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 :

Mar 8, 2007

Hot Mutual Funds and ETFs - March 2007

The world markets took a major beating this month, but a good solid recovery in progress. Please email your suggestions and feedback to MutualFundGuru@gmail.com

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Materials Select Sector SPDRLarge Value 8.167.5824.0314.33   939.11M 13.280.81
iShares Dow Jones US Basic MaterialsLarge Value 6.387.0220.8113.43   531.02M 14.370.72
Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.93B29-Jun-626.481.79
Janus ContrarianLarge Blend-0.287.914.6922.821.4317.5$250054.51B29-Feb-0012.11.4
AIM Leisure InvLarge Growth3.1510.263.1525.612.549.93$10005605.98M19-Jan-8410.180.89
Spectra NLarge Growth0.214.484.620.5414.178.03$10004200.30M28-Jul-6913.20.82
Weitz Partners ValueLarge Value-2.02.890.1221.569.57.96$500042.04B31-May-837.020.85
Weitz ValueLarge Value-2.752.37-0.720.228.978.25$500043.15B09-May-867.130.77

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Kinetics Small Cap OpportunitiesMid-Cap Blend-0.074.554.2721.2220.8816.53$25004264.86M20-Mar-0011.071.47
FBR Small CapMid-Cap Growth-0.078.793.8623.0619.4421.05$200051.05B31-Dec-9612.21.24
Wells Fargo Advantage C&B Mid Cap Val DMid-Cap Blend-0.222.911.4420.3613.4813.16$25004653.81M18-Feb-9810.850.91

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 4.536.9335.2929.0   3.20B 18.01.33
DJ Wilshire REIT ETFSpecialty-Real Estate 3.435.8630.426.81   1.52B 17.281.28
iShares Dow Jones US Real EstateSpecialty-Real Estate 3.875.7330.6324.05   1.93B 17.021.16
Utilities Select Sector SPDRSpecialty-Utilities 5.614.6822.0120.53   2.98B 9.151.73
iShares Dow Jones US TelecomSpecialty-Communications 7.873.4125.5114.15   987.21M 8.971.16
Alpine International Real EstateSpecialty-Real Estate1.9910.224.5430.5630.0129.52$10004958.02M01-Feb-8911.72.03
T. Rowe Price Real EstateSpecialty-Real Estate-1.943.735.7231.8628.9325.85$250042.33B31-Oct-9716.351.44
SSgA Tuckerman Active REITSpecialty-Real Estate-2.444.176.4732.1528.6925.55$10004199.63M30-Apr-9817.641.34
American Century Real Estate InvSpecialty-Real Estate-1.294.025.6730.1526.4425.32$250041.43B21-Sep-9515.931.35
American Century Real Estate AdvSpecialty-Real Estate-1.323.985.6629.8526.1825.05$25004452.25M06-Oct-9815.941.34
T. Rowe Price Media & TelecomSpecialty-Communications-2.283.92.4325.6522.6920.51$250051.46B13-Oct-9312.571.43
CGM RealtySpecialty-Real Estate-5.482.193.2222.8229.7432.15$250051.47B13-May-9418.341.34
GAMCO Global Telecommunications AAASpecialty-Communications0.176.162.2729.5415.7314.64$10004214.18M01-Nov-939.541.24
USAA Precious Metals and MineralsSpecialty-Precious Metals2.040.722.8833.1126.2233.09$30004696.01M15-Aug-8428.620.84
U.S. Global Investors WrldPrecMineralSpecialty-Precious Metals1.47-1.361.3928.0728.1941.15$500041.06B29-Nov-8532.230.83

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 5.52 32.9738.38   1.07B 18.771.67
iShares MSCI Singapore IndexPacific/Asia ex-Japan Stk 9.594.3840.6125.99   1.57B 11.761.81
iShares MSCI Malaysia IndexPacific/Asia ex-Japan Stk 13.710.6640.3815.11   979.98M 13.230.94
iShares MSCI Spain IndexEurope Stock 2.711.0337.124.38   659.47M 11.941.65
iShares MSCI Sweden IndexEurope Stock 5.61 33.5324.15   379.60M 15.371.29
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
T. Rowe Price Latin AmericaLatin America Stock-2.966.15-0.8525.8946.0132.54$250042.22B29-Dec-9323.031.63
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
Laudus Rosenberg Intl Small Cap InvForeign Small/Mid Value1.639.421.6320.7325.5927.86$25004816.85M29-Oct-9611.281.8
Janus OverseasForeign Large Growth-0.33.790.532.3929.8820.66$250056.37B02-May-9416.021.52
Dodge & Cox International StockForeign Large Value0.386.212.1324.4123.6221.58$2500428.49B01-May-0110.531.76