I was wondering if the below info is correct as per the writer , especially the $3K to offset other ordinary income ? I was thinking write off $2k & carry forward the remainder $4K
Another thing you should know is that you don't need to use up your entire capital loss for the tax year in which you take it. Say you take a $6,000 loss this year, but you only have $2,000 in capital gains to negate. From there, you're left with $4,000, of which $3,000 can be used to offset ordinary income. But you don't lose the remaining $1,000 tax benefit. Instead, you can carry it with you into 2021 and use it then.
Merry Christmas to All, Derf

@msf. agreed- Several great ideas ! ( thanks ) and I think it has gotten a bit confusing because....
1. I asked to consider a "global blend manager" in the hopes that might put the decision making between Value & growth in the hands of the manager. Perhaps that is not the smartest way to gain the exposure that I think I need. As I stated in the opening post - it has been a long wait for the value proposition to kick in. I welcome your comments on the issue of Value vs. Growth at this time
Here are my priorities
2. I am willing to give up on the upside for protection on the downside - so I have been looking at the Sharpe and Martin Ratio, and Max DD in the MFO screener. Is there better process for evaluating the risk ?
3. EM was only referred to because I stated that I was moving on to researching small/mid and EM next/separately - I am not screening it as an alt to TBGVX.
TBGVX is 68% Western Europe 13% U.S (that slug of US probably helped the performance vs. a strict Foreign only fund - ARTKX has outperformed in 1/3/5 years, but as you point out has had steeper MAXDD in 2011 and 2018.
I am already holding MINIX, TBGVX (in a 401k that I did not sell), DFALX that I can't sell due to cap gains in it.
does that add clarity ? Your advice is welcome.

https://institutional.fidelity.com/app/proxy/content?literatureURL=/9898959.PDF
Using the above link, on pages 17 and 18 Fidelity explains the investment process and the portfolio construction parameters of their Disruptive Funds.
...
It also states that FGDFX has "equal weight exposure to the five five Disruptive Funds

Nice find!

People are offering many good fund names. Though they are all over the map, e.g. global, growth (notably Morgan Stanley), EM. High risk, low risk. More clarity on what you're interested in would help.
For example, you are sick of waiting on value, but you're not sure if you want to bail on it totally. You put your five star fund(!) up against an index fund in a different category (foreign large cap blend).
There are only five foreign LCV retail funds that have posted better performance than VEA over the past 1, 3, or 5 years: FIINX, EPDPX, EPIVX, KGIRX, VTRIX. Something has to give: commitment to value or a sense of what constitutes "decent" returns.
Or perhaps it's the demand for low risk that needs to be relaxed. When a fund earns five stars, it's because of risk adjusted performance. That can be achieved either through earning outstanding returns, offering a lot of protection, or a balance of the two. TBGVX's returns have been "only" above average and average, respectively, over the past three and five years. But it still earned 5 stars over three years and 4 stars over five because its risk as calculated by M* was low.
VTRIX is one of the half dozen high performing FLV funds listed above. However, to achieve that it took on more risk - "average" per M*. You can see how the risk played out. Each year in the past decade when it lost money (2011, 2014, 2015, 2018) TBGVX out performed it by 5%-10%.
Note that M* risk is very different from max drawdown. If low drawdown is your sine qua non of risk management, then throw the star ratings out the window, because it barely registers in the calculation.
FWIW, between 10/31/2007 and 3/9/2009, TBGVX lost "only" 50.5%, compared to VTRIX's loss of 59.3%, and VTMGX's loss of 60.6%. (The VEA share class doesn't go back that far.)

One can see this massive dispersion occurring between growth and value applies to emerging markets just as much as in the U.S. if you compare the stats for PRIJX versus ARTYX:
https://morningstar.com/funds/xnas/prijx/portfolio
https://morningstar.com/funds/xnas/artyx/portfolio
In some respects I feel all the issues in the U.S. with e-commerce tech stocks killing everything else and investors being willing to pay exorbitant sums to own them are just exacerbated in these developing nations. In other words, companies like Mercado Libre--Latin America's Amazon--aren't exactly cheap, so ARTYX has an average 51 trailing p-e while PRIJX has a 13 one. Will the trend ever reverse and if so, when? Those are the questions.

@bee VGWLX is 60/30 equity /bonds and of the equity 59.21% U.s. so not what I am looking for . I am looking for the holy grail - Smart international or global manager with decent returns and some downside protection. not heavy with U.S and Faangs as I do not want to increase my exposure there ,

How about considering the Value conscience managers at Wellington. Vanguard now offer foreign exposure through VGWLX.
Wellington's 2021 Outlook links:
2021 Investment Outlook

@shostakovitich ... exactly ! Also looking into these :• INTL MFAPX/MFAIX – SOME MIOPX/MIOIX (12%US) for China & EM MGGIX is 63% US–all same manager INTRNL-LCG-MFAIX-lower risk &return -MIOPX-slightly riskier- MFAIX 11% US. MIOIX less FAAMG Stocks": U.s 20% -more Asia emerging
• BGAIX/BGAFX – has low correlation to MIOIX –ANWPX- MINIX
• MFAIX MIOIX MGIAX TBGVX BGAIX MGGIX APFDX RPGEX ANWPX
I already own ANWPX and MINIX- would like to avoid a lot of overlap

Since 1988, investing at all time highs of the S & P 500, has been a better strategy:

Article:
investing-in-stocks-at-all-time-highs/
Article on Investing During Market Highs:
what-if-you-only-invested-at-market-peaks

@MJPete
Welcome to MFO.
It sounds like you only have access to institutional funds. I wasn't sure if you can buy ETFs in your plan. The first list is ETFs only. They are ranked from #1 to #4 per bucket. The next list is all share classes of open funds with $1M or more in minimum investments which should be institutional funds. Some institutional funds are available to retail investors with smaller minimums. My email address is below if you have questions or want more information on these funds.
Bucket #1, SPSB, VCSH, SCHO, ISTB
Bucket #2, QLTA, AOK, SPTI
Bucket #3, CWB, HNDL, ICVT, AOM
Bucket #4, SCHD, ESGV, SDG, NTSX
Sector, FUTY, SRVR, INDS, XLU
Global Bond, BGRN, IAGG, CEMB, IHY
Global Equity, VIGI, VSGX, IHDG, FLJP
Income, DIAL, VCIT, JMBS, ANGL
Inflation, SCHP, LTPZ, IAU, XLB
Municipal Bond, MMIN, HTAB, JMST, SUB
Alternatives, UCON, QYLD, QAI, PHDG
Trending, FLJP, XSOE, NUSC, XLB
Cross, AOM, IMTM, FMAT
Bottom, FUTY, XLU, FLJP, FIW
Bucket #1, SSFIX, FTRBX, JIBFX, BIBTX, WATFX, GMDYX, GSFIX
Bucket #2, DCPYX, WACPX, GSNIX, TLTIX, TLFIX, PTSAX, PTTRX
Bucket #3, TLHIX, TLQIX, TLWIX, TLYIX, PBPNX, LIBKX, PPZRX
Bucket #4, TISPX, TLLIX, TLXIX, WFSPX, TTIIX, CMGIX, HLEIX
Sector, VCRIX, TOLIX
Global Bond, PFORX, EELDX, PEBIX, PHSPX, MGHYX, MAWIX, TEDNX
Global Equity, MFAIX, SGARX, RAIIX, TINGX, WBIIX, BEEIX, TBWIX
Income, PTRIX, OMBIX, GSUPX, MSUMX, TSIIX, CBFVX, PLRIX
Inflation, GSIPX, PRRIX, BPRIX, PRAIX, TIILX, AAAZX
Municipal Bond, MMHIX, PHMIX, PFMIX, PMNIX, TIMUX, UMBPX, GHYIX
Alternatives, WMNUX, JHEQX, BSIIX, JSISX, BILPX, LAOIX, PQTIX
Trending, TSIIX, EELDX, PHSPX, JHEQX, BSIIX
Cross, TLQIX, BSIIX, MZCSX
Bottom, EELDX, PEBIX, PHSPX, BHYIX, GHYIX
Regards,
Lynn
[email protected]

https://institutional.fidelity.com/app/proxy/content?literatureURL=/9898959.PDF
Using the above link, on pages 17 and 18 Fidelity explains the investment process and the portfolio construction parameters of their Disruptive Funds.
Apparently, the PMs meet monthly and on an ad hoc basis to review portfolios, and quarterly an unnamed CIO "challenges PMs on alignment with disruptive themes and overlap across funds".
It also states that FGDFX has "equal weight exposure to the five five Disruptive Funds".
Fred

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.

+1.

It has underperformed BM and VEA 1/3/5/ year. drawdowns only slightly better than the index.
I am looking for a suitable replacement - I will happily give up some of the upside for some protection on the downside
( why I chose TBGX in the first place) . I understand that Value has underperformed, and not giving up on Value. I am all set with International growth. TBGVX is 68% Europe At the moment.
I am thinking a a global Manager with a flexible mandate ?
I have been eyeing PRCNX and some Multicap - any thoughts ?

ok. +1.

ok. +1.

https://www.sec.gov/Archives/edgar/data/1697196/000158064220004585/acpmi497.htm
497 1 acpmi497.htm 497
AlphaCentric Prime Meridian Income Fund
(the “Fund”)
December 22, 2020
The information in this Supplement amends certain information contained in the Fund’s current Prospectus and Statement of Additional information (“SAI”), each dated April 24, 2020.
______________________________________________________________________________
The Fund’s Board of Trustees approved increases in the minimum purchase requirements for regular accounts from $2,500 to $10,000 and for retirement plan accounts from $1,000 to $10,000.
All references to the minimum investment amounts contained in the Fund’s Prospectus and SAI are hereby revised accordingly.
* * *
You should read this Supplement in conjunction with the Fund’s Prospectus and SAI, which provide information that you should know about the Fund before investing. These documents are available upon request and without charge by calling the Fund toll-free at 1-888-910-0412, or by writing to the Fund at c/o U.S. Bancorp Fund Services, LLC, 615 East Michigan Street, Milwaukee, Wisconsin 53202.
Please retain this Supplement for future reference.

M* shows a manager change at the New Year, 2018-2019. Not long ago!
"The fund is notable for what it doesn't own. The focus here is on traditional real estate, so the fund typically doesn't hold data center and infrastructure REITs, such as cell tower companies. The fund has historically tended to be light on healthcare REITs, owing to the long-term length of leases and specialized uses that potentially limit resale value. However, Jones has added to the portfolio's healthcare holdings, so that as of March 31, 2020, it was only slightly underweight in that area relative to the Wilshire US Real Estate Securities Index." I have owned TRREX, but not for long. I note the DISTRIBUTIONS have indeed been juicy.

21st December. Hee hee: were they victimized in the massive Russian HACK? Not much else to say, and maybe someone else has found out an explanation?

I think @LewisBraham makes a good point regarding holding high quality stocks in concentrated funds.
For example, PRILX is a relatively concentrated fund with 38 holdings as of 11-30-20.
It has a good long-term record and has performed well during downturns.
The fund tends to hold a large percentage of stocks that have "moats".