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 :

Jan 12, 2008

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Ultra QQQ ProSharesLarge Blend  22.4522.45    892.47M 
PowerShares Aerospace & DefenseLarge Growth  22.2822.28    376.01M 
CGM FocusLarge Blend8.4712.0179.9279.9237.3837.13$250053.54B03-Sep-9721.231.41
Spectra NLarge Growth1.214.2631.6131.6122.3521.3$10004232.72M28-Jul-6910.981.52
Janus Adviser Forty SLarge Growth1.837.0835.5735.5719.6219.08$250052.67B01-May-9711.311.27
Janus TwentyLarge Growth2.68.135.9435.9418.6520.99$2500510.44B30-Apr-8511.911.14
Spectra Green NLarge Growth1.446.8326.7926.7920.0819.86$100049.71M04-Dec-0010.611.39
CGM MutualLarge Blend4.836.4338.4938.4918.7521.02$25004552.31M06-Nov-2913.661.02
Fidelity Select Consumer StaplesLarge Blend-0.613.621.4921.4915.6215.35$25005454.06M29-Jul-856.441.65
Kinetics ParadigmLarge Growth-0.12-0.2821.1421.1421.626.29$250052.00B31-Dec-9912.241.32
Janus ContrarianLarge Blend0.062.0621.2221.2220.5526.91$250057.55B29-Feb-0012.181.26
Fidelity IndependenceLarge Growth3.074.4729.5429.5417.1517.29$250044.97B25-Mar-8312.820.97

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
PowerShares Dynamic Mid Cap GrowthMid-Cap Growth 2.0727.5627.56    441.79M 
American Century Heritage InvMid-Cap Growth3.086.9645.7745.7727.7622.12$250041.97B10-Nov-8713.471.58
Janus OrionMid-Cap Growth-0.363.0232.3832.3823.8425.7$250054.00B30-Jun-0012.181.48
American Century Vista InvMid-Cap Growth1.763.7638.738.718.0922.19$250042.48B25-Nov-8314.00.96
American Century Vista AdvMid-Cap Growth1.763.7138.3738.3717.8221.88$25004275.98M02-Oct-9614.00.94
RiverSource Aggressive Growth IMid-Cap Growth1.642.4831.8831.8816.04 $2000493.67M04-Mar-0413.30.94
Bridgeway Aggressive Investors 2Mid-Cap Growth2.755.0232.1932.1918.2422.57$20004681.11M31-Oct-0117.210.81
RiverSource Aggressive Growth R4Mid-Cap Growth1.652.5931.6731.6715.86 $20004150.00K24-Apr-0313.160.86
Harbor Mid Cap Growth InvMid-Cap Growth0.991.222.5722.5718.0120.93$2500520.57M01-Nov-0212.441.06
Fidelity Select ChemicalsMid-Cap Value1.370.7228.4228.4214.922.17$25004188.50M29-Jul-8511.410.91
BlackRock U.S. Opportunities SvcMid-Cap Growth0.712.420.9220.9217.7823.2$5000531.25M01-May-9812.241.05

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Birmiwal OasisSmall Blend19.7414.2229.2729.2733.62 $1000519.74M01-Apr-0320.391.32
Lord Abbett Developing Growth PSmall Growth1.794.0335.7435.7419.4420.37$1000476.77M05-Jan-9815.180.97
Neuberger Berman Millennium InvSmall Growth1.412.326.4126.4116.2919.48$1000457.98M20-Oct-9813.460.87
Neuberger Berman Millennium TrSmall Growth1.422.2726.2726.2716.2119.42$100048.51M03-Nov-9813.480.87
Neuberger Berman Genesis InvSmall Blend2.454.5921.8921.8915.0318.94$100042.00B27-Sep-8810.810.96
Neuberger Berman Genesis TrSmall Blend2.464.5821.821.814.9618.88$100044.99B26-Aug-9310.80.95
Neuberger Berman Millennium AdvSmall Growth1.392.2726.0726.0716.0119.31$100044.15M01-May-0213.480.85
Neuberger Berman Genesis AdvSmall Blend2.434.5121.521.514.6618.58$10004547.30M02-Apr-9710.80.93
Columbia Small Cap Growth I ZSmall Growth2.252.0721.4921.4917.0720.47$25004220.88M01-Oct-9614.670.86
Brazos Micro Cap NSmall Growth5.394.2527.4427.4414.721.56$5000410.18M01-May-0116.130.67

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Market Vectors Steel ETFSpecialty-Natural Res 7.0584.3584.35    250.82M 
PowerShares WilderHill Clean EnergySpecialty-Natural Res 20.9758.558.5    1.73B 
Energy Select Sector SPDRSpecialty-Natural Res 6.3536.8836.8831.34   7.00B 20.051.25
iShares Dow Jones US EnergySpecialty-Natural Res 5.235.7535.7529.99   1.23B 19.471.23
United States OilSpecialty-Natural Res 21.1246.8246.82    485.21M 
Fidelity Select Natural ResourcesSpecialty-Natural Res8.479.3450.0850.0837.6833.09$250041.60B03-Mar-9720.971.44
Fidelity Select EnergySpecialty-Natural Res9.049.145.5345.5336.2232.54$250042.64B14-Jul-8120.951.38
Nationwide Global Natural Resources BSpecialty-Natural Res5.825.6435.6835.6838.58 $200052.45M29-Jun-0419.961.53
T. Rowe Price New EraSpecialty-Natural Res5.495.5440.6940.6928.8229.94$250045.77B20-Jan-6916.961.33
Guinness Atkinson Global EnergySpecialty-Natural Res7.9910.7537.2537.2535.2 $5000457.65M30-Jun-0422.691.26
U.S. Global Investors Global ResSpecialty-Natural Res5.536.6739.9539.9536.5745.98$500041.42B03-Aug-8324.481.23
CGM RealtySpecialty-Real Estate1.825.6434.4234.4230.141.45$250051.66B13-May-9417.01.39
Excelsior Energy & Nat ResourcesSpecialty-Natural Res6.566.9136.2536.2530.2631.56$5004656.70M31-Dec-9221.31.15
ICON EnergySpecialty-Natural Res7.756.1138.7838.7829.2531.67$10004762.91M05-Nov-9722.421.07
USAA Precious Metals and MineralsSpecialty-Precious Metals3.235.4727.6827.6836.5431.25$30004763.27M15-Aug-8428.371.09

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
iShares MSCI Brazil IndexLatin America Stock 11.3774.8374.8356.39   7.58B 29.721.54
iShares S&P Latin America 40 IndexLatin America Stock 4.4848.4848.4847.94   3.09B 22.931.67
PowerShares Gldn Dragon Halter USX ChinaPacific/Asia ex-Japan Stk 2.7663.2763.2734.64   748.22M 23.271.25
iShares MSCI Malaysia IndexPacific/Asia ex-Japan Stk 10.6644.5944.5925.16   1.11B 14.951.36
Claymore/BNY BRICDiversified Emerging Mkts 10.5967.367.3    1.05B 
Matthews ChinaPacific/Asia ex-Japan Stk-3.23-1.0770.1470.1444.1938.73$250041.72B19-Feb-9819.351.8
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk1.917.1766.3866.3842.039.13$250044.22B28-Sep-9019.011.74
Fidelity Southeast AsiaPacific/Asia ex-Japan Stk-2.21-2.0155.3955.3941.7337.57$250044.13B20-Apr-9319.151.72
Dreyfus Premier Greater China IPacific/Asia ex-Japan Stk-0.43-6.8662.3362.3346.6940.94$10005169.44M12-May-9824.081.56
Columbia Greater China ZPacific/Asia ex-Japan Stk-4.96-3.2259.4859.4843.640.22$2500552.97M16-May-9722.841.53
American Century Emerging Markets InvDiversified Emerging Mkts0.635.1143.7343.7340.7339.27$25004873.34M30-Sep-9718.541.73
American Century Emerging Markets ADiversified Emerging Mkts0.565.0543.2543.2540.3938.89$2500422.79M12-May-9918.531.72
Legg Mason Emerging Markets PrimDiversified Emerging Mkts1.45.945.7545.7539.0540.71$10004421.83M28-May-9619.261.61
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts0.936.4344.5944.5940.12 $2500526.33M29-Mar-0419.691.61
Acadian Emerging MarketsDiversified Emerging Mkts0.553.346.0146.0138.7343.51$250041.00B18-Jun-9320.81.49