Hot Mutual Funds and ETFs - March 2008
Welcome to the March edition of Hot Mutual Funds and ETFs.
The Markets are still very volatile as seen from the YTD returns of Dow Jones -7.70%, Nasdaq -16.27% and S&P -10.56%. From the Category returns its apparent the only areas that are making any returns are Metals and Power, I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. 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 2/29/2008. Next update before 4/15/2008 |
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 | 267.34M | |||||||||
Ultra QQQ ProShares | Large Blend | 28.71 | 28.71 | 947.29M | |||||||||
CGM Focus | Large Blend | 5.78 | 5.45 | -2.78 | 71.84 | 29.84 | 38.65 | $2500 | 5 | 3.54B | 03-Sep-97 | 21.26 | 1.14 |
Janus Twenty | Large Growth | 1.84 | -3.31 | -5.76 | 27.36 | 18.66 | 20.2 | $2500 | 5 | 10.44B | 30-Apr-85 | 11.98 | 1.14 |
Janus Adviser Forty S | Large Growth | 2.98 | -4.09 | -5.81 | 26.86 | 17.76 | 18.37 | $2500 | 5 | 2.67B | 01-May-97 | 12.32 | 1.05 |
CGM Mutual | Large Blend | 2.06 | 1.2 | -3.46 | 37.16 | 13.5 | 20.36 | $2500 | 4 | 552.31M | 06-Nov-29 | 13.37 | 0.7 |
Fidelity Independence | Large Growth | 2.77 | -3.18 | -6.06 | 21.91 | 15.27 | 16.63 | $2500 | 4 | 4.97B | 25-Mar-83 | 13.93 | 0.79 |
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 | 370.96M | ||||||||
American Century Heritage Inv | Mid-Cap Growth | -1.66 | -10.93 | -13.59 | 21.06 | 20.52 | 20.12 | $2500 | 4 | 1.97B | 10-Nov-87 | 15.81 | 1.0 |
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 | 278.60M | ||||||||
PowerShares WilderHill Clean Energy | Specialty-Natural Res | 20.97 | 58.5 | 58.5 | 1.40B | ||||||||
Energy Select Sector SPDR | Specialty-Natural Res | 6.35 | 36.88 | 36.88 | 31.34 | 5.78B | 19.92 | 0.87 | |||||
iShares Dow Jones US Energy | Specialty-Natural Res | 5.2 | 35.75 | 35.75 | 29.99 | 1.20B | 19.34 | 0.84 | |||||
United States Oil | Specialty-Natural Res | 21.12 | 46.82 | 46.82 | 525.35M | ||||||||
USAA Precious Metals and Minerals | Specialty-Precious Metals | 8.7 | 22.11 | 18.3 | 46.81 | 43.94 | 37.22 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.21 | 1.29 |
DWS Gold & Precious Metals S | Specialty-Precious Metals | 9.6 | 22.39 | 19.09 | 48.99 | 32.9 | 33.38 | $2500 | 4 | 292.98M | 02-Sep-88 | 30.08 | 0.95 |
Fidelity Select Natural Resources | Specialty-Natural Res | 8.76 | 5.62 | -2.62 | 41.62 | 29.95 | 32.43 | $2500 | 4 | 1.60B | 03-Mar-97 | 22.34 | 1.17 |
Nationwide Global Natural Resources B | Specialty-Natural Res | 8.35 | 4.12 | -1.61 | 33.5 | 30.24 | $2000 | 5 | 2.45M | 29-Jun-04 | 19.78 | 1.23 | |
U.S. Global Investors Global Res | Specialty-Natural Res | 9.05 | 6.8 | 1.2 | 43.08 | 28.8 | 44.14 | $5000 | 4 | 1.42B | 03-Aug-83 | 23.31 | 1.02 |
Excelsior Energy & Nat Resources | Specialty-Natural Res | 12.14 | 9.96 | 3.19 | 37.11 | 25.85 | 32.59 | $500 | 4 | 656.70M | 31-Dec-92 | 22.02 | 0.96 |
Fidelity Select Energy | Specialty-Natural Res | 8.53 | 5.45 | -3.28 | 40.72 | 27.12 | 31.52 | $2500 | 4 | 2.64B | 14-Jul-81 | 21.53 | 1.03 |
Guinness Atkinson Global Energy | Specialty-Natural Res | 7.61 | 4.97 | -2.79 | 37.56 | 27.04 | $5000 | 4 | 57.65M | 30-Jun-04 | 22.92 | 0.98 | |
T. Rowe Price New Era | Specialty-Natural Res | 7.79 | 2.81 | -2.53 | 36.44 | 23.18 | 29.82 | $2500 | 4 | 5.77B | 20-Jan-69 | 17.81 | 1.02 |
CGM Realty | Specialty-Real Estate | 1.0 | -2.2 | -3.94 | 25.1 | 24.81 | 39.81 | $2500 | 5 | 1.66B | 13-May-94 | 17.34 | 1.12 |
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 | 7.52B | 29.58 | 1.43 | |||||
iShares S&P Latin America 40 Index | Latin America Stock | 4.48 | 48.48 | 48.48 | 47.94 | 3.33B | 22.59 | 1.58 | |||||
PowerShares Gldn Dragon Halter USX China | Pacific/Asia ex-Japan Stk | 2.76 | 63.27 | 63.27 | 34.64 | 535.02M | 25.79 | 0.91 | |||||
BLDRS Emerging Markets 50 ADR Index | Diversified Emerging Mkts | 4.53 | 43.89 | 43.89 | 40.72 | 846.63M | 20.98 | 1.32 | |||||
iShares MSCI Malaysia Index | Pacific/Asia ex-Japan Stk | 10.66 | 44.59 | 44.59 | 25.16 | 1.48B | 15.02 | 1.31 | |||||
Legg Mason Emerging Markets Prim | Diversified Emerging Mkts | 5.75 | -4.86 | -6.17 | 39.77 | 32.23 | 39.65 | $1000 | 4 | 421.83M | 28-May-96 | 20.63 | 1.26 |
Janus Adviser International Growth S | Foreign Large Growth | 0.75 | -4.01 | -3.51 | 20.98 | 30.15 | 32.48 | $2500 | 5 | 1.38B | 01-May-97 | 15.84 | 1.49 |
Fidelity Advisor Emerging Markets I | Diversified Emerging Mkts | 5.68 | -6.75 | -7.62 | 35.59 | 31.96 | $2500 | 5 | 26.33M | 29-Mar-04 | 21.39 | 1.22 | |
Janus Overseas | Foreign Large Growth | 0.76 | -5.2 | -4.56 | 21.33 | 31.24 | 33.3 | $2500 | 5 | 9.05B | 02-May-94 | 16.66 | 1.48 |
Acadian Emerging Markets | Diversified Emerging Mkts | 6.82 | -6.42 | -6.94 | 37.78 | 30.27 | 41.49 | $2500 | 4 | 1.00B | 18-Jun-93 | 22.16 | 1.12 |
Fidelity Canada | Foreign Large Blend | 4.97 | 0.5 | -2.23 | 29.9 | 23.5 | 28.4 | $2500 | 5 | 4.01B | 17-Nov-87 | 16.07 | 1.14 |
T. Rowe Price Em Eur & Mediterranean | Diversified Emerging Mkts | 7.21 | 1.15 | -4.9 | 21.68 | 29.54 | 41.53 | $2500 | 5 | 1.56B | 01-Sep-00 | 20.14 | 1.18 |
SSgA Emerging Markets | Diversified Emerging Mkts | 6.2 | -7.26 | -6.71 | 33.43 | 29.48 | 36.76 | $1000 | 4 | 2.58B | 01-Mar-94 | 21.33 | 1.13 |
Matthews China | Pacific/Asia ex-Japan Stk | 2.04 | -18.29 | -15.56 | 41.51 | 34.52 | 32.93 | $2500 | 4 | 1.72B | 19-Feb-98 | 22.57 | 1.26 |
T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | 1.11 | -14.01 | -15.62 | 42.81 | 31.74 | 35.27 | $2500 | 4 | 4.22B | 28-Sep-90 | 22.05 | 1.18 |