Funds From: dgsix - DFA Global Allocation 60/40 I to rcktx - American Funds 2040 Trgt Date Retire R3


  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Diversified Emerging Mkts
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  • Category: Diversified Emerging Mkts
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  • Category: Diversified Emerging Mkts
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: East West Bancorp Inc , Whiting Petroleum Corp , ITT Corp , Helix Energy Solutions Group Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for rfgtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for regtx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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Funds From: dgsix - DFA Global Allocation 60/40 I to rcktx - American Funds 2040 Trgt Date Retire R3
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