It appears that M*'s annual mutual fund performance data only goes back ten years. If I'm wrong, please tell me how to unlock "older" annual performance or where I might find annual data going back 25 years or longer. I want to see how each fund performed at least back 25 years and preferably even longer. (And yes, I realize that the older the data, the greater the likelihood of changes in management, etc. that could discount the value of some historical data.)

GQG Partners has grown quickly accumulating $90.4B in AUM (10/31/2021) in less than 5.5 years.
Rajiv Jain serves as GQG's chairman and chief investment officer in addition to running several funds.
Are there any concerns about the firm's rapid growth and the key-person risk associated with Mr. Jain?

Regrettably, simply creating restrictions doesn't seem sufficient, with all the scofflaws around.
57 members of Congress have violated a law designed to stop insider trading and prevent conflicts-of-interest
That said, I agree that the restrictions look quite solid. Can't find any enforcement provision though. It could be implicit in the FOMC's ability to enforce its rules (self enforcement?).
One not too surprising curiosity is that they cannot hold a fund concentrated on T bonds and notes. Nor can they hold single state muni bond funds (which are characterized as sector funds), though they can hold national muni bond funds.

https://www.sec.gov/Archives/edgar/data/810893/000119312522046660/d115005d497.htm
497 1 d115005d497.htm 497
PIMCO Funds
Supplement dated February 18, 2022 to the
International Bond Funds Prospectus dated July 30, 2021,
as supplemented from time to time (the “Prospectus”);
and to the Statement of Additional Information dated July 30, 2021,
as supplemented from time to time (the “SAI”)
Disclosure Related to the PIMCO Global Bond Opportunities Fund (Unhedged) (the “Fund”)
The Board of Trustees of PIMCO Funds (the “Trust”) has approved a Plan of Liquidation for the Fund pursuant to which the Fund will be liquidated (the “Liquidation”) on or about June 17, 2022 (“Liquidation Date”). This date may be changed without notice at the discretion of the Trust’s officers.
Suspension of Sales. Effective May 20, 2022, the Fund will no longer sell shares to new investors or existing shareholders (except through reinvested dividends), including through exchanges into the Fund from other funds of the Trust or funds of PIMCO Equity Series. The Fund may deviate from its investment objective at any time prior to the Liquidation Date.
Mechanics. In connection with the Liquidation, any shares of the Fund outstanding on the Liquidation Date will be automatically redeemed as of the close of business on the Liquidation Date. The proceeds of any such redemption will be equal to the net asset value of such shares after the Fund has paid or provided for all of its charges, taxes, expenses and liabilities, including certain operational costs of liquidating the Fund. The distribution to shareholders of these Liquidation proceeds will occur as soon as practicable, and will be made to all shareholders of record of the Fund at the time of the Liquidation. Additionally, the Fund must declare and distribute to shareholders any realized capital gains and all net investment income no later than the final Liquidation distribution. Pacific Investment Management Company LLC (“PIMCO”), investment adviser to the Fund, intends to distribute substantially all of the Fund’s net investment income prior to the Liquidation. PIMCO will bear all operational expenses associated with the Liquidation pursuant to the Second Amended and Restated Supervision and Administration Agreement between the Trust and PIMCO.
Other Alternatives. At any time prior to the Liquidation Date, shareholders of the Fund may redeem their shares of the Fund and receive the net asset value thereof, pursuant to the procedures set forth under “Purchases, Redemptions and Exchanges – Redeeming Shares” in the Prospectus. Shareholders may also exchange their shares of the Fund for shares of the same class of any other fund of the Trust or any fund of PIMCO Equity Series that offers that class, as described in and subject to any restrictions set forth under “Purchases, Redemptions and Exchanges – Exchanging Shares” in the Prospectus.
U.S. Federal Income Tax Matters. Although the Liquidation is not expected to be a taxable event for the Fund, for taxable shareholders, the automatic redemption of shares of the Fund on the Liquidation Date will generally be treated as any other redemption of shares, i.e., as a sale that may result in a gain or loss for federal income tax purposes. Instead of waiting until the Liquidation Date, a shareholder may voluntarily redeem his or her shares prior to the Liquidation Date to the extent that the shareholder wishes to realize any such gains or losses prior thereto. See “Tax Consequences” in the Prospectus. Shareholders should consult their tax advisers regarding the tax treatment of the Liquidation.
If you have any questions regarding the Liquidation, please contact the Trust at 1-888-877-4626.
Investors Should Retain This Supplement For Future Reference
PIMCO_SUPP1_021822

Why not offer a N or S class that would allow D&C funds to be sold ntf at Fido, Schwab and Vanguard. I for one would tolerate a higher expense ratio to increase my access to these funds.

Fidelity already provides access to all seven D&C funds, as do Schwab and Vanguard.
It's not access you're looking for, rather it's access at a lower cost. Fidelity's charge of $5 to buy, $0 to sell seems pretty cheap. Even purchasing in $2,000 or greater chunks comes out at least as cheap as D&C adding a 12b-1 fee, assuming one's average investment period is just a year: $2,000 x 0.25% = $5.
An extra added bonus is that unlike the way Fidelity handles NTF funds, there's no $49.95 fee if one decides to sell shares within 60 days.
https://www.fidelity.com/mutual-funds/all-mutual-funds/fees

Artisan Global Unconstrained Fund
https://www.sec.gov/Archives/edgar/data/935015/000119312522046761/d233069d497k.htm
Artisan Emerging Markets Debt Opportunities Fund
https://www.sec.gov/Archives/edgar/data/935015/000119312522046762/d233069d497k.htm

PRBLX is classified as large blend, which I'm assuming doesn't qualify as a growth fund for this thread.

M* categorizes GQEPX as LB:

This was a difficult year and rankings show many surprises. Rankings were based on performance in multiple areas; they didn't include other factors such as service, etc. Many big firms lagged. Smaller and upstart firms did better. There were lots of shifts from previous years. Pimco led in 2.5 equity areas when it doesn't even have a genuine equity research department. And Pimco, a bond power house, is missing in Top 5 for bonds. I think the firms will look at this data to see what happened. Investors shouldn't do anything except being amused by these rankings.

https://www.sec.gov/Archives/edgar/data/29440/000119312522045497/d233985d485apos.htm#toc233985_14
Class X Shares may be purchased only by eligible defined contribution employee retirement benefit plans that have contractual relationships with Dodge & Cox.

Barron's Best Fund Families, 2022
OVERALL: 1-Sit, 2-AllianceBernstein, 3-Amundi Pioneer, 4-Pimco, 5-DFA, 6-Neuberger Berman, 7-Natixis, 8-Victory, 9-MainStay, 10-Fidelity, 11-Thrivent,..., 13-Price, 14-USAA,..., 19-John Hancock,..., 21-American Funds, 22-Lord Abbett, 23-Invesco, 24-American Century,..., 29-Nuveen,..., 32-Manning & Napier, 33-Federated,..., 40-BlackRock,..., 43-Vanguard,..., 51-Madison (last entry). Listed are top 10 and some familiar names.
WORLD EQUITY: 1-Amundi Pioneer, 2-Thrivent, 3-DFA, 4-Pimco, 5-Manning & Napier.
US EQUITY: 1-AllianceBernstein, 2-SIT, 3-Pimco, 4-DFA, 5-MainStay
MIXED ASSETS: 1-Victory, 2-Federated, 3-DFA, 4-Pimco, 5-Natixis
TAXABLE BONDS: 1-Amundi Pioneer, 2-American Century, 3-USAA, 4-Lord Abbett, 5-Sit
MUNI BONDS: 1-Nuveen, 2-Invesco, 3-Victory, 4-USAA, 5-John Hancock
Fund families included has at least 3 active mutual funds/OEF and ETFs (including smart-beta/factor), 1 world equity fund, 1 mixed asset fund, 2 taxable bond funds, 1 muni bond fund. A composite performance score was used for rankings.
Notable omissions due to not meeting requirements included Dodge & Cox, Janus, etc
There were several notable consolidations: Eaton Vance was bought by Morgan Stanley, BMO Asset Management by Columbia Threadneedle, Ivy Funds by Macquarie (previously bought Delaware Funds), etc.
https://www.barrons.com/articles/barrons-best-fund-families-51645201043?refsec=funds
https://ybbpersonalfinance.proboards.com/thread/252/barrons-best-fund-families

Stock futures were/are up overnight. But with geopolitical situation as it is, do the traders want to go into the long 3-day weekend with many long positions? I am thinking of down closing today but that may or may not happen.
Oil futures are down but oil is in significant backwardation (roll-benefit 1.77% from just March to April CL/WTI; that is 23.4% annualized) and oil volatility ^OVX is in 50s!
https://www.cmegroup.com/

According to MS, a "respected fund" like MGGPX (which I own) is down 16.47 YTD while ARKW (which I also own) is down 26.34. Over 5 years, MGGPX is up 17.69 while ARKW is up 29.92. There's not much to see here based on past performance; it is what was to be expected. CW bashing is unjustified (at this point). As many have said before me, you are what your record says you are. CW's record has been stellar, and as I've also said before, one should expect extreme volatility in any fund up 157% in any given year.

How did this small bunch do last time Fed attempted to taper and normalize?

Hi Ben. Sorry for delayed response. CBLDX has less downward volatility, but granted less return since launch. I like the CrossingBridge shop and strategies ... they seem very focused. So far, fund is behaving as expected. Another fund I've championed for conservative investors is PMZIX. But it has not kept up with its dividend since Fed announced taper last July. Better than DODIX! Still, tough time for conservative investors right now. I do believe we need to normalize, but suspect the ride back will not be easy.

What if there is an invasion....this chart looks at the impact of several geopolitical shocks on subsequent stock market performance:

Link: Russia-Ukraine crisis

@hank, I'm not certain that those stocks that are held in Wood's ETFs will be ok in the long run...any stock can go to Zero. But she might have one or two early Amazon's in her holdings...
I certainly remember back in the late 90's...had some close friends who worked for a company that at one point had a market cap of ~$9B, 1300 assoc, up 1500% from its IPO., stock price just under $300 share..on paper their options easily worth over a MIL which was real good money back then...they bought the boat, extra land in Austin etc...then a few years later Poof...stock price in single digits....co gets sold for ~$300M...options underwater, nada, nix, nothing, zero....
@Mark, curious, what age range, demographic do you think most holders of Wood's ETF's are? I have no idea but would guess that most are younger as folks like me who saw that movie genre in the mid-late 90's and the early ought's I'm guessing are staying away.
One thing I am starting to think I might agree with her that there are already signs of economic slow down...this talk of multiple rate hikes...no way can that happen. The stonk market is going to dive...JP then holds off on more rate hikes....but.but.but, the inflation is out of control... stagflation, more than likely, no?
I hope it works out for everyone, good luck!
Baseball Fan

I just listened to Cathie Wood talk on CNBC Half Time Report. She said more than 50% of her net worth is invested in the ARK funds. Can not say too many fund managers can claim that level of personal conviction, FWIW. (As an aside, of all the things she talked about, I understand fixed income and her statement about interest rates makes me think she uses hyperboles to make her points. Not sure if that is also indicative of her thought process or just public posture / marketing.)

Is there no fiduciary responsibility to represent an investment offering in as objective a manner as possible - including mention of potential risks?
I ask after viewing a more than hour-long interview with Wood on CNBC Today. My Lord - she comes across as a carnival barker with an evangelical bent (although she avoided mention of God). I can imagine many vulnerable individuals having been lulled into buying ARKK near its highest valuations.
What else to say? I’m sure all managers believe in what they’re buying. But I’ve never seen such “zeal” (for lack of a better word) on their part and literally no attention paid to risks. This is certainly not the way TRP depicts their higher octane funds. Yes - The ARKK Prospectus would mention risks - assuming anyone reads it. If you’re inclined to gamble in the first place, maybe not.
This is not to criticize AARK’s holdings. As I’ve said before, most anything that falls over 50% from peak will experience a rebound. So chances are good here if you can hang on long enough. I hope Gensler will take a look at this overall issue. Couple Robinhood with ARKK and you can do a lot of damage to the unsuspecting retail investor. FWIW - CNBC seemed to be pandering to Wood. A few softball questions. She talked pretty much non-stop. How does an hour-long show like this differ from outright solicitation?
PS - And BTW - How about a requirement that CNBC (or other media outlet) add a prominent disclaimer somewhere in the interview telling viewers to “Be sure to read the Prospectus before investing or sending money”? No doubt they’ve covered their legal *** with a more generic disclaimer somewhere in their programming.

I think dry powder is alright to hold at this time. It lets me sleep like a new born baby!

Is this what you mean Derf?

Online edition:
https://www.wsj.com/articles/jpmorgan-to-add-ukraine-bonds-to-debt-index-despite-war-threat-11644933115
The contrast between Ukraine’s rising geopolitical risk and JPMorgan’s decision to proceed with the inclusion reflects the burgeoning power and occasional disconnect of passive investing.