria 48,923 205
Italy 47,034 854
Netherlands 42,490 472
Sweden 38,895 1,678
Finland 34,353 337
United States 34,231 39,068
Belgium 30,551 296
Norway 28,999 750
Canada 27,528 6,928
Denmark 24,240 574
South Korea 21,191 3,256
Portugal 18,695 177
Liechtenstein 15,872 6
China 13,774 5,407
Jersey 11,403 107
Hong Kong 11,166 1,304
India 10,791 5,966
Brazil 10,630 1,158
Singapore 8,927 1,124
Australia 8,557 2,703
Taiwan 8,401 2,445
Japan 7,233 5,551
South Africa 7,090 641
Guernsey 6,837 85
Chile 6,646 488
Mexico 6,315 282
Poland 4,912 1,159
Bermuda 4,599 79
Thailand 2,292 1,034
Malaysia 1,989 1,579
Cayman Islands 997 257
Israel 644 892
Indonesia 581 903
Namibia 263 19
British Virgin Islands 189 52