So far, my best is SFGIX as noted above, and VHT at +7.52%.
Worst is XSLV at -0.64%.

In my self managed portfolio:
SFGIX +7.73%
PTIAX +0.87
In my Schwab robo portfolio:
SCHE +11.72
BNDX -.82

@mrc70,
As I see it, you have a much better than average selection of funds in your retirement plan. With your selection, I would probably pick one fund and use my other retirement accounts to complete the portfolio.
I am a federal employee, and I have a limited but a more than adequate selection of funds in our Thrift Savings Plan (TSP), which have an average expense ratio of a crazy-low 0.029%.
Right now I have 100% of my TSP in the "S" fund, which is comparable to your FSEVX. Based on technical analysis, I shift assets between the TSP "C" fund (S&P500 equivalent, FXSIX) and the "S" fund, and use my other retirement accounts to fill out our portfolio.
If you have a position in PRWCX, then I would not bother with OAKBX, And SFGIX is a much better option in EM than GTDIX. And for FI, I would stick with PIMIX, and maybe WHAIX, and call it a day.
Kevin

Hi,
Could you please help me in identifying better choices in the following? I have IRAs with Vangard and TDA, where I have superb choices and invested in funds ike VDIGX, VHCOX, ARTKX, FPACX, AKREX, SFGIX, GPGOX, etc.
There are some good funds like OAKBX, Janus Enterprise, V'rd health care, bond funds, index funds, etc. in this list, but overall disappointing choices in my opinion.
I am comfortable with my allocation %ages for various asset classes, so where I need the advice is just in identifying good funds, not overall asses allocation. Appreciate all of your help.
LCap
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Janus Enterprise Fund Class N (JDMNX) Stock
American Beacon Large Cap Value Fund Class Institutional (AADEX) Stock
Fidelity® Capital Appreciation Fund - Class K (FCAKX) Stock
Fidelity® 500 Index Fund - Institutional Class (FXSIX) Stock
Fidelity® Large Cap Growth Index Fund - Premium Class (FSUPX) Stock
Fidelity® Large Cap Value Index Fund - Premium Class (FLCHX) Stock
MCap
****
Fidelity® Mid Cap Index Fund - Premium Class (FSCKX) Stock
MFS Mid Cap Value Fund Class R6 (MVCKX) Stock
Fidelity® Extended Market Index Fund - Premium Class (FSEVX) Stock
Scap
****
Northern Small Cap Value Fund (NOSGX) Stock
Loomis Sayles Small Cap Value Fund Class N (LSCNX) Stock
UBS U.S. Small Cap Growth Fund Class P (BISCX) Stock
Fidelity® Small Cap Index Fund - Premium Class (FSSVX) Stock
Balanced
********
Oakmark Equity And Income Fund Investor Class (OAKBX) Blend
Sector
******
Cohen & Steers Realty Shares Fund (CSRSX) Stock
Vanguard Health Care Fund Admiral Shares (VGHAX) Stock
International/Global
********************
Deutsche Global Small Cap Fund Institutional Class (KGDIX) Stock
Invesco Developing Markets Fund R5 Class (GTDIX) Stock
Fidelity® International Discovery Fund - Class K (FIDKX) Stock
Bonds
*****
Fidelity® Total Bond Fund (FTBFX) Bond
Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) Bond
Money Market
************
Putnam Stable Value Fund Bond
Fidelity® Investments Money Market Government Portfolio - Class I (FIGXX) Short Term
Retirement Series
*****************
FIAM Target Date 2060 Commingled Pool Class S Blend
FIAM Target Date 2055 Commingled Pool Class S Blend
FIAM Target Date 2050 Commingled Pool Class S Blend
FIAM Target Date 2045 Commingled Pool Class S Blend
FIAM Target Date 2040 Commingled Pool Class S Blend
FIAM Target Date 2035 Commingled Pool Class S Blend
FIAM Target Date 2030 Commingled Pool Class S Blend
FIAM Target Date 2025 Commingled Pool Class S Blend
FIAM Target Date 2020 Commingled Pool Class S Blend
FIAM Target Date 2015 Commingled Pool Class S Blend
FIAM Target Date 2010 Commingled Pool Class S Blend
FIAM Target Date 2005 Commingled Pool Class S Blend
FIAM Target Date Income Commingled Pool Class S Blend

@Sven, I agree that SFGIX/SIGIX is a safer EM play than GVAL. Also, GVAL has inadequate average daily trading volume for our portfolio. We continue to own a small position in SIGIX.
@MikeM, I agree that FMIJX is the best LC Foreign fund out there at this time. At this time, DSEUX is worth watching but not buying.
@hank, Donald to Vladimir: "Большое спасибо !! "
@davidrmoran, Like you, I am intrigued by the CAPE methodology and I am convinced that it is the real deal in terms of beating the markets. I just kept searching CAPE and came up with the DL fund. Personally, I will wait for a track record to develop, and if it performs, then I will buy. FMIJX is really the fund to beat in the LC Foreign space.
Kevin

The country allocation of GVAL is bit too risky for my taste:
Russia 11.2%
Austria 10.9%
Brazil 10.2%
Portugal 9.7%
Spain 8.9%
Hungary 7.9%
Greece 7.8%
Poland 7.7%
Czech Republic 7.1%
Norway 6.5%
Hong Kong 6.2%
Italy 5.8%
I will stay with SFGIX for the emerging market. Also I established a position with DSEEX last fall - so far it has done well.

I continue to DCA into SFGIX through my 401K at work. I'm very confident with the fund's management and think the sector is pretty beat up at the moment.

Sold DLFNX DL Core, put it in MSCFX Mairs & Power Small. And a smaller chunk in PNM. Sold out of TRGRX and put part of proceeds in PRDSX, PRSNX and PRIDX. Remainder went into TRREX. But Real Estate continues to suck. So I'll wait the required 90 days to avoid the 2% in-and-out fee and will put proceeds in some various other TRP funds I own, again. Holding SFGIX. Will add through the year to MAPOX.

Yesterday, I added a slug to SFGIX. That advances this holding to a full position, and completes my allocation for EM equities. I'm considering bumping up EM debt by adding to TGINX, but haven't pulled the trigger.
For all else, I'm still sitting on a pile of cash and am waiting for the overdue pullback. Admittedly, this held back performance last year to about 6%, but I'm happy with that.

Considering its closed, highly regarded and has done really well amongst EM funds, I certainly wouldn't eliminate it. I add to both SFGIX and GPEOX monthly and I would consider stopping if I was worried about EM longer term but its not very likely I'd even reduce what I consider to be two of the best EM funds available.

I have same two funds and plan to hold them also.

SFGIX (or SIGIX) is a very good option for investors who want EM with much lower-than-average volatility. It is one of a handful of EM funds with a positive 3-Yr Sortino Ratio. It will have a 5-Yr anniversary on 2/15/17 and will start showing up on a lot of radar screens. Fortunately, Andrew Foster will not hesitate to close the fund if asset flow is too much. It has the highest Alpha of the 40+ EM funds and ETFs we track. Because M* puts Singapore, Taiwan, Korea, and Hong Kong in the developed intl category, the fund appears to be less EM than some others. I really like this fund and its manager.

@hank: Yes, I am absolutely paying attention... @BenWP: I see it...... But David and others here are in love with SFGIX. M* rates it highly, within its peer group. Great performance in a stinky category? Like YAZ winning the batting title at .301, in a year when pitchers, not hitters, dominated. Wasn't that Denny McLain's 30-win year? What's a mother to do?

Got to agree with @hank. Those of us in SFGIX (and GPEOX) are not getting paid much for the risk taken. We could do just as well with a bond fund. EMs had a bit of excitement last year, but how many times in the past were we told "this is the year for EMs"?

Good year, in 2016. I've been in it for a bit more than 4 years. Is it really up by about 15% in 4 years---or so? Double checking myself.

Lipper shows $10,000 invested in this fund at inception on 2/15/12 to be worth $12,368 today: http://funds.us.reuters.com/US/funds/overview.asp?symbol=SFGIX.O
Here's how I learned to do percentages:
1. Subtract initial value from current value = a difference of $2368 (represents gain).
2. Divide the gain ($2368) by the initial investment ($10,000) = 0.2368.
3. Shifting decimal 2 points to the right gives you the 23.68% increase in value since inception.
4. Dividing above by 5 (approximate years of existence) gives a very rough (slightly understated) return of about 4.74% per year.
You can further refine this by dividing that 23.68% increase in value by 58.5 (the approximate number of months the fund has existed) resulting in a monthly gain of aporoximately .405% and than multiplying that by 12 (number of months in a year) to arrive at an annual average gain over that period of: +4.86%. Geez - Considering the amount of risk assumed in investing in emerging markets, I'm not impressed.
Regarding Balvenie 12-year (from your later post), a check of the store shelf finds that selling for about $50 locally. The best I can afford, occassionally, is Tomatin 12 year, selling locally for $33. Doing the math I find your single malt priced about 51.5% higher than mine. I'm sure you find it better tasting.
I learned my best math from Miss Milton in Eigth Grade back in the late 50s. (She was actually the school librarian.) My high school math teacher, by contrast, was a dork. And, can't remember taking any math classes in college. I'll say, if you needed to do any math back in my younger days before the electronic calculator was mass marketed to the public it was quite an experience - and one you younger folks probably can't remember. :)
** There are several different ways growth can be expressed in percentages. For example, the figure I got is not the compounded rate of growth which I believe would be lower. But I still think my method useful for providing a rough comparison of performance with other funds during the same period. As for SFGIX: This fund is outside my normal risk perameters in retirement. While I might speculate in small amounts on this type of fund for short periods, it wouldn't do much for peace of mind or ability to sleep at night.

Try Ainsley Brae Sherry/Satuernes, if you want to save money and invest in SFGIX instead. Not quite 12 year old, but still a single malt and freaking good and dirt cheap.

:)

Try Ainsley Brae Sherry/Satuernes, if you want to save money and invest in SFGIX instead. Not quite 12 year old, but still a single malt and freaking good and dirt cheap.

Considering its closed, highly regarded and has done really well amongst EM funds, I certainly wouldn't eliminate it. I add to both SFGIX and GPEOX monthly and I would consider stopping if I was worried about EM longer term but its not very likely I'd even reduce what I consider to be two of the best EM funds available.

*Like*

Considering its closed, highly regarded and has done really well amongst EM funds, I certainly wouldn't eliminate it. I add to both SFGIX and GPEOX monthly and I would consider stopping if I was worried about EM longer term but its not very likely I'd even reduce what I consider to be two of the best EM funds available.

Good year, in 2016. I've been in it for a bit more than 4 years. Is it really up by about 15% in 4 years---or so? Double checking myself.

Thanks, guys. The portf. is spread out like this: 44% US equities, 8% foreign equities. 39% bonds, and 2% "other", probably convertibles and shorts.
> Yes, there's a big amount in my two balanced funds: 35.48% in PRWCX and 16.02% in MAPOX, which I'm deliberately growing.
>Among equities: 14% small-cap. 23% mid-cap. 62% large-cap.
>PREMX is 14.14% of portfolio. The monthly dividend is over $100.00, now. Being re-invested.
PRSNX: 10.54% of portf. Divs are re-invested.
DLFNX = 2.51%, as mentioned above. Divs reinvested, but it's just $8.00/month or so. And the share price is up against a wall.
I'm already at my own personal limit in terms of the number of funds owned. I must shed one if I'm going to add one. Here are the others: MSCFX SFGIX TRGRX PRIDX and PRDSX. My wife's 403b fund is in the overall mix, too: VSCIX. Still just 1.94% of the Big Picture. I do not like to make frequent TACTICAL movements. I want to keep it stodgy, but PRODUCTIVE. ...@Ted mentioned that 5% is his lower limit. I could simply add to DLFNX to get to 5%, and that's not a radical decision.
But bonds will only be paying me to "wait for the next time it comes around on the guitar." (Arlo Guthrie.) We are in for a protracted cold-spell for bonds.
@JohnChisum: yes, I've crossed a threshold with TRP and can use PREMIUM tools at Morningstar. They also tell me I can use a dedicated phone line for those who hold more than X dollars with them.
@MikeM: If I grow DLFNX for stability, then 5% of portf. would be more stable, I suppose, than 2.51%, eh? Glad for the replies. But why would EM bonds be advantageous, right now, JohnChisum? I won't be adding any more to my current EM stake. And PRSNX has not been bad to me. It's "global" bonds, but does not include EM.