A mixed bag...
ABNDX 12.75 +0.03 (0.24%)
AIBAX 13.55 +0.02 (0.15%)
MAPIX 16.18 +0.06 (0.37%)
LSBRX 15.75 +0.01 (0.09%)
SFGIX 11.80 +0.01 (0.08%)
AHITX 11.60 0.00 (0.00%)
RSIVX 10.42 0.00 (0.00%)
RPHYX 10.01 0.00 (0.00%)
WAFMX 3.27 0.00 (0.00%)
ABALX 25.33 -0.11 (-0.43%)
ANCFX 53.60 -0.25 (-0.46%)
SMCWX 50.58 -0.34 (-0.67%)
CWGIX 47.34 -0.19 (-0.40%)
ANEFX 39.41 -0.18 (-0.45%)
ACMVX 17.12 -0.09 (-0.52%)
TWSMX 7.51 -0.02 (-0.27%)
ABHIX 6.28 -0.01 (-0.16%)
BUFBX 14.94 -0.05 (-0.33%)
PRBLX 39.12 -0.22 (-0.56%)
VVPSX 19.33 -0.15 (-0.77%)
GABAX 68.11 -0.46 (-0.67%)
MFLDX 17.93 -0.01 (-0.06%)
GASFX 30.61 -0.05 (-0.16%)
ARTGX 16.21 -0.01 (-0.06%)
GPROX 12.85 -0.04 (-0.31%)
SCHD 38.30 -0.23 (-0.60%)

Well, it seems I needed to provide a bit more detail here...and am glad to oblige although my planning may not be to the depth of many on this board.
My request was specifically for my 401K/IRA account. I mentally allocate money to different sleeves, which I believe others on this board do as well. They are:
Bucket 1: money currently saved, and allocated for years 1-4 spend
-CMNIX
-SUBFX
-PIFZX
-RSIIX
Income sleeve: generating annual dollars to replenish Bucket 1 or annual spend
-TGINX
-OSTIX
-PONDX
-LSBRX
-BERIX
-RSIIX
-WOBDX
-A few stocks...HCN, WPC, AEP, O, PAYX, RPM, KMI, JNJ, NGG
Funds for general growth: These get periodic haircuts to fund Bucket 1, add to the income sleeve, or annual spend:
-FAIRX
-RPMGX
-TRMCX
-PCVAX
-VHCOX
-FPACX
-YAFFX
-GPGOX
-ARTGX
-SFGIX
It is from this last group that I am needing to replace TRMCX and PCVAX. Just looking for a good mid and small cap value fund to replace these good performers...my goal is for solid total return...from which I can give haircuts when the accumulation warrants. I'm ok with risk, as I have sufficient ballast to accommodate the waves.
To this point, I am leaning to HIMVX and WSVRX, thanks Ben.
What a great exercise...thanks.
Press

OK, I'll bite.
My bond funds. DLFNX is up ytd +4.24% Next, MAINX is up +3.71% and PREMX is up +6.82% ytd.
My biggest domestic core equity funds are of the "balanced" variety, holding both stocks and bonds. PRWCX is up ytd by +3.74% and MAPOX is up +3.00%.
Biggest foreign holding: MAPIX. It is up ytd by +0.51%. SFGIX is up by +2.91% ytd.
Yes, the good performance of bonds has been "The Curve Ball" this year. Yellen was lately quoted as asserting that interest rates would be kept low by policy for quite a bit longer, too. Jeez, I just got a car loan from the Credit Union at 2.49%. That's like free money falling from the sky. On $10,000, It amounts to just $50 of interest each year, over 5 years. But of course, we will pay it off early. And we'll do something silly with the leftover we have gifted to ourselves. Like maybe invest that leftover in mutual funds! :)

"Count Pioneer Investments among the big money managers dipping a toe in emerging markets again after years of disappointing returns for the asset class."
Huh? MAPIX:
+6.19% and +14.69 over the last 3 and 5 years. Top 6 and 7 percentile. But I note that M* changed its category. "Diversified Pac/Asia," not EM any longer.
SFGIX +0.26% over the past (difficult) year. Top one-third of category.
I've held EM for a long time. Matthews makes me happy. Ups and downs. I try not to chase hot sectors. Stick to a plan. Admit mistakes before they become paved mistakes...

Wow, this thread has extended itself nicely! My top 3 mutual funds ytd (18th April:)
1. TRAMX +9.41%
2.PREMX +4.74
3.MAINX +3.04
Honorable Mention: DLFNX +2.95 .....SFGIX +2.64
THREE bond funds in the top 5. Not big positions. Pity.

Fun, new way to display and "X-Ray" the fund's holdings. Color-coding, different breakdowns, cross-sections. I have to say I'm pleased.
http://www.seafarerfunds.com/fund/composition

I deliberately shy away from the mega-huge big, gigantic names. Can't always do it. Retirement plans offer PRE-selected menus of funds to choose from. I see SFGIX has finally started to do something of late--- speaking of smaller funds/operations.

14 March, '14:
MSCFX and SFGIX were up, all others down, but one standing pat.

...So, WHICH EM countries "are worth looking at?" The conversations in here at MFO communicate that people are itchy about Russia, China, Turkey, Brasil. A. Foster and his SFGIX is in Poland and Mexico, plus Brasil....

You're welcome, I hope those links helped people a little.
People have been harsh on Matthews and former darlings MAPIX/MACSX (and funds like SFGIX) lately. But it seems to me that the problem isn't with management, per se, but with emerging markets leading to bad Asian results. That's in part what the Horrocks' letter someone linked to several weeks ago sought to address. All in all, the Matthews funds seem to have held up pretty well. It's up to individual investors to decide whether this is a long term trend or not. But I don't think this is a Matthews' problem.

Of course my favorite "sleep easy" (if there is such a thing) EM fund and fund house is SFGIX / SIGIX at Seafarer:

Here's link to David's proile:http://www.mutualfundobserver.com/2013/03/seafarer-overseas-growth-income-sfgix/
But if you do decide to own it, you'll probably be subject to some "group think" (aka, lemming) criticism on the board. Comes with the territory =).

Though I made some big, overdue moves a few months ago, I resisted reducing my MAPIX stake TOO much--- for rather the same reason(s) you just noted. The recent period of under-performance is not the time to bail out. I took a hefty chunk of it and moved it to Matthews Japan MJFOX, and therefore, out of EM. But MAPIX is still 28% of my total, and it's no longer ALL in EM any more, either. All told, my EM portion is still about one-third of my total. I wish SFGIX would giddy-up. But it's less than 3% of total, anyhow. I'm just riding it, like I'm doing with MAPIX, and reinvesting the quarterlies.

Reply to @Old_Joe: Another 10% down in SFGIX and I would start building.
Currency wars are what is going on. When the pain gets really serious, real wars start.

Well. some of us were looking for a decent pullback as a buying opportunity... this may be a decent entry point. What's on the world horizon that's so terrible or threatening that the stock market is liable to stay sold-off for a year or two? I don't see much going on out there other than the usual ups and downs here and there...
Interesting to note SFGIX (down ~8% ytd) vs WAFMX (pretty much steady so far).

Reply to @Junkster:

In fact, SFGIX has lost 5% already year to date. A 5% loss in less than a month!! Not my idea of how to accumulate wealth.

Please stop rubbing it in!

Reply to @Mark: Must be talking about me regarding groupthink and cman regarding porn addicted junkies. Gee Mark, sorry if someone posts something that runs counter to your belief system and you have to go into attack mode. I think MFO is a fine and unique forum even somewhat addictive - even to those like myself who pretty much disagrees with everthing that is posted regarding accumulating wealth via funds.
But the fact remians, at least in my opinion, groupthink is more prevalent here than just about any forum out there. The granddaddy of groupthink funds goes back to the Fundalarm board. There the prominent poster of the day (and actually a friend of mine from the old usenet days) went on, and on, and on, endlessly about $2000 to $3000 gold and $100 to $200 and higher silver. His fund fave was PRPFX and sure enough all his table pounding had the whole board seemingly entralled with PRPFX. I left the board right before it changed over to MFO because enough was enough. And sure enough, like most groupthink funds, it has had a dismal return over the past three years, like 2.74% per annum dismal.
When I returned I found groupthink alive and well here as the risk parity funds were all the rage ala AQRNX. A dog of a fund if there ever was one. Then came ARIVX and then SFGIX to name just a few. All dogs. In fact, SFGIX has lost 5% already year to date. A 5% loss in less than a month!! Not my idea of how to accumulate wealth.
But some say, give a fund a chance, like a few years because time is on your side. Well that may be the conventional wisdom (which I never subscribe to) but time is never on our side. I wake one day and find I am about to turn 67. I look back (where did all those years go) and thank the Lord that I never wasted so much as a year or even six months in some groupthink dog of a fund. Time is a precious commodity and not to be wasted on underperforming dog funds.

For what interest it holds, I celebrated today's carnage by adding GPEOX to my Roth IRA and adding to SFGIX. I'm bad at timing but decent at moving toward the sound of cannons.
David

Not at all wonderful.
DLFNX 1.21
PRESX 1.12
PREMX 0.85
MJFOX 0.74
PRWCX 0.62
WORST = SFGIX, at -2.47 and MAPIX at -1.92.
...So, my bonds are among the top 5. Surprise? (MAINX is down just a tenth of a point. It was down about 1.5 for 2013.)

I like MAPIX and MACSX as much as anyone, but they are NOT emerging market funds. They DO have some EM stocks, and many of their holdings generate a lot of revenue from Pacific EM countries. So maybe they can be considered a 'chicken' way to invest in EMs. A number of other funds have a large chunk of holdings in developed markets - NEWFX, CNWIX, SFGIX, and others have 40% or more in developed countries. Just something to keep in mind when making an EM decision. Do your homework.

After the horses are out of the gate for 3 weeks, out of 43, 24 have positive results. Here are my top 5.
FBIOX: ytd: 14.15%, weight of asset: 0.21%
OBCHX: 6.83%, weight: 4.63%
ETGLX: 6.46%, weight: 4.13%
LADYX: 4.02%, weight: 12.62%
OBIOX: 2.72%, weight: 4.27%
And these are my worst 5:
SFGIX: ytd: -2.47%, weight: 0.53%
VVPSX: -1.64%, weight: 0.42%
WSCVX: -1.60%, weight: 2.24%
HDPSX: -1.39%, weight:3.12%
WESNX: -1.39%, weight: 1.10%
Seems like small caps are not as hot, and emerging markets are still half dead. Selective small caps are still OK: LADYX, BUFOX. Shanghai ( which is heavy on property) index is not doing well in the past few years, but OBCHX did extremely well for me in 2013, up 59.56%, amazing.
How are you doing? Let compare notes.