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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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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 95,980 166
Switzerland 77,132 567
United Kingdom 69,932 5,471
France 59,733 1,472
Germany 59,210 1,816
Spain 51,777 599
Ireland 47,187 206
Austria 47,018 202
Italy 44,997 811
Netherlands 40,236 457
Sweden 37,692 1,578
United States 34,436 37,901
Finland 33,421 315
Canada 29,515 6,720
Norway 28,609 733
Belgium 28,491 290
Denmark 23,337 564
South Korea 19,760 3,165
Portugal 16,596 177
Liechtenstein 14,312 5
China 11,416 5,346
Jersey 11,295 107
Hong Kong 10,686 1,293
India 10,637 5,834
Brazil 10,332 1,114
Australia 9,137 2,651
Singapore 8,188 1,088
Taiwan 8,005 2,385
Japan 7,239 5,427
Guernsey 6,825 85
South Africa 6,798 637
Chile 6,704 486
Mexico 6,209 278
Poland 4,799 1,131
Bermuda 4,445 79
Thailand 1,989 999
Malaysia 1,750 1,540
Cayman Islands 917 246
Israel 634 853
Indonesia 546 855
Namibia 232 17
British Virgin Islands 157 50