Hot Mutual Funds and ETFs - December 2007
All data as of 11/30/2007. Next update before 1/15/2008 |
ETFs listed in Green |
Mutual Funds listed in Yellow |
Hot Large Cap ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
Ultra QQQ ProShares | Large Blend | 13.63 | 33.31 | 47.84 | 777.76M | ||||||||
PowerShares Aerospace & Defense | Large Growth | 10.64 | 27.93 | 39.41 | 383.56M | ||||||||
Internet HOLDRs | Large Growth | 8.81 | 24.67 | 34.31 | 3.08 | 402.23M | |||||||
Industrial Select Sector SPDR | Large Blend | 5.75 | 18.48 | 25.42 | 14.99 | 1.97B | 9.34 | 0.69 | |||||
Ultra Dow30 ProShares | Large Blend | 5.74 | 20.21 | 36.88 | 256.31M | ||||||||
Spectra N | Large Growth | -3.33 | 10.48 | 30.04 | 29.9 | 23.09 | 19.2 | $1000 | 4 | 232.72M | 28-Jul-69 | 11.0 | 1.57 |
Janus Adviser Forty S | Large Growth | -3.57 | 16.1 | 33.14 | 32.82 | 21.07 | 17.3 | $2500 | 5 | 2.67B | 01-May-97 | 11.54 | 1.35 |
Spectra Green N | Large Growth | -2.15 | 12.68 | 24.99 | 25.44 | 20.96 | 17.7 | $1000 | 4 | 9.71M | 04-Dec-00 | 10.68 | 1.45 |
Janus Contrarian | Large Blend | -3.73 | 7.09 | 21.15 | 24.87 | 22.04 | 25.36 | $2500 | 5 | 7.55B | 29-Feb-00 | 12.21 | 1.36 |
Vice Fund | Large Blend | -3.28 | 7.56 | 20.09 | 23.16 | 18.24 | 21.41 | $4000 | 5 | 131.74M | 30-Aug-02 | 9.95 | 1.32 |
CGM Mutual | Large Blend | -3.93 | 12.96 | 32.11 | 32.04 | 16.47 | 18.84 | $2500 | 4 | 552.31M | 06-Nov-29 | 13.6 | 0.88 |
Fidelity Independence | Large Growth | -6.28 | 10.53 | 25.68 | 25.85 | 17.16 | 15.63 | $2500 | 4 | 4.97B | 25-Mar-83 | 12.82 | 0.97 |
Excelsior Large Cap Growth | Large Growth | -3.78 | 12.54 | 23.93 | 21.56 | 16.34 | 14.69 | $500 | 4 | 786.21M | 30-Sep-97 | 11.76 | 0.99 |
Marsico 21st Century | Large Growth | -4.24 | 9.44 | 20.22 | 22.58 | 18.16 | 21.35 | $2500 | 5 | 2.18B | 01-Feb-00 | 12.84 | 1.04 |
Wells Fargo Advantage Growth Adv | Large Growth | -4.04 | 8.1 | 27.96 | 27.01 | 16.15 | 15.2 | $1000 | 5 | 33.49M | 24-Feb-00 | 12.72 | 0.91 |
Hot Mid Cap ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
iShares Dow Jones US Aerospace & Defense | Mid-Cap Blend | 10.91 | 30.62 | 43.16 | 465.44M | ||||||||
iShares Russell Midcap Growth Index | Mid-Cap Growth | 2.08 | 13.14 | 20.97 | 16.52 | 3.14B | 10.88 | 0.77 | |||||
PowerShares Dynamic Mid Cap Growth | Mid-Cap Growth | 6.83 | 24.97 | 31.55 | 361.87M | ||||||||
iShares S&P MidCap 400 Growth Index | Mid-Cap Growth | 14.24 | 20.91 | 15.34 | 2.26B | 10.91 | 0.73 | ||||||
American Century Heritage Inv | Mid-Cap Growth | -2.19 | 11.48 | 41.42 | 43.59 | 28.31 | 20.47 | $2500 | 4 | 1.97B | 10-Nov-87 | 13.53 | 1.61 |
Fidelity Select Defense & Aerospace | Mid-Cap Blend | -2.71 | 5.34 | 21.3 | 23.13 | 20.2 | 23.09 | $2500 | 5 | 1.36B | 08-May-84 | 9.65 | 1.53 |
American Century Vista Inv | Mid-Cap Growth | -3.8 | 9.54 | 36.29 | 37.02 | 19.01 | 19.98 | $2500 | 4 | 2.48B | 25-Nov-83 | 14.08 | 1.01 |
American Century Vista Adv | Mid-Cap Growth | -3.8 | 9.46 | 35.98 | 36.64 | 18.71 | 19.69 | $2500 | 4 | 275.98M | 02-Oct-96 | 14.08 | 0.99 |
Harbor Mid Cap Growth Inv | Mid-Cap Growth | -4.48 | 6.55 | 21.37 | 22.5 | 19.07 | 18.57 | $2500 | 5 | 20.57M | 01-Nov-02 | 12.51 | 1.12 |
RiverSource Aggressive Growth R4 | Mid-Cap Growth | -3.96 | 7.91 | 29.54 | 29.16 | 16.88 | $2000 | 4 | 150.00K | 24-Apr-03 | 13.28 | 0.92 | |
Fidelity Select Chemicals | Mid-Cap Value | -3.32 | 6.5 | 26.69 | 30.01 | 15.21 | 20.42 | $2500 | 4 | 188.50M | 29-Jul-85 | 11.42 | 0.93 |
Roosevelt Anti-Terror Multi-Cap | Mid-Cap Growth | -3.43 | 6.6 | 18.66 | 21.03 | 15.71 | 17.99 | $1000 | 4 | 23.41M | 21-Dec-01 | 9.89 | 1.1 |
Federated Kaufmann K | Mid-Cap Growth | -3.21 | 7.66 | 20.22 | 20.64 | 16.92 | 19.32 | $1500 | 4 | 4.92B | 21-Feb-86 | 11.76 | 1.03 |
Bridgeway Aggressive Investors 2 | Mid-Cap Growth | -5.06 | 7.93 | 28.65 | 27.04 | 18.24 | 20.84 | $2000 | 4 | 681.11M | 31-Oct-01 | 17.21 | 0.81 |
Hot Small Cap ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
iShares S&P SmallCap 600 Growth | Small Growth | 1.32 | 12.12 | 20.2 | 15.35 | 1.46B | 12.47 | 0.43 | |||||
Pinnacle Value | Small Value | -0.62 | 2.56 | 16.16 | 20.06 | 13.41 | $2500 | 5 | 48.92M | 01-Apr-03 | 5.72 | 1.5 | |
Neuberger Berman Millennium Inv | Small Growth | -5.6 | 7.47 | 24.65 | 24.13 | 17.46 | 16.79 | $1000 | 4 | 57.98M | 20-Oct-98 | 13.58 | 0.94 |
Neuberger Berman Millennium Tr | Small Growth | -5.63 | 7.41 | 24.5 | 23.96 | 17.38 | 16.74 | $1000 | 4 | 8.51M | 03-Nov-98 | 13.61 | 0.94 |
Neuberger Berman Millennium Adv | Small Growth | -5.62 | 7.39 | 24.34 | 23.73 | 17.17 | 16.65 | $1000 | 4 | 4.15M | 01-May-02 | 13.6 | 0.92 |
Brazos Micro Cap N | Small Growth | -7.54 | 4.79 | 20.92 | 21.93 | 13.93 | 19.7 | $5000 | 4 | 10.18M | 01-May-01 | 15.99 | 0.63 |
Lord Abbett Developing Growth P | Small Growth | -5.48 | 9.16 | 33.36 | 33.2 | 19.68 | 18.34 | $1000 | 4 | 76.77M | 05-Jan-98 | null | null |
Hot Specialty ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
Oil Services HOLDRs | Specialty-Natural Res | 9.74 | 37.3 | 47.67 | 32.89 | 3.37B | |||||||
Energy Select Sector SPDR | Specialty-Natural Res | 8.7 | 28.7 | 41.6 | 30.51 | 4.50B | 19.99 | 1.08 | |||||
iShares Dow Jones US Energy | Specialty-Natural Res | 9.03 | 29.04 | 42.05 | 29.2 | 1.13B | 19.42 | 1.06 | |||||
iShares Dow Jones US Basic Materials | Specialty-Natural Res | 5.95 | 26.78 | 41.47 | 18.38 | 706.50M | 14.56 | 0.82 | |||||
SPDR S&P Metals & Mining | Specialty-Natural Res | 2.48 | 30.92 | 55.61 | 243.98M | ||||||||
CGM Realty | Specialty-Real Estate | -6.76 | 17.47 | 32.02 | 30.7 | 35.28 | 40.79 | $2500 | 5 | 1.66B | 13-May-94 | 18.38 | 1.52 |
Fidelity Select Natural Resources | Specialty-Natural Res | -5.38 | 10.79 | 38.36 | 34.44 | 32.98 | 31.3 | $2500 | 4 | 1.60B | 03-Mar-97 | 20.91 | 1.27 |
Nationwide Global Natural Resources B | Specialty-Natural Res | -4.98 | 7.72 | 28.21 | 25.08 | 33.85 | $2000 | 5 | 2.45M | 29-Jun-04 | 20.35 | 1.33 | |
Fidelity Select Energy | Specialty-Natural Res | -4.6 | 8.53 | 33.47 | 28.85 | 31.56 | 30.56 | $2500 | 4 | 2.64B | 14-Jul-81 | 20.77 | 1.23 |
T. Rowe Price New Era | Specialty-Natural Res | -4.54 | 9.61 | 33.37 | 31.12 | 26.35 | 28.68 | $2500 | 4 | 5.77B | 20-Jan-69 | 16.92 | 1.22 |
Matthews Asian Technology | Specialty-Technology | -6.5 | 12.26 | 27.15 | 31.46 | 23.93 | 25.4 | $2500 | 5 | 180.12M | 27-Dec-99 | 14.92 | 1.24 |
T. Rowe Price Media & Telecom | Specialty-Communications | -6.46 | 4.11 | 21.49 | 23.23 | 24.66 | 27.39 | $2500 | 5 | 2.00B | 13-Oct-93 | 12.69 | 1.48 |
USAA Precious Metals and Minerals | Specialty-Precious Metals | -10.45 | 23.6 | 23.69 | 21.09 | 32.39 | 35.45 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.82 | 0.97 |
ICON Energy | Specialty-Natural Res | -4.29 | 6.02 | 28.79 | 24.88 | 24.0 | 30.36 | $1000 | 4 | 762.91M | 05-Nov-97 | 22.56 | 0.88 |
Allianz RCM Technology D | Specialty-Technology | -6.29 | 9.44 | 26.6 | 27.87 | 13.99 | 19.7 | $5000 | 5 | 230.04M | 20-Jan-99 | 15.87 | 0.64 |
Hot Foreign ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
iShares S&P Latin America 40 Index | Latin America Stock | 13.27 | 42.12 | 73.21 | 55.48 | 3.08B | |||||||
iShares MSCI Singapore Index | Pacific/Asia ex-Japan Stk | 8.65 | 32.32 | 63.35 | 34.19 | 2.01B | |||||||
iShares MSCI Australia Index | Pacific/Asia ex-Japan Stk | 11.65 | 35.26 | 57.02 | 34.98 | 1.98B | 15.9 | 1.41 | |||||
iShares MSCI Pacific ex-Japan | Pacific/Asia ex-Japan Stk | 13.52 | 32.79 | 56.24 | 32.49 | 4.37B | 14.52 | 1.48 | |||||
iShares MSCI Hong Kong Index | Pacific/Asia ex-Japan Stk | 23.56 | 31.44 | 51.9 | 26.58 | 2.53B | 14.76 | 1.37 | |||||
Columbia Greater China Z | Pacific/Asia ex-Japan Stk | -14.24 | 19.67 | 67.8 | 86.26 | 47.22 | 40.11 | $2500 | 5 | 52.97M | 16-May-97 | 22.32 | 1.68 |
T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | -7.79 | 21.09 | 63.27 | 71.39 | 43.24 | 36.76 | $2500 | 4 | 4.22B | 28-Sep-90 | 19.02 | 1.78 |
Fidelity Southeast Asia | Pacific/Asia ex-Japan Stk | -11.52 | 12.72 | 58.91 | 67.11 | 43.65 | 35.75 | $2500 | 4 | 4.13B | 20-Apr-93 | 18.9 | 1.81 |
Dreyfus Premier Greater China I | Pacific/Asia ex-Japan Stk | -15.2 | 8.71 | 63.04 | 86.86 | 46.83 | 40.41 | $1000 | 5 | 169.44M | 12-May-98 | 24.07 | 1.56 |
American Century Emerging Markets Inv | Diversified Emerging Mkts | -6.76 | 15.36 | 42.82 | 48.81 | 42.5 | 38.16 | $2500 | 4 | 873.34M | 30-Sep-97 | 18.5 | 1.8 |
Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | -6.81 | 17.53 | 43.25 | 49.37 | 42.54 | $2500 | 5 | 26.33M | 29-Mar-04 | 19.73 | 1.7 | |
Janus Adviser International Growth S | Foreign Large Growth | -5.42 | 11.68 | 26.8 | 30.73 | 36.2 | 30.22 | $2500 | 5 | 1.38B | 01-May-97 | 15.5 | 1.82 |
T. Rowe Price Em Eur & Mediterranean | Diversified Emerging Mkts | -0.43 | 13.07 | 20.25 | 27.41 | 39.93 | 40.33 | $2500 | 5 | 1.56B | 01-Sep-00 | 19.07 | 1.65 |
Metzler/Payden European Emerging Markets | Europe Stock | -4.99 | 12.07 | 24.44 | 30.36 | 38.77 | $5000 | 5 | 491.11M | 30-Dec-02 | 20.82 | 1.49 | |
Excelsior Emerging Markets | Diversified Emerging Mkts | -7.93 | 10.96 | 28.44 | 35.05 | 32.31 | 35.5 | $500 | 4 | 1.14B | 02-Jan-98 | 17.77 | 1.44 |