Hot Mutual Funds and ETFs - February 2009
Welcome to the February edition of Hot Mutual Funds and ETFs.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 1/31/2009. Next update before 3/15/2009 |
ETFs listed in Green |
Mutual Funds listed in Yellow |
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 Intrepid Small Cap | Small Value | -3.55 | 2.16 | -3.55 | -8.38 | 3.72 | $2500 | 5 | 43.57M | 03-Oct-05 | 10.19 | 0.06 | |
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 SPDR Gold Shares | Specialty-Precious Metals | 1.7 | 4.92 | 4.92 | 18.82 | 20.7 | 0.69 | ||||||
ETF iShares COMEX Gold Trust | Specialty-Precious Metals | 1.39 | 5.11 | 5.11 | 18.77 | 21.77 | 0.67 | ||||||
ETF Biotech HOLDRs | Specialty-Health | -6.14 | 6.1 | 6.1 | -5.09 | ||||||||
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 |
Mutual Fund Activa International | Foreign Large Blend | -5.72 | 4.48 | -5.72 | -32.81 | -6.49 | 2.03 | $500 | 5 | 15.81M | 01-Sep-99 | 18.74 | -0.46 |
Mutual Fund Matthews Asian Growth & Income | Pacific/Asia ex-Japan Stk | -3.31 | 4.37 | -3.31 | -30.78 | -1.84 | 6.09 | $2500 | 5 | 1.07B | 12-Sep-94 | 17.83 | -0.21 |
Mutual Fund Columbia Greater China Z | Pacific/Asia ex-Japan Stk | -11.11 | 1.39 | -11.11 | -46.32 | 2.49 | 7.71 | $2500 | 5 | 24.91M | 16-May-97 | 34.85 | 0.14 |
Mutual Fund Old Mutual Clay Finlay China Z | Pacific/Asia ex-Japan Stk | -7.62 | 1.59 | -7.62 | -40.11 | 5.32 | $2500 | 5 | 3.12M | 30-Dec-05 | 29.54 | 0.2 | |
Mutual Fund Matthews China | Pacific/Asia ex-Japan Stk | -7.81 | 1.02 | -7.81 | -43.13 | 5.97 | 6.98 | $2500 | 5 | 729.61M | 19-Feb-98 | 31.12 | 0.23 |