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 :

Mar 13, 2008

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
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    267.34M 
Ultra QQQ ProSharesLarge Blend  28.7128.71    947.29M 
CGM FocusLarge Blend5.785.45-2.7871.8429.8438.65$250053.54B03-Sep-9721.261.14
Janus TwentyLarge Growth1.84-3.31-5.7627.3618.6620.2$2500510.44B30-Apr-8511.981.14
Janus Adviser Forty SLarge Growth2.98-4.09-5.8126.8617.7618.37$250052.67B01-May-9712.321.05
CGM MutualLarge Blend2.061.2-3.4637.1613.520.36$25004552.31M06-Nov-2913.370.7
Fidelity IndependenceLarge Growth2.77-3.18-6.0621.9115.2716.63$250044.97B25-Mar-8313.930.79

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    370.96M 
American Century Heritage InvMid-Cap Growth-1.66-10.93-13.5921.0620.5220.12$250041.97B10-Nov-8715.811.0

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    278.60M 
PowerShares WilderHill Clean EnergySpecialty-Natural Res 20.9758.558.5    1.40B 
Energy Select Sector SPDRSpecialty-Natural Res 6.3536.8836.8831.34   5.78B 19.920.87
iShares Dow Jones US EnergySpecialty-Natural Res 5.235.7535.7529.99   1.20B 19.340.84
United States OilSpecialty-Natural Res 21.1246.8246.82    525.35M 
USAA Precious Metals and MineralsSpecialty-Precious Metals8.722.1118.346.8143.9437.22$30004763.27M15-Aug-8428.211.29
DWS Gold & Precious Metals SSpecialty-Precious Metals9.622.3919.0948.9932.933.38$25004292.98M02-Sep-8830.080.95
Fidelity Select Natural ResourcesSpecialty-Natural Res8.765.62-2.6241.6229.9532.43$250041.60B03-Mar-9722.341.17
Nationwide Global Natural Resources BSpecialty-Natural Res8.354.12-1.6133.530.24 $200052.45M29-Jun-0419.781.23
U.S. Global Investors Global ResSpecialty-Natural Res9.056.81.243.0828.844.14$500041.42B03-Aug-8323.311.02
Excelsior Energy & Nat ResourcesSpecialty-Natural Res12.149.963.1937.1125.8532.59$5004656.70M31-Dec-9222.020.96
Fidelity Select EnergySpecialty-Natural Res8.535.45-3.2840.7227.1231.52$250042.64B14-Jul-8121.531.03
Guinness Atkinson Global EnergySpecialty-Natural Res7.614.97-2.7937.5627.04 $5000457.65M30-Jun-0422.920.98
T. Rowe Price New EraSpecialty-Natural Res7.792.81-2.5336.4423.1829.82$250045.77B20-Jan-6917.811.02
CGM RealtySpecialty-Real Estate1.0-2.2-3.9425.124.8139.81$250051.66B13-May-9417.341.12

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   7.52B 29.581.43
iShares S&P Latin America 40 IndexLatin America Stock 4.4848.4848.4847.94   3.33B 22.591.58
PowerShares Gldn Dragon Halter USX ChinaPacific/Asia ex-Japan Stk 2.7663.2763.2734.64   535.02M 25.790.91
BLDRS Emerging Markets 50 ADR IndexDiversified Emerging Mkts 4.5343.8943.8940.72   846.63M 20.981.32
iShares MSCI Malaysia IndexPacific/Asia ex-Japan Stk 10.6644.5944.5925.16   1.48B 15.021.31
Legg Mason Emerging Markets PrimDiversified Emerging Mkts5.75-4.86-6.1739.7732.2339.65$10004421.83M28-May-9620.631.26
Janus Adviser International Growth SForeign Large Growth0.75-4.01-3.5120.9830.1532.48$250051.38B01-May-9715.841.49
Fidelity Advisor Emerging Markets IDiversified Emerging Mkts5.68-6.75-7.6235.5931.96 $2500526.33M29-Mar-0421.391.22
Janus OverseasForeign Large Growth0.76-5.2-4.5621.3331.2433.3$250059.05B02-May-9416.661.48
Acadian Emerging MarketsDiversified Emerging Mkts6.82-6.42-6.9437.7830.2741.49$250041.00B18-Jun-9322.161.12
Fidelity CanadaForeign Large Blend4.970.5-2.2329.923.528.4$250054.01B17-Nov-8716.071.14
T. Rowe Price Em Eur & MediterraneanDiversified Emerging Mkts7.211.15-4.921.6829.5441.53$250051.56B01-Sep-0020.141.18
SSgA Emerging MarketsDiversified Emerging Mkts6.2-7.26-6.7133.4329.4836.76$100042.58B01-Mar-9421.331.13
Matthews ChinaPacific/Asia ex-Japan Stk2.04-18.29-15.5641.5134.5232.93$250041.72B19-Feb-9822.571.26
T. Rowe Price New AsiaPacific/Asia ex-Japan Stk1.11-14.01-15.6242.8131.7435.27$250044.22B28-Sep-9022.051.18