Year end distribution. You'll find info on it in the Shadows thread here. Look under Doubleline Funds.

Massive drop on big up day (12/7)...MS shows the fund gained but the price drop was shocking (like 20%). Seems like this has to be some type of distribution but I can't find anything saying so. Any ideas?

Sorry everybody, I meant JHQAX, as you guessed. @MikeM and @Yogibearbull, it is not available to new investors at Schwab - I tried to place the trade and got rejected.
GTTMX is a Target Date fund. As with many of them, it is a fund of funds.
@Observant1, Thank you.

AWS (highly touted by Mr. Giroux on CNBC yesterday) has been down much of the afternoon and no idea when it will be fixed. M* tracker is down (at last check) as a result of the AWS snafu.

My workplace experienced several service outages today due to the AWS issues.
AWS Service Health Dashboard (Snippet)
9:37 AM PST
We are seeing impact to multiple AWS APIs in the US-EAST-1 Region.
11:26 AM PST
The root cause of this issue is an impairment of several network devices in the US-EAST-1 Region. We are pursuing multiple mitigation paths in parallel, and have seen some signs of recovery, but we do not have an ETA for full recovery at this time.
3:03 PM PST
Many services have already recovered, however we are working towards full recovery across services.
4:35 PM PST (latest update as of 6:25 PM PST)
With the network device issues resolved, we are now working towards recovery of any impaired services.

+1.

Victory! First - I deactivated all my Schwab accounts in Quicken and changed the Financial info to say "Charles Schwab". Just plain old "Charles Schwab".
I followed the steps on this web Support page; specifically the sections titled "What if my Schwab accounts aren't all available for reauthorization" followed by the section titled "What if I am getting a CC-501 error".
https://www.quicken.com/support/errors-when-updating-or-adding-charles-schwab-accounts
After following those steps (except for the "Cloud reset" - I don't use their web version. I only use my Desktop software), I was able to successfully download transactions.
BEWARE: The download brought in a bunch of "Match" and "New" transactions that were already in Quicken. I reviewed every downloaded transaction and deleted the downloaded line items that were already in Quicken - even the ones marked as Match. I ONLY accepted the transactions that were truly NEW.
Now let's see how long it lasts!

JPMorgan Hedged Equity Fund (JHQAX)
Effective as of the close of business on March 12, 2021 (the “Closing Date”), the JPMorgan Hedged Equity Fund (the “Fund”) became offered on a limited basis and investors are not eligible to purchase shares of the Fund, except as described below. In addition, both before and after the Closing Date, the Fund may from time to time, in its sole discretion based on the Fund’s net asset levels and other factors, limit new purchases into the Fund or otherwise modify the closure policy at any time on a case-by-case basis.
There are two other JPMorgan Hedged Equity funds which are still open to new investors.
Link

Synchrony/SYF was spun out as IPO in 2014. The IPO was for 15%, and in 2015, GE distributed the rest 85%.
https://finance.yahoo.com/quote/SYF/profile?p=SYF
https://www.ge.com/news/reports/ge-completes-the-separation-of-synchrony-financial

*Just now, 07 Dec., '21: 25 minutes to get to a human..... Using the Colorado Springs Office number. He told me the online system is down. Thus the long delay. I can't fart loud enough to express my response.

@ hank, msf mentioned that Pershing is running T. Rowe Price’s web service.
You are using Fidelity as your main brokerage?

Sorry I missed the reference to Pershing. Umm … I dealt directly with TRP since the mid 90s. Big difference today. Sure - 90% of interactions are positive / routine. But the 5-10% that aren’t can really set you on your head. Fortunately, this is not a reflection on their well run funds. However, it could possibly relate to cost cutting measures related to being a publicly traded company.
@Sven - Yes / I moved all TRP to Fido and followed up with all my PRPFX. Still have accounts with D&C and Invesco. Little need to interact at D&C. Invesco has been fine to work with. And, per your separate post, I’ve had no experience with TRP brokerage. Hopefully better run than their fund client service. And - of course, Fido’s been top notch. The issues at the beginning related to 3 of TRPs transfer checks bouncing at Fido and having to be reissued.

1 - 1 - 1
The last profitable day for initiating a buy-and-hold position in ARK Innovation was one year, one month and one day ago. Somewhere in the mid-day. Good news, I guess, is that any purchase made after that day is a candidate for tax-loss harvesting.
64.9%
The amount by which ARK will have to rise for get positions established in early February 2021 out of the red. The fund saw huge inflows in the fourth quarter of 2020 and most of the first quarter of 2021 as investors rushed to buy the previous five years' returns. Which is to say, almost all of ARKK's investors are likely underwater.
- - - - -
There's an interesting (somewhat semi-pro) piece on Wood's long term record at the anonymous InvestmentWatch blog. The author's takeaway is

almost all of Cathie’s major outperforming years come during special periods in the market cycle, particularly in the periods following a market crash ... Outside of those special events, Cathie’s funds generally underperform equivalent style peers on a year-by-year basis. She has a history of leaving a fund during or following a period of underperformance, then “rebooting” in another fund. This includes a short stint in a hedge fund that lost over 80% of it’s AUM.

That last caveat shouldn't apply now, but the others are useful reminders.
For what that's worth, David

FWIW...I just completed an DB plan rollover to my exiting TRP IRA Rollover (Brokerage). It was seemless and I had no need to interact with TRP.
A few years ago, when changing jobs, I tried rolling my 401k at former employer into Fido (new 401k at new employer) and had issues with a small amount of the proceeds considered 'after tax' money from the sale of company stock. Fido wouldn't process rollover so I switched to tRP. They obliged and asked for a Letter stating what to do with after tax $$$...simple fix!!! TRP received my proceeds because Fido couldn't accomodate me...

I think that TRP allows 401k/403b transfers into its closed TRP funds. But you ran into problems because you tried to move VG IRA funds into closed TRP funds. I am surprised that this didn't come up before hand in your talks with TRP.
But, all's well that ends well.

Standpoint fund management explains the poor November performance in this quite detailed accounting of its long and short positions.
https://www.standpointfunds.com/fund/documents/under-the-hood-november-2021
As some here opined recently, the fund was long oil and petroleum products at the time the Omicron news hit. It appears that the bets on oil have been closed out. I found it somewhat soothing to know that the fund is betting on the price of coffee; I contribute ever so slightly to the demand by regularly ordering 5 pounds of organic dark roast Honduran Marcala elixir.

+1.

Hi Randy.
In MFO Premium MultiSearch tool, there are four Display (evaluation) Periods that target periods of rising interest rates:
Normalization - 201601 To 201812
Rising Rates - 200406 To 200702
40-Year Bond Bear - 194001 To 198105
20-Year Bond Bear - 196001 To 198105
USBond (US aggregate) index dates back to 1960.
LGovBnd (US long bonds) index dates back to 1926.
For all the Display Periods available, check-out Definitions page.
And, this commentary piece: New MultiSearch Screens To Help Analyze Impact of Rising Rates.
Happy to do a Zoom call to walk you through. Let me know.
Charles

“All of the Stocks in Cathie Wood’s Ark Innovation Fund Are In a Bear Market Except 2”
CNBC

It sure seems like Cathy was on to something. FSEAX (-12.92%) and ARTYX (-10.96%) have been real downers YTD.
On the FSEAX front, the fund manager had a contrarian opinion in October (Fidelity Commentary)
“Yet I continue to be bullish on the outlook of China over the medium to long run,” Zhao says. “I’m seeing some attractive stock prices in many of the new-economy segments in China following the recent market pullback, and I welcome the correction caused by short-term concerns, which I find are great times to build long-term positions.”
He believes increased regulations on China’s internet companies and concerns among China’s leaders regarding wealth distribution in the country are not anti-capitalistic and not meant to stifle entrepreneurship. The regulations, he says, are in fact beneficial for the long-term growth and stability of the whole economy.”
At this point, I’d like to know what Zhao’s definition of medium to long run is.

+1 You gotta take profits when you can !

Most of my data sets go back to 1988, but I'd like to push my analysis of bonds back to 1978. Do you know of any bond mutual funds, or any other data sets of bond portfolios that go back to 1978, and where I can download them from? Thx!
I'd like to see what happened to bond investments when the fed raised interest rates in the early 1980s.