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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

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Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 93,537 165
Switzerland 76,347 563
United Kingdom 69,543 5,428
France 59,566 1,469
Germany 58,849 1,807
Spain 52,215 589
Austria 46,908 202
Ireland 46,675 202
Italy 44,730 801
Netherlands 40,011 452
Sweden 37,176 1,545
United States 34,388 37,466
Finland 33,088 308
Canada 28,878 6,681
Belgium 28,418 290
Norway 28,260 718
Denmark 22,828 559
South Korea 19,672 3,141
Portugal 16,815 176
Liechtenstein 15,076 5
Jersey 11,219 107
Hong Kong 10,644 1,291
China 10,484 5,302
India 10,401 5,802
Brazil 10,387 1,089
Australia 9,007 2,632
Singapore 8,001 1,083
Taiwan 7,865 2,375
Japan 7,136 5,396
Guernsey 6,770 84
South Africa 6,682 635
Chile 6,671 484
Mexico 6,134 277
Poland 5,789 1,123
Bermuda 4,046 78
Thailand 1,858 991
Malaysia 1,597 1,529
Cayman Islands 791 239
Israel 618 811
Indonesia 479 845
Namibia 163 17
British Virgin Islands 87 48