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 :

Feb 17, 2008

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
PowerShares Aerospace & DefenseLarge Growth  22.2822.28    282.81M 
Ultra QQQ ProSharesLarge Blend  28.7128.71    1.09B 
CGM FocusLarge Blend-8.1-6.87-8.158.9832.9635.75$250053.54B03-Sep-9722.141.21
Janus TwentyLarge Growth-7.46-8.02-7.4623.7118.5219.46$2500510.44B30-Apr-8511.981.13
CGM MutualLarge Blend-5.41-4.74-5.4128.4616.2219.41$25004552.31M06-Nov-2914.230.83
Janus Adviser Forty SLarge Growth-8.54-10.2-8.5420.8717.7517.31$250052.67B01-May-9712.321.05

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    384.99M 
 ETF Center > ETF BrowserMid-Cap Blend  54.7554.7547.55   296.76M 
 ETF Center > ETF BrowserMid-Cap Blend  54.7554.7547.55   439.56M 
American Century Heritage InvMid-Cap Growth-12.13-11.41-12.1321.1822.6519.77$250041.97B10-Nov-8715.731.11

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    194.82M 
PowerShares WilderHill Clean EnergySpecialty-Natural Res 20.9758.558.5    1.42B 
Energy Select Sector SPDRSpecialty-Natural Res 6.3536.8836.8831.34   5.19B 21.480.94
iShares Dow Jones US EnergySpecialty-Natural Res 5.235.7535.7529.99   1.10B 20.940.92
United States OilSpecialty-Natural Res 21.1246.8246.82    545.91M 
USAA Precious Metals and MineralsSpecialty-Precious Metals8.830.68.8337.843.1132.78$30004763.27M15-Aug-8428.111.27
DWS Gold & Precious Metals SSpecialty-Precious Metals8.660.088.6638.8931.7229.64$25004292.98M02-Sep-8829.90.93
Fidelity Select Natural ResourcesSpecialty-Natural Res-10.46-8.11-10.4632.231.9530.92$250041.60B03-Mar-9722.341.17
U.S. Global Investors Global ResSpecialty-Natural Res-7.2-10.52-7.232.0132.9242.22$500041.42B03-Aug-8325.141.09
Nationwide Global Natural Resources BSpecialty-Natural Res-9.19-8.69-9.1923.6233.45 $200052.45M29-Jun-0421.141.28
Fidelity Select EnergySpecialty-Natural Res-10.89-7.3-10.8929.3629.3530.34$250042.64B14-Jul-8122.361.08
Guinness Atkinson Global EnergySpecialty-Natural Res-9.67-7.14-9.6724.1329.68 $5000457.65M30-Jun-0423.81.04
T. Rowe Price New EraSpecialty-Natural Res-9.58-8.95-9.5827.424.428.23$250045.77B20-Jan-6918.271.06
Excelsior Energy & Nat ResourcesSpecialty-Natural Res-7.98-7.63-7.9823.9426.0930.21$5004656.70M31-Dec-9222.120.97
ICON EnergySpecialty-Natural Res-14.0-11.31-14.021.1822.029.22$10004762.91M05-Nov-9724.330.76

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   7.01B 30.231.46
iShares S&P Latin America 40 IndexLatin America Stock 4.4848.4848.4847.94   2.79B 23.151.62
PowerShares Gldn Dragon Halter USX ChinaPacific/Asia ex-Japan Stk 2.7663.2763.2734.64   569.69M 25.80.96
iShares MSCI Malaysia IndexPacific/Asia ex-Japan Stk 10.6644.5944.5925.16   1.27B 15.041.3
Claymore/BNY BRICDiversified Emerging Mkts 10.5867.2967.29    940.54M 
Janus OverseasForeign Large Growth-5.29-11.1-5.2920.0533.4232.28$250059.05B02-May-9416.741.57
Legg Mason Emerging Markets PrimDiversified Emerging Mkts-11.27-16.32-11.2730.033.5737.67$10004421.83M28-May-9620.881.3
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk-16.54-21.58-16.5438.6633.633.58$250044.22B28-Sep-9022.11.24
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts-12.58-17.78-12.5827.6433.32 $2500526.33M29-Mar-0421.641.25
Matthews ChinaPacific/Asia ex-Japan Stk-17.24-28.02-17.2437.3435.732.13$250041.72B19-Feb-9822.591.29
Acadian Emerging MarketsDiversified Emerging Mkts-12.88-20.2-12.8829.432.339.25$250041.00B18-Jun-9322.681.17
Fidelity CanadaForeign Large Blend-6.86-13.64-6.8624.6723.5527.82$250054.01B17-Nov-8716.081.14
American Century Emerging Markets ADiversified Emerging Mkts-14.03-19.4-14.0322.4633.2535.05$2500422.79M12-May-9920.941.29
American Century Emerging Markets InvDiversified Emerging Mkts-14.05-19.35-14.0522.9533.6435.38$25004873.34M30-Sep-9722.451.23
SSgA Emerging MarketsDiversified Emerging Mkts-12.16-20.23-12.1625.0430.9334.34$100042.58B01-Mar-9421.651.17