Delicious
Hot Mutual Funds and ETFs - April 2008
Welcome to the April edition of Hot Mutual Funds and ETFs.
The markets had some gains this month, but have still not recovered from the lows early this year. The YTD (Year To Date) returns of Dow Jones is -5.82%, Nasdaq is -13.92% and S&P is -8.57%. From the Category returns its apparent the only areas that are making any returns are Metals and Power, I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. But the short term you need to very closely watch your portfolio.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
| All data as of 3/31/2008. Next update before 5/15/2008 |
| ETFs listed in Green |
| Mutual Funds listed in Yellow |
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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 |
| CGM Focus | Large Blend | -5.17 | -7.81 | -7.81 | 51.62 | 29.16 | 37.0 | $2500 | 5 | 3.54B | 03-Sep-97 | 21.42 | 1.11 |
| Janus Twenty | Large Growth | -0.24 | -5.99 | -5.99 | 24.53 | 19.16 | 19.63 | $2500 | 5 | 10.44B | 30-Apr-85 | 11.9 | 1.18 |
| Janus Adviser Forty S | Large Growth | 0.05 | -5.76 | -5.76 | 24.38 | 18.09 | 17.97 | $2500 | 5 | 2.67B | 01-May-97 | 12.28 | 1.08 |
| CGM Mutual | Large Blend | -5.08 | -8.36 | -8.36 | 27.69 | 13.28 | 18.69 | $2500 | 4 | 552.31M | 06-Nov-29 | 13.46 | 0.68 |
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 COMEX Gold Trust | Specialty-Precious Metals | 9.97 | 9.97 | 37.73 | 28.35 | 1.89B | 16.38 | 1.35 | |||||
| streetTRACKS Gold Shares | Specialty-Precious Metals | 9.64 | 9.64 | 37.53 | 28.29 | 19.26B | 15.92 | 1.43 | |||||
| United States Oil | Specialty-Natural Res | 7.39 | 7.39 | 52.5 | 650.62M | ||||||||
| PowerShares DB Commodity Idx Trking Fund | Specialty-Natural Res | 13.34 | 13.34 | 44.47 | 2.24B | ||||||||
| PowerShares DB Agriculture | Specialty-Natural Res | 10.49 | 10.49 | 46.76 | 2.39B | ||||||||
| USAA Precious Metals and Minerals | Specialty-Precious Metals | -8.27 | 8.52 | 8.52 | 34.25 | 42.03 | 36.4 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.65 | 1.23 |
| DWS Gold & Precious Metals S | Specialty-Precious Metals | -9.7 | 7.54 | 7.54 | 33.7 | 31.35 | 32.46 | $2500 | 4 | 292.98M | 02-Sep-88 | 30.48 | 0.91 |
| Nationwide Global Natural Resources B | Specialty-Natural Res | -2.66 | -4.23 | -4.23 | 23.79 | 29.79 | $2000 | 5 | 2.45M | 29-Jun-04 | 19.85 | 1.21 | |
| CGM Realty | Specialty-Real Estate | -1.13 | -5.02 | -5.02 | 23.78 | 27.61 | 38.93 | $2500 | 5 | 1.66B | 13-May-94 | 16.52 | 1.31 |
| Excelsior Energy & Nat Resources | Specialty-Natural Res | -2.86 | 0.24 | 0.24 | 26.84 | 25.75 | 32.16 | $500 | 4 | 656.70M | 31-Dec-92 | 22.04 | 0.96 |
| Fidelity Select Natural Resources | Specialty-Natural Res | -4.15 | -6.67 | -6.67 | 28.5 | 29.08 | 31.64 | $2500 | 4 | 1.60B | 03-Mar-97 | 21.81 | 1.09 |
| T. Rowe Price New Era | Specialty-Natural Res | -2.2 | -4.68 | -4.68 | 27.01 | 23.72 | 29.43 | $2500 | 4 | 5.77B | 20-Jan-69 | 17.69 | 1.06 |
| Fidelity Select Energy | Specialty-Natural Res | -3.01 | -6.19 | -6.19 | 28.29 | 26.35 | 30.91 | $2500 | 4 | 2.64B | 14-Jul-81 | 21.65 | 1.0 |
| U.S. Global Investors Global Res | Specialty-Natural Res | -6.61 | -5.49 | -5.49 | 28.38 | 26.4 | 43.18 | $5000 | 4 | 1.42B | 03-Aug-83 | 23.8 | 0.93 |
| Guinness Atkinson Global Energy | Specialty-Natural Res | -3.2 | -5.9 | -5.9 | 25.56 | 25.88 | $5000 | 4 | 57.65M | 30-Jun-04 | 23.08 | 0.93 | |
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 |
| Legg Mason Emerging Markets Prim | Diversified Emerging Mkts | -4.9 | -10.77 | -10.77 | 26.51 | 33.63 | 39.16 | $1000 | 4 | 421.83M | 28-May-96 | 20.18 | 1.34 |
| Acadian Emerging Markets | Diversified Emerging Mkts | -3.71 | -10.39 | -10.39 | 26.33 | 31.96 | 41.33 | $2500 | 4 | 1.00B | 18-Jun-93 | 21.7 | 1.2 |
| Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | -5.99 | -13.15 | -13.15 | 21.07 | 32.42 | $2500 | 5 | 26.33M | 29-Mar-04 | 21.24 | 1.24 | |
| SSgA Emerging Markets | Diversified Emerging Mkts | -5.95 | -12.26 | -12.26 | 20.34 | 30.09 | 35.77 | $1000 | 4 | 2.58B | 01-Mar-94 | 21.14 | 1.16 |
| Fidelity Southeast Asia | Pacific/Asia ex-Japan Stk | -6.2 | -18.38 | -18.38 | 21.78 | 30.88 | 34.37 | $2500 | 4 | 4.13B | 20-Apr-93 | 22.2 | 1.15 |
| Columbia Greater China Z | Pacific/Asia ex-Japan Stk | -8.83 | -21.85 | -21.85 | 26.49 | 33.65 | 34.24 | $2500 | 5 | 52.97M | 16-May-97 | 26.04 | 1.1 |
| Matthews China | Pacific/Asia ex-Japan Stk | -8.17 | -22.45 | -22.45 | 27.56 | 32.0 | 31.45 | $2500 | 4 | 1.72B | 19-Feb-98 | 23.22 | 1.15 |
| T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | -8.51 | -22.8 | -22.8 | 27.1 | 29.5 | 34.35 | $2500 | 4 | 4.22B | 28-Sep-90 | 22.68 | 1.08 |
