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 :

May 9, 2007

Hot Mutual Funds and ETFs - May 2007

HMF Category

Morning Star Category

Average 1 Year Returns

 

 

 

 

 

Large Cap

Large Value

16.57

 

 

 

 

 

Large Cap

Large Blend

13.63

 

Legend:

 

 

Large Cap

Large Growth

8.77

 

 

 

 

 

Mid Cap

Mid-Cap Value

16

 

 

 

Above 25% Returns

Mid Cap

Mid-Cap Blend

12.67

 

 

 

 

 

Mid Cap

Mid-Cap Growth

7.22

 

 

 

20% to 25% Returns

Small Cap

Small Value

9.13

 

 

 

 

 

Small Cap

Small Blend

7.53

 

 

 

15% to 20% Returns

Small Cap

Small Growth

3.44

 

 

 

 

 

Specialty

Specialty-Real Estate

22.99

 

 

 

 

 

Specialty

Specialty-Utilities

33.98

 

 

 

 

 

Specialty

Specialty-Communications

15.31

 

 

 

 

 

Specialty

Specialty-Financial

10.29

 

 

 

 

 

Specialty

Specialty-Precious Metals

-0.23

 

 

 

 

 

Specialty

Specialty-Natural Res

5.12

 

 

 

 

 

Specialty

Specialty-Health

13.44

 

 

 

 

 

Specialty

Specialty-Technology

4.79

 

 

 

 

 

Foreign

Pacific/Asia ex-Japan Stk

27.14

 

 

 

 

 

Foreign

Latin America Stock

23.53

 

 

 

 

 

Foreign

Europe Stock

19.17

 

 

 

 

 

Foreign

Diversified Emerging Mkts

15.98

 

 

 

 

 

Foreign

Foreign Small/Mid Value

15.46

 

 

 

 

 

Foreign

Foreign Large Value

15.54

 

 

 

 

 

Foreign

Foreign Small/Mid Growth

13.25

 

 

 

 

 

Foreign

Foreign Large Blend

14.27

 

 

 

 

 

Foreign

Foreign Large Growth

13.51

 

 

 

 

 

Foreign

World Stock

13.93

 

 

 

 

 

Foreign

Diversified Pacific/Asia

7.39

 

 

 

 

 

Foreign

Japan Stock

-10.56

 

 

 

 

 


All data as of 4/30/2007. Next update before 6/15/2007
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
Vanguard Value ETFLarge Value 4.285.0918.9116.55   1.71B 6.571.83
iShares S&P 100 IndexLarge Blend 2.673.7216.3910.05   3.98B 6.660.62
PowerShares FTSE RAFI US 1000Large Blend 3.485.5417.81    1.06B 
iShares NYSE 100 IndexLarge Value 4.961.016.01    364.58M 
Janus ContrarianLarge Blend6.348.1513.5526.9525.2518.34$250054.51B29-Feb-0012.181.63
Allianz NFJ Dividend Value RLarge Value3.784.295.5218.6117.66 $2500574.84M31-Dec-026.71.94
Amana Trust IncomeLarge Value3.375.277.2815.8521.8613.96$250453.70M23-Jun-869.461.75
BlackRock Equity Dividend RLarge Value3.926.87.515.5818.34 $1000514.44M03-Jan-037.711.75
Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.93B29-Jun-626.481.79
Mutual Qualified ZLarge Value2.656.942.6519.6216.3312.7$100054.20B26-Sep-806.841.78
ING Corporate Leaders Trust BLarge Value4.635.156.0118.5518.1312.85$10005401.16M18-Nov-358.161.64
Fidelity Large Cap ValueLarge Value4.045.427.0416.9417.1811.51$250041.31B15-Nov-017.481.68
Schwab Dividend Equity InvestorLarge Value3.384.786.3417.5314.8 $25004667.29M02-Sep-035.791.79
Old Mutual Analytic U.S. Long/Short ZLarge Blend4.516.09.5224.2515.699.21$2500429.77M01-Jul-938.151.4

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Columbia Mid Cap Value ZMid-Cap Value4.477.4910.7319.0721.7715.38$250041.60B20-Nov-018.451.95
TIAA-CREF Instl Mid-Cap Value RetailMid-Cap Value3.26.038.9620.3321.72 $25005145.53M01-Oct-029.071.82
Fidelity Mid Cap ValueMid-Cap Value3.787.4910.7718.4520.2113.81$25004633.58M15-Nov-018.751.74
Kinetics Small Cap OpportunitiesMid-Cap Blend2.677.067.0619.7622.2415.84$25004264.86M20-Mar-0010.731.76
Kinetics ParadigmMid-Cap Blend2.522.835.5417.124.0920.65$250051.32B31-Dec-999.681.91
Diversified Mid-Cap Value InstlMid-Cap Value3.835.918.4516.4118.8214.38$50004226.18M11-Oct-018.681.62
1st Source Monogram Income EquityMid-Cap Value4.395.477.4516.4618.4412.89$10004143.09M25-Sep-968.431.62
Diversified Mid-Cap Value InvMid-Cap Value3.835.818.3116.0518.4213.93$50004517.48M14-Aug-018.661.58
Heartland Select ValueMid-Cap Value4.116.029.5915.6219.0913.3$10004289.79M11-Oct-969.571.5
Fidelity Advisor Value IMid-Cap Value4.145.699.016.3518.56 $250048.04M23-Dec-039.131.52

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Perkins DiscoverySmall Blend8.4814.0318.4822.918.1316.6$2500410.98M08-Apr-9814.570.97
Dreman Contrarian Small Cap ValueSmall Blend-0.280.42-0.2817.1820.04 $2500517.93M31-Dec-0313.31.32
Janus VentureSmall Growth2.959.512.9516.3613.9712.4$250041.47B30-Apr-8515.890.7

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Utilities HOLDRsSpecialty-Utilities 15.6512.0331.0124.66   471.95M 
Telecom HOLDRsSpecialty-Communications 3.897.0729.5512.8   220.00M 
Vanguard REIT Index ETFSpecialty-Real Estate  3.5326.37    1.73B 
MFS Utilities RSpecialty-Utilities4.718.918.9138.3927.25 $1000411.09M31-Dec-028.162.84
MFS Utilities R3Specialty-Utilities4.5911.5113.9440.3629.61 $1000418.41M31-Oct-038.292.33
Alpine International Real EstateSpecialty-Real Estate2.37.5510.2430.1933.5827.89$10004958.02M01-Feb-8910.962.39
AIM Real Estate InvSpecialty-Real Estate8.1512.388.1538.3330.31 $1000452.48M30-Sep-0315.641.58
ICON Telecommunications & UtilitiesSpecialty-Communications3.479.0911.4824.5721.0312.98$10004108.64M10-Jul-979.41.7
Fidelity Advisor Real Estate ISpecialty-Real Estate0.22-4.743.2527.2231.86 $2500410.88M12-Sep-0213.741.82
T. Rowe Price Media & TelecomSpecialty-Communications4.954.029.0323.8626.1423.59$250051.46B13-Oct-9312.441.65
American Century Real Estate InvSpecialty-Real Estate0.35-3.083.7626.2329.9423.24$250041.43B21-Sep-9512.961.81
T. Rowe Price Real EstateSpecialty-Real Estate0.43-4.113.3925.9631.4923.58$250042.33B31-Oct-9713.821.79
American Century Real Estate AdvSpecialty-Real Estate0.32-3.153.725.929.6422.95$25004452.25M06-Oct-9812.981.79

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 Spain IndexN/A 9.822.844.2226.93   N/A 
iShares MSCI Sweden IndexN/A 14.871.5838.0927.93   N/A 16.211.61
DJ Euro STOXX 50 ETFEurope Stock 9.8810.6327.4824.76   414.58M 10.821.76
iShares MSCI EMU IndexN/A 9.591.4528.7920.93   N/A 10.821.94
iShares MSCI Netherlands IndexEurope Stock 8.391.1426.7519.41   274.94M 
T. Rowe Price Latin AmericaLatin America Stock4.337.379.728.2756.6134.01$250042.22B29-Dec-9321.312.07
Dreyfus Premier Greater China RPacific/Asia ex-Japan Stk7.0715.819.054.034.6326.71$1000439.48M12-May-9819.351.47
Oakmark International Small Cap IForeign Small/Mid Value1.8811.261.8829.7726.9725.76$100041.40B01-Nov-959.762.19
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
Manning & Napier World Opportunities AForeign Large Blend4.459.8810.3325.625.4817.75$20005315.13M06-Sep-9610.131.96
Janus OverseasForeign Large Growth4.616.887.7327.0334.0322.0$250056.37B02-May-9415.011.81
Janus Adviser International Growth SForeign Large Growth4.366.447.3625.4533.3720.95$25005846.22M01-May-9714.541.83
Metzler/Payden European Emerging MarketsEurope Stock5.73.583.5831.7238.26 $50005257.47M30-Dec-0220.081.71
DWS Global Thematic SWorld Stock4.477.48.520.2326.5417.21$250041.32B23-Jul-8610.681.94