Friends,
Here is my portfolio. Please let me know your review comments.
Some of the funds like VGSTX is there because I have no other choice. I recently sold SFGIX to put more money into ARTKX. I prefer SFGIX over MACSX due to its diversity, and would buy it to replace MACSX at some point in future.
Fund Name % Weight
************ *********
Vanguard Dividend Growth Inv 13.57
FPA Crescent 10.37
Vanguard Global Equity Inv 10.16
Akre Focus Retail 9.23
Whitebox Tactical Opportunities Investor 7.96
Grandeur Peak Global Opportunities Inv 6.92
Grandeur Peak Emerg Mkts Opps Inv 6.7
Vanguard Capital Opportunity Inv 6.38
Artisan Global Value Investor 6.26
Vanguard Selected Value Inv 5.68
Artisan International Value Investor 3.5
Wasatch Frontier Emerg Sm Countrs Inv 3.32
Matthews Asian Growth & Inc Investor 3.31
T. Rowe Price Health Sciences 2.98
Vanguard STAR Inv 2.28
Templeton Russia & East Europe Common 1.38
Total 100

Thanks, all. Really. OK, so you guys don't say to yourselves: "When this fund reaches $5B I'm gone. It's a very relative term, considering a fund's mandate. Over the years, I've deliberately put $$$ into young funds which ipso facto do not have a big asset base, yet. Funds like SFGIX Seafarer, MSCFX Mairs & Power Small-cap, TRAMX TRP Africa/Middle East, MAESX Matthews Frontier Asia, DLFNX DoubleLine core-plus, MAINX Matthews Asia bonds...... Of the not wonderful choices available in my wife's 403b, I selected Vanguard Small-cap Index NAESX. Still less that a thousand dollars in there. THERE is a fund that M* has even featured re: asset drift, connected to bloat. M* says it owns way too much now in Midcaps to truly be a small-cap fund....

CIOVX
I already sold CIOVX last week in my Scottrade Portfolio. Reading through the material Causeway sent, I think their pet peeve is fund has not garnered enough assets in spite of whatever else they might be saying. Also I'm a little miffed about mutual fund accounting rules or Causeways interpretation of them. How can they not know what investor liability is at the point of conversion? Their average NAV cost of CIVVX and CEMVX should determine that. CIOVX is owning THOSE securities. Also I didn't see any mention of taxable events to CIVVX and CEMVX. If $51M odd is being sold across those funds, stands to reason shares will need to be redeemed in CIVVX and CEMVX. In the case of CIVVX there seems to be enough uninvested cash to give to CIOVX shareholders, but then they should state that. In any case, I hate when my mutual fund company makes me think so much. I will look into a suitable replacement.
CVLOX
Selling this was always on the cards. Suspect Convertible expertise, Calamos' taking a back seat, and Gary Black. Now I'm reading Calamos Sr, is really pulling down his investments in even the income vehicles @Calamos of which Convertibles is such a big part. This fund is not doing what I wanted and is not being managed by those I wanted to be in control. Sell order in place @Schwab
PTHDX
As I have mentioned before, possibly utterly shameless behavior by Gudefin/PIMCO pretending manager has skin in the game, only to see she does not. Latest SAI dated 8/25/14 confirms she does not have a penny in the ONLY fund she is managing at PIMCO. Sell order in place @Schwab
Between SFGIX, FMIJX which I've owned for some time and recent FEBAX and CIPYX purchases which have substantial allocations internationally, I don't need any more for such coverage @Schwab. Will continue to DCA (sic) into FEBAX and CIPYX. And I've avoided potential infections of Excessive Funditis.

Hello, everyone. I promised an update. Here's my total run-down, after the change, tonight:
1. MAPIX 23.57% of portfolio Matthews Asia Div.
2. PRWCX 18.74 TRP Cap. Apprec.
3. PRESX 14.87 TRP Developed Europe
4. MAPOX 9.01 Mairs & Power Balanced
5. MEASX 6.2 Matthews Emerging Asia
6. MAFSX 6.19 Matthews Focused
7. PREMX 3.94 TRP Emerg. Mkt Bonds
8. MAINX 3.54 Matthews mostly Asia bonds
9. SFGIX 2.82 Seafarer EM
10. TRAMX 2.81 TRP Africa-Middle East
11. MACSX 2.63 Matthews Growth & Income
12. DLFNX 2.46 DoubleLine bonds
13. MSCFX 2.45 Mairs & Power Small-cap.
14. NAESX 0.76 (wife's 403b) Vanguard Small-cap Index Fund
*****************************
M* Instant X-Ray:
Cash 4%
US 20
Foreign 56
-Europe Developed 14.63
-Europe Emerg. 0.46
-Asia Dev. 11.63
-Asia Emerg. 23.99
-Japan 7.76
-UK 7.56
-Canada 6.74
-Ausralasia 3.83
-Africa/Middle East 2.79
-Latin America 0.61
BONDS: 17
"Other:" 3
++++++++++++++
Thanks for all the support, everyone. As I suppose it is for the rest of you, this thing is always a work in progress. I mentioned that I'll be growing MAPOX, and also my bond funds, particularly DLFNX. An intense, focused, lengthy conversation with a financial pro last year was enlightening. Wholesale changes were made. I want it to be truly worldwide. It is that. But it's still, as I say, a work in progress. Like myself.

Ted has a good idea. DODWX. Otherwise, MACSX. First fund I ever bought. Still own it, 11 years later. Loving it. Very good down-side protection. I also own SFGIX. It's been mentioned, above. It had been lackluster, but has started to move recently. SFGIX has a global mandate. But about 60 percent or more is still in Asia, last time I looked under the hood.

I'd go with MACSX or SFGIX, both of which provide at least a moderate level of income.

I have a friend who has a relatively small nestegg in a "tax-deferred" acount. She has very little international exposure; about 8%, mostly in Europe. I think she would benefit from some international and/or EM exposure.
She can only anly afford to invest in one more MF, so we are looking for something that has some diversification. Such as a international fund that has the flexibilty to invest in EM or an EM fund with a broad mandate.
I know of a few, such as MACSX (Mathews Asia G&I), SFGIX (Seafarer G&I) or TGVAX/TGVIX (Thornburg Int. Value), etc., but I know there are others out in the MF universe that should fit-the-bill.
She is not inclined to deal with a lot of volatility, so something on the moderate-to-conservative side is strongly preferred.
Any and all thoughts, suggestions and opinions are welcome!! Thank you!!
Matt

Hi Skeet- I hadn't really thought of my setup as "sleeves", but the general organization is of a similar type, with four self-defined "areas"-
1) US Equity Funds: ANCFX, ACMVX, GABAX, GASFX, BUFBX, PRBLX, VVPSX, SCHD
2) US Balanced and Allocation Funds:ABALX, TWSMX, RSIVX, MFLDX
3) World and EM Equity Funds: SMCWX, CWGIX, ANEFX, MAPIX, ARTGX, SFGIX, WAFMX, GPROX
4) US Bond Funds: ABNDX, AIBAX, AHITX, ABHIX, RPHYX, LSBRX
As you say, it makes it easy to adjust balances within areas by adjusting various fund levels. The four areas are currently 20%, 20%, 31% and 29%, respectively. A series of graphs and charts in my spreadsheet give a good picture of the performance of each fund individually, as well as overviews of the total allocations as: US stocks, foreign stocks, US Bonds, foreign bonds, convertible, preferred, cash & "other".
BTW, am thinking about adding TOLLX.
Regards- OJ

Bee, I'm afraid it will all be old news: SFGIX. MAFSX, MAPIX, MACSX. MAPOX, MSCFX. As for my TRP funds, I'm happy with them. But at this moment, I can find nothing specifically telling me that they all use the same bottom-up approach. :)

I am a retiree with a moderately invested 40/60 portfolio (significant mega cap domestic holdings) which as we know already has exposure to emerging market. I currently have a 5.35% allocation to GPEOX, which is my only "sector fund" exposure to Emerging Markets. I hope to open at least an equal allocation to SFGIX soon. Keeping in mind that I would really like to reduce bond exposure going forward, regarding the pending hard close of GPEOX, how much small cap is too much?

...I can tell you that I'm retired, too---but early. Wife works. In small-caps we both hold two specific funds: MSCFX and NAESX. But you mention GPEOX, which is FOREIGN small-caps. That's a horse of a different color.
In our portfolio, MSCFX = 2.41% of holdings, and NAESX is less than 1%, still.
I don't know the particulars of your full picture, but an existing position of 5.35% in GPEOX seems enough.
I bet PRESX will take some further beating, along with other Europe shares. If things remain tense politically in Eastern Europe and there's more killing, I may take profits at my usual time, just after the New Year every year, and add to PRESX rather than PRWCX, which is the general plan. It's cold and heartless. But all the money's dirty, anyhow. I anguish over the lives lost and the idiots who lead countries!
Don't be afraid to "go offshore." My bonds are just 10% of holdings, now, and my domestic/foreign split in equities is about 50/50. I've held MACSX since 2003. (MAPIX is currently closed.) many of us in here hold SFGIX, too.
"Break a leg."

I am a retiree with a moderately invested 40/60 portfolio (significant mega cap domestic holdings) which as we know already has exposure to emerging market. I currently have a 5.35% allocation to GPEOX, which is my only "sector fund" exposure to Emerging Markets. I hope to open at least an equal allocation to SFGIX soon. Keeping in mind that I would really like to reduce bond exposure going forward, regarding the pending hard close of GPEOX, how much small cap is too much?

My only pure play in EM is SFGIX, too young for Morningstar to rate, according to their own requirements. It's 2.8% of my portf.... I have a great deal of overseas shares, though. SFGIX is not shooting out the lights, but I'm happy to see it doing better lately. I guess I am not surprised there's still a big chunk in Asia. Foster used to be at Matthews..... But--- are South Korea, Hong Kong and Singapore REALLY still EM? It has to be asked.

Matthews, SFGIX, TRAMX.
Matthews = (gulp) 38.7% of my stuff, plus MAINX bonds, carrying 3.53% of total. Also PREMX bonds at 3.96%.
SFGIX = 2.76% of portf.
TRAMX = 2.66% of total. It's at a new all-time high, $10.23. Luckily, I got in at $7.19 and in January, took goodly profits and gave it all to PRWCX. So proportionally, TRAMX is smaller than it was at the New Year.

The only pure emerging/frontier holding I have is WAFMX. Also own MAINX, a small chunk of PAFSX just to try it out, and GPROX; those are all ~ in the 40-50% range in EMs.
I also keep an eye on HLMOX, MEASX, and SFGIX, but no $ there.
RIMIX looks interesting; it's 'EM' but almost entirely invested in Asia. It and PAFSX are pretty much tied since PAFSX opened for biz'ness ... but Paf is very heavy in tech, so it may not be a consistent winner.

So far I'm very happy with Wasatch WAFMX, Matthews MAPIX, Artisan ARTGX, Seafarer SFGIX, and Grandeur Peak GPROX. When the inevitable major downturn happens, it will be interesting to see who does what to whom, but I'm hoping that there's sufficient diversity in that bunch to smooth things a bit. As a group, they comprise about 15% of the total portfolio.

Added to DSEEX ( thanks for the initial heads up davidrmoran ) and to SFGIX ( thanks for the initial heads up to David Snowball. Researching small cap Permian producers.

Glad you mentioned the ticker, MS; I'd forgotten that Dbl I shares can be had with a low minimum ($5k) in IRAs.

Added to DSEEX ( thanks for the initial heads up davidrmoran ) and to SFGIX ( thanks for the initial heads up to David Snowball. Researching small cap Permian producers.

http://quotes.morningstar.com/stock/nlg/s?t=XSTC:NLG
Worth noting. SFGIX owns about 2% of the total assets of this Vietnamese conglomerate: NLG. It looks--- with a 3-letter ticker --- to be a type of animal unfamiliar to me. And it looks brand-new. Hmmmm.
I read the report of the conference call. Great to have. Thank you.

It looks like NLG is the ticker in its home market.

http://quotes.morningstar.com/stock/nlg/s?t=XSTC:NLG
Worth noting. SFGIX owns about 2% of the total assets of this Vietnamese conglomerate: NLG. It looks--- with a 3-letter ticker --- to be a type of animal unfamiliar to me. And it looks brand-new. Hmmmm.
I read the report of the conference call. Great to have. Thank you.

Ya, I noticed the sub-par numbers. Official goodbyes are always full of nice-speak and good wishes lingo. That pretty much means zero to me.....
...Come to think of it, wasn't there an unexpected move re: Philip Barach, too, a while ago? I could have this confused with goings-on in SFGIX, though... I see Barach is co-manager at DL DLTNX, but not the so-called core fund, DLFNX. Or maybe this is just all noise, guys. Sorry.