Hot Mutual Funds and ETFs - June 2008
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 5/31/2008. Next update before 7/15/2008 |
ETFs listed in Green |
Mutual Funds listed in Yellow |
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 | 6.64 | 13.85 | 10.69 | 69.12 | 38.43 | 34.91 | $2500 | 5 | 3.54B | 03-Sep-97 | 21.93 | 1.41 |
Janus Twenty | Large Growth | 4.2 | 13.92 | 7.35 | 30.12 | 22.9 | 20.37 | $2500 | 5 | 10.44B | 30-Apr-85 | 12.62 | 1.37 |
Janus Adviser Forty S | Large Growth | 3.79 | 12.34 | 5.81 | 29.71 | 20.91 | 18.97 | $2500 | 5 | 2.67B | 01-May-97 | 12.64 | 1.24 |
CGM Mutual | Large Blend | 4.58 | 11.05 | 7.21 | 34.95 | 19.43 | 19.96 | $2500 | 4 | 552.31M | 06-Nov-29 | 14.59 | 1.0 |
Hot Mid 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 |
Fidelity Select Chemicals | Mid-Cap Value | 6.34 | 12.13 | 10.21 | 24.42 | 20.58 | 22.95 | $2500 | 4 | 188.50M | 29-Jul-85 | 11.04 | 1.38 |
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 | ||||||||
Market Vectors Steel ETF | Specialty-Natural Res | 2.07 | 2.07 | 55.76 | 252.06M | ||||||||
PowerShares DB Commodity Idx Trking Fund | Specialty-Natural Res | 13.34 | 13.34 | 44.47 | 2.24B | ||||||||
Nationwide Global Natural Resources B | Specialty-Natural Res | 7.89 | 16.81 | 14.93 | 29.46 | 38.95 | $2000 | 5 | 2.45M | 29-Jun-04 | 19.83 | 1.56 | |
Fidelity Select Natural Resources | Specialty-Natural Res | 8.52 | 14.08 | 11.09 | 34.41 | 38.42 | 33.56 | $2500 | 4 | 1.60B | 03-Mar-97 | 21.83 | 1.42 |
Excelsior Energy & Nat Resources | Specialty-Natural Res | 9.23 | 17.26 | 21.0 | 33.99 | 35.42 | 33.96 | $500 | 4 | 656.70M | 31-Dec-92 | 22.33 | 1.29 |
T. Rowe Price New Era | Specialty-Natural Res | 7.12 | 16.61 | 13.65 | 33.05 | 32.57 | 31.36 | $2500 | 4 | 5.77B | 20-Jan-69 | 18.12 | 1.42 |
Guinness Atkinson Global Energy | Specialty-Natural Res | 8.71 | 20.5 | 17.14 | 35.69 | 34.68 | $5000 | 4 | 57.65M | 30-Jun-04 | 24.05 | 1.19 | |
U.S. Global Investors Global Res | Specialty-Natural Res | 11.43 | 11.24 | 12.57 | 34.37 | 37.08 | 45.09 | $5000 | 4 | 1.42B | 03-Aug-83 | 23.74 | 1.28 |
CGM Realty | Specialty-Real Estate | 2.8 | 13.28 | 8.81 | 26.52 | 32.54 | 34.62 | $2500 | 5 | 1.66B | 13-May-94 | 17.27 | 1.49 |
Fidelity Select Energy | Specialty-Natural Res | 7.67 | 15.24 | 11.45 | 33.15 | 34.51 | 32.84 | $2500 | 4 | 2.64B | 14-Jul-81 | 21.9 | 1.28 |
USAA Precious Metals and Minerals | Specialty-Precious Metals | 7.54 | -7.67 | 9.23 | 34.24 | 46.34 | 33.39 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.33 | 1.35 |
ICON Energy | Specialty-Natural Res | 6.75 | 16.67 | 6.72 | 21.95 | 28.62 | 30.98 | $1000 | 4 | 762.91M | 05-Nov-97 | 23.84 | 1.0 |
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 |
iShares MSCI Brazil Index | Latin America Stock | -4.55 | -4.55 | 58.85 | 52.76 | 6.98B | 29.37 | 1.46 | |||||
iShares S&P Latin America 40 Index | Latin America Stock | 1.44 | 1.44 | 43.5 | 47.9 | 3.35B | 21.83 | 1.73 | |||||
iShares FTSE/Xinhua China 25 Index | Pacific/Asia ex-Japan Stk | -20.72 | -20.72 | 33.49 | 37.28 | 5.54B | 30.43 | 1.07 | |||||
BLDRS Emerging Markets 50 ADR Index | Diversified Emerging Mkts | -11.43 | -11.43 | 25.72 | 34.49 | 930.33M | 21.05 | 1.5 | |||||
Vanguard Emerging Markets Stock ETF | Diversified Emerging Mkts | -9.85 | -9.85 | 21.45 | 28.11 | 6.11B | 19.64 | 1.16 | |||||
Legg Mason Emerging Markets Prim | Diversified Emerging Mkts | 3.15 | 5.89 | -0.64 | 26.07 | 38.07 | 37.54 | $1000 | 4 | 421.83M | 28-May-96 | 20.19 | 1.51 |
Acadian Emerging Markets | Diversified Emerging Mkts | 2.71 | 8.14 | 0.64 | 26.0 | 36.89 | 39.67 | $2500 | 4 | 1.00B | 18-Jun-93 | 21.8 | 1.37 |
Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | 3.73 | 5.66 | -2.38 | 22.64 | 37.37 | $2500 | 5 | 26.33M | 29-Mar-04 | 21.23 | 1.42 | |
U.S. Global Accolade Eastern Europe | Europe Stock | 10.4 | 11.45 | -1.4 | 25.88 | 35.94 | 38.33 | $5000 | 4 | 1.45B | 31-Mar-97 | 24.13 | 1.23 |
T. Rowe Price Em Eur & Mediterranean | Diversified Emerging Mkts | 8.91 | 5.66 | 0.48 | 23.39 | 33.94 | 37.98 | $2500 | 5 | 1.56B | 01-Sep-00 | 20.27 | 1.35 |
SSgA Emerging Markets | Diversified Emerging Mkts | 2.22 | 4.81 | -2.23 | 21.21 | 34.66 | 34.64 | $1000 | 4 | 2.58B | 01-Mar-94 | 21.29 | 1.32 |
Matthews China | Pacific/Asia ex-Japan Stk | -1.53 | 1.49 | -14.3 | 23.65 | 37.32 | 32.0 | $2500 | 4 | 1.72B | 19-Feb-98 | 23.8 | 1.3 |
Columbia Greater China Z | Pacific/Asia ex-Japan Stk | -5.94 | -1.17 | -15.29 | 23.01 | 35.92 | 33.4 | $2500 | 5 | 52.97M | 16-May-97 | 27.49 | 1.12 |