If you have specific questions about Invenomic, do let me know. Ali & co. have been pretty responsive in the past, going so far as meeting me for coffee and an interview in lovely Moline, Illinois. I'd happily raise your questions or ask the folks there to scan this thread (which they've been known to do).
I share, by the way, the concern over the fund's e.r. Part of the expense can be excused as "the inevitable cost of shorting securities," but the management fee is 1.74%. When I look at other five-star long-short equity funds, the equivalent numbers range from 1.20% (Alger) and 1.25% (Virtus KAR) to 1.50% (RiverPark) and 1.99% (Longboard). Again, that's management fee, not total e.r. but management fee is the thing most easily controlled by the advisor.
David

probably will be able to let things down easy
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220201&instance_id=51861&nl=paul-krugman&productCode=PK&regi_id=22268089&segment_id=81324&te=1&uri=nyt://newsletter/292a92e4-f45d-5b58-9234-e4b0303326c2&user_id=83d45440ead1d14c2a89a1e7221337d1

unusually high capital gains ... has ... drawn scrutiny from regulators
debate over whether target-date funds are suitable for taxable accounts
The high Vanguard distributions were the result of a technical change Vanguard made. It lowered the min for institutional funds, thus triggering a mass selloff by small company plans as they migrated from retail clones into the institutional funds.
Once one realizes this, the two statements above come off as a nonsequitor.
Suppose that instead of target date funds, Vanguard had lowered the min of VITPX from $100M to $5M. (For the sake of argument, assume VITNX, VSMPX, and VITSX did not exist.) One would expect to see a similar migration of small employer plans from the retail fund VTSAX to the institutional clone VITPX.
This in turn could trigger a large cap gain distribution to the remaining retail investors. VTSAX has unrealized cap gains amounting to about half of the fund assets, according to M*.
Surely one would not suggest that a total stock market fund was an inappropriate choice for a taxable account, just because a poorly planned change could could trigger a torrent of recognized cap gains.
This is a completely different question from whether target date funds are suitable for a taxable account.

Fed’s Harker Says 4 rate hikes appropriate this year.
(Excerpt) Right now, I think four 25 basis point increases this year is appropriate," Harker said during an interview with Bloomberg TV. "But there's a lot of risk here," including the risk that inflation is worse than expected, or that it eases faster than Fed officials expect, he said.
Here

https://www.prnewswire.com/news-releases/vanguard-bolsters-roster-of-external-advisors-with-addition-of-ariel-investments-301471513.html
From Vanguard:
https://pressroom.vanguard.com/news/Press-Release-VG-Bolsters-Roster-External-Advisors-Adds-Ariel-Investments-013122.html

Cwoods add more tsla Fri 39.5millions
Buffett woods also have/add more I think NIO or XPENG

Folks had plenty of opportunity last week to buy ARKK. I provided a buy price ($64.5) and reasoning and followed up on several days last week and also posted when I bought on Friday. From the silence, I figured folks have no interest in a ARKK trade / investment.
I think @yogibearbull also started a thread on Friday about market forming a base.
Those interested in getting off the sidelines have already gotten off.
Good luck.

Several past posts:
1) "MSF describes it—blend—a blue chip stock with its heady growth days in the past.
"Agree with msf and Lewis assessment. The fast growing business (iPhones, computers, music, and AppleTV) since Steve Jobs's returned has plateaued. In some area Apple is trailing."
2) "Growth is about revenues, cash flow and earnings versus the benchmark and industry peers and it’s forward looking, not from five or ten years ago."
FD: reality check. After another year. Apple proved it's not just another blue chip stock. It's even more amazing to do it when it's so big already.
Apple 2021 annual EPS was $5.61, a 71.04% increase from 2020. The price followed.

Hi sir the Pudd
Many folks say its oversold past 6 weeks...hard to say
Still got 15 yrs left and has time to make up...
I still buy Vang 2050 vpccx vgstx monthly basis.
If was retired probably all bonds Corp bonds TIPS and very little equities added. Mama portfolio very conservative down 5% last 6 wks

M* indicates that BIVIX has a net ER of 2.84% and an adjusted ER of 2.24%.
I personally wouldn't purchase a fund with an ER > ~1.25%.
Many alt funds are too expensive...

Missed opportunity. Could have laid all your money on ARKK Friday and cashed out today with a nice 9.5% overnight gain. Shucks!

I own a substantial share of my IRA and Roth IRA in PRWCX. I'm looking for a similar fund which invests in the same fashion and falls into the same Allocation range 50 -70%, but which invests Internationally. I would also be open to a combination of funds if it follows the same approach. I'd appreciate any suggestions - clear

At 1.25% (from the current 0.25%) is still a way below the 2% when the pandemic started in March 2020. In combination with tapering, perhaps it may contain the 6% inflation.

**EDIT**
I edited my compare post and added JABAX to all periods. JABAX performance during GFC stands out.
@yogi
During Period 5, ANNPX co-relation with PRWCX is 0.91 and 0.89 with IWM.

“Fed's Daly supports rate liftoff in March, interest rates at 1.25% by end of year ” (1/31)
Source
Excerpt from Reuters - The U.S. Federal Reserve should start raising interest rates from near zero in March and can comfortably raise them to 1.25% by the end of the year, San Francisco Federal Reserve Bank President Mary Daly said on Monday.
"If you get to that point, so say that's the reality, that's quite a bit of tightening, but it’s also quite a bit of accommodation left in the system because the terminal rate of interest is 2.5%, so you are supporting the economy, not pulling away the punchbowl completely and causing disruptions, but you are taking away some of the extraordinary accommodation we have been providing," Daly said in an interview with Reuters Breakingviews. "I think that balance is the appropriate thing to do with the uncertainty we face."

@staycalm :
One question if I may ?
#1 has 4 entries.
#2-#5 have 3 entries
#6 has added VONE
Possible no info for missing data (fund) ?

I find yogibear explanation on recent performance of ANNPX co-related to small cap reasonable.
A three month(or even 1 year) stretch of underperformance does not bother me within the context of solid longer term performance.
Regards benchmarks, while ANNPX has performed well compared to SP500, I see a moderate allocation benchmark as more appropriate (PRWCX, VWELX, VBINX).
Simplistically I see ANNPX performance close enough to PRWCX during periods 1-5 but significantly outperforming PRWCX by 10 points during period 6 which is impressive imo. As cherry on top, ANNPX even outperformed VONE during this period.

Atlanta Federal Reserve Bank President Raphael Bostic told The Financial Times over weekend that the Fed may impose a 50 basis point rate hike in March.

Saw that too in other sites and that could have sizable impact on the long bonds. Mid March is timeframe when it starts.

davidrmoran said,

What do you think has happened the last 3mos to underperform those four so significantly? Not that it matters.

I have zero interest in the fund, but I am interested in the answer to David's question (maybe I missed it?). In fact, over the past 1 year convertibles as a group look horrendous compared to the S&P 500, the bench mark I see it compared to. S&P 500= +19%, ANNPX= -9%. ANNPX is slightly worst than the convertibles category the past year.
In any case, sure looks like one would need a whole lot of conviction and long term staying-power to own this fund. I know I do not.

What else peaked in February 2021? The EMs. Although ARKK doesn't have any EM stocks, the same speculative fervor that drove the EMs to February 2021 peak also drove ARKK. But then the Nasdaq peaked in early-November and ARKK was crushed again. So, there were 2 selloffs in ARKK, post-February and post-November (still continuing?).
https://stockcharts.com/h-perf/ui?s=ARKK&compare=EEM,QQQ&id=p81561262402