Welcome to Hot Mutual Funds and ETFs



Hot Mutual Funds (HMF) publishes highly ranked Mutual funds and Exchange Traded Funds (ETFs).

The idea is simple; invest in Mutual Funds/ETFs with the top most returns in their Category till they are no longer a top performer in their Category. This is a safe and long term strategy that is guaranteed to beat the market year over year no matter the returns of the market.

Which Funds are considered for Hot Mutual Funds recommendations?
1. No Load Funds
2. Initial Investment less than $5,000
3. Morningstar rating of 4 or more, which includes the risk vs. return analysis. For more information look at the Links section below.

Additionaly, Mutual Funds go through proprietary analysis to recommend the top 10 Hot Mutual Funds within each category.

How do I follow Hot Mutual Funds recommendations?
1. Pick the Mutual fund/ETF Categories based on your risk level and to establish a well rounded portfolio. The Morning Star Category Returns will help you pick the categories based on returns.

2. Look at the Hot Mutual Funds recommendation for those categories. Remember Diversification = Reduced Risk, so you should invest in different funds in several categories.

3. If a fund that you own is no longer recommended by Hot Mutual Funds then you should monitor it every month. If the fund consistently underperformes the benchmark then you should sell the fund. You can research the Fund’s performance vs. benchmark on the Yahoo Finance’s Performance link.

Hot Mutual Funds and ETFs is a free, non-commercial mutual fund site that is published every month. Although we're free to the public, we do have expenses. In fact, we couldn't and wouldn't exist without the generous, voluntary support of our readers.
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Email updates :

Dec 14, 2007

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Ultra QQQ ProSharesLarge Blend 13.6333.3147.84    777.76M 
PowerShares Aerospace & DefenseLarge Growth 10.6427.9339.41    383.56M 
Internet HOLDRsLarge Growth 8.8124.6734.313.08   402.23M 
Industrial Select Sector SPDRLarge Blend 5.7518.4825.4214.99   1.97B 9.340.69
Ultra Dow30 ProSharesLarge Blend 5.7420.2136.88    256.31M 
Spectra NLarge Growth-3.3310.4830.0429.923.0919.2$10004232.72M28-Jul-6911.01.57
Janus Adviser Forty SLarge Growth-3.5716.133.1432.8221.0717.3$250052.67B01-May-9711.541.35
Spectra Green NLarge Growth-2.1512.6824.9925.4420.9617.7$100049.71M04-Dec-0010.681.45
Janus ContrarianLarge Blend-3.737.0921.1524.8722.0425.36$250057.55B29-Feb-0012.211.36
Vice FundLarge Blend-3.287.5620.0923.1618.2421.41$40005131.74M30-Aug-029.951.32
CGM MutualLarge Blend-3.9312.9632.1132.0416.4718.84$25004552.31M06-Nov-2913.60.88
Fidelity IndependenceLarge Growth-6.2810.5325.6825.8517.1615.63$250044.97B25-Mar-8312.820.97
Excelsior Large Cap GrowthLarge Growth-3.7812.5423.9321.5616.3414.69$5004786.21M30-Sep-9711.760.99
Marsico 21st CenturyLarge Growth-4.249.4420.2222.5818.1621.35$250052.18B01-Feb-0012.841.04
Wells Fargo Advantage Growth AdvLarge Growth-4.048.127.9627.0116.1515.2$1000533.49M24-Feb-0012.720.91

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares Dow Jones US Aerospace & DefenseMid-Cap Blend 10.9130.6243.16    465.44M 
iShares Russell Midcap Growth IndexMid-Cap Growth 2.0813.1420.9716.52   3.14B 10.880.77
PowerShares Dynamic Mid Cap GrowthMid-Cap Growth 6.8324.9731.55    361.87M 
iShares S&P MidCap 400 Growth IndexMid-Cap Growth  14.2420.9115.34   2.26B 10.910.73
American Century Heritage InvMid-Cap Growth-2.1911.4841.4243.5928.3120.47$250041.97B10-Nov-8713.531.61
Fidelity Select Defense & AerospaceMid-Cap Blend-2.715.3421.323.1320.223.09$250051.36B08-May-849.651.53
American Century Vista InvMid-Cap Growth-3.89.5436.2937.0219.0119.98$250042.48B25-Nov-8314.081.01
American Century Vista AdvMid-Cap Growth-3.89.4635.9836.6418.7119.69$25004275.98M02-Oct-9614.080.99
Harbor Mid Cap Growth InvMid-Cap Growth-4.486.5521.3722.519.0718.57$2500520.57M01-Nov-0212.511.12
RiverSource Aggressive Growth R4Mid-Cap Growth-3.967.9129.5429.1616.88 $20004150.00K24-Apr-0313.280.92
Fidelity Select ChemicalsMid-Cap Value-3.326.526.6930.0115.2120.42$25004188.50M29-Jul-8511.420.93
Roosevelt Anti-Terror Multi-CapMid-Cap Growth-3.436.618.6621.0315.7117.99$1000423.41M21-Dec-019.891.1
Federated Kaufmann KMid-Cap Growth-3.217.6620.2220.6416.9219.32$150044.92B21-Feb-8611.761.03
Bridgeway Aggressive Investors 2Mid-Cap Growth-5.067.9328.6527.0418.2420.84$20004681.11M31-Oct-0117.210.81

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares S&P SmallCap 600 GrowthSmall Growth 1.3212.1220.215.35   1.46B 12.470.43
Pinnacle ValueSmall Value-0.622.5616.1620.0613.41 $2500548.92M01-Apr-035.721.5
Neuberger Berman Millennium InvSmall Growth-5.67.4724.6524.1317.4616.79$1000457.98M20-Oct-9813.580.94
Neuberger Berman Millennium TrSmall Growth-5.637.4124.523.9617.3816.74$100048.51M03-Nov-9813.610.94
Neuberger Berman Millennium AdvSmall Growth-5.627.3924.3423.7317.1716.65$100044.15M01-May-0213.60.92
Brazos Micro Cap NSmall Growth-7.544.7920.9221.9313.9319.7$5000410.18M01-May-0115.990.63
Lord Abbett Developing Growth PSmall Growth-5.489.1633.3633.219.6818.34$1000476.77M05-Jan-98nullnull

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Oil Services HOLDRsSpecialty-Natural Res 9.7437.347.6732.89   3.37B 
Energy Select Sector SPDRSpecialty-Natural Res 8.728.741.630.51   4.50B 19.991.08
iShares Dow Jones US EnergySpecialty-Natural Res 9.0329.0442.0529.2   1.13B 19.421.06
iShares Dow Jones US Basic MaterialsSpecialty-Natural Res 5.9526.7841.4718.38   706.50M 14.560.82
SPDR S&P Metals & MiningSpecialty-Natural Res 2.4830.9255.61    243.98M 
CGM RealtySpecialty-Real Estate-6.7617.4732.0230.735.2840.79$250051.66B13-May-9418.381.52
Fidelity Select Natural ResourcesSpecialty-Natural Res-5.3810.7938.3634.4432.9831.3$250041.60B03-Mar-9720.911.27
Nationwide Global Natural Resources BSpecialty-Natural Res-4.987.7228.2125.0833.85 $200052.45M29-Jun-0420.351.33
Fidelity Select EnergySpecialty-Natural Res-4.68.5333.4728.8531.5630.56$250042.64B14-Jul-8120.771.23
T. Rowe Price New EraSpecialty-Natural Res-4.549.6133.3731.1226.3528.68$250045.77B20-Jan-6916.921.22
Matthews Asian TechnologySpecialty-Technology-6.512.2627.1531.4623.9325.4$25005180.12M27-Dec-9914.921.24
T. Rowe Price Media & TelecomSpecialty-Communications-6.464.1121.4923.2324.6627.39$250052.00B13-Oct-9312.691.48
USAA Precious Metals and MineralsSpecialty-Precious Metals-10.4523.623.6921.0932.3935.45$30004763.27M15-Aug-8428.820.97
ICON EnergySpecialty-Natural Res-4.296.0228.7924.8824.030.36$10004762.91M05-Nov-9722.560.88
Allianz RCM Technology DSpecialty-Technology-6.299.4426.627.8713.9919.7$50005230.04M20-Jan-9915.870.64

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares S&P Latin America 40 IndexLatin America Stock 13.2742.1273.2155.48   3.08B 
iShares MSCI Singapore IndexPacific/Asia ex-Japan Stk 8.6532.3263.3534.19   2.01B 
iShares MSCI Australia IndexPacific/Asia ex-Japan Stk 11.6535.2657.0234.98   1.98B 15.91.41
iShares MSCI Pacific ex-JapanPacific/Asia ex-Japan Stk 13.5232.7956.2432.49   4.37B 14.521.48
iShares MSCI Hong Kong IndexPacific/Asia ex-Japan Stk 23.5631.4451.926.58   2.53B 14.761.37
Columbia Greater China ZPacific/Asia ex-Japan Stk-14.2419.6767.886.2647.2240.11$2500552.97M16-May-9722.321.68
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk-7.7921.0963.2771.3943.2436.76$250044.22B28-Sep-9019.021.78
Fidelity Southeast AsiaPacific/Asia ex-Japan Stk-11.5212.7258.9167.1143.6535.75$250044.13B20-Apr-9318.91.81
Dreyfus Premier Greater China IPacific/Asia ex-Japan Stk-15.28.7163.0486.8646.8340.41$10005169.44M12-May-9824.071.56
American Century Emerging Markets InvDiversified Emerging Mkts-6.7615.3642.8248.8142.538.16$25004873.34M30-Sep-9718.51.8
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts-6.8117.5343.2549.3742.54 $2500526.33M29-Mar-0419.731.7
Janus Adviser International Growth SForeign Large Growth-5.4211.6826.830.7336.230.22$250051.38B01-May-9715.51.82
T. Rowe Price Em Eur & MediterraneanDiversified Emerging Mkts-0.4313.0720.2527.4139.9340.33$250051.56B01-Sep-0019.071.65
Metzler/Payden European Emerging MarketsEurope Stock-4.9912.0724.4430.3638.77 $50005491.11M30-Dec-0220.821.49
Excelsior Emerging MarketsDiversified Emerging Mkts-7.9310.9628.4435.0532.3135.5$50041.14B02-Jan-9817.771.44

Nov 18, 2007

Hot Mutual Funds and ETFs - November 2007



All data as of 10/31/2007. Next update before 12/15/2007
ETFs listed in Green
Mutual Funds listed in Yellow

Hot Large Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Internet HOLDRsLarge Growth 8.8124.6734.313.08   427.78M 
Industrial Select Sector SPDRLarge Blend 5.7518.4825.4214.99   1.77B 9.481.02
Ultra Dow30 ProSharesLarge Blend 5.7420.2136.88    207.17M 
DIAMONDS Trust, Series 1Large Value 4.0413.2821.5114.03   9.28B 
Ultra S&P500 ProSharesLarge Blend 1.311.5724.77    505.66M 
Spectra NLarge Growth6.5717.1934.5341.3427.1320.31$10004232.72M28-Jul-6910.91.89
Janus Adviser Forty SLarge Growth9.0623.2938.0744.3924.9618.41$250052.67B01-May-9711.381.65
Kinetics Paradigm CLarge Growth6.9620.1929.1838.8328.0427.85$25005206.64M28-Jun-0211.581.84
Vice FundLarge Blend3.2216.3924.1634.0123.121.7$40005131.74M30-Aug-0210.51.64
Fidelity IndependenceLarge Growth8.1519.9134.1138.1122.2918.53$250044.97B25-Mar-8312.321.36
Fidelity Select Consumer StaplesLarge Blend3.1712.5120.9825.6719.7414.83$25005454.06M29-Jul-857.281.94
Fidelity Growth DiscoveryLarge Growth7.1416.5332.2137.2118.5915.7$25004752.77M01-Apr-989.661.39
Guinness Atkinson Global InnovatorsLarge Growth3.9911.3527.730.8323.7320.98$5000567.77M15-Dec-9811.611.54
Fidelity OTCLarge Growth9.8419.2435.7639.9921.5318.64$250048.80B31-Dec-8413.911.18
CGM MutualLarge Blend5.6816.7537.5239.4620.7819.15$25004552.31M06-Nov-2913.621.15

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares Dow Jones US Aerospace & DefenseMid-Cap Blend 10.9130.6243.16    511.07M 
iShares Russell Midcap Growth IndexMid-Cap Growth 2.0813.1420.9716.52   3.22B 10.631.09
PowerShares Dynamic Mid Cap GrowthMid-Cap Growth 6.8324.9731.55    354.44M 
iShares S&P MidCap 400 Growth IndexMid-Cap Growth  14.2420.9115.34   2.39B 10.651.03
American Century Heritage InvMid-Cap Growth6.0915.0744.5956.4131.5421.89$250041.97B10-Nov-8713.41.82
Kinetics Small Cap OpportunitiesMid-Cap Blend5.4516.1130.0439.0227.9130.08$25005582.63M20-Mar-0011.151.9
Fidelity Select Defense & AerospaceMid-Cap Blend1.2210.6824.6833.3624.5224.86$250051.36B08-May-8410.021.83
American Century Vista InvMid-Cap Growth5.9915.141.6749.3922.9621.43$250042.48B25-Nov-8313.961.26
American Century Vista AdvMid-Cap Growth5.9515.041.3548.9422.6221.15$25004275.98M02-Oct-9613.951.24
Baron PartnersMid-Cap Growth3.0217.2922.3429.5125.31 $200043.15B31-Jan-9213.211.46
Harbor Mid Cap Growth InvMid-Cap Growth4.9113.327.0534.2122.52 $2500520.57M01-Nov-0212.061.4
RiverSource Aggressive Growth IMid-Cap Growth5.0513.5935.1840.9821.05 $2000493.67M04-Mar-0413.171.2
FairholmeMid-Cap Blend5.4511.3220.1122.7920.5720.6$250044.90B29-Dec-998.391.77
RiverSource Aggressive Growth R4Mid-Cap Growth5.0813.4734.8840.5220.85 $20004150.00K24-Apr-0313.171.19

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares S&P SmallCap 600 GrowthSmall Growth 1.3212.1220.215.35   1.62B 
Lord Abbett Developing Growth PSmall Growth8.1318.7641.0846.9924.6221.74$1000476.77M05-Jan-9814.871.28
Neuberger Berman Millennium TrSmall Growth6.8718.3231.9436.2922.3920.32$100048.51M03-Nov-9813.311.27
Neuberger Berman Millennium AdvSmall Growth6.8718.2331.7435.9922.220.26$100044.15M01-May-0213.331.26
Columbia Small Cap Growth I ZSmall Growth6.9715.6827.3231.7923.1321.62$25004220.88M01-Oct-9614.191.25
Marshall Small-Cap Growth InvSmall Growth6.9917.2327.6430.5921.1723.48$10004255.84M04-Sep-9614.421.12
Brazos Micro Cap NSmall Growth6.9816.7330.7836.6320.9422.09$5000410.18M01-May-0116.021.01
Perritt Emerging OpportunitiesSmall Value1.980.0617.0821.1320.33 $10005128.73M31-Aug-0410.511.42
Huntington Situs Small Cap TrustSmall Blend2.147.3517.4322.4918.2820.92$10005106.30M30-Sep-0210.721.23
Oberweis Micro-CapSmall Growth4.2613.3923.3533.0920.226.94$1000452.24M29-Dec-9517.850.88
Fidelity Small Cap IndependenceSmall Growth5.487.8217.8624.4219.1117.92$250042.51B28-Jun-9313.531.05

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Oil Services HOLDRsSpecialty-Natural Res 9.7437.347.6732.89   3.51B 
Energy Select Sector SPDRSpecialty-Natural Res 8.728.741.630.51   5.38B 19.821.26
iShares Dow Jones US EnergySpecialty-Natural Res 9.0329.0442.0529.2   1.21B 19.241.25
Materials Select Sector SPDRSpecialty-Natural Res 4.4522.2235.9317.76   1.48B 13.291.11
SPDR S&P Metals & MiningSpecialty-Natural Res 2.4830.9255.61    240.23M 
CGM RealtySpecialty-Real Estate11.2826.3741.5945.2640.9341.87$250051.66B13-May-9417.561.82
Fidelity Select Natural ResourcesSpecialty-Natural Res6.5416.9946.2455.1438.5133.63$250041.60B03-Mar-9720.51.5
U.S. Global Investors Global ResSpecialty-Natural Res10.6320.4745.1553.0443.5952.68$500041.42B03-Aug-8324.21.45
Matthews Asian TechnologySpecialty-Technology10.6919.5335.9848.3530.0230.29$25005180.12M27-Dec-9914.461.61
T. Rowe Price Media & TelecomSpecialty-Communications4.519.6229.8737.6930.3232.1$250052.00B13-Oct-9311.991.94
Nationwide Global Natural Resources BSpecialty-Natural Res5.0712.1834.9442.5240.32 $200052.45M29-Jun-0420.211.58
Fidelity Select EnergySpecialty-Natural Res4.8914.3239.946.9636.9132.45$250042.64B14-Jul-8120.531.44
Excelsior Energy & Nat ResourcesSpecialty-Natural Res6.512.3835.7341.7334.6833.13$5004656.70M31-Dec-9221.271.32
Alpine International Real EstateSpecialty-Real Estate3.714.0516.8531.1630.5232.47$100052.22B01-Feb-8911.721.99
ICON EnergySpecialty-Natural Res2.899.4934.5641.1930.4331.55$10004762.91M05-Nov-9722.881.1

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares FTSE/Xinhua China 25 IndexPacific/Asia ex-Japan Stk 39.761.51124.08    9.16B 24.171.99
iShares S&P Latin America 40 IndexLatin America Stock 13.2742.1273.2155.48   3.29B 
PowerShares Gldn Dragon Halter USX ChinaPacific/Asia ex-Japan Stk 29.5958.88108.39    1.05B 
Claymore/BNY BRICDiversified Emerging Mkts 26.0151.2893.36    1.10B 
iShares MSCI Emerging Markets IndexDiversified Emerging Mkts 13.5230.6656.6239.21   28.49B 18.251.83
Columbia Greater China ZPacific/Asia ex-Japan Stk18.7349.3895.66138.4858.8846.14$2500552.97M16-May-9719.812.26
Matthews ChinaPacific/Asia ex-Japan Stk13.7439.295.61137.5653.6743.82$250041.72B19-Feb-9817.392.36
Fidelity Southeast AsiaPacific/Asia ex-Japan Stk13.2329.2379.56104.1754.1740.96$250044.13B20-Apr-9317.082.41
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk14.0531.8777.06105.5751.6440.62$250044.22B28-Sep-9018.192.18
American Century Emerging Markets ADiversified Emerging Mkts12.0521.1352.7972.1549.0541.43$2500422.79M12-May-9917.692.14
Legg Mason Emerging Markets PrimDiversified Emerging Mkts12.2923.1154.5575.3448.8943.55$10004421.83M28-May-9618.72.02
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts13.1622.8953.7271.2349.95 $2500526.33M29-Mar-0419.052.03
Janus OverseasForeign Large Growth6.6517.2936.1150.2844.3233.91$250059.05B02-May-9415.662.18
Janus Adviser International Growth SForeign Large Growth6.3216.1134.0747.2342.632.79$250051.38B01-May-9715.092.18
Fidelity Pacific BasinDiversified Pacific/Asia9.4412.4836.5848.8632.9127.23$250041.16B01-Oct-8613.461.88