Hot Mutual Funds and ETFs - September 2008
Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets are still down double digit percentages for the year.
The YTD (Year To Date) returns of Dow Jones is -18.40%, Nasdaq is -19.73% and S&P is -19.88%. 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 8/31/2008, next update in mid-October |
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 |
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 | 22.83 | 0.77 |
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 | 22.82 | 0.72 |
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 Focus | Large Blend | -6.65 | -19.98 | -11.43 | 15.07 | 22.25 | 25.57 | $2500 | 5 | 8.64B | 03-Sep-97 | 25.74 | 0.76 |
Mutual Fund Janus Twenty | Large Growth | -3.51 | -13.27 | -6.9 | 11.41 | 14.11 | 16.08 | $2500 | 5 | 12.80B | 30-Apr-85 | 13.96 | 0.73 |
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 Tr | Small Blend | 2.22 | -4.58 | 1.79 | 10.22 | 10.7 | 15.18 | $1000 | 5 | 4.69B | 26-Aug-93 | 11.7 | 0.58 |
Mutual Fund Neuberger Berman Genesis Inv | Small Blend | 2.13 | -4.64 | 1.75 | 10.18 | 10.74 | 15.23 | $1000 | 5 | 2.07B | 27-Sep-88 | 11.7 | 0.58 |
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 | 1.20B | ||||||||
ETF PowerShares DB Energy | Specialty-Natural Res | 40.05 | 54.53 | 93.81 | 89.05M | ||||||||
ETF iShares S&P GSCI Commodity-Indexed Trust | Specialty-Natural Res | 29.47 | 42.04 | 76.3 | 785.29M | ||||||||
ETF PowerShares DB Commodity Idx Trking Fund | Specialty-Natural Res | 25.3 | 42.02 | 78.62 | 2.06B | ||||||||
ETF First Trust ISE-Revere Natural Gas | Specialty-Natural Res | 34.28 | 41.81 | 54.91 | 85.44M | ||||||||
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 Fidelity Select Medical Equip/Systems | Specialty-Health | 3.82 | 7.22 | 8.44 | 14.57 | 10.02 | 12.81 | $2500 | 5 | 1.28B | 28-Apr-98 | 8.47 | 0.69 |
Mutual Fund CGM Realty | Specialty-Real Estate | -1.56 | -11.02 | -3.18 | 15.8 | 21.54 | 30.26 | $2500 | 5 | 2.27B | 13-May-94 | 17.7 | 0.97 |
Mutual Fund USAA Precious Metals and Minerals | Specialty-Precious Metals | -11.4 | -18.19 | -10.64 | 14.01 | 30.31 | 21.82 | $3000 | 5 | 1.15B | 15-Aug-84 | 30.26 | 0.9 |
Mutual Fund AIM Energy Inv | Specialty-Natural Res | -2.26 | -17.58 | -1.12 | 18.56 | 17.69 | 29.84 | $1000 | 4 | 716.72M | 19-Jan-84 | 23.97 | 0.63 |
Mutual Fund Fidelity Select Natural Resources | Specialty-Natural Res | -2.04 | -15.86 | -6.53 | 12.33 | 21.1 | 28.19 | $2500 | 4 | 2.62B | 03-Mar-97 | 24.28 | 0.75 |
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 | 7.24B | 32.74 | 1.08 | |||||
ETF iShares S&P Latin America 40 Index | Latin America Stock | 9.97 | 11.56 | 32.12 | 46.27 | 2.86B | 24.26 | 1.17 | |||||
ETF BLDRS Emerging Markets 50 ADR Index | Diversified Emerging Mkts | 6.05 | -6.1 | 14.85 | 33.17 | 672.83M | 23.05 | 0.88 | |||||
ETF Market Vectors Russia ETF | Europe Stock | 15.65 | 5.63 | 34.95 | 883.02M | ||||||||
ETF iShares MSCI Canada Index | Foreign Large Value | 9.79 | 3.6 | 12.81 | 23.63 | 2.07B | 18.06 | 0.69 |