Several years ago, my brokerage firm performed a "share class exchange" for me at no charge, through which I exchanged all of my shares of PRWCX into the institutional class TRAIX. Now, for the last year or two, this same brokerage firm says they cannot allow me to purchase new shares of TRAIX. So I'm frozen. I've called repeatedly, spoke to a "mutual fund trader," and have always gotten the same answer. I even asked to do another "share class exchange" to transfer some of the institutional class shares TRAIX into PRWCX but the answer I've consistently gotten is that "PRWCX is closed." The "mutual fund trader" stated that he contacted TR Price on my behalf but with no luck. This is frustrating. Does anyone have any ideas on how I can add to TRP Capital Appreciation fund (in either class)? This is a brokerage link account tied to a former employer's 401a plan.

TransUnion fined for reporting errors and misrepresentations/lying about credit locks and freezes.
https://finance.yahoo.com/news/1-us-regulators-fine-credit-141314874.html

The M* ITCSX report (10/28/2022) indicates this fund has been closed to new investors since 2014.

The Week in Charts (10/15/23)
The most important charts and themes in markets, including...
00:00 Intro
00:18 How Long Will Inflation Remain Elevated? (Latest)
05:36 Bond Market Doing the Fed's Job (Fed Policy)
11:43 Boomer Spending Boom
13:53 Banks Still Under Pressure
17:19 The Bill Is Coming Due (National Debt)
21:58 Cry for Argentina
26:12 The Path to Prosperity
Video
Blog

This year is challenging for smaller cap funds when the broader index is dominated by the large tech stocks. Only one out three, FMIMX, did decently, the rest trailed considerably. So we pause until the market broaden out. Not indexing in the smaller caps for us as many small stocks are not profitable.

The Russell 2000 index contains many stocks which are unprofitable.
"The small cap market is fraught with landmines – weak companies that have been able to survive in this era of easy money; at the end of 2022 approximately 40% of companies in the Russell 2000 Index were unprofitable."
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/is-there-an-opportunity-in-small-caps/
There is a profitability screen for S&P 600 index inclusion.
"Financial Viability: Companies must have positive as-reported earnings over the most recent quarter, as well as over the most recent four quarters (summed together)."
PDF

@racqueteer
To be clearer, and to support my statement, FPACX has done better 3y, 1y, and ytd.
Cumulative. I do not look at, care about, or judge by single years.
That's all. Don't own any of them currently, but wish I had for the last decade.
>> ... can’t see a good reason to prefer it over the other two.
Again, as I said, whether UI matters. (Also the matter of availability.)

From Jan. 2001 through Dec. 2011, the Russell 2000 and S&P 600 significantly outperformed the S&P 500*.
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=qEr2lFXVGTW5gNPWAJxWs
From Jan. 2012 through Dec. 2022, the S&P 500 outperformed the Russell 2000 and S&P 600
by ~3% and ~1.5% respectively.
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=5g0Yk5t9TsoeVvUGo6maDY
The small-cap indexes generated higher returns than the S&P 500 over the full period.
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=7HwyrroGKk5DAqntFXirk6
Most of my small-cap exposure is via VTMSX which I've owned for over a decade.
I'd welcome a small-cap rally!
* IWM represents Russell 2000, IJR represents S&P 600, VFINX represents S&P 500

Enna/TIPSWatch in 5-yr TIPS auction on 10/19/23.
https://tipswatch.com/2023/10/15/this-weeks-5-year-tips-auction-offers-a-solid-investment-opportunity/

Summary
° The investment environment has undergone a sweeping alteration, calling for significant capital reallocation.
° The decline in interest rates over the past 40 years has been overlooked as a major driver of investment profits.
° Credit instruments may offer competitive returns and should be considered for a substantial portion of portfolios.
Article

Initial 62% TCAF + 20% PYLD + 18% USFR. This may be adjusted later, as slice-and-dice makes that possible.

Small? too volatile for me, now. The small stuff I own is because the fund managers decided to do it. 13% of total equities, and 9% of that is VALUE. OOPS, maybe some of my single-stock choices are in that mix. I own only 5.

The Week in Charts (10/08/23)
The most important charts and themes in markets, including...
00:00 Intro
00:12 That Escalated Quickly (Bond Yields)
04:36 More Mortgage Pain (Housing)
06:36 Higher Rates, Less Building (Apartments)
08:32 The Coming Default Cycle (Office Property Market)
11:28 Longest Bond Bear Market Ever
15:36 More Jobs (Payroll Report)
19:57 Lower Prices Bring Out the Bears (Stocks)
25:13 When Valuations Matter (Story of 3M)
28:36 Going Nowhere Fast (General Motors)
30:48 Expensive EVs (Rivian)
33:57 Borrowing $2 Trillion in 4 Months (National Debt)
37:58 More Affordable Air Conditioning
Video
Blog

”Where to INVEST $100K now … “
Didn’t we just discuss / debate this one? Barron's must be stealing ideas from the board.

Just posted all ratings to MFO Premium site through September using Refinitiv's data drop dated 13 October. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family Scorecard. The site now includes several analytics, including Charts, Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

“ FPACX has nontrivially outperformed PRWCX the last few years,”
Let’s be clear…. M* has PRWCX ahead by about 6% in 2020 and 3.5% in 2021. Behind by about 1.7% in 2022 and 1.6% this year. I’m not sure that supports your statement, but it certainly supports the notion that the cash helped its return recently.
Again, I have no issue with FPACX being a decent fund, but I can’t see a good reason to prefer it over the other two. Ymmv

13 october, 2023.
https://www.bloomberg.com/news/videos/2023-10-13/bloomberg-real-yield-10-13-23-video

13 October. 2023.
https://www.bloomberg.com/news/videos/2023-10-14/wall-street-week-10-13-2023

+1.

@Derf, another way to calculate TR is to use adjusted-prices between the 2 times.
So, for simplicity, assuming that from 11/1/10 (adj-price 6.93) to 10/13/23 (adj-price 9.61) is almost 13 years, the TR = (9.61/6.93)^(1/13) = 1.02547 or +2.55%. So-so over 13 years.
Using SPY instead, adjusted-prices were 92.81 on 11/1/10 and 431.50 on 10/13/23, so TR = (431.50/92.81)^(1/13) = 1.1255 or 12.55%. Of course, this is to show the method, not to compare stock fund with HY bond fund.
Backward-ratio-adjustment applies to ALL prices prior to the dividend date. That is why it works.

Yes. All my accounts were moved in Sept and Now I don't have any TDA accounts...However, some TDA website,which did not require LogIn...I can not access it...It just redirected to Schwab.
...Namely finding Any equivalent Mutual Funds to ETF or a Similar Fund NTF or Load type...under the research tab.
Even clearing Web History did not help...
research.tdameritrade.com/grid/public/mutualfunds/compare/compareResults.asp?tab=FeesMgmt&data=B64ENCeyJzeW1ib2xTaW5nbGUiOiJEQk1BWCIsInN5bWJvbE11bHRpcGxlIjoiREJNQVgsIFZUSSwgRkJBTFgiLCJjb21wYXJlZFRvIjoiRVRGIiwiY3VycmVudFBhZ2UiOiJjb21wYXJlcmVzdWx0cy5hc3AiLCJ0YWIiOiJGZWVzTWdtdCIsImZvcm1XYXNVc2VkIjpmYWxzZSwiY29tcGFyZVR5cGUiOiJzcGVjaWZpYyIsImFvRXhwYW5kIjpmYWxzZSwibWluaW11bUludmVzdG1lbnQiOiJBbnkiLCJzYWxlc0xvYWQiOnRydWUsInRyYW5zYWN0aW9uRmVlIjpmYWxzZSwiZXhwZW5zZSI6dHJ1ZSwib3BlbkNsb3NlZCI6dHJ1ZSwicmVsYXRpdmVWYWx1ZXMiOiJzZWxlY3RlZGZ1bmRzIn0=