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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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3,161
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7,357
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39,451
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31,359
0 25,000 50,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 91,255 166
Switzerland 74,292 557
United Kingdom 68,477 5,361
France 59,476 1,459
Germany 58,038 1,790
Spain 51,395 529
Austria 46,533 202
Ireland 45,445 201
Italy 43,629 791
Netherlands 40,488 440
Sweden 37,094 1,480
United States 34,617 36,876
Finland 33,043 302
Belgium 28,452 288
Canada 28,113 6,614
Norway 27,769 680
Denmark 22,619 549
South Korea 20,093 3,103
Portugal 16,002 176
Liechtenstein 14,964 5
Jersey 11,504 108
Hong Kong 10,653 1,273
Brazil 10,595 1,064
India 10,184 5,767
China 9,612 5,271
Australia 8,924 2,620
Singapore 7,863 1,072
Taiwan 7,631 2,357
Japan 7,092 5,337
Chile 6,756 484
Guernsey 6,672 83
South Africa 6,531 632
Mexico 6,121 276
Poland 5,942 1,109
Bermuda 3,841 77
Thailand 1,850 979
Malaysia 1,479 1,521
Cayman Islands 728 260
Israel 616 758
Indonesia 372 832
Namibia 162 15
British Virgin Islands 90 49