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You know about Morningstar X-Ray, to help determine the allocation of funds and stocks? (free subscription) It's pretty neat.

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). :-(

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