Delicious
Hot Mutual Funds and ETFs - August 2008
Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets recovered a little during July but they are still down double digit percentages for the year.
The YTD (Year To Date) returns of Dow Jones is -11.86%, Nasdaq is -6.38% and S&P is -11.46%. 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 7/31/2008. Next update before 9/15/2008 |
| ETFs listed in Green |
| Mutual Funds listed in Yellow |
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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 |
| Mutual Fund CGM Focus | Large Blend | -18.97 | -8.59 | -5.12 | 30.95 | 27.3 | 29.57 | $2500 | 5 | 8.64B | 03-Sep-97 | 25.3 | 0.93 |
| Mutual Fund ProFunds Basic Materials UltraSector Inv | Large Value | -12.07 | -4.87 | -1.69 | 14.57 | 21.44 | 20.56 | $5000 | 5 | 51.21M | 04-Sep-01 | 22.64 | 0.79 |
| Mutual Fund Janus Twenty | Large Growth | -4.91 | -6.34 | -3.51 | 17.7 | 15.94 | 17.13 | $2500 | 5 | 12.80B | 30-Apr-85 | 13.68 | 0.85 |
| Mutual Fund ProFunds Basic Materials UltraSector Svc | Large Value | -12.14 | -5.1 | -2.26 | 13.41 | 20.24 | 19.38 | $5000 | 5 | 4.38M | 04-Sep-01 | 22.62 | 0.75 |
| Mutual Fund Janus Adviser Forty S | Large Growth | -4.45 | -6.58 | -4.75 | 15.3 | 14.35 | 15.89 | $2500 | 5 | 4.03B | 01-May-97 | 13.69 | 0.75 |
| Mutual Fund Janus Adviser Forty R | Large Growth | -4.47 | -6.64 | -4.89 | 15.02 | 14.07 | $2500 | 5 | 92.94M | 30-Sep-04 | 13.68 | 0.74 | |
| Mutual Fund CGM Mutual | Large Growth | -7.86 | -5.9 | -3.53 | 13.42 | 13.44 | 17.32 | $2500 | 5 | 664.17M | 06-Nov-29 | 15.68 | 0.62 |
| Mutual Fund Fidelity Independence | Large Growth | -10.74 | -4.85 | -5.01 | 10.02 | 13.52 | 13.5 | $2500 | 5 | 7.03B | 25-Mar-83 | 15.66 | 0.63 |
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 |
| Mutual Fund Fidelity Select Chemicals | Mid-Cap Value | -2.89 | 0.08 | 3.72 | 14.55 | 15.38 | 19.88 | $2500 | 5 | 571.38M | 29-Jul-85 | 11.26 | 0.97 |
Hot Small 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 |
| Mutual Fund Neuberger Berman Genesis Inv | Small Blend | -4.15 | -2.34 | -0.38 | 10.11 | 10.35 | 15.65 | $1000 | 5 | 2.07B | 27-Sep-88 | 11.67 | 0.55 |
| Mutual Fund Neuberger Berman Genesis Tr | Small Blend | -4.14 | -2.35 | -0.43 | 10.01 | 10.28 | 15.58 | $1000 | 5 | 4.69B | 26-Aug-93 | 11.67 | 0.55 |
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 |
| ETF United States Oil | Specialty-Natural Res | 39.7 | 50.03 | 114.45 | 1.09B | ||||||||
| ETF PowerShares DB Energy | Specialty-Natural Res | 40.05 | 54.53 | 93.81 | 171.85M | ||||||||
| ETF iShares S&P GSCI Commodity-Indexed Trust | Specialty-Natural Res | 29.47 | 42.04 | 76.3 | 919.33M | ||||||||
| ETF PowerShares DB Commodity Idx Trking Fund | Specialty-Natural Res | 25.3 | 42.02 | 78.62 | 2.36B | ||||||||
| ETF First Trust ISE-Revere Natural Gas | Specialty-Natural Res | 34.28 | 41.81 | 54.91 | 96.43M | ||||||||
| Mutual Fund USAA Precious Metals and Minerals | Specialty-Precious Metals | -10.94 | -0.7 | 0.86 | 23.87 | 38.39 | 28.43 | $3000 | 5 | 1.15B | 15-Aug-84 | 29.15 | 1.13 |
| Mutual Fund BlackRock All-Cap Global Resources Svc | Specialty-Natural Res | -18.98 | -5.54 | 4.07 | 24.75 | 24.66 | $5000 | 4 | 7.03M | 16-Feb-05 | 25.48 | 0.84 | |
| Mutual Fund Dreyfus Premier Natural Resources I | Specialty-Natural Res | -18.33 | -5.29 | 3.25 | 23.14 | 23.89 | $1000 | 4 | 1.05M | 31-Oct-03 | 25.64 | 0.81 | |
| Mutual Fund CGM Realty | Specialty-Real Estate | -5.72 | -7.08 | -1.65 | 17.99 | 22.04 | 32.19 | $2500 | 5 | 2.27B | 13-May-94 | 17.64 | 0.99 |
| Mutual Fund AIM Energy Inv | Specialty-Natural Res | -18.42 | -7.39 | 1.17 | 19.65 | 21.79 | 32.1 | $1000 | 4 | 716.72M | 19-Jan-84 | 24.16 | 0.77 |
| Mutual Fund Fidelity Select Natural Resources | Specialty-Natural Res | -17.56 | -6.79 | -4.58 | 14.57 | 24.92 | 30.26 | $2500 | 4 | 2.62B | 03-Mar-97 | 24.38 | 0.87 |
| Mutual Fund BlackRock Health Sciences Ops Svc | Specialty-Health | 6.67 | 7.87 | -1.16 | 12.5 | 10.85 | $5000 | 5 | 5.68M | 31-Jan-05 | 9.82 | 0.68 | |
| Mutual Fund Fidelity Select Medical Equip/Systems | Specialty-Health | 4.62 | 4.88 | 4.45 | 13.49 | 8.61 | 11.91 | $2500 | 5 | 1.28B | 28-Apr-98 | 8.3 | 0.54 |
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 |
| ETF iShares MSCI Brazil Index | Latin America Stock | 16.74 | 11.43 | 48.66 | 56.31 | 8.07B | 31.98 | 1.32 | |||||
| ETF iShares S&P Latin America 40 Index | Latin America Stock | 9.97 | 11.56 | 32.12 | 46.27 | 3.47B | 23.59 | 1.38 | |||||
| ETF BLDRS Emerging Markets 50 ADR Index | Diversified Emerging Mkts | 6.05 | -6.1 | 14.85 | 33.17 | 749.60M | 22.62 | 1.02 | |||||
| ETF Market Vectors Russia ETF | Europe Stock | 15.65 | 5.63 | 34.95 | 1.18B | ||||||||
| ETF iShares MSCI Canada Index | Foreign Large Value | 9.79 | 3.6 | 12.81 | 23.63 | 2.17B | 18.12 | 0.82 | |||||
| Mutual Fund T. Rowe Price Latin America | Latin America Stock | -8.08 | -10.08 | -5.2 | 10.6 | 40.44 | 43.33 | $2500 | 4 | 3.50B | 29-Dec-93 | 25.82 | 1.3 |
