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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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

Posted by Mutual Fund Guru at 10/14/2008

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Links


- Morningstar Fund Category Returns
- How does Morningstar calculate its star ratings?
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