I read a really good article the other day discussing the "triple top" formation forming on the S&P, Dow, etc. if you follow this kind of stuff then you would think that this presages a violent set of volitility over the next six months probably starting in May.
This would suggest a run to the dollar and bonds, rather than stocks. I'd look at asset allocation as much as which fund.
Other than that, IMO the only difference to look for in any fund is the expense ratio - in a Fed controlled market the days of stock pickers is over until correlation returns to something other than one to one.
JTS