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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 107,955 174
Switzerland 84,484 581
United Kingdom 72,432 5,660
Germany 63,880 1,866
France 62,678 1,523
Ireland 55,327 215
Spain 53,686 658
Austria 50,720 211
Italy 48,284 908
Netherlands 44,470 476
Sweden 39,820 1,704
Finland 35,331 344
United States 33,584 40,287
Belgium 32,253 297
Norway 30,240 758
Canada 29,377 7,095
Denmark 25,344 577
South Korea 21,557 3,450
Portugal 21,011 179
Liechtenstein 17,585 6
China 16,727 5,551
Hong Kong 11,739 1,334
India 11,640 6,238
Jersey 11,433 112
Brazil 10,750 1,234
Singapore 9,356 1,144
Taiwan 8,925 2,530
South Africa 8,576 646
Australia 8,042 2,766
Chile 7,834 489
Japan 7,409 5,729
Mexico 6,447 289
Guernsey 6,022 86
Poland 5,434 1,176
Bermuda 4,650 79
Thailand 2,866 1,091
Malaysia 2,341 1,623
Cayman Islands 1,109 315
Israel 840 912
Indonesia 725 969
Namibia 387 20
British Virgin Islands 325 72