January 2007 Hot Mutual Funds
Large Cap | |||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Net Assets |
Janus Contrarian | Large Blend | 3.07 | 12.27 | 24.58 | 24.58 | 21.01 | 15.69 | $2500 | 4.51B |
AIM Leisure Inv | Large Growth | 3.48 | 13.14 | 24.22 | 24.22 | 11.7 | 8.97 | $1000 | 605.98M |
Allianz NFJ Dividend Value D | Large Value | 1.87 | 7.58 | 24.17 | 24.17 | 16.37 | 13.32 | $5000 | 453.72M |
Allianz NFJ Dividend Value R | Large Value | 1.82 | 7.48 | 23.81 | 23.81 | 16.08 | 0.0 | $2500 | 74.84M |
Manning & Napier Tax Managed A | Large Blend | -0.27 | 8.23 | 23.65 | 23.65 | 15.57 | 9.36 | $2000 | 8.35M |
USAA Capital Growth | Large Blend | 2.95 | 10.64 | 22.43 | 22.43 | 15.59 | 11.65 | $3000 | 220.33M |
Amana Trust Income | Large Value | -0.12 | 8.45 | 21.2 | 21.2 | 17.96 | 12.17 | $250 | 53.70M |
ING Corporate Leaders Trust B | Large Value | 2.06 | 9.69 | 21.22 | 21.22 | 16.15 | 11.7 | $1000 | 401.16M |
Old Mutual Focused Z | Large Blend | 1.59 | 8.57 | 22.86 | 22.86 | 12.64 | 6.35 | $2500 | 29.99M |
TIAA-CREF Instl Large-Cap Value Retail | Large Value | 2.85 | 9.01 | 21.15 | 21.15 | 15.29 | 0.0 | $2500 | 214.36M |
Mid Cap | |||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Net Assets |
Kinetics Paradigm | Mid-Cap Blend | 1.42 | 12.2 | 27.81 | 27.81 | 21.52 | 20.39 | $2500 | 1.32B |
Kinetics Small Cap Opportunities | Mid-Cap Blend | 0.27 | 12.9 | 28.37 | 28.37 | 19.13 | 14.44 | $2500 | 264.86M |
FBR Small Cap | Mid-Cap Growth | 4.75 | 11.78 | 28.49 | 28.49 | 19.76 | 20.78 | $2000 | 1.05B |
Baron Partners | Mid-Cap Growth | 0.63 | 9.43 | 21.55 | 21.55 | 25.54 | 16.82 | $2000 | 2.30B |
Dreyfus Founders Mid-Cap Growth R | Mid-Cap Growth | 0.34 | 10.73 | 24.31 | 24.31 | 18.21 | 11.06 | $1000 | 4.13M |
Dreyfus Founders Mid-Cap Growth F | Mid-Cap Growth | 0.34 | 10.65 | 23.85 | 23.85 | 18.25 | 11.28 | $1000 | 147.32M |
Vice Fund | Mid-Cap Blend | 2.55 | 11.14 | 23.15 | 23.15 | 17.68 | 0.0 | $4000 | 74.74M |
Wells Fargo Advantage C&B Mid Cap Val D | Mid-Cap Blend | 1.45 | 9.45 | 25.69 | 25.69 | 13.98 | 13.25 | $2500 | 653.81M |
Alpine Dynamic Dividend | Mid-Cap Value | 2.22 | 11.98 | 22.57 | 22.57 | 17.45 | 0.0 | $1000 | 793.50M |
Fidelity Select Defense & Aerospace | Mid-Cap Blend | 1.51 | 9.92 | 20.66 | 20.66 | 19.36 | 16.96 | $2500 | 1.05B |
Small Cap | |||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Net Assets |
Wasatch Micro Cap Value | Small Growth | 2.34 | 12.12 | 28.82 | 28.82 | 19.44 | 0.0 | $2000 | 107.27M |
Royce Value Plus Service | Small Growth | -1.13 | 12.08 | 9.06 | 24.25 | 43.28 | 0.0 | $2000 | 1.49B |
Aston/TAMRO Small Cap N | Small Blend | 0.95 | 11.57 | 27.84 | 27.84 | 13.57 | 15.36 | $2500 | 211.44M |
Janus Venture | Small Growth | 0.77 | 14.87 | 23.58 | 23.58 | 13.84 | 10.83 | $2500 | 1.47B |
Royce Micro-Cap Inv | Small Blend | 2.35 | 11.77 | 22.31 | 22.31 | 16.45 | 15.84 | $2000 | 693.69M |
Royce Micro-Cap Service | Small Blend | 2.28 | 11.67 | 22.02 | 22.02 | 16.3 | 0.0 | $2000 | 7.52M |
Dreyfus Premier Small Cap Equity R | Small Blend | 1.24 | 9.2 | 21.96 | 21.96 | 18.09 | 0.0 | $1000 | 16.07M |
Bridgeway Ultra-Small Company | Small Growth | 2.72 | 12.19 | 21.55 | 21.55 | 15.58 | 24.8 | $2000 | 133.31M |
Tamarack Micro Cap Value S | Small Value | 2.53 | 9.39 | 21.69 | 21.69 | 17.35 | 16.31 | $1000 | 304.28M |
Royce Heritage Service | Small Blend | 0.8 | 7.38 | 22.63 | 22.63 | 17.08 | 12.43 | $2000 | 95.19M |
Specialty | |||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Net Assets |
U.S. Global Investors WrldPrecMineral | Specialty-Precious Metals | -2.71 | 15.56 | 52.3 | 52.3 | 26.26 | 48.05 | $5000 | 1.06B |
Alpine International Real Estate | Specialty-Real Estate | 5.43 | 18.47 | 38.74 | 38.74 | 30.35 | 29.54 | $1000 | 958.02M |
USAA Precious Metals and Minerals | Specialty-Precious Metals | -2.1 | 17.78 | 43.19 | 43.19 | 21.19 | 38.6 | $3000 | 696.01M |
Tocqueville Gold | Specialty-Precious Metals | -0.49 | 20.18 | 39.24 | 39.24 | 19.47 | 36.86 | $1000 | 938.10M |
T. Rowe Price Real Estate | Specialty-Real Estate | -1.89 | 9.07 | 36.75 | 36.75 | 28.93 | 24.95 | $2500 | 2.33B |
Fidelity Advisor Real Estate I | Specialty-Real Estate | -2.02 | 9.56 | 36.35 | 36.35 | 28.72 | 0.0 | $2500 | 10.88M |
AIM Real Estate Inv | Specialty-Real Estate | -1.19 | 9.79 | 36.31 | 36.31 | 28.48 | 0.0 | $1000 | 52.48M |
SSgA Tuckerman Active REIT | Specialty-Real Estate | -2.16 | 9.48 | 36.03 | 36.03 | 28.75 | 24.55 | $1000 | 199.63M |
American Century Real Estate Inv | Specialty-Real Estate | -1.56 | 9.07 | 34.69 | 34.69 | 26.54 | 24.47 | $2500 | 1.43B |
American Century Real Estate Adv | Specialty-Real Estate | -1.59 | 8.98 | 34.27 | 34.27 | 26.24 | 24.18 | $2500 | 452.25M |
Foreign | |||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Net Assets |
Dreyfus Premier Greater China R | Pacific/Asia ex-Japan Stk | 14.61 | 38.71 | 86.12 | 86.12 | 25.94 | 24.45 | $1000 | 39.48M |
Columbia Greater China Z | Pacific/Asia ex-Japan Stk | 11.0 | 29.06 | 69.88 | 69.88 | 28.68 | 24.38 | $2500 | 32.40M |
T. Rowe Price Latin America | Latin America Stock | 7.06 | 21.96 | 51.24 | 51.24 | 49.61 | 34.07 | $2500 | 2.22B |
Metzler/Payden European Emerging Markets | Europe Stock | 4.76 | 18.82 | 46.27 | 46.27 | 45.69 | 0.0 | $5000 | 257.47M |
Janus Overseas | Foreign Large Growth | 3.28 | 17.67 | 47.21 | 47.21 | 32.21 | 19.19 | $2500 | 6.37B |
Janus Adviser International Growth S | Foreign Large Growth | 3.1 | 16.73 | 44.63 | 44.63 | 31.68 | 18.01 | $2500 | 846.22M |
U.S. Global Investors Eastern Europe | Europe Stock | 6.07 | 21.58 | 32.79 | 32.79 | 41.75 | 43.98 | $5000 | 1.42B |
T. Rowe Price Em Eur & Mediterranean | Diversified Emerging Mkts | 5.95 | 17.62 | 34.74 | 34.74 | 40.7 | 37.35 | $2500 | 1.61B |
Fidelity Advisor Emerging Asia Inst | Pacific/Asia ex-Japan Stk | 6.19 | 18.67 | 39.23 | 39.23 | 27.72 | 20.97 | $2500 | 7.46M |
AIM European Growth Inv | Europe Stock | 4.22 | 14.96 | 39.41 | 39.41 | 28.05 | 0.0 | $1000 | 298.42M |