Hot Mutual Funds and ETFs - March 2007
The world markets took a major beating this month, but a good solid recovery in progress.
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Hot Categories
All data as of 2/28/2007. Next update before 4/15/2007 |
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 |
Materials Select Sector SPDR | Large Value | 8.16 | 7.58 | 24.03 | 14.33 | 939.11M | 13.28 | 0.81 | |||||
iShares Dow Jones US Basic Materials | Large Value | 6.38 | 7.02 | 20.81 | 13.43 | 531.02M | 14.37 | 0.72 | |||||
Mutual Beacon Z | Large Value | 2.51 | 7.03 | 2.51 | 21.13 | 15.61 | 12.39 | $1000 | 5 | 3.93B | 29-Jun-62 | 6.48 | 1.79 |
Janus Contrarian | Large Blend | -0.28 | 7.91 | 4.69 | 22.8 | 21.43 | 17.5 | $2500 | 5 | 4.51B | 29-Feb-00 | 12.1 | 1.4 |
AIM Leisure Inv | Large Growth | 3.15 | 10.26 | 3.15 | 25.6 | 12.54 | 9.93 | $1000 | 5 | 605.98M | 19-Jan-84 | 10.18 | 0.89 |
Spectra N | Large Growth | 0.21 | 4.48 | 4.6 | 20.54 | 14.17 | 8.03 | $1000 | 4 | 200.30M | 28-Jul-69 | 13.2 | 0.82 |
Weitz Partners Value | Large Value | -2.0 | 2.89 | 0.12 | 21.56 | 9.5 | 7.96 | $5000 | 4 | 2.04B | 31-May-83 | 7.02 | 0.85 |
Weitz Value | Large Value | -2.75 | 2.37 | -0.7 | 20.22 | 8.97 | 8.25 | $5000 | 4 | 3.15B | 09-May-86 | 7.13 | 0.77 |
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 |
Kinetics Small Cap Opportunities | Mid-Cap Blend | -0.07 | 4.55 | 4.27 | 21.22 | 20.88 | 16.53 | $2500 | 4 | 264.86M | 20-Mar-00 | 11.07 | 1.47 |
FBR Small Cap | Mid-Cap Growth | -0.07 | 8.79 | 3.86 | 23.06 | 19.44 | 21.05 | $2000 | 5 | 1.05B | 31-Dec-96 | 12.2 | 1.24 |
Wells Fargo Advantage C&B Mid Cap Val D | Mid-Cap Blend | -0.22 | 2.91 | 1.44 | 20.36 | 13.48 | 13.16 | $2500 | 4 | 653.81M | 18-Feb-98 | 10.85 | 0.91 |
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 |
iShares Cohen & Steers Realty Majors | Specialty-Real Estate | 4.53 | 6.93 | 35.29 | 29.0 | 3.20B | 18.0 | 1.33 | |||||
DJ Wilshire REIT ETF | Specialty-Real Estate | 3.43 | 5.86 | 30.4 | 26.81 | 1.52B | 17.28 | 1.28 | |||||
iShares Dow Jones US Real Estate | Specialty-Real Estate | 3.87 | 5.73 | 30.63 | 24.05 | 1.93B | 17.02 | 1.16 | |||||
Utilities Select Sector SPDR | Specialty-Utilities | 5.61 | 4.68 | 22.01 | 20.53 | 2.98B | 9.15 | 1.73 | |||||
iShares Dow Jones US Telecom | Specialty-Communications | 7.87 | 3.41 | 25.51 | 14.15 | 987.21M | 8.97 | 1.16 | |||||
Alpine International Real Estate | Specialty-Real Estate | 1.99 | 10.22 | 4.54 | 30.56 | 30.01 | 29.52 | $1000 | 4 | 958.02M | 01-Feb-89 | 11.7 | 2.03 |
T. Rowe Price Real Estate | Specialty-Real Estate | -1.94 | 3.73 | 5.72 | 31.86 | 28.93 | 25.85 | $2500 | 4 | 2.33B | 31-Oct-97 | 16.35 | 1.44 |
SSgA Tuckerman Active REIT | Specialty-Real Estate | -2.44 | 4.17 | 6.47 | 32.15 | 28.69 | 25.55 | $1000 | 4 | 199.63M | 30-Apr-98 | 17.64 | 1.34 |
American Century Real Estate Inv | Specialty-Real Estate | -1.29 | 4.02 | 5.67 | 30.15 | 26.44 | 25.32 | $2500 | 4 | 1.43B | 21-Sep-95 | 15.93 | 1.35 |
American Century Real Estate Adv | Specialty-Real Estate | -1.32 | 3.98 | 5.66 | 29.85 | 26.18 | 25.05 | $2500 | 4 | 452.25M | 06-Oct-98 | 15.94 | 1.34 |
T. Rowe Price Media & Telecom | Specialty-Communications | -2.28 | 3.9 | 2.43 | 25.65 | 22.69 | 20.51 | $2500 | 5 | 1.46B | 13-Oct-93 | 12.57 | 1.43 |
CGM Realty | Specialty-Real Estate | -5.48 | 2.19 | 3.22 | 22.82 | 29.74 | 32.15 | $2500 | 5 | 1.47B | 13-May-94 | 18.34 | 1.34 |
GAMCO Global Telecommunications AAA | Specialty-Communications | 0.17 | 6.16 | 2.27 | 29.54 | 15.73 | 14.64 | $1000 | 4 | 214.18M | 01-Nov-93 | 9.54 | 1.24 |
USAA Precious Metals and Minerals | Specialty-Precious Metals | 2.04 | 0.72 | 2.88 | 33.11 | 26.22 | 33.09 | $3000 | 4 | 696.01M | 15-Aug-84 | 28.62 | 0.84 |
U.S. Global Investors WrldPrecMineral | Specialty-Precious Metals | 1.47 | -1.36 | 1.39 | 28.07 | 28.19 | 41.15 | $5000 | 4 | 1.06B | 29-Nov-85 | 32.23 | 0.83 |
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 MSCI Mexico Index | Latin America Stock | 5.52 | 32.97 | 38.38 | 1.07B | 18.77 | 1.67 | ||||||
iShares MSCI Singapore Index | Pacific/Asia ex-Japan Stk | 9.59 | 4.38 | 40.61 | 25.99 | 1.57B | 11.76 | 1.81 | |||||
iShares MSCI Malaysia Index | Pacific/Asia ex-Japan Stk | 13.7 | 10.66 | 40.38 | 15.11 | 979.98M | 13.23 | 0.94 | |||||
iShares MSCI Spain Index | Europe Stock | 2.71 | 1.03 | 37.1 | 24.38 | 659.47M | 11.94 | 1.65 | |||||
iShares MSCI Sweden Index | Europe Stock | 5.61 | 33.53 | 24.15 | 379.60M | 15.37 | 1.29 | ||||||
Oakmark International Small Cap I | Foreign Small/Mid Value | 1.88 | 11.26 | 1.88 | 29.77 | 26.97 | 25.76 | $1000 | 4 | 1.40B | 01-Nov-95 | 9.76 | 2.19 |
Mutual European Z | Europe Stock | 3.21 | 9.49 | 3.21 | 27.16 | 23.08 | 17.74 | $1000 | 4 | 1.03B | 03-Jul-96 | 7.73 | 2.33 |
AIM European Growth Inv | Europe Stock | 1.94 | 11.56 | 1.94 | 31.46 | 27.1 | $1000 | 4 | 298.42M | 30-Sep-03 | 11.11 | 1.94 | |
T. Rowe Price Latin America | Latin America Stock | -2.96 | 6.15 | -0.85 | 25.89 | 46.01 | 32.54 | $2500 | 4 | 2.22B | 29-Dec-93 | 23.03 | 1.63 |
Mutual Discovery Z | World Stock | 2.82 | 8.55 | 2.82 | 22.71 | 20.08 | 15.89 | $1000 | 5 | 4.02B | 31-Dec-92 | 7.35 | 2.1 |
Artisan International Small Cap | Foreign Small/Mid Growth | 2.34 | 13.11 | 2.34 | 24.59 | 27.79 | 29.41 | $1000 | 4 | 1.04B | 21-Dec-01 | 13.61 | 1.65 |
BlackRock International Opp Svc | Foreign Small/Mid Growth | 1.3 | 10.06 | 1.3 | 23.31 | 28.62 | 25.19 | $5000 | 4 | 139.88M | 26-Sep-97 | 13.1 | 1.76 |
Laudus Rosenberg Intl Small Cap Inv | Foreign Small/Mid Value | 1.63 | 9.42 | 1.63 | 20.73 | 25.59 | 27.86 | $2500 | 4 | 816.85M | 29-Oct-96 | 11.28 | 1.8 |
Janus Overseas | Foreign Large Growth | -0.3 | 3.79 | 0.5 | 32.39 | 29.88 | 20.66 | $2500 | 5 | 6.37B | 02-May-94 | 16.02 | 1.52 |
Dodge & Cox International Stock | Foreign Large Value | 0.38 | 6.21 | 2.13 | 24.41 | 23.62 | 21.58 | $2500 | 4 | 28.49B | 01-May-01 | 10.53 | 1.76 |