Hot Mutual Funds and ETFs - February 2008
Welcome to the February edition of Hot Mutual Funds and ETFs.
The Markets are still very volatile as seen from the YTD returns of Dow Jones -5.63%, Nasdaq -12.41% and S&P -7.26%. I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. The Category returns should help you do that. 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 1/31/2008. Next update before 3/15/2008 |
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 |
PowerShares Aerospace & Defense | Large Growth | 22.28 | 22.28 | 282.81M | |||||||||
Ultra QQQ ProShares | Large Blend | 28.71 | 28.71 | 1.09B | |||||||||
CGM Focus | Large Blend | -8.1 | -6.87 | -8.1 | 58.98 | 32.96 | 35.75 | $2500 | 5 | 3.54B | 03-Sep-97 | 22.14 | 1.21 |
Janus Twenty | Large Growth | -7.46 | -8.02 | -7.46 | 23.71 | 18.52 | 19.46 | $2500 | 5 | 10.44B | 30-Apr-85 | 11.98 | 1.13 |
CGM Mutual | Large Blend | -5.41 | -4.74 | -5.41 | 28.46 | 16.22 | 19.41 | $2500 | 4 | 552.31M | 06-Nov-29 | 14.23 | 0.83 |
Janus Adviser Forty S | Large Growth | -8.54 | -10.2 | -8.54 | 20.87 | 17.75 | 17.31 | $2500 | 5 | 2.67B | 01-May-97 | 12.32 | 1.05 |
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 | 384.99M | ||||||||
ETF Center > ETF Browser | Mid-Cap Blend | 54.75 | 54.75 | 47.55 | 296.76M | ||||||||
ETF Center > ETF Browser | Mid-Cap Blend | 54.75 | 54.75 | 47.55 | 439.56M | ||||||||
American Century Heritage Inv | Mid-Cap Growth | -12.13 | -11.41 | -12.13 | 21.18 | 22.65 | 19.77 | $2500 | 4 | 1.97B | 10-Nov-87 | 15.73 | 1.11 |
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 | 194.82M | ||||||||
PowerShares WilderHill Clean Energy | Specialty-Natural Res | 20.97 | 58.5 | 58.5 | 1.42B | ||||||||
Energy Select Sector SPDR | Specialty-Natural Res | 6.35 | 36.88 | 36.88 | 31.34 | 5.19B | 21.48 | 0.94 | |||||
iShares Dow Jones US Energy | Specialty-Natural Res | 5.2 | 35.75 | 35.75 | 29.99 | 1.10B | 20.94 | 0.92 | |||||
United States Oil | Specialty-Natural Res | 21.12 | 46.82 | 46.82 | 545.91M | ||||||||
USAA Precious Metals and Minerals | Specialty-Precious Metals | 8.83 | 0.6 | 8.83 | 37.8 | 43.11 | 32.78 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.11 | 1.27 |
DWS Gold & Precious Metals S | Specialty-Precious Metals | 8.66 | 0.08 | 8.66 | 38.89 | 31.72 | 29.64 | $2500 | 4 | 292.98M | 02-Sep-88 | 29.9 | 0.93 |
Fidelity Select Natural Resources | Specialty-Natural Res | -10.46 | -8.11 | -10.46 | 32.2 | 31.95 | 30.92 | $2500 | 4 | 1.60B | 03-Mar-97 | 22.34 | 1.17 |
U.S. Global Investors Global Res | Specialty-Natural Res | -7.2 | -10.52 | -7.2 | 32.01 | 32.92 | 42.22 | $5000 | 4 | 1.42B | 03-Aug-83 | 25.14 | 1.09 |
Nationwide Global Natural Resources B | Specialty-Natural Res | -9.19 | -8.69 | -9.19 | 23.62 | 33.45 | $2000 | 5 | 2.45M | 29-Jun-04 | 21.14 | 1.28 | |
Fidelity Select Energy | Specialty-Natural Res | -10.89 | -7.3 | -10.89 | 29.36 | 29.35 | 30.34 | $2500 | 4 | 2.64B | 14-Jul-81 | 22.36 | 1.08 |
Guinness Atkinson Global Energy | Specialty-Natural Res | -9.67 | -7.14 | -9.67 | 24.13 | 29.68 | $5000 | 4 | 57.65M | 30-Jun-04 | 23.8 | 1.04 | |
T. Rowe Price New Era | Specialty-Natural Res | -9.58 | -8.95 | -9.58 | 27.4 | 24.4 | 28.23 | $2500 | 4 | 5.77B | 20-Jan-69 | 18.27 | 1.06 |
Excelsior Energy & Nat Resources | Specialty-Natural Res | -7.98 | -7.63 | -7.98 | 23.94 | 26.09 | 30.21 | $500 | 4 | 656.70M | 31-Dec-92 | 22.12 | 0.97 |
ICON Energy | Specialty-Natural Res | -14.0 | -11.31 | -14.0 | 21.18 | 22.0 | 29.22 | $1000 | 4 | 762.91M | 05-Nov-97 | 24.33 | 0.76 |
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 | 7.01B | 30.23 | 1.46 | |||||
iShares S&P Latin America 40 Index | Latin America Stock | 4.48 | 48.48 | 48.48 | 47.94 | 2.79B | 23.15 | 1.62 | |||||
PowerShares Gldn Dragon Halter USX China | Pacific/Asia ex-Japan Stk | 2.76 | 63.27 | 63.27 | 34.64 | 569.69M | 25.8 | 0.96 | |||||
iShares MSCI Malaysia Index | Pacific/Asia ex-Japan Stk | 10.66 | 44.59 | 44.59 | 25.16 | 1.27B | 15.04 | 1.3 | |||||
Claymore/BNY BRIC | Diversified Emerging Mkts | 10.58 | 67.29 | 67.29 | 940.54M | ||||||||
Janus Overseas | Foreign Large Growth | -5.29 | -11.1 | -5.29 | 20.05 | 33.42 | 32.28 | $2500 | 5 | 9.05B | 02-May-94 | 16.74 | 1.57 |
Legg Mason Emerging Markets Prim | Diversified Emerging Mkts | -11.27 | -16.32 | -11.27 | 30.0 | 33.57 | 37.67 | $1000 | 4 | 421.83M | 28-May-96 | 20.88 | 1.3 |
T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | -16.54 | -21.58 | -16.54 | 38.66 | 33.6 | 33.58 | $2500 | 4 | 4.22B | 28-Sep-90 | 22.1 | 1.24 |
Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | -12.58 | -17.78 | -12.58 | 27.64 | 33.32 | $2500 | 5 | 26.33M | 29-Mar-04 | 21.64 | 1.25 | |
Matthews China | Pacific/Asia ex-Japan Stk | -17.24 | -28.02 | -17.24 | 37.34 | 35.7 | 32.13 | $2500 | 4 | 1.72B | 19-Feb-98 | 22.59 | 1.29 |
Acadian Emerging Markets | Diversified Emerging Mkts | -12.88 | -20.2 | -12.88 | 29.4 | 32.3 | 39.25 | $2500 | 4 | 1.00B | 18-Jun-93 | 22.68 | 1.17 |
Fidelity Canada | Foreign Large Blend | -6.86 | -13.64 | -6.86 | 24.67 | 23.55 | 27.82 | $2500 | 5 | 4.01B | 17-Nov-87 | 16.08 | 1.14 |
American Century Emerging Markets A | Diversified Emerging Mkts | -14.03 | -19.4 | -14.03 | 22.46 | 33.25 | 35.05 | $2500 | 4 | 22.79M | 12-May-99 | 20.94 | 1.29 |
American Century Emerging Markets Inv | Diversified Emerging Mkts | -14.05 | -19.35 | -14.05 | 22.95 | 33.64 | 35.38 | $2500 | 4 | 873.34M | 30-Sep-97 | 22.45 | 1.23 |
SSgA Emerging Markets | Diversified Emerging Mkts | -12.16 | -20.23 | -12.16 | 25.04 | 30.93 | 34.34 | $1000 | 4 | 2.58B | 01-Mar-94 | 21.65 | 1.17 |