Funds From: US25239Y6187 - DFA World ex US Targeted Val Instl to GAITX - American Funds Gr and Inc Port C


  • Holdings: DFA International Small Cap Value I , DFA International Vector Equity I , OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares ,
  • Category: Foreign Small/Mid Value
Sign-up for US25239Y6187 investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for WQFRX investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Wells Fargo & Co , General Electric Co , MetLife Inc ,
  • Category: Large Value
Sign-up for FLMLX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for MRBKX investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , Schlumberger NV , Dow Chemical Co , LyondellBasell Industries NV ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for CENRX investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for LWOIX investment picks
  • Holdings: Blackrock Mstr Basic Val Fund 2035 , Blackrock Large Cap Growth 2035 , Blackrock Total Return Fund 2035 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for BLGIX investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C , Biogen Idec Inc ,
  • Category: Large Growth
Sign-up for FWWEX investment picks
  • Category: High Yield Bond
Sign-up for HYSAX investment picks
  • Holdings: Euro-Oat Future Jun14 Xeur 20140606 , Euro-Bund Future Jun14 Xeur 20140606 , Cds6 Cds Usd R V 00mevent Us105756al40 , Cds6 Cds Usd P F 1.00000 Red Code 115ccbac2 , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for MFCDX investment picks
  • Category: Muni National Interm
Sign-up for PMNIX investment picks
  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TMGVX investment picks
  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for MSFLX investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for RGGAX investment picks
  • Holdings: Samsung Electronics Co Ltd , iShares India 50 , iShares MSCI South Korea Capped , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for EHEAX investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for EAAIX investment picks
  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
Sign-up for OCOIX investment picks
  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Metropolitan West Intermediate Bond I , Harbor International Institutional ,
  • Category: Moderate Allocation
Sign-up for SOPNX investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for DGRPX investment picks
  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for INPFX investment picks
  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for TWWIX investment picks
  • Category: World Bond
Sign-up for FGBWX investment picks
  • Holdings: GMO US Treasury , Euro Stoxx 50 Index Mar14 3125 Put , S+p 500 Index Mar14 1840 Put , Ftse 100 Index Mar14 6825 Put , Nikkei 225 Index Mar14 14500 Put ,
  • Category: World Allocation
Sign-up for GMOKX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for RIMYX investment picks
  • Holdings: Blackrock Total Return Fund 2020 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2020 , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for BLBIX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for CORRX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for LWSTX investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for ASRLX investment picks
  • Category: Emerging Markets Bond
Sign-up for WLBAX investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for GAITX investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: US25239Y6187 - DFA World ex US Targeted Val Instl to GAITX - American Funds Gr and Inc Port C
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry