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 :

Feb 11, 2007

Hot Mutual Funds and ETFs - February 2007

I'm excited to publish ETF data starting this month. Hope you'll find it useful as I have found it. Please email your suggestions and feedback to MutualFundGuru@gmail.com

Hot Categories

All data as of 1/31/2006. Next update on 3/15/2007
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
PowerShares Aerospace & DefenseLarge Growth 9.123.0221.52    154.79M 
Janus ContrarianLarge Blend4.9913.554.9923.6922.2417.41$250054.51B29-Feb-0012.041.47
Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.93B29-Jun-626.481.79
Fidelity Select Consumer StaplesLarge Blend2.856.842.8521.7314.739.76$25005326.95M29-Jul-857.221.5
Weitz Partners ValueLarge Value2.177.642.1722.610.948.16$500042.04B31-May-836.841.08
AIM Leisure InvLarge Growth3.1510.263.1525.612.549.93$10005605.98M19-Jan-8410.180.89
Weitz ValueLarge Value2.117.742.1121.7810.738.64$500043.15B09-May-866.861.05
Wells Fargo Advantage C&B Lrg Cap Val DLarge Value1.525.421.5220.3111.1110.64$25004193.88M15-May-906.941.09

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Baron PartnersMid-Cap Growth5.9512.175.9524.0725.7219.04$200042.30B31-Jan-9213.331.55
Kinetics ParadigmMid-Cap Blend2.6410.432.6422.1122.7221.02$250051.32B31-Dec-999.861.81
Kinetics Small Cap OpportunitiesMid-Cap Blend4.3411.554.3425.1920.1815.69$25004264.86M20-Mar-0011.21.42
Fidelity Select Defense & AerospaceMid-Cap Blend3.2710.473.2720.9620.516.4$250051.05B08-May-8410.531.52
FBR Small CapMid-Cap Growth3.9413.663.9425.1520.2321.26$200051.05B31-Dec-9612.171.31
Gabelli Asset AAAMid-Cap Blend3.07.283.020.4514.4911.8$100042.52B03-Mar-868.271.29
Wells Fargo Advantage C&B Mid Cap Val DMid-Cap Blend1.666.471.6621.7814.0913.62$25004653.81M18-Feb-9810.830.98

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares Cohen & Steers Realty MajorsSpecialty-Real Estate 14.0410.1642.4531.13   3.10B 17.731.45
Telecom HOLDRsSpecialty-Communications 6.643.0533.0210.77   220.00M 
Vanguard REIT Index ETFSpecialty-Real Estate 11.98.7836.87    1.71B 
Internet Infrastructure HOLDRsSpecialty-Technology 2.021.8332.9810.54   49.16M 
Alpine International Real EstateSpecialty-Real Estate2.515.062.531.9230.5429.52$10004958.02M01-Feb-8911.722.08
CGM RealtySpecialty-Real Estate9.212.039.229.5936.1635.36$250051.47B13-May-9418.161.62
T. Rowe Price Real EstateSpecialty-Real Estate7.8210.987.8237.5630.626.84$250042.33B31-Oct-9716.171.55
SSgA Tuckerman Active REITSpecialty-Real Estate9.1311.89.1338.2830.6526.62$10004199.63M30-Apr-9817.421.45
American Century Real Estate InvSpecialty-Real Estate7.0810.067.0834.5527.626.14$250041.43B21-Sep-9515.811.43
American Century Real Estate AdvSpecialty-Real Estate7.079.977.0734.2427.3225.86$25004452.25M06-Oct-9815.821.42
T. Rowe Price Media & TelecomSpecialty-Communications4.8211.124.8227.7124.4220.2$250051.46B13-Oct-9312.331.58
GAMCO Global Telecommunications AAASpecialty-Communications2.098.412.0928.8816.8912.99$10004214.18M01-Nov-939.581.35
USAA Precious Metals and MineralsSpecialty-Precious Metals0.8310.20.8324.2625.9335.42$30004696.01M15-Aug-8428.620.84
U.S. Global Investors WrldPrecMineralSpecialty-Precious Metals-0.077.3-0.0723.0129.4143.33$500041.06B29-Nov-8532.240.86

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares MSCI Mexico IndexLatin America Stock 13.582.0535.8943.33   1.18B 18.481.88
iShares MSCI Austria IndexEurope Stock 12.17 22.5137.35   446.27M 14.882.0
iShares FTSE/Xinhua China 25 IndexPacific/Asia ex-Japan Stk 22.84 46.54    5.39B 
BLDRS Emerging Markets 50 ADR IndexDiversified Emerging Mkts 14.07 20.8630.26   419.53M 18.811.35
iShares MSCI Germany IndexEurope Stock 11.622.4527.9420.19   983.25M 12.771.25
T. Rowe Price Latin AmericaLatin America Stock2.1715.152.1729.3949.8834.24$250042.22B29-Dec-9322.731.78
Oakmark International Small Cap IForeign Small/Mid Value1.8811.261.8829.7726.9725.76$100041.40B01-Nov-959.762.19
Metzler/Payden European Emerging MarketsEurope Stock0.3112.20.3129.3643.96 $50005257.47M30-Dec-0220.871.71
Mutual European ZEurope Stock3.219.493.2127.1623.0817.74$100041.03B03-Jul-967.732.33
AIM European Growth InvEurope Stock1.9411.561.9431.4627.1 $10004298.42M30-Sep-0311.111.94
Janus OverseasForeign Large Growth0.811.290.831.8631.3420.72$250056.37B02-May-9415.951.61
Janus Adviser International Growth SForeign Large Growth0.8610.770.8630.230.9219.49$25005846.22M01-May-9715.551.62
Mutual Discovery ZWorld Stock2.828.552.8222.7120.0815.89$100054.02B31-Dec-927.352.1
Artisan International Small CapForeign Small/Mid Growth2.3413.112.3424.5927.7929.41$100041.04B21-Dec-0113.611.65
BlackRock International Opp SvcForeign Small/Mid Growth1.310.061.323.3128.6225.19$50004139.88M26-Sep-9713.11.76