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Yes, it's a great tool. Unfortunately, I hold those specialty positions within an annuity. Although those 'funds' have ticker symbols, their ticker and info is not made 'public', so Morningstar has no data on them. (Hey, there's another reason not to have an annuity ;-)

The same goes for 4 of the funds held within my 401K (although they're index funds, so they fall pretty easily into their own categories). :-(


I don't take the time to get too fine a mix either, partially because I'm not into that much fine tuning.

But I do know that TIAA-CREF for instance creates value numbers every day, even within their annuity lines, and their prospectus also shows their breakdown between large, mid and small cap, as well as international vs. US (which Morningstar measures). Also, if it's an index, then you should be able to find a mix in the related index.

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