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 :

Jul 11, 2007

Hot Mutual Funds and ETFs - July 2007

All data as of 6/30/2007. Next update before 8/15/2007
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
iShares Dow Jones US Basic MaterialsLarge Value 9.7319.6728.0317.94   618.29M 14.020.98
Materials Select Sector SPDRLarge Value 6.9117.0229.0217.35   1.29B 12.771.02
Vanguard Value ETFLarge Value 5.676.5822.4715.87   2.22B 6.961.6
DIAMONDS Trust, Series 1Large Value 9.098.8922.6111.35   7.61B 8.060.9
iShares S&P 500 Value IndexLarge Value 5.837.3821.4614.89   4.84B 7.211.44
Janus ContrarianLarge Blend-1.59.6817.1138.5826.1722.01$250054.51B29-Feb-0012.371.64
Allianz NFJ Dividend Value DLarge Value-1.036.658.5523.7217.9115.06$50005453.72M31-Oct-016.971.86
RiverSource Diversified Equity Inc R4Large Value-0.3510.6211.8123.3419.8817.27$20005112.05M20-Mar-959.451.57
Allianz NFJ Dividend Value RLarge Value-0.986.688.4723.4517.65 $2500574.84M31-Dec-026.971.83
Amana Trust IncomeLarge Value-1.196.910.9522.4421.4616.01$250453.70M23-Jun-869.751.65
Amana Trust GrowthLarge Growth-0.099.210.2123.0721.2517.59$2505329.15M03-Feb-9410.481.53
Guinness Atkinson Global InnovatorsLarge Growth2.2515.4416.4631.1218.5116.42$2500439.36M15-Dec-9812.211.15
BlackRock Equity Dividend RLarge Value-1.137.110.820.8517.96 $1000514.44M03-Jan-037.991.63
Homestead ValueLarge Value-0.958.010.820.9416.2113.26$5004609.62M19-Nov-907.01.64
CGM FocusLarge Blend4.712.723.2922.925.7520.11$250052.28B03-Sep-9719.41.08

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Vanguard Mid Cap ETFMid-Cap Blend 6.1410.9321.0818.17   1.24B 10.531.25
iShares Russell Midcap Value IndexMid-Cap Value 3.338.6121.6619.01   3.85B 8.481.66
iShares Russell Midcap IndexMid-Cap Blend 4.819.7620.2916.94   3.81B 9.71.27
iShares Russell Midcap Growth IndexMid-Cap Growth 6.4510.8419.414.1   2.62B 11.520.88
iShares S&P MidCap 400 IndexMid-Cap Blend 5.7812.1618.4815.04   5.13B 10.521.01
Kinetics Small Cap OpportunitiesMid-Cap Blend0.817.8415.4534.2723.7219.16$25004264.86M20-Mar-0010.61.71
Kinetics ParadigmMid-Cap Blend-0.116.599.7325.4424.4922.51$250051.32B31-Dec-999.821.9
American Century Heritage InvMid-Cap Growth1.4915.0225.1433.7523.1815.64$250041.10B10-Nov-8714.31.27
American Century Heritage AdvMid-Cap Growth1.5215.0124.9533.4522.8815.36$2500468.94M11-Jul-9714.311.25
RiverSource Mid Cap Value R4Mid-Cap Value-0.2910.2615.4424.4221.9419.73$2000562.46M14-Feb-0210.01.66
Columbia Mid Cap Value ZMid-Cap Value-1.86.3412.7224.2519.8916.93$250041.60B20-Nov-018.661.7
ICON MaterialsMid-Cap Value-0.1412.0622.6827.5326.1818.53$10004115.28M06-May-9717.71.19
Victory Special Value RMid-Cap Blend-1.868.3715.2829.2321.1816.15$500453.35M21-Dec-9911.521.4
FairholmeMid-Cap Blend-2.016.839.5217.3519.8317.45$250053.70B29-Dec-997.851.85
TIAA-CREF Instl Mid-Cap Value RetailMid-Cap Value-2.485.1311.0125.2220.25 $25005145.53M01-Oct-029.481.59

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares Russell 2000 Growth IndexSmall Growth 7.379.4917.2811.6   2.98B 15.320.54
iShares S&P SmallCap 600 IndexSmall Blend 5.098.3215.6214.18   4.98B 12.620.81
iShares Russell 2000 IndexSmall Blend 4.546.7216.9613.32   10.43B 13.440.71
iShares Russell 2000 Value IndexSmall Value 2.223.7415.9414.74   4.59B 11.980.89
Perkins DiscoverySmall Blend2.4514.7625.3438.6519.1521.0$2500410.98M08-Apr-9814.61.02
Royce Value ServiceSmall Blend-2.568.6513.5624.7321.4723.63$20004451.86M14-Jun-0113.991.19
Dreman Contrarian Small Cap ValueSmall Blend0.16.158.7820.4421.78 $2500517.93M31-Dec-0313.331.26
Huntington Situs Small Cap TrustSmall Blend-0.536.3513.0119.318.18 $1000589.22M30-Sep-0210.881.24
Wasatch Micro Cap ValueSmall Growth1.677.4211.7624.4619.49 $20005107.27M28-Jul-0313.961.08
Royce Value Plus ServiceSmall Growth-1.247.012.7823.8919.7825.08$200051.49B14-Jun-0114.261.07
Fidelity Small Cap IndependenceSmall Growth-0.259.5114.8725.4417.1813.44$250042.77B28-Jun-9313.370.97
Gabelli Small Cap Growth AAASmall Value0.676.5811.0623.3116.3416.08$10004748.57M22-Oct-9110.931.09
Columbia Small Cap Value II ZSmall Value-0.066.5810.4117.9917.0816.52$25004334.77M30-Apr-0211.331.11
Royce 100 ServiceSmall Blend-0.116.7610.118.5617.24 $2000534.72M30-Jun-0312.581.02

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares Dow Jones US EnergySpecialty-Natural Res 15.1418.3525.7930.29   1.01B 19.481.26
Energy Select Sector SPDRSpecialty-Natural Res 14.7818.423.1131.58   4.91B 20.111.28
iShares Dow Jones US TelecomSpecialty-Communications 8.7614.9434.2319.63   1.19B 9.681.53
Telecom HOLDRsSpecialty-Communications 7.6114.735.5415.87   244.86M 
Utilities Select Sector SPDRSpecialty-Utilities  9.0826.2222.35   3.65B 9.671.73
MFS Utilities RSpecialty-Utilities-1.98.8418.5443.6830.43 $1000411.09M31-Dec-028.732.67
MFS Utilities R3Specialty-Utilities-1.918.7518.4843.4230.17 $1000418.41M31-Oct-038.722.65
Alpine International Real EstateSpecialty-Real Estate-2.653.8711.9442.2432.9527.64$10004958.02M01-Feb-8911.282.26
CGM RealtySpecialty-Real Estate-0.811.1814.6830.5735.0732.07$250051.47B13-May-9416.441.69
GAMCO Global Telecommunications AAASpecialty-Communications-0.478.9714.0740.0121.9622.47$10004214.18M01-Nov-939.141.81
T. Rowe Price Media & TelecomSpecialty-Communications-0.8812.5116.8839.6126.6729.63$250051.46B13-Oct-9313.011.6
U.S. Global Investors Global ResSpecialty-Natural Res1.7215.7619.2720.9442.3638.46$500041.25B28-Jul-8323.381.47
AIM Real Estate InvSpecialty-Real Estate8.1512.388.1538.3330.31 $1000452.48M30-Sep-0315.641.58
T. Rowe Price New EraSpecialty-Natural Res1.6815.7322.226.1230.6523.27$250044.47B20-Jan-6916.721.46
ICON Telecommunications & UtilitiesSpecialty-Communications-1.556.5914.8436.221.8415.66$10004108.64M10-Jul-979.621.71

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 Brazil IndexLatin America Stock 24.7931.160.2664.23   4.13B 27.121.85
iShares S&P Latin America 40 IndexLatin America Stock 19.5325.4659.0256.45   2.66B 21.22.07
iShares MSCI Mexico IndexLatin America Stock 13.4120.2967.4848.45   1.59B 18.772.03
iShares MSCI Singapore IndexPacific/Asia ex-Japan Stk 10.2721.7959.434.18   1.94B 11.432.35
iShares MSCI Malaysia IndexPacific/Asia ex-Japan Stk 8.9629.6765.425.83   1.08B 12.621.57
T. Rowe Price Latin AmericaLatin America Stock2.7519.3825.5262.661.6243.2$250042.22B29-Dec-9321.652.18
Dreyfus Premier Greater China RPacific/Asia ex-Japan Stk4.2625.8439.8695.9343.9331.11$1000439.48M12-May-9819.761.78
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk6.4425.4226.7467.1539.3827.68$250042.25B28-Sep-9015.721.97
Columbia Greater China ZPacific/Asia ex-Japan Stk11.0223.7521.9368.4638.0728.31$2500432.40M16-May-9715.71.92
Fidelity Advisor Emerging Asia InstPacific/Asia ex-Japan Stk5.1618.1220.2551.538.925.12$250047.46M15-Jun-9914.462.1
T. Rowe Price Emerging Markets StockDiversified Emerging Mkts4.0416.1317.7151.0439.9931.02$250042.62B31-Mar-9517.311.83
Janus OverseasForeign Large Growth0.2611.3914.7143.9138.8225.35$250056.37B02-May-9414.592.08
SSgA Emerging MarketsDiversified Emerging Mkts4.5815.718.9145.5240.4530.49$100041.74B01-Mar-9417.31.85
Janus Adviser International Growth SForeign Large Growth0.4211.0214.241.7337.8324.32$25005846.22M01-May-9714.182.09
Metzler/Payden European Emerging MarketsEurope Stock4.487.6211.4738.244.84 $50005257.47M30-Dec-0219.971.78