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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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33,862
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17,346
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74,480
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20,867
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24,935
0 50,000 100,000
       
Global and Historical Coverage
Country Mutual Funds Equities
Luxembourg 104,930 175
Switzerland 82,792 578
United Kingdom 73,338 5,620
France 62,656 1,508
Germany 62,635 1,849
Ireland 53,899 215
Spain 53,387 641
Austria 49,921 209
Italy 47,920 871
Netherlands 42,891 477
Sweden 39,314 1,696
Finland 34,651 342
United States 33,888 39,565
Belgium 31,092 296
Norway 29,239 755
Canada 28,038 7,008
Denmark 24,480 576
South Korea 21,632 3,349
Portugal 19,751 178
Liechtenstein 17,689 6
China 14,991 5,483
Hong Kong 11,349 1,317
Jersey 11,187 107
India 11,076 6,062
Brazil 10,665 1,168
Singapore 9,172 1,129
Australia 9,014 2,720
Taiwan 8,637 2,488
Chile 7,529 489
South Africa 7,437 642
Japan 7,222 5,623
Guernsey 6,806 86
Mexico 6,327 284
Poland 4,903 1,166
Bermuda 4,584 79
Thailand 2,603 1,062
Malaysia 2,109 1,601
Cayman Islands 1,005 281
Israel 651 904
Indonesia 612 934
Namibia 274 19
British Virgin Islands 213 60