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 :

Jul 15, 2008

Hot Mutual Funds and ETFs - July 2008

Welcome to the July edition of Hot Mutual Funds and ETFs.
The markets are still very brutal and as evident from the category returns all categories, except Natural resources and Precious metals, are down almost double digits percentages. The YTD (Year To Date) returns of Dow Jones is -17.98%, Nasdaq is -17.90% and S&P is -17.81%. I'm recommending my subscribers to watch your portfolio very closely in the short term.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)


Category Returns


Hot Mutual Funds and ETFs Recommendations

All data as of 6/30/2008. Next update before 8/15/2008
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
CGM FocusLarge Blend5.7827.0117.0970.8738.4735.41$250053.54B03-Sep-9721.941.42
Fidelity IndependenceLarge Growth1.817.026.4121.5220.1416.41$250044.97B25-Mar-8314.191.08
Janus TwentyLarge Growth-5.487.941.4723.2119.7218.57$2500510.44B30-Apr-8513.31.11
CGM MutualLarge Blend-2.3514.254.6926.1517.7219.13$25004552.31M06-Nov-2914.770.9
Janus Adviser Forty SLarge Growth-5.795.78-0.3122.4917.4717.27$250052.67B01-May-9713.330.97

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Fidelity Select ChemicalsMid-Cap Value-3.0910.866.8116.7618.9522.77$25004188.50M29-Jul-8511.371.23

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
United States OilSpecialty-Natural Res 39.750.03114.45    804.52M 
PowerShares DB EnergySpecialty-Natural Res 40.0554.5393.81    206.64M 
iShares S&P GSCI Commodity-Indexed TrustSpecialty-Natural Res 29.4742.0476.3    1.09B 
PowerShares DB Commodity Idx Trking FundSpecialty-Natural Res 25.342.0278.62    2.96B 
SPDR S&P Metals & MiningSpecialty-Natural Res 35.7137.152.13    805.07M 
Nationwide Global Natural Resources BSpecialty-Natural Res3.8924.6719.433.7136.74 $200052.45M29-Jun-0419.511.5
Excelsior Energy & Nat ResourcesSpecialty-Natural Res5.527.3527.6542.0434.1535.5$5004656.70M31-Dec-9222.131.26
Fidelity Select Natural ResourcesSpecialty-Natural Res4.1924.0115.7438.4936.8734.73$250041.60B03-Mar-9721.651.38
U.S. Global Investors Global ResSpecialty-Natural Res4.1624.0617.2637.5935.3245.76$500041.42B03-Aug-8323.541.24
Fidelity Select EnergySpecialty-Natural Res4.3423.9616.2837.8232.6234.35$250042.64B14-Jul-8121.621.23
T. Rowe Price New EraSpecialty-Natural Res1.2420.715.0632.4730.6831.72$250045.77B20-Jan-6918.031.35
USAA Precious Metals and MineralsSpecialty-Precious Metals3.694.3613.2541.4943.3933.31$30004763.27M15-Aug-8428.061.29
Guinness Atkinson Global EnergySpecialty-Natural Res0.7225.3817.9834.9830.41 $5000457.65M30-Jun-0423.581.07
ICON EnergySpecialty-Natural Res3.424.2310.3423.8126.9632.71$10004762.91M05-Nov-9723.660.96
CGM RealtySpecialty-Real Estate-4.139.834.3122.2728.133.09$250051.66B13-May-9417.541.27

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 16.7411.4348.6656.31   8.90B 31.011.49
iShares S&P Latin America 40 IndexLatin America Stock 9.9711.5632.1246.27   3.95B 22.71.64
Market Vectors Russia ETFEurope Stock 15.655.6334.95    1.57B 
Claymore/BNY BRICDiversified Emerging Mkts 7.39-7.4728.93    1.18B 
SPDR S&P BRIC 40Diversified Emerging Mkts 7.01-6.6824.5    318.59M 
Fidelity CanadaForeign Large Blend-3.5312.083.715.6124.726.06$250054.01B17-Nov-8716.981.15