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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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19,933
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32,782
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20,806
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0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 90,502 165
Switzerland 73,705 556
United Kingdom 68,220 5,337
France 59,401 1,454
Germany 57,603 1,787
Spain 51,367 528
Austria 46,508 202
Ireland 45,069 199
Italy 43,347 783
Netherlands 41,071 435
Sweden 37,028 1,473
United States 34,625 36,619
Finland 33,116 302
Belgium 28,438 287
Canada 27,994 6,595
Norway 27,636 671
Denmark 22,341 540
South Korea 20,422 3,075
Portugal 15,568 176
Liechtenstein 14,164 5
Jersey 11,654 108
Brazil 10,470 1,059
Hong Kong 10,337 1,266
India 10,057 5,751
China 9,240 5,229
Australia 8,857 2,617
Singapore 7,796 1,068
Taiwan 7,515 2,336
Chile 7,318 484
Japan 7,071 5,327
Guernsey 6,843 83
South Africa 6,595 632
Mexico 6,111 271
Poland 5,932 1,102
Bermuda 2,404 77
Thailand 1,812 973
Malaysia 1,438 1,521
Cayman Islands 702 256
Israel 624 742
Indonesia 374 821
Namibia 162 15
British Virgin Islands 90 51