There is a bullish story on RIO for the weekend Barron's.
https://www.barrons.com/articles/rio-tinto-stock-lithium-green-energy-51641507428?refsec=europe

The fund is off 1.29% YTD. If they’re having to unload assets due to heavy redemptions it would explain part of it.
But what an odd week it has been. Enough to throw any money manager’s barometer into dysfunction. Suddenly we’ve awakened to inflation. Really? So rates on the 10-year are almost back to where they topped-out last March. Back than there wasn’t the hysteria that seems to have accompanied this week’s bump-up in rates. The Fed speaks? Does anyone listen? You can’t invest based on what they say because they can change course on a dime if, in their words, “the current data suggests …”
Talk about cross-currents … Industrial metals are on a tear this week. Rio Tinto (RIO) is having the best week since I bought it several months ago. But, gold - a typical inflation hedge - has seen two of its worst days in recent memory, dropping more than $35 on 2 days this week and dragging down miners. Wheaton Precious Metals (WPM) has experienced its worst week since I bought it several months ago. Than there’s the tornado that has ripped through the ARKK-type funds - affecting other market sectors. Maybe one of those yellow highway caution signs needs to be displayed: “Caution! Short Sellers at work”
Sorry if this is too far off topic. But I think these are the type of questions to think about when buying or owning a “multi-asset” fund. Or, do we just buy whatever has the best 3 year track record?

That is not what gradual changes mean. That mean that when stocks go in/out of the index, CRSP does it in a few steps over a few days (unannounced).
Weighting of LCG vs LCV is what it is for total stock market and the index provider is not obligated to balance it. For example, here are the weighs (from M*) for DJ total stock market index that Fido FSKAX follows: LCV 16%, LCB 27%, LCG 30%.
https://www.morningstar.com/funds/xnas/fskax/portfolio

CRSP indexes make gradual changes/transitions, unlike Russell indexes that make all changes on a single preannounced date

I see that VTSAX is currently 29% LCG and 16% LCV. I assume this happened as a result of the run up in the FAANG stocks. Will "gradual changes" bring LCG and LCV more in balance?

If your distributions are large enough to purchase at least 0.001 shares then that's what they will do. If not, they may just deposit the distribution funds into your core account. You might want to give them a call or open a chat online to confirm.

I'm a Cathie Wood fan. You need out of the box conviction if you really want to outperform. I remember watching her on CNBC a few years ago where she explained her TESLA thesis while many others were talking about eventual liquidation or acquisition. No investment style can work all the time, because if it did it would be duplicated or arbitraged and end up not working at all. If you want a 100% plus up year you need to accept 30% down some time. I am slowly picking up shares in ARKK and ARKG.

Just curious, when did you start buying ARKK and ARKG? Is it for a trade or a long term portfolio holding?
I did buy a little bit of ARKK yesterday. I am not putting any money into ARKK that I can not afford to lose. This is not Cathy's first rodeo but I do not see any trophies from past rodeos.

Long term, first buys June 2020. Even in ARKK. Down 8% in ARKG. buying only the big dips. I think this will work out over time, or at least do better than the broad market.

Vanguard Total Stock Market Index Fund transitioned from the MSCI US Broad Market Index to the CRSP US Total Market Index on 06/03/2013.

Of course one can make money in some bonds, but is it a good idea to put 80% of the portfolio to treasuries when the interest rates may go up? Historical data since 1980 show falling rates, from about 15% in the past to about 1% now. The situation will be different when rates rise.

Looks like it's NTF at TDAmeritrade, but the minimum purchase is $10,000.

The three Redwood funds listed at Schwab all have the 49.95 tf, which since I invest $500 to a $1000 at a time wouldn't work for me.

I'm waiting for the MADF etf which promises a 10% return whether the market goes up or down !

I don't normally view Yahoo, but stumbled across a linked message today.
Will be interesting to discover the magic of this management, eh???
ARTICLE

I just added CDC as a low volatility more defensive fund option. Lynn Bolin had a really nice writeup on the fund a few months back. Steady eddy fund that held up quite well in March 2020. max DD of 15%. Nice dividend too. I am also going to sell my technology fund BGSAX and trim back on holdings in MIOPX. Both have high PE multiples and Aren't well positioned for a rising rate environment. Evaluating a few other funds for purchase.

Are you saying that PARWX is rated an MFO 3 for 1 year performance based on a manager change or that the fund is now “riskier”?

I'm a Cathie Wood fan. You need out of the box conviction if you really want to outperform. I remember watching her on CNBC a few years ago where she explained her TESLA thesis while many others were talking about eventual liquidation or acquisition. No investment style can work all the time, because if it did it would be duplicated or arbitraged and end up not working at all. If you want a 100% plus up year you need to accept 30% down some time. I am slowly picking up shares in ARKK and ARKG.

Just curious, when did you start buying ARKK and ARKG? Is it for a trade or a long term portfolio holding?
I did buy a little bit of ARKK yesterday. I am not putting any money into ARKK that I can not afford to lose. This is not Cathy's first rodeo but I do not see any trophies from past rodeos.

Off about $37.00 following a similar drop yesterday. Under $1800 again. Miners off over 3% today following a nasty day yesterday.
Not a recommendation!
Today’s prices

@Hank, I don't own it; did own HSTRX about 12 years ago for a while. A friend owns HSAFX now and isn't too unhappy with it, but you know what they say about a stopped clock.
But then the best I did yesterday was zero from NVHAX, EIXIX, and PQTAX.

Jerome Dodson was the PARWX manager from inception (04/29/2005) until he retired on 12/31/2020.
Billy Hwan became a comanager on 05/01/2018 and the sole manager at the start of 2021.
Mr. Dodson took a contrarian approach which resulted in an elevated risk profile.
Mr. Hwan takes a relative value approach and wants to bring the fund's beta (vs. S&P 500) down.
Taking this into consideration, past PARWX performance may not be very indicative of future performance.

@msf yes thought it was likely a CG issue. I sold post div. Found this Jan 2021 article informative on the topic of Funds/ETF's that soar more than 100% in a given year: https://www.morningstar.com/articles/1017292/what-to-expect-from-funds-after-they-gain-100-or-more-in-a-year-trouble-mostly

M* charts show that MSEGX (Morgan Stanley Inst Growth fund) is down nearly 30% but stock charts show it is down 25% from its recent high on November 16.

To no great surprise, the discrepancy dates to Dec 15, when a cap gain of $18.005 (per Yahoo) was distributed. The price on Dec 10 (Fri) was $89.20, and the price on Dec 13, post div, was $69.57. Back of the envelope [($69.57 + $18)/$89.20] says the fund lost about 1.8%. That's what M* says. Stockcharts reports a gain of 4.4%.
The Morgan Stanley site shows the divs, but doesn't yet report the true gain for December.
https://www.morganstanley.com/im/en-us/registered-investment-advisor/product-and-performance/mutual-funds/us-equity/growth-portfolio.shareClass.A.html
The $18.005 div bought 0.2588 shares at the ex-dive price of $69.57. Perhaps Stockchart took those shares and valued them at the old price of $89.20, coming up with a "new distribution" of $23.085.
Now the same calculation as before, using this new distribution amount, comes to:
($69.57 + 23.09)/$89.20 = 1.038%, or a 3.8% increase. Not all the way up to 4.4%, but that's all I can coax out of bad arithmetic.