Cs or As MAPTX and other Asia Plays

3/22/13 24.62
2/22/13 25.18
1/22/13 24.91

3/22/13  MACSX has done better than MAPTX and FSEAX over the past 30 days. If things keep dipping, I may want to think about being even more surgical and adding Thailand THD or some Singapore ETFs (EWS, EWSS).
                   30     90    180   1yr   5yr
MAPTX               4      3      3      3
MACSX      2       2      2      2      4
FSEAX                        4
THD           1       1      1      1      1
EWS                                   4
EWSS                  3                     2

Drilling down on THD, it has dropped about 6% in the past few days due to internal Thai issues. Decision: set a deep limit in basket As, 50@82.00 last trade 87.45.

THESIS:

MAPTX gives me international exposure, I am heavy right now on USA. It is Asia ex Japan and has done will over time. Morningstar gives it an overall 4 star rating.  The expense ratio is a bit high 1.1%. But whether I was lucky or dumb, I was up 24% in December 2012 when it was trading at 23.99. At the time I wondered if I should sell before the end of the year and try to avoid the new capital gains rules? Decision was to stay the course and hold the MUTF.

Earlier Discussion

Update February 24, 2013 FSEAX is now at 30.18 and that is great, but I am still be doing better with MAPTX, kinda wish I had picked up MACSX.

Update February 4, 2013 24.99, hey slow and steady wins the race, but lets rerun the analysis for the past 30 days. Right now, it would be hard to convince me to go with FSEAX.

Update January 10, 2013 24.81 this has been a good fund for me, but for grins let's see if we can find some similar funds and see how they perform.
Equity     Expense   30 90 180 365 5yr
MAPTX     1.11       2  2   2      2    2
MACSX     1.12                       1    1
FSEAX        .94       1  1   1
This analysis is not compelling enough to make me want to change, but it is going to be important to watch FSEAX over the next few months.
Update: January 4, 2013 24.69
Update: January 1, 2013, MAPTX last closed at 24.42 WOW!
5/1/13 MAPTX 25.96 Cosmic!

December 21, 2012. I am not a big fan of Mutual Funds, you can't get in and out instantly. However, I have appreciated these two and they are both in my Cs basket with a fairly significant position.

FMIEX is a large cap value mutual fund. I think this is exactly where I want to be if we are a long ways into a bull market, at least that is what I read. Morningstar overall is 4 stars. Expense ratio is also 1.1% which is high. I am up 23% and we have the same question as MAPTX, I have held both of them long enough to trade. It closed today at 14.47.
Update: January 1, 2013 FMIEX last closed at 14.23, set a Google calendar to watch carefully and  start researching a large cap value ETF to replace. Looking at their 30, 90, 120, 365 performance, I think we go with IVE.
                30    90   120  365 2/24/13 5  30  90  180 365
FMIEX
VTV         2             2     2                     2    2    2    2
IVE           1     1     1     1                           1    1    1
SCHV                            3                 1   1               1

Decision: closed position in Cs with FMIEX. Opening position in As with IVE initial purchase 25 shares@market, last price was 66.39.  Following with limit 25@65.
February 24, 2013 last closed at 71.71.