@LewisBraham- I took note of QUSOX after your earlier comment on anther thread.
It is categorized as small/Midcap even has a small slug of micro in there - which might be of interest for a smaller allocation.
I have not compared it to other strict small Mid cap funds yet. I have been concentrating on Large or Multicap managers. ARTKX is interesting - It had less of a drawdown this year than TBGVX - and over performed . Weirdly it underperformed the pure Value fund ARTGX in several years.
It's on my dashboard. Waiting for an opportune time to invest some cash ( like the rest of the world)
Thanks ! your posts have always been very informative

I know this is sorta a ridiculous question, but I was able to increase the money into my Roth using a conversion. As I hopefully will not have to touch this, I am mulling over the best fund(s) for it. I am partial to actively manged funds, but want to avoid funds I will have to deal with the only lead manger changing or loosing it ( ie Fairholm etc) or loosing their touch (Vanguard Health Care comes to mind)
However, I also think that funds run by a committee or a computer rarely do well long term.
If things were cheaper it would easier, but I thought I would see what people think. Over the years I have had great success with BPTRX ( Ron Baron has done a great job, but is over 70 and bringing his kids into business. This gives me pause)
POLRX is another of my winners, although rather US centric.
One day the growth bias will change, but it is hard to see when if debt levels stay so high and GDP growth is constrained as a result. Firms with good growth prospects will prosper, although their valuations are very rich currently.

I also gave up on the boys at Tweedy several years ago. Their yearly reports are well worth reading but as they continue to under preform I decided that they were stuck in a rut
The beginning of the end started when they sold the firm to a manager, reaping millions themselves. When confronted about the reasons they said it was for "estate planning" although at least one of them is unmarried and childless. Snide comments in the article said he was planning for the cat's estate

PRCNX lands in Morningstar's Foreign Large Blend category although its investment style was classified as Foreign Large Value in 2019 and 2020. The fund's trailing 3 Yr. and 5 Yr. returns were average while its risk was below average (according to M*).
The lead manager, Federico Santilli, has also steered RPICX (PRCNX clone) since 07-27-10.
Since inception, RPICX annual returns have been top-quartile in six out of nine calendar years.
The fund's trailing 10 Yr. return was top decile while its risk was low (according to M*).
Here's a snippet of William Rocco's (M*) take on PRCNX published on 11-25-20.
Santilli pursues compellingly priced companies with superior
competitive positions in attractive industries, strong
fundamentals, solid balance sheets, and proven
leadership. While doing so, he invests across the
market-cap and style spectrums, readily allows his
stock selection to lead to atypical country and sector
exposures, and invests in roughly 60-70 stocks while
keeping the largest positions moderate in size. This
approach is sound and distinctive and has an attractive
mix of bolder and tamer traits that provide this fund
with a fighting chance of outperformance without
taking on excessive risk.

I got out of TBGVX many years ago, but that's when it was riding high and hot.
GGSOX Limited history here. "Smid" fund.
FIEUX Europe
...Still ironing-out the Brexit. Once that's in the rearview mirror, I think both UK and the continent might do very well, in reaction. And then there's the Covid stimulus.
FWWFX Worldwide large stocks.
RPGAX Global Allocation, includes bonds.
PRGSX Global Stocks. Right now, it's about 50/50 foreign and domestic.
Almost all my stuff is with TRP, but I don't own these.

Have been in and out of Wasatch funds for years, and entered WAGTX this past summer based on its performance and Wasatch lineage. Has not disappointed. As I have also been pleased with positions in WAMCX and WMICX, will monitor the Seven Canyons product initially to observe level of duplication of securities already in WAGTX (if I maintain).

Great fund. 8% of my own portfolio. Up 11.35% over 10 years. But it's a CLOSED fund. That won't help anyone who wants to GET IN. ..... The switch does not appear to be sudden. That, at least, is reassuring.

That is how these money managers own many yachts. M* sticked with Bruce B. for many years up till 2008. The flip side is to own index funds instead or pay diligent on active managed funds.

This entertaining to say the least. Didn't Bruce also tank on Wash Mutual? As I remember he lost millions but refused to concede.
Joins a long list of mangers who start believing themselves to be omnificent and won't listen to reason or sensible portfolio management principles
Add to the list of star funds that crash SEQUX and valaent pharm
LLPFX Disappointing for years. Now top position good old Century Link "These results call to mind other cases in which the fund's highest-conviction holdings have not worked out, such as with Dell DELL and Chesapeake Energy CHK." M*
The bottom line is beware concentrated portfolios, especially when all the stocks are in the same general sector or type of security.
I would be very careful of any fund with a single position larger than 3 to 5%
FAIRX has three stocks now
Why do you need an ER of 1 plus % and dozens of analysts to track 15 positions?

https://www.sec.gov/Archives/edgar/data/1440930/000174177320003676/c497.htm
497 1 c497.htm
T. Rowe Price Global Real Estate Fund
Supplement to Prospectus Dated May 1, 2020
In section 1, the portfolio manager table under “Management” is supplemented as follows:
Effective April 1, 2021, Jai Kapadia will become portfolio manager and Chair of the fund’s Investment Advisory Committee and Nina Jones will transition from her role as portfolio manager and Chair of the fund’s Investment Advisory Committee. Mr. Kapadia joined T. Rowe Price in 2011.
In section 2, the disclosure under “Portfolio Management” is supplemented as follows:
Effective April 1, 2021, Jai Kapadia will become portfolio manager and Chair of the fund’s Investment Advisory Committee and Nina Jones will transition from her role as portfolio manager and Chair of the fund’s Investment Advisory Committee. Mr. Kapadia joined T. Rowe Price in 2011 and his investment experience dates from 2004. During the past five years, Mr. Kapadia served as a member of the fund’s Investment Advisory Committee responsible for selecting the fund’s investments in the Asia-Pacific region (beginning 2019) and previously, as an analyst and associate director of research in the Equity Research Group of T. Rowe Price in Hong Kong, covering Asian conglomerates, real estate and Indian pharmaceuticals.
The date of this supplement is December 21, 2020.
F173-041 12/21/20

I haven't heard much about Ken Heebner in years.
He was a real "cowboy" investment manager back in the day.
The trailing returns for the CGM Focus Fund occupy the bottom percentile (100) in the Large Blend category for the 1,3,5,10, and 15 year periods ending 12-18-2020.
The fund's standard deviation is also considerably higher than that of its category peers.

From M* support
“Hope you are doing well.
I apologize for the wrong choice of words.
What I meant was that the issue you highlighted as effected all Morningstar users.
As informed this is been taken has a high priority case .
Best regards,”

Timely support for Morningstar products is seriously lacking.
I use their Portfolio X-Ray Tool via my public library system.
The following email was sent to Morningstar support on November 15:
Access to Morningstar Investment Research Center is provided by KCLS.
After holdings are added to Instant X-Ray, the Overview screen is displayed which is normal behavior.
However, the other screen views (Interpreter, Intersection, Asset Class, etc.) are inaccessible.
A pop-up window is displayed to 'Create your account' when clicking these tabs.
I have used Instant X-Ray via KCLS for years and first noticed this issue approximately 2 weeks ago.
Thank you in advance for your assistance.
Morningstar support response:
I hope all is well. The X-Ray tool is broken.
The login prompt you get when you are using the X-Ray tool is glitch.
We do not have a timeline for fixing this. The products team is hoping before the end of the year. We will reach out to all libraries once this is resolved. Thanks, for your patience and I apologize for the inconvenience.

the Category (Foreign Stock Funds):
Yowza! Dramatically different returns for both "Gold" funds in the same M* category.

MSF for our discussion purposes...my DODFX data was from the December edition of Morningstar Fund Investor magazine (dated 12/20/20).

Therein lies the problem. While a variety of foreign stock categories are grouped together under the rubric "Foreign Stock" on page 38 (pdf p. 40), M* does not call that a category.
Read a little more closely. The DODFX line (it's the 11th fund in this grouping) has the notation FV. Likewise, the VWIGX line (39th in the grouping) has the notation FG.
There's a key at the bottom of the page. On the right hand side is something called Categories (bold font in original). Two of the categories given are:
FG Foreign–Large Growth
FV Foreign–Large Value
If all the funds under "Foreign Stock" were in the same "category", then how could Phaeacian Accent International Value Ins PPIVX have a lower three year return than VWIGX ( 8.1% vs. 20.2%) yet have a higher three year return category rating: top 1% vs. 4th percentile? That's all from the same page 38. The answer is simply that they're in different categories.
Perhaps this web page will help:

In the United States, Morningstar supports 64 categories, which map into four broad asset classes (U.S. Stock, International Stock, Taxable Bond, and Municipal Bond). ...
International Stock
Equity funds with 40% or more of their equity holdings in foreign stocks (on average over three years) are placed in the international stock class. These categories include:
Foreign Large Value
Foreign Large Blend
Foreign Large Growth
Foreign Small/Mid Value
Foreign Small/Mid Blend
Foreign Small/Mid Growth
World Stock
Diversified Emerging Markets
Diversified Pacific/Asia
Europe Stock
Latin America Stock
Pacific/Asia ex. Japan Stock
China Region
India Equity
Japan Stock

http://awgmain.morningstar.com/webhelp/glossary_definitions/mutual_fund/glossary_mf_ce_Morningstar_Category.html
"Gold" rated apples are not all "gold."
"Gold" rated apples are "gold". "Gold" rated oranges are "gold". Don't confuse apples with oranges.

I have spent a great deal of time thru the years analyzing FAIRX. The only real conclusion I have drawn is that it is just too hard.

By March of 2009, Miller's flagship had drawn down about 80 percent. He only drew down half that 11 years later. How does he get the new capital to take advantage?

That is a sure way to fund his yacht while his investors stay poor. Glad I never invest with Bill Miller. He still paddles his investment view on WealthTrack.

Anyone who wants to condemn today’s democrats because southern slaveholders were democrats 150 years ago is not really a serious person.

I see:
VIFAX. VIGAX. VUVLX
M CAP 161.b 223. 50.4
PE. 27.6. 42.4. 16.7
PB. 3.8. 9.2. 2.0
ROE. 19.6. 21.1. 13.0
Also, if you put 10k in growth & 10k in value 3 years ago, you’d be 64% growth & 36% value now. So you would rebalance - but if investing today, would you overweight value? By how much?

"As of Dec. 1st DODFX results:
YTD -{3.0%}, 3 years -{0.1%}, 5 years +4.5%. Negative returns for 3 years is "Gold?"!
"Compare that blow out performance to the Category (Foreign Stock Funds):
YTD +7.1%, 3years +3.7%, 5 years +7.3%"
Compare that to the Category (Foreign Large Value Funds):
YTD -{4.1%}, 3 years -{0.7%}, 5 years +3.8%
(My data are from M*'s performance page for the fund, as of month end Nov. 30th. The category performance was calculated by taking the fund's performance and subtracting its category outperformance as given on that page.)
Morningstar stars are given for (risk adjusted) past performance. Gold (and other medal) ratings concern prospective performance. While past performance informs, "past performance does not guarantee future results."
If you want to say that FLV has done lousy over the three years, all well and good. However, medal ratings are relative to peers, and the fund does perform well relative to its peers. At least on an absolute (not risk adjusted) basis.

DODFX is a perfect example of why one should ignore M* recs. Lousy picks. DODFX still has as of today M* "Gold" status. I can think of another color - it ain't shiny metal.
As of Dec. 1st DODFX results:
YTD -{3.0%}, 3 years -{0.1%}, 5 years +4.5%. Negative returns for 3 years is "Gold?"!
Compare that blow out performance to the Category (Foreign Stock Funds):
YTD +7.1%, 3years +3.7%, 5 years +7.3%
Translated: avoid, its a bum fund, you lost money for years. Of course, your mileage may differ should you choose to fork over hard earned cash today. Much better options elsewhere...Vanguard Intl Growth or Fidelity Intl Discovery perhaps?

May I join this commiseration? Maurice, long gone MFO poster, was also a Third Ave and Acorn (Ralph Wagner) suffering soul. I owned Fairholme from its very early days in NJ, along with Third Ave when Marty was running it. Great returns for both, reports made for good reading, portfolio themes and holdings made perfect sense.
Then Berkowitz became seduced and infatuated with the abyss - Sears - along with his relative Charlie Fernandez (another story for those two characters) and his modern art collection. Bruce went native in Miami, rather he went gaga, man o man!
I kept swearing I would dump Fairholme after visiting Sears morgues - oops, meant stores. Several years ago I bailed but still follow his anemic portfolio and skimpy reports and shrinkage of AUM. Third Ave was a mess once Marty retired, including the debacle at TA Credit and contentious President who left it deep in the dirt and illiquid. Revolving door of TAVFX managers were inversely related to the worsening results and holdings that were the total opposite of what Whitman taught, preached and built the Fund to achieve. Last in the clown car for me was Chip Rowley, with no discernible record, who's purchases were dumped by the Fund after he left. Waiter, check please.
I also dumped Acorn at the same time as TAVFX but that track record was better though bloated and mediocre.
My philosophy has been to invest with an honest, competent and insightful manager. But that has gone into the crypt. Better to invest in a team who have a strong record and can counter the impulses and obsessions of a single manager. Once the barrel goes over the cliff, we shareholders suffer. The creaming of management fees off the top remains.