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 :

Oct 13, 2007

Hot Mutual Funds and ETFs - October 2007

All data as of 9/30/2007. Next update before 11/15/2007
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 5.9526.7841.4718.38   689.87M 14.560.95
Ultra QQQ ProSharesLarge Blend 13.6333.3147.84    590.67M 
Materials Select Sector SPDRLarge Value 4.4522.2235.9317.76   1.76B 13.281.0
PowerShares Aerospace & DefenseLarge Growth 10.6427.9339.41    392.69M 
PowerShares QQQLarge Growth 8.0619.4526.8714.21   20.56B 13.380.75
CGM FocusLarge Blend15.9930.2860.6271.8834.2332.86$250053.54B03-Sep-9720.41.35
Spectra NLarge Growth7.2410.1826.2339.8825.4719.5$10004232.72M28-Jul-6910.571.82
Kinetics ParadigmLarge Growth11.2610.7121.4836.327.1327.36$250052.00B31-Dec-9911.241.83
Kinetics Paradigm CLarge Growth11.1610.4720.7835.326.0826.32$25005206.64M28-Jun-0211.221.76
Janus Adviser Forty SLarge Growth10.414.7526.640.1321.5417.61$250052.67B01-May-9710.591.51
Vice FundLarge Blend7.7411.420.333.722.3721.09$40005131.74M30-Aug-0210.461.59
Janus ContrarianLarge Blend4.991.4218.7833.3526.8427.11$250057.55B29-Feb-0012.361.66
Fidelity Select Consumer StaplesLarge Blend5.548.5217.2623.1119.4415.09$25005454.06M29-Jul-857.241.92
Spectra Green NLarge Growth7.06.2218.6831.2322.1316.96$100049.71M04-Dec-0010.161.62
Guinness Atkinson Global InnovatorsLarge Growth6.415.4422.831.7423.1223.29$5000567.77M15-Dec-9811.551.51

Hot Mid 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 Aerospace & DefenseMid-Cap Blend 10.9130.6243.16    452.68M 
iShares Russell Midcap Growth IndexMid-Cap Growth 2.0813.1420.9716.52   3.03B 10.671.12
PowerShares Dynamic Mid Cap GrowthMid-Cap Growth 6.8324.9731.55    316.18M 
iShares S&P MidCap 400 Growth IndexMid-Cap Growth  14.2420.9115.34   2.26B 10.591.0
Ultra MidCap400 ProSharesMid-Cap Blend  15.6729.8    114.50M 
American Century Heritage InvMid-Cap Growth7.448.9136.2953.2429.5421.1$250041.97B10-Nov-8713.231.72
Janus OrionMid-Cap Growth6.5612.3228.541.2627.0425.62$250054.00B30-Jun-0011.681.77
Kinetics Small Cap OpportunitiesMid-Cap Blend7.626.8223.3239.2326.7726.75$25005582.63M20-Mar-0010.981.85
Fidelity Select Defense & AerospaceMid-Cap Blend6.9710.823.1735.3923.6123.1$250051.36B08-May-8410.151.74
American Century Vista InvMid-Cap Growth7.429.5833.6645.5821.2119.93$250042.48B25-Nov-8313.741.17
American Century Vista AdvMid-Cap Growth7.49.533.4145.220.9419.62$25004275.98M02-Oct-9613.731.16
Baron PartnersMid-Cap Growth8.1711.3118.7529.9525.09 $200043.15B31-Jan-9213.21.45
Sit Small Cap GrowthMid-Cap Growth5.616.8525.3734.5421.7919.49$50004106.69M01-Jul-9412.681.3
Harbor Mid Cap Growth InvMid-Cap Growth6.336.2121.1131.6122.12 $2500520.57M01-Nov-0211.991.39
Fidelity Select ChemicalsMid-Cap Value7.198.5327.539.4119.8322.97$25004188.50M29-Jul-8512.581.18

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 S&P SmallCap 600 GrowthSmall Growth 1.3212.1220.215.35   1.56B 12.060.9
Lord Abbett Developing Growth PSmall Growth6.89.7830.4844.7222.2420.56$1000476.77M05-Jan-9814.411.18
Pinnacle ValueSmall Value3.525.1317.2523.5117.8 $2500548.92M01-Apr-036.541.9
Neuberger Berman Millennium InvSmall Growth6.536.3623.5633.9521.2618.86$1000457.98M20-Oct-9813.01.23
Neuberger Berman Millennium TrSmall Growth6.516.3123.4633.7721.1818.81$100048.51M03-Nov-9813.021.22
Neuberger Berman Millennium AdvSmall Growth6.466.2423.2733.4821.0118.74$100044.15M01-May-0213.041.21
Columbia Small Cap Growth I ZSmall Growth5.845.1419.0329.521.4920.41$25004220.88M01-Oct-9613.871.18
Marshall Small-Cap Growth InvSmall Growth5.375.2519.329.9920.3923.59$10004255.84M04-Sep-9614.221.09
Perritt Emerging OpportunitiesSmall Value1.32-3.314.822.7919.74 $10005128.73M31-Aug-0410.531.38
Huntington Situs Small Cap TrustSmall Blend4.291.7314.9723.7318.1520.87$10005106.30M30-Sep-0210.711.22
Perkins DiscoverySmall Blend0.29-5.6818.2231.3220.1825.53$2500535.15M08-Apr-9814.421.07

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Oil Services HOLDRsSpecialty-Natural Res 9.7437.347.6732.89   3.65B 
Energy Select Sector SPDRSpecialty-Natural Res 8.728.741.630.51   5.05B 19.851.24
iShares Dow Jones US EnergySpecialty-Natural Res 9.0329.0442.0529.2   1.23B 19.291.22
SPDR S&P Metals & MiningSpecialty-Natural Res 2.4830.9255.61    264.58M 
PowerShares Dynamic Oil & Gas ServicesSpecialty-Natural Res 7.8139.4949.25    447.64M 
Fidelity Select WirelessSpecialty-Communications9.2313.7238.5748.0926.2634.86$25004578.14M21-Sep-0012.651.59
T. Rowe Price Media & TelecomSpecialty-Communications6.496.3224.2740.130.7134.13$250052.00B13-Oct-9312.061.95
Fidelity Select Natural ResourcesSpecialty-Natural Res9.919.4337.2653.3635.6732.55$250041.60B03-Mar-9720.451.4
CGM RealtySpecialty-Real Estate13.2210.9627.2439.6635.3739.68$250051.66B13-May-9417.031.63
Nationwide Global Natural Resources BSpecialty-Natural Res7.96.028.4344.3238.48 $200052.45M29-Jun-0420.21.52
U.S. Global Investors Global ResSpecialty-Natural Res14.5310.031.247.3240.2147.6$500041.42B03-Aug-8323.81.37
Fidelity Select EnergySpecialty-Natural Res8.468.6333.3945.9735.1331.83$250042.64B14-Jul-8120.521.38
T. Rowe Price New EraSpecialty-Natural Res9.569.0933.348.1829.4330.26$250045.77B20-Jan-6916.91.38
Alpine International Real EstateSpecialty-Real Estate3.610.6612.6733.4830.0332.33$100052.22B01-Feb-8911.691.96
Matthews Asian TechnologySpecialty-Technology8.4710.1922.8536.6626.1228.68$25005180.12M27-Dec-9913.591.48

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 19.7556.9995.1561.45   5.66B 28.731.7
iShares FTSE/Xinhua China 25 IndexPacific/Asia ex-Japan Stk 39.761.51124.08    7.86B 
iShares S&P Latin America 40 IndexLatin America Stock 13.2742.1273.2155.48   2.98B 22.151.96
PowerShares Gldn Dragon Halter USX ChinaPacific/Asia ex-Japan Stk 29.5958.88108.39    799.64M 
BLDRS Emerging Markets 50 ADR IndexDiversified Emerging Mkts 17.0837.4466.2446.11   750.38M 18.531.94
Matthews ChinaPacific/Asia ex-Japan Stk15.2633.1771.98120.0646.7640.03$250041.72B19-Feb-9816.552.2
Columbia Greater China ZPacific/Asia ex-Japan Stk17.5335.1564.79112.6750.2541.31$2500552.97M16-May-9717.92.17
Dreyfus Premier Greater China IPacific/Asia ex-Japan Stk16.2124.6274.29141.7552.2743.61$10005169.44M12-May-9820.221.83
Fidelity Southeast AsiaPacific/Asia ex-Japan Stk12.4823.1658.5886.8948.3538.51$250044.13B20-Apr-9316.212.3
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk15.1422.4955.2487.9645.9738.21$250044.22B28-Sep-9017.142.08
American Century Emerging Markets InvDiversified Emerging Mkts10.4512.536.7562.6945.1539.53$25004873.34M30-Sep-9716.962.07
American Century Emerging Markets ADiversified Emerging Mkts10.3212.4136.3662.1844.7739.17$2500422.79M12-May-9916.952.05
Legg Mason Emerging Markets PrimDiversified Emerging Mkts10.6915.837.6364.8244.6541.66$10004421.83M28-May-9617.961.94
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts11.4613.8135.8559.5745.13 $2500526.33M29-Mar-0418.181.94
Janus OverseasForeign Large Growth11.9811.2627.6250.1842.7433.32$250059.05B02-May-9415.522.13