Funds From: dshgx - DFA Selectively Hedged Glbl Eq I to rytrx - Royce Total Return Invmt


  • Holdings: DFA US Core Equity 2 I, DFA International Core Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
Sign-up for dshgx investment picks
  • Holdings: DFA US Core Equity 2 I, DFA International Core Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
Sign-up for DSHGX investment picks
  • Holdings: Exxon Mobil Corporation, General Electric Co, Chevron Corp, Pfizer Inc, AT&T Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dftcx investment picks
  • Holdings: Exxon Mobil Corporation, General Electric Co, Chevron Corp, Pfizer Inc, AT&T Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfqtx investment picks
  • Holdings: Tesoro Corporation, Mohawk Industries, Inc., Coventry Health Care, Inc., PartnerRe Ltd., NASDAQ OMX Group, Inc.
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dffvx investment picks
  • Holdings: Tesoro Corporation, Mohawk Industries, Inc., Coventry Health Care, Inc., PartnerRe Ltd., NASDAQ OMX Group, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dftvx investment picks
  • Holdings: Tesoro Corporation, Mohawk Industries, Inc., Coventry Health Care, Inc., PartnerRe Ltd., NASDAQ OMX Group, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dftpx investment picks
  • Holdings: JPMorgan Chase & Co, Exxon Mobil Corporation, AT&T Inc, General Electric Co, Chevron Corp
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for dfvex investment picks
  • Holdings: JPMorgan Chase & Co, Exxon Mobil Corporation, AT&T Inc, General Electric Co, Chevron Corp
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for DFVEX investment picks
  • Holdings: Hanover Insurance Group, Inc., Computer Sciences Corporation, Cree, Inc., Owens-Illinois Inc, WR Berkley Corp
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for sevax investment picks
  • Holdings: Hanover Insurance Group, Inc., Computer Sciences Corporation, Cree, Inc., Owens-Illinois Inc, WR Berkley Corp
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for SEVAX investment picks
  • Holdings: Hanover Insurance Group, Inc., Computer Sciences Corporation, Cree, Inc., Owens-Illinois Inc, WR Berkley Corp
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for sevax investment picks
  • Holdings: Hanover Insurance Group, Inc., Computer Sciences Corporation, Cree, Inc., Owens-Illinois Inc, WR Berkley Corp
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for svsbx investment picks
  • Holdings: Hanover Insurance Group, Inc., Computer Sciences Corporation, Cree, Inc., Owens-Illinois Inc, WR Berkley Corp
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for sevsx investment picks
  • Holdings: Equity, Bond, DFA Large Cap International I, DFA US Large Company I, DFA US Core Equity 1 I, DFA International Vector Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ifpax investment picks
  • Holdings: Equity, Bond, DFA Large Cap International I, DFA US Large Company I, DFA US Core Equity 1 I, DFA International Vector Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ifpix investment picks
  • Holdings: Equity, Bond, DFA Large Cap International I, DFA US Large Company I, DFA US Core Equity 1 I, DFA International Vector Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for iffsx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ppvix investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psmjx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pcptx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pkarx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pjarx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pstwx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for plarx investment picks
  • Holdings: CNO Financial Group, Inc., Webster Financial Corp, Firstmerit Corp, Ares Capital Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for PLARX investment picks
  • Holdings: Equity, Bond, DFA US Large Cap Value III, DFA US Small Cap Value I, DFA US Large Company I, DFA US Small Cap I, DFA US Micro Cap I
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fmuex investment picks
  • Holdings: Erie Indemnity Company Class A, E-L Financial Corporation Limited, Balchem Corporation, SEI Investments Company, Federated Investors, Inc. Class B
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytcx investment picks
  • Holdings: Erie Indemnity Company Class A, E-L Financial Corporation Limited, Balchem Corporation, SEI Investments Company, Federated Investors, Inc. Class B
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for RYTCX investment picks
  • Holdings: Erie Indemnity Company Class A, E-L Financial Corporation Limited, Balchem Corporation, SEI Investments Company, Federated Investors, Inc. Class B
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for rtrix investment picks
  • Holdings: Erie Indemnity Company Class A, E-L Financial Corporation Limited, Balchem Corporation, SEI Investments Company, Federated Investors, Inc. Class B
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for rytrx 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: dshgx - DFA Selectively Hedged Glbl Eq I to rytrx - Royce Total Return Invmt
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