Hot Mutual Funds and ETFs - January 2008
Welcome to a new year of Hot Mutual Funds and ETFs.
Last year (2007) saw a lot of volatility in the markets
and to summarize the Dow Jones Index gained 6.4%, the S&P 500 rose 3.5% and the Nasdaq gained 9.8%.
I'm sure your eager to know about HMF returns. The HMFs recommended on 12/1/2006 have ......(drum roll please)..... GAINED 13.27%
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 12/31/2007. Next update before 2/15/2008 |
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 |
Ultra QQQ ProShares | Large Blend | 22.45 | 22.45 | 892.47M | |||||||||
PowerShares Aerospace & Defense | Large Growth | 22.28 | 22.28 | 376.01M | |||||||||
CGM Focus | Large Blend | 8.47 | 12.01 | 79.92 | 79.92 | 37.38 | 37.13 | $2500 | 5 | 3.54B | 03-Sep-97 | 21.23 | 1.41 |
Spectra N | Large Growth | 1.21 | 4.26 | 31.61 | 31.61 | 22.35 | 21.3 | $1000 | 4 | 232.72M | 28-Jul-69 | 10.98 | 1.52 |
Janus Adviser Forty S | Large Growth | 1.83 | 7.08 | 35.57 | 35.57 | 19.62 | 19.08 | $2500 | 5 | 2.67B | 01-May-97 | 11.31 | 1.27 |
Janus Twenty | Large Growth | 2.6 | 8.1 | 35.94 | 35.94 | 18.65 | 20.99 | $2500 | 5 | 10.44B | 30-Apr-85 | 11.91 | 1.14 |
Spectra Green N | Large Growth | 1.44 | 6.83 | 26.79 | 26.79 | 20.08 | 19.86 | $1000 | 4 | 9.71M | 04-Dec-00 | 10.61 | 1.39 |
CGM Mutual | Large Blend | 4.83 | 6.43 | 38.49 | 38.49 | 18.75 | 21.02 | $2500 | 4 | 552.31M | 06-Nov-29 | 13.66 | 1.02 |
Fidelity Select Consumer Staples | Large Blend | -0.61 | 3.6 | 21.49 | 21.49 | 15.62 | 15.35 | $2500 | 5 | 454.06M | 29-Jul-85 | 6.44 | 1.65 |
Kinetics Paradigm | Large Growth | -0.12 | -0.28 | 21.14 | 21.14 | 21.6 | 26.29 | $2500 | 5 | 2.00B | 31-Dec-99 | 12.24 | 1.32 |
Janus Contrarian | Large Blend | 0.06 | 2.06 | 21.22 | 21.22 | 20.55 | 26.91 | $2500 | 5 | 7.55B | 29-Feb-00 | 12.18 | 1.26 |
Fidelity Independence | Large Growth | 3.07 | 4.47 | 29.54 | 29.54 | 17.15 | 17.29 | $2500 | 4 | 4.97B | 25-Mar-83 | 12.82 | 0.97 |
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 |
PowerShares Dynamic Mid Cap Growth | Mid-Cap Growth | 2.07 | 27.56 | 27.56 | 441.79M | ||||||||
American Century Heritage Inv | Mid-Cap Growth | 3.08 | 6.96 | 45.77 | 45.77 | 27.76 | 22.12 | $2500 | 4 | 1.97B | 10-Nov-87 | 13.47 | 1.58 |
Janus Orion | Mid-Cap Growth | -0.36 | 3.02 | 32.38 | 32.38 | 23.84 | 25.7 | $2500 | 5 | 4.00B | 30-Jun-00 | 12.18 | 1.48 |
American Century Vista Inv | Mid-Cap Growth | 1.76 | 3.76 | 38.7 | 38.7 | 18.09 | 22.19 | $2500 | 4 | 2.48B | 25-Nov-83 | 14.0 | 0.96 |
American Century Vista Adv | Mid-Cap Growth | 1.76 | 3.71 | 38.37 | 38.37 | 17.82 | 21.88 | $2500 | 4 | 275.98M | 02-Oct-96 | 14.0 | 0.94 |
RiverSource Aggressive Growth I | Mid-Cap Growth | 1.64 | 2.48 | 31.88 | 31.88 | 16.04 | $2000 | 4 | 93.67M | 04-Mar-04 | 13.3 | 0.94 | |
Bridgeway Aggressive Investors 2 | Mid-Cap Growth | 2.75 | 5.02 | 32.19 | 32.19 | 18.24 | 22.57 | $2000 | 4 | 681.11M | 31-Oct-01 | 17.21 | 0.81 |
RiverSource Aggressive Growth R4 | Mid-Cap Growth | 1.65 | 2.59 | 31.67 | 31.67 | 15.86 | $2000 | 4 | 150.00K | 24-Apr-03 | 13.16 | 0.86 | |
Harbor Mid Cap Growth Inv | Mid-Cap Growth | 0.99 | 1.2 | 22.57 | 22.57 | 18.01 | 20.93 | $2500 | 5 | 20.57M | 01-Nov-02 | 12.44 | 1.06 |
Fidelity Select Chemicals | Mid-Cap Value | 1.37 | 0.72 | 28.42 | 28.42 | 14.9 | 22.17 | $2500 | 4 | 188.50M | 29-Jul-85 | 11.41 | 0.91 |
BlackRock U.S. Opportunities Svc | Mid-Cap Growth | 0.71 | 2.4 | 20.92 | 20.92 | 17.78 | 23.2 | $5000 | 5 | 31.25M | 01-May-98 | 12.24 | 1.05 |
Hot Small 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 |
Birmiwal Oasis | Small Blend | 19.74 | 14.22 | 29.27 | 29.27 | 33.62 | $1000 | 5 | 19.74M | 01-Apr-03 | 20.39 | 1.32 | |
Lord Abbett Developing Growth P | Small Growth | 1.79 | 4.03 | 35.74 | 35.74 | 19.44 | 20.37 | $1000 | 4 | 76.77M | 05-Jan-98 | 15.18 | 0.97 |
Neuberger Berman Millennium Inv | Small Growth | 1.41 | 2.3 | 26.41 | 26.41 | 16.29 | 19.48 | $1000 | 4 | 57.98M | 20-Oct-98 | 13.46 | 0.87 |
Neuberger Berman Millennium Tr | Small Growth | 1.42 | 2.27 | 26.27 | 26.27 | 16.21 | 19.42 | $1000 | 4 | 8.51M | 03-Nov-98 | 13.48 | 0.87 |
Neuberger Berman Genesis Inv | Small Blend | 2.45 | 4.59 | 21.89 | 21.89 | 15.03 | 18.94 | $1000 | 4 | 2.00B | 27-Sep-88 | 10.81 | 0.96 |
Neuberger Berman Genesis Tr | Small Blend | 2.46 | 4.58 | 21.8 | 21.8 | 14.96 | 18.88 | $1000 | 4 | 4.99B | 26-Aug-93 | 10.8 | 0.95 |
Neuberger Berman Millennium Adv | Small Growth | 1.39 | 2.27 | 26.07 | 26.07 | 16.01 | 19.31 | $1000 | 4 | 4.15M | 01-May-02 | 13.48 | 0.85 |
Neuberger Berman Genesis Adv | Small Blend | 2.43 | 4.51 | 21.5 | 21.5 | 14.66 | 18.58 | $1000 | 4 | 547.30M | 02-Apr-97 | 10.8 | 0.93 |
Columbia Small Cap Growth I Z | Small Growth | 2.25 | 2.07 | 21.49 | 21.49 | 17.07 | 20.47 | $2500 | 4 | 220.88M | 01-Oct-96 | 14.67 | 0.86 |
Brazos Micro Cap N | Small Growth | 5.39 | 4.25 | 27.44 | 27.44 | 14.7 | 21.56 | $5000 | 4 | 10.18M | 01-May-01 | 16.13 | 0.67 |
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 |
Market Vectors Steel ETF | Specialty-Natural Res | 7.05 | 84.35 | 84.35 | 250.82M | ||||||||
PowerShares WilderHill Clean Energy | Specialty-Natural Res | 20.97 | 58.5 | 58.5 | 1.73B | ||||||||
Energy Select Sector SPDR | Specialty-Natural Res | 6.35 | 36.88 | 36.88 | 31.34 | 7.00B | 20.05 | 1.25 | |||||
iShares Dow Jones US Energy | Specialty-Natural Res | 5.2 | 35.75 | 35.75 | 29.99 | 1.23B | 19.47 | 1.23 | |||||
United States Oil | Specialty-Natural Res | 21.12 | 46.82 | 46.82 | 485.21M | ||||||||
Fidelity Select Natural Resources | Specialty-Natural Res | 8.47 | 9.34 | 50.08 | 50.08 | 37.68 | 33.09 | $2500 | 4 | 1.60B | 03-Mar-97 | 20.97 | 1.44 |
Fidelity Select Energy | Specialty-Natural Res | 9.04 | 9.1 | 45.53 | 45.53 | 36.22 | 32.54 | $2500 | 4 | 2.64B | 14-Jul-81 | 20.95 | 1.38 |
Nationwide Global Natural Resources B | Specialty-Natural Res | 5.82 | 5.64 | 35.68 | 35.68 | 38.58 | $2000 | 5 | 2.45M | 29-Jun-04 | 19.96 | 1.53 | |
T. Rowe Price New Era | Specialty-Natural Res | 5.49 | 5.54 | 40.69 | 40.69 | 28.82 | 29.94 | $2500 | 4 | 5.77B | 20-Jan-69 | 16.96 | 1.33 |
Guinness Atkinson Global Energy | Specialty-Natural Res | 7.99 | 10.75 | 37.25 | 37.25 | 35.2 | $5000 | 4 | 57.65M | 30-Jun-04 | 22.69 | 1.26 | |
U.S. Global Investors Global Res | Specialty-Natural Res | 5.53 | 6.67 | 39.95 | 39.95 | 36.57 | 45.98 | $5000 | 4 | 1.42B | 03-Aug-83 | 24.48 | 1.23 |
CGM Realty | Specialty-Real Estate | 1.82 | 5.64 | 34.42 | 34.42 | 30.1 | 41.45 | $2500 | 5 | 1.66B | 13-May-94 | 17.0 | 1.39 |
Excelsior Energy & Nat Resources | Specialty-Natural Res | 6.56 | 6.91 | 36.25 | 36.25 | 30.26 | 31.56 | $500 | 4 | 656.70M | 31-Dec-92 | 21.3 | 1.15 |
ICON Energy | Specialty-Natural Res | 7.75 | 6.11 | 38.78 | 38.78 | 29.25 | 31.67 | $1000 | 4 | 762.91M | 05-Nov-97 | 22.42 | 1.07 |
USAA Precious Metals and Minerals | Specialty-Precious Metals | 3.23 | 5.47 | 27.68 | 27.68 | 36.54 | 31.25 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.37 | 1.09 |
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 | 11.37 | 74.83 | 74.83 | 56.39 | 7.58B | 29.72 | 1.54 | |||||
iShares S&P Latin America 40 Index | Latin America Stock | 4.48 | 48.48 | 48.48 | 47.94 | 3.09B | 22.93 | 1.67 | |||||
PowerShares Gldn Dragon Halter USX China | Pacific/Asia ex-Japan Stk | 2.76 | 63.27 | 63.27 | 34.64 | 748.22M | 23.27 | 1.25 | |||||
iShares MSCI Malaysia Index | Pacific/Asia ex-Japan Stk | 10.66 | 44.59 | 44.59 | 25.16 | 1.11B | 14.95 | 1.36 | |||||
Claymore/BNY BRIC | Diversified Emerging Mkts | 10.59 | 67.3 | 67.3 | 1.05B | ||||||||
Matthews China | Pacific/Asia ex-Japan Stk | -3.23 | -1.07 | 70.14 | 70.14 | 44.19 | 38.73 | $2500 | 4 | 1.72B | 19-Feb-98 | 19.35 | 1.8 |
T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | 1.91 | 7.17 | 66.38 | 66.38 | 42.0 | 39.13 | $2500 | 4 | 4.22B | 28-Sep-90 | 19.01 | 1.74 |
Fidelity Southeast Asia | Pacific/Asia ex-Japan Stk | -2.21 | -2.01 | 55.39 | 55.39 | 41.73 | 37.57 | $2500 | 4 | 4.13B | 20-Apr-93 | 19.15 | 1.72 |
Dreyfus Premier Greater China I | Pacific/Asia ex-Japan Stk | -0.43 | -6.86 | 62.33 | 62.33 | 46.69 | 40.94 | $1000 | 5 | 169.44M | 12-May-98 | 24.08 | 1.56 |
Columbia Greater China Z | Pacific/Asia ex-Japan Stk | -4.96 | -3.22 | 59.48 | 59.48 | 43.6 | 40.22 | $2500 | 5 | 52.97M | 16-May-97 | 22.84 | 1.53 |
American Century Emerging Markets Inv | Diversified Emerging Mkts | 0.63 | 5.11 | 43.73 | 43.73 | 40.73 | 39.27 | $2500 | 4 | 873.34M | 30-Sep-97 | 18.54 | 1.73 |
American Century Emerging Markets A | Diversified Emerging Mkts | 0.56 | 5.05 | 43.25 | 43.25 | 40.39 | 38.89 | $2500 | 4 | 22.79M | 12-May-99 | 18.53 | 1.72 |
Legg Mason Emerging Markets Prim | Diversified Emerging Mkts | 1.4 | 5.9 | 45.75 | 45.75 | 39.05 | 40.71 | $1000 | 4 | 421.83M | 28-May-96 | 19.26 | 1.61 |
Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | 0.93 | 6.43 | 44.59 | 44.59 | 40.12 | $2500 | 5 | 26.33M | 29-Mar-04 | 19.69 | 1.61 | |
Acadian Emerging Markets | Diversified Emerging Mkts | 0.55 | 3.3 | 46.01 | 46.01 | 38.73 | 43.51 | $2500 | 4 | 1.00B | 18-Jun-93 | 20.8 | 1.49 |