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 :

Nov 16, 2008

Hot Mutual Funds and ETFs - November 2008

Welcome to the November edition of Hot Mutual Funds and ETFs.
The markets are significantly down for the year. The YTD (Year To Date) returns of Dow Jones is -53.50%, Nasdaq is -72.00% and S&P is -65.70%. I'm recommending my subscribers to watch your portfolio very closely in the short term.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 10/31/2008. Next update before 12/15/2008
ETFs listed in Green
Mutual Funds listed in Yellow

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iShares COMEX Gold TrustSpecialty-Precious Metals -6.313.6616.0822.23   1.49B 20.980.59
ETF SPDR Gold SharesSpecialty-Precious Metals -6.933.1715.7322.13   17.60B 20.380.62
ETF Biotech HOLDRsSpecialty-Health 8.2113.044.02-1.39   1.39B 
ETF SPDR S&P BiotechSpecialty-Health 4.372.454.8    508.04M 
ETF United States OilSpecialty-Natural Res -27.858.2531.11    799.98M 

Oct 14, 2008

Hot Mutual Funds and ETFs - October 2008

Welcome to the October edition of Hot Mutual Funds and ETFs.
Even after the 11% Dow rally October 13th, the markets are still significantly down for the year. The YTD (Year To Date) returns of Dow Jones is -38.40%, Nasdaq is -41.47% and S&P is -44.22%. I'm recommending my subscribers to watch your portfolio very closely in the short term.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 9/30/2008. Next update before 11/15/2008
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
None

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund Parnassus Small-CapSmall Blend6.974.9712.483.510.12 $2000410.44M29-Apr-0515.320.3
Mutual Fund Birmiwal OasisSmall Blend13.8-12.02-14.110.3623.1326.88$1000518.74M01-Apr-0328.560.73

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iShares COMEX Gold TrustSpecialty-Precious Metals -6.313.6616.0822.23   1.77B 17.61.02
ETF SPDR Gold SharesSpecialty-Precious Metals -6.933.1715.7322.13   21.47B 17.121.06
ETF B2B Internet HOLDRsSpecialty-Technology  28.5714.135.43   4.69M 
ETF Biotech HOLDRsSpecialty-Health 8.2113.044.02-1.39   1.47B 
ETF SPDR S&P BiotechSpecialty-Health 4.372.454.8    542.77M 
Mutual Fund BlackRock All-Cap Global Resources SvcSpecialty-Natural Res-4.42-16.86-0.5322.4319.46 $500047.03M16-Feb-0525.460.67
Mutual Fund Fidelity Select Medical Equip/SystemsSpecialty-Health-5.093.082.912.748.2311.49$250051.28B28-Apr-989.120.48

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
None

Sep 23, 2008

Hot Mutual Funds and ETFs - September 2008

Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets are still down double digit percentages for the year. The YTD (Year To Date) returns of Dow Jones is -18.40%, Nasdaq is -19.73% and S&P is -19.88%. I'm recommending my subscribers to watch your portfolio very closely in the short term.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 8/31/2008, next update in mid-October
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
Mutual Fund ProFunds Basic Materials UltraSector InvLarge Value-12.07-4.87-1.6914.5721.4420.56$5000551.21M04-Sep-0122.830.77
Mutual Fund ProFunds Basic Materials UltraSector SvcLarge Value-12.14-5.1-2.2613.4120.2419.38$500054.38M04-Sep-0122.820.72
Mutual Fund Janus Adviser Forty RLarge Growth-4.47-6.64-4.8915.0214.07 $2500592.94M30-Sep-0413.680.74
Mutual Fund CGM FocusLarge Blend-6.65-19.98-11.4315.0722.2525.57$250058.64B03-Sep-9725.740.76
Mutual Fund Janus TwentyLarge Growth-3.51-13.27-6.911.4114.1116.08$2500512.80B30-Apr-8513.960.73

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund Neuberger Berman Genesis TrSmall Blend2.22-4.581.7910.2210.715.18$100054.69B26-Aug-9311.70.58
Mutual Fund Neuberger Berman Genesis InvSmall Blend2.13-4.641.7510.1810.7415.23$100052.07B27-Sep-8811.70.58

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF United States OilSpecialty-Natural Res 39.750.03114.45    1.20B 
ETF PowerShares DB EnergySpecialty-Natural Res 40.0554.5393.81    89.05M 
ETF iShares S&P GSCI Commodity-Indexed TrustSpecialty-Natural Res 29.4742.0476.3    785.29M 
ETF PowerShares DB Commodity Idx Trking FundSpecialty-Natural Res 25.342.0278.62    2.06B 
ETF First Trust ISE-Revere Natural GasSpecialty-Natural Res 34.2841.8154.91    85.44M 
Mutual Fund BlackRock All-Cap Global Resources SvcSpecialty-Natural Res-18.98-5.544.0724.7524.66 $500047.03M16-Feb-0525.480.84
Mutual Fund Dreyfus Premier Natural Resources ISpecialty-Natural Res-18.33-5.293.2523.1423.89 $100041.05M31-Oct-0325.640.81
Mutual Fund Fidelity Select Medical Equip/SystemsSpecialty-Health3.827.228.4414.5710.0212.81$250051.28B28-Apr-988.470.69
Mutual Fund CGM RealtySpecialty-Real Estate-1.56-11.02-3.1815.821.5430.26$250052.27B13-May-9417.70.97
Mutual Fund USAA Precious Metals and MineralsSpecialty-Precious Metals-11.4-18.19-10.6414.0130.3121.82$300051.15B15-Aug-8430.260.9
Mutual Fund AIM Energy InvSpecialty-Natural Res-2.26-17.58-1.1218.5617.6929.84$10004716.72M19-Jan-8423.970.63
Mutual Fund Fidelity Select Natural ResourcesSpecialty-Natural Res-2.04-15.86-6.5312.3321.128.19$250042.62B03-Mar-9724.280.75

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iShares MSCI Brazil IndexLatin America Stock 16.7411.4348.6656.31   7.24B 32.741.08
ETF iShares S&P Latin America 40 IndexLatin America Stock 9.9711.5632.1246.27   2.86B 24.261.17
ETF BLDRS Emerging Markets 50 ADR IndexDiversified Emerging Mkts 6.05-6.114.8533.17   672.83M 23.050.88
ETF Market Vectors Russia ETFEurope Stock 15.655.6334.95    883.02M 
ETF iShares MSCI Canada IndexForeign Large Value 9.793.612.8123.63   2.07B 18.060.69

Aug 16, 2008

Hot Mutual Funds and ETFs - August 2008

Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets recovered a little during July but they are still down double digit percentages for the year. The YTD (Year To Date) returns of Dow Jones is -11.86%, Nasdaq is -6.38% and S&P is -11.46%. I'm recommending my subscribers to watch your portfolio very closely in the short term.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 7/31/2008. Next update before 9/15/2008
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
Mutual Fund CGM FocusLarge Blend-18.97-8.59-5.1230.9527.329.57$250058.64B03-Sep-9725.30.93
Mutual Fund ProFunds Basic Materials UltraSector InvLarge Value-12.07-4.87-1.6914.5721.4420.56$5000551.21M04-Sep-0122.640.79
Mutual Fund Janus TwentyLarge Growth-4.91-6.34-3.5117.715.9417.13$2500512.80B30-Apr-8513.680.85
Mutual Fund ProFunds Basic Materials UltraSector SvcLarge Value-12.14-5.1-2.2613.4120.2419.38$500054.38M04-Sep-0122.620.75
Mutual Fund Janus Adviser Forty SLarge Growth-4.45-6.58-4.7515.314.3515.89$250054.03B01-May-9713.690.75
Mutual Fund Janus Adviser Forty RLarge Growth-4.47-6.64-4.8915.0214.07 $2500592.94M30-Sep-0413.680.74
Mutual Fund CGM MutualLarge Growth-7.86-5.9-3.5313.4213.4417.32$25005664.17M06-Nov-2915.680.62
Mutual Fund Fidelity IndependenceLarge Growth-10.74-4.85-5.0110.0213.5213.5$250057.03B25-Mar-8315.660.63

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund Fidelity Select ChemicalsMid-Cap Value-2.890.083.7214.5515.3819.88$25005571.38M29-Jul-8511.260.97

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund Neuberger Berman Genesis InvSmall Blend-4.15-2.34-0.3810.1110.3515.65$100052.07B27-Sep-8811.670.55
Mutual Fund Neuberger Berman Genesis TrSmall Blend-4.14-2.35-0.4310.0110.2815.58$100054.69B26-Aug-9311.670.55

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF United States OilSpecialty-Natural Res 39.750.03114.45    1.09B 
ETF PowerShares DB EnergySpecialty-Natural Res 40.0554.5393.81    171.85M 
ETF iShares S&P GSCI Commodity-Indexed TrustSpecialty-Natural Res 29.4742.0476.3    919.33M 
ETF PowerShares DB Commodity Idx Trking FundSpecialty-Natural Res 25.342.0278.62    2.36B 
ETF First Trust ISE-Revere Natural GasSpecialty-Natural Res 34.2841.8154.91    96.43M 
Mutual Fund USAA Precious Metals and MineralsSpecialty-Precious Metals-10.94-0.70.8623.8738.3928.43$300051.15B15-Aug-8429.151.13
Mutual Fund BlackRock All-Cap Global Resources SvcSpecialty-Natural Res-18.98-5.544.0724.7524.66 $500047.03M16-Feb-0525.480.84
Mutual Fund Dreyfus Premier Natural Resources ISpecialty-Natural Res-18.33-5.293.2523.1423.89 $100041.05M31-Oct-0325.640.81
Mutual Fund CGM RealtySpecialty-Real Estate-5.72-7.08-1.6517.9922.0432.19$250052.27B13-May-9417.640.99
Mutual Fund AIM Energy InvSpecialty-Natural Res-18.42-7.391.1719.6521.7932.1$10004716.72M19-Jan-8424.160.77
Mutual Fund Fidelity Select Natural ResourcesSpecialty-Natural Res-17.56-6.79-4.5814.5724.9230.26$250042.62B03-Mar-9724.380.87
Mutual Fund BlackRock Health Sciences Ops SvcSpecialty-Health6.677.87-1.1612.510.85 $500055.68M31-Jan-059.820.68
Mutual Fund Fidelity Select Medical Equip/SystemsSpecialty-Health4.624.884.4513.498.6111.91$250051.28B28-Apr-988.30.54

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iShares MSCI Brazil IndexLatin America Stock 16.7411.4348.6656.31   8.07B 31.981.32
ETF iShares S&P Latin America 40 IndexLatin America Stock 9.9711.5632.1246.27   3.47B 23.591.38
ETF BLDRS Emerging Markets 50 ADR IndexDiversified Emerging Mkts 6.05-6.114.8533.17   749.60M 22.621.02
ETF Market Vectors Russia ETFEurope Stock 15.655.6334.95    1.18B 
ETF iShares MSCI Canada IndexForeign Large Value 9.793.612.8123.63   2.17B 18.120.82
Mutual Fund T. Rowe Price Latin AmericaLatin America Stock-8.08-10.08-5.210.640.4443.33$250043.50B29-Dec-9325.821.3