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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 93,460 165
Switzerland 76,087 562
United Kingdom 69,482 5,421
France 59,554 1,468
Germany 58,718 1,805
Spain 52,087 587
Austria 46,800 202
Ireland 46,610 202
Italy 44,668 799
Netherlands 39,897 452
Sweden 37,105 1,537
United States 34,369 37,440
Finland 32,964 306
Belgium 28,442 290
Canada 28,380 6,677
Norway 28,167 716
Denmark 22,731 560
South Korea 19,619 3,138
Portugal 16,764 176
Liechtenstein 15,017 5
Jersey 11,220 107
Hong Kong 10,604 1,291
China 10,442 5,302
Brazil 10,411 1,088
India 10,401 5,802
Australia 8,795 2,631
Singapore 8,009 1,082
Taiwan 7,853 2,373
Japan 7,128 5,393
Guernsey 6,787 84
Chile 6,729 484
South Africa 6,667 633
Mexico 6,134 276
Poland 5,788 1,123
Bermuda 4,028 78
Thailand 1,841 991
Malaysia 1,593 1,530
Cayman Islands 791 238
Israel 618 806
Indonesia 483 843
Namibia 163 17
British Virgin Islands 81 48