My preference is to slice and dice raw data (annualized returns, ERs, etc.). My ideal would be a screener that let the user write their own queries - to have access to every data column, to be able to use logical connectors. For example:
> $1B in AUM or (> $500M in AUM and < 3 years old).

With MFO premium you could download the dataset that includes something like AUM, and a whole lot of other fields. And then you could apply those criteria in your spreadsheet. If you're already thinking Boolean, you could probably learn how to apply those criteria in a spreadsheet or data query. Am I missing something?

Most fund families allow an investor to open up a new account in a closed fund if they do it by moving shares rather than funding it with dollars. Here, that new account is in a Roth, but it could have been, e.g. a T-IRA funded with 401(k) rollover shares.
One fund company that is a stickler about not opening new accounts in closed funds is Vanguard. Years ago I tried to do a partial Roth conversion of a closed fund. Fortunately, I had already opened a position in the Roth prior to the fund closing. So after only an hour on the phone with them (at least it seemed that long), Vanguard agreed that because I was not opening a new account I could move the shares.
But if I didn't already have that Roth account open, Vanguard would not have let me move the shares to the Roth. I could not open a new account using shares.
Vanguard construes its rules very tightly. Most other families are a little more flexible.

MFO's Basic Screener (aka QuickSearch) is still free!

Yes it is, and it is a fine engine with several post-analysis criteria available (Great Owl, MFO risk,etc.). But just as with M*'s "new and degraded" premium investor screener,only post-analysis criteria are available.
Neither tool provides screens for funds based on annualized returns, though those figures are displayed in the result sets and one can sort them. Nor are other raw (pre-analysis) screening criteria like ER or AUM available.
My preference is to slice and dice raw data (annualized returns, ERs, etc.). My ideal would be a screener that let the user write their own queries - to have access to every data column, to be able to use logical connectors. For example:
> $1B in AUM or (> $500M in AUM and < 3 years old).
M*'s premium fund screener was great at this. It provided access to a plethora of underlying data categories and let you build queries using ands and ors
https://screen.morningstar.com/v2/AdvFunds/data_definition.html?field=Sector+Weightings
After that tool vanished, M*'s basic fund screener was still available for awhile. It was a very weak tool. But it did have a limited ability to screen on a few raw data attributes. Now what?

I only look at Dividend Aristocrats (ETF NOBL) with some curiosity. Some of the Aristocrats are known for playing games by raising div by a few cents only, or timing quarterly increases so that every calendar year seems to have annual increases. When they get into some trouble, they slash dividend without thinking much that they were dividend Aristocrats.
That applies to WBA that slashed its dividend by almost half to "strengthen long-term balance sheet and cash position".
https://www.cnbc.com/2024/01/04/walgreens-wba-earnings-q1-2024.html
https://www.nasdaq.com/stocks/investing-lists/dividend-aristocrats

MFO Premium Homepage has an interesting layout. The 1st row of the horizontal Menu Bar has all the FREE stuff. The 2nd row has all the SUBSCRIBER stuff.
HOME BLOG QUICKSEARCH OWLS ALARM PROFILES DEFINITIONS MFO
LOGIN ANALYZE MULTISEARCH PORTFOLIOS LAUNCHES AVERAGES FAMILIES

AAII Sentiment Survey, 1/3/24
BULLISH remained the top sentiment (48.6%; high) & bearish remained the bottom sentiment (25.1%, below average); neutral remained the middle sentiment (27.9%, below average); Bull-Bear Spread was +25.1% (high). Investor concerns: Budget; inflation; economy; the Fed; dollar; crypto regulations; market volatility (VIX, VXN, MOVE); Russia-Ukraine (97+ weeks); Israel-Hamas (12+ weeks); geopolitical. For the Survey week (Th-Wed), stocks were down, bonds down, oil down, gold down, dollar up. An unexpected strength in dollar may be hurting everything else. #AAII #Sentiment #Markets
https://ybbpersonalfinance.proboards.com/post/1303/thread

We can always learn something from each other...

Sorry @Baseball_Fan. I learn nothing from repetitive gloating nor can I believe someone who always says they made the perfect call - after the fact.

(link)

https://www.sec.gov/Archives/edgar/data/763852/000119312524001085/d600372d497.htm
497 1 d600372d497.htm JPMORGAN TRUST II
J.P. MORGAN U.S. EQUITY FUNDS
JPMorgan Equity Income Fund
(the “Fund”)
(a series of JPMorgan Trust II)
(All Share Classes)
Supplement dated January 3, 2024
to the current Summary Prospectuses, Prospectuses and Statement of Additional Information,
as supplemented
Effective January 15, 2024, the Fund will no longer be subject to a limited offering, and all limited offering disclosure relating to the Fund will be deleted.
INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE
SUMMARY PROSPECTUSES, PROSPECTUSES AND STATEMENT OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE

As global bond GIM transitioned to hybrid SABA on 12/31/23, all old holdings were liquidated into cash on 12/31/23. It will start fresh as hybrid SABA in 2024. Its NAV ticker remains XGIMX.

As I wrote above, even taking state income taxes into account, T-bills purchased a year ago didn't beat RPHYX, let alone RPHIX, after taxes. Though the numbers do work out differently if you're in the 32% or higher federal bracket.
There is another tax factor to consider: when are taxes due? Interest from 52 week T-bills purchased at the beginning of January 2023 is not taxed until April 2025. That is, all the income is taxed as 2024 income. RPHIX pays periodic dividends, so divs from Jan 2023, Feb 2023, ..., Dec 2023 are all taxed in April 2024.
That's a point in favor of T-bills assuming you purchased T-bills in 2023 that still haven't matured.
Delving even deeper into tax differences, for 2023 RPHIX had a twelve month distribution yield of 5.08% and a total return of 5.87%. That means that only 5.08% is subject to taxes now. The rest of the return is unrealized appreciation. That isn't taxed this coming April, and might not be taxed for years. And when it is, it will be taxed on the federal level at a cap gains rate.
That's a point in favor of RPHIX.
People had lots of reasons to choose T-bills over RPHYX / RPHIX: I wanted more certainty, I wouldn't make that much less with T-bills because of tax issues, I would have to hold the shares for 60+ days to avoid a short term fee, I wanted to diversify/split my bets, etc. Add to that: I couldn't buy shares because the fund was not open a year ago.
Hindsight tells us what we could have done. What matters is what we can do now. RPHYX / RPHIX has reopened to new investors. So there are even more people facing this conundrum now. :-)

Wifey prefers that I continue to move more from tax-sheltered to taxable.

That sure sounds like a bad idea to me @Crash, unless you are paying taxes now and converting to a Roth.

Truth. :)
But I did not mention that we simply do not pay any Federal tax through the 1040. We have not done so for years, and don't expect to, this coming year. Zero tax due, after deductions. Moving the $$$ to taxable just simplifies things for wifey if the worst should happen to me.
I understand your thinking, completely.

https://www.troweprice.com/personal-investing/tools/fund-research/PRCFX#content-performance
These were the very initial allocations for PRCFX when Total Assets were only $25M:
Holdings at Nov 30, 2023:
Domestic Bonds 51%
Domestic Stocks 40%
Cash 5%
Foreign Bonds 4%
Top Holdings:
Microsoft
Apple
Google
Amazon
UnitedHealth Grp

Key Takeaways
Positive sentiment from the Federal Reserve powered the Morningstar Global 60/40 Index to a 4.7% return in December 2023. The index finished the year 14.8% higher than where it started.
Exchange-traded funds’ $598 billion haul for the year fell well short of their 2021 record as money market funds offered renewed competition for investor assets.
Stock ETFs led all broad category groups with $384 billion of inflows in 2023, but bond ETFs grew at a faster rate.
Investors opted for growth-stock funds over value strategies and faster-growing sector portfolios over cheaper ones.
Covered-call strategies powered the nontraditional-equity cohort to another sparkling year; defined-outcome ETFs brought solid inflows into alternatives.
Active ETFs represented 5.3% of the ETF market entering 2023 but claimed 21.9% of overall flows for the year.
Vanguard reeled in $159 billion, leading all ETF providers for the fourth consecutive year.
https://www.morningstar.com/etfs/etfs-cap-off-another-year-inflows-style

only curious if this is in each fund or an aggregate amount in the funds of the firm?
"Schaja has invested more than USD 1 million in five of the six funds RiverPark offers"
If the answer is not known off hand, no need to look it up for me.
FYI only, Conrad evidently owns $100-500K of RLSFX.

I'm guessing many folks left RPHYX (I am also currently a shareholder) because one could do better in treasuries over the past year or so.

Ah, there was a lot of talk about that, but it didn't happen. I believe RPHYX outperformed treasuries - again in 2023. I'm also a share holder in RPHYX, but I did 'blink' earlier in the year and cut my holding in half to include 1 year treasuries as they were increasing.

Yup.
At the end of 2022 (Dec. 29, 2022 issue date), one could get at auction a 52 week T-bill yielding 4.783% (price = 95.434833) over 364 days, or a 26 week T-bill, yielding 2.380% over 182 days (price = 97.674444) which comes out to 4.819% over 364 days with assumed constant rate compounding.
Data from Treasury Direct: https://www.treasurydirect.gov/auctions/auction-query/
In comparison, RPHYX returned 5.5628% between 12/29/22 and 12/28/23 (per M* chart). Even after accounting for state income taxes, this is still over 5%, measurably better than T-bills. RPHIX did even better.
There was the risk with RPHYX that rates might go down and an investor would wind up with less than with T-bills. There was also the risk that rates might go up or even remain stable and an investor might wind up with more.
Evaluating these risks and looking at expected return (expectation value), RPHYX looked like the better choice at the time. Though for those who wanted certainty and were willing to pay a relatively small cost for that, T-bills might have been attractive.

Old M* Portfolio Through 2024
Great news!
I have been informed by M* that the old M* Portfolio will be supported through 2024.
M* Updates https://ybbpersonalfinance.proboards.com/post/1302/thread

I'm guessing many folks left RPHYX (I am also currently a shareholder) because one could do better in treasuries over the past year or so.

Ah, there was a lot of talk about that, but it didn't happen. I believe RPHYX outperformed treasuries - again in 2023. I'm also a share holder in RPHYX, but I did 'blink' earlier in the year and cut my holding in half to include 1 year treasuries as they were increasing.

RiverPark is known here for some of its subadvised funds (RPHIX, RSIIX) and those are in the news here. But the firm itself has had issues with turnovers & AUM losses.
M* on RLSFX
"Co-founder and co-chief investment officer Mitch Rubin departed the firm in November 2022 on the heels of weak performance across the firm’s equity strategies. Meanwhile, RiverPark’s assets under management has declined 35% since December 2020 as outflows across most of its products have been persistent in recent years. As of March 2023, the firm’s AUM was USD 2.4 billion, 70% of which was in its two subadvised funds, including its largest fund, RiverPark Short Term High Yield. According to CEO and co-founder Morty Schaja, the firm intends to draw upon the research resources of equity subadvisor Wedgewood, where the firm owns a roughly 2% minority interest. It will take some time to assess how this collaboration will work and what impact it may have.
Other attributes of the firm are mixed. Across the board, the firm’s mutual fund fees remain high, though that is in part a function of their comparatively small size. But Schaja has invested more than USD 1 million in five of the six funds RiverPark offers, and he has broadened ownership of the firm to include other employees, which often helps retain personnel. Indeed, the firm has shown stability in the investment analyst ranks."
https://www.morningstar.com/funds/xnas/rlsfx/parent

PFIX - Simplify Rate Hedge ETF
New Year brings new records. Looks like this ETF made an almost 50% distribution at the yearend.
https://twitter.com/syouth1/status/1742001236923015317
https://finance.yahoo.com/quote/PFIX/history?p=PFIX
https://stockcharts.com/h-perf/ui?s=PFIX&compare=_PFIX&id=p45804732157

[snip]
Does it seem like a high proportion of ETFs fail to last for more than 5 or 6 years?
Much greater rate of attrition than mutual funds ISTM. Might be wrong.
[snip]

You are not wrong. The attrition rate for ETFs has been high.
"As of Dec. 13, this year’s nearly 500 exchange-traded fund launches have already broken the record set in 2021 (461). The ETF universe is more expansive than ever: Investors can choose from 3,487 ETFs.
There have been 5,067 ETFs brought to market since SPDR S&P 500 ETF SPY launched in 1993.
This means 31% of them have since closed."
https://www.morningstar.com/etfs/best-worst-new-etfs-2023