Delicious
Hot Mutual Funds and ETFs - May 2009
Welcome to the April edition of Hot Mutual Funds and ETFs.
As you can see from the Category Returns, there are a few Categories that have over 15% returns over the last few months.
There are some good picks in the "Pacific/Asia ex-Japan Stk", "Diversified Emerging Mkts" and "Latin America Stock" categories.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
| All data as of 4/30/2009. Next update before 6/15/2009 |
| 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 |
| ETF Market Vectors Renminbi/USD ETN | Large Value | 4.31 | 4.31 | 1.96 | 61.95M | 16.83 | -0.83 | ||||||
| ETF PowerShares QQQ | Large Growth | 2.11 | 2.11 | -30.33 | -9.92 | 13.39B | 23.44 | -0.29 | |||||
| Mutual Fund Parnassus Workplace | Large Growth | 20.64 | 28.92 | 20.06 | -15.86 | -1.21 | $2000 | 5 | 8.70M | 29-Apr-05 | 23.2 | -0.08 | |
| Mutual Fund Fidelity OTC | Large Growth | 15.56 | 22.91 | 19.38 | -28.55 | -5.23 | 1.46 | $2500 | 3 | 3.10B | 31-Dec-84 | 25.68 | -0.21 |
| Mutual Fund Parnassus | Large Growth | 19.52 | 26.57 | 18.04 | -20.64 | -4.28 | $2000 | 3 | 161.78M | 27-Dec-84 | 24.37 | -0.19 | |
| Mutual Fund Weitz Partners III Opportunity | Large Blend | 15.81 | 20.63 | 17.69 | -16.84 | -7.72 | $2500 | 3 | 147.00M | 30-Dec-05 | 19.58 | -0.48 | |
| Mutual Fund Yacktman Focused | Large Value | 23.72 | 31.26 | 16.65 | -9.38 | 3.29 | $2500 | 4 | 61.66M | 30-Apr-97 | 22.97 | 0.0 | |
| Mutual Fund California Investment Nasdaq 100 Idx Dir | Large Growth | 13.14 | 18.86 | 16.12 | -26.27 | -6.06 | $1000 | 3 | 8.74M | 18-Jan-00 | 23.44 | -0.29 | |
| Mutual Fund Putnam Voyager Y | Large Growth | 15.82 | 20.61 | 15.36 | -21.71 | -7.52 | -1.74 | $0 | 3 | 168.30M | 31-Mar-94 | 21.49 | -0.41 |
| Mutual Fund T. Rowe Price New America Growth Adv | Large Growth | 11.62 | 17.6 | 15.33 | -27.43 | -5.42 | $2500 | 4 | 4.27M | 30-Dec-05 | 21.4 | -0.3 | |
| Mutual Fund Principal Large Cap Growth I R5 | Large Growth | 13.39 | 18.03 | 14.74 | -28.09 | -8.02 | -1.68 | $0 | 3 | 12.55M | 06-Dec-00 | 21.22 | -0.44 |
| Mutual Fund Principal Large Cap Growth I R4 | Large Growth | 13.37 | 17.84 | 14.52 | -28.19 | -8.14 | -1.81 | $0 | 3 | 3.09M | 06-Dec-00 | 21.19 | -0.45 |
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 RiverSource Mid Cap Growth R4 | Mid-Cap Growth | 18.58 | 26.03 | 23.16 | -26.88 | -9.11 | -1.24 | $2000 | 3 | 2.43M | 20-Mar-95 | 26.4 | -0.35 |
| Mutual Fund Baron iOpportunity | Mid-Cap Growth | 15.29 | 20.09 | 17.56 | -31.84 | -7.75 | 1.29 | $2000 | 3 | 101.00M | 29-Feb-00 | 26.94 | -0.28 |
| Mutual Fund Artisan Mid Cap Inv | Mid-Cap Growth | 15.11 | 22.91 | 17.34 | -29.28 | -6.98 | 1.61 | $1000 | 4 | 2.56B | 27-Jun-97 | 24.52 | -0.3 |
| Mutual Fund Goldman Sachs Small/Mid Cap Growth I | Mid-Cap Growth | 15.01 | 21.18 | 17.19 | -26.55 | -5.31 | $0 | 4 | 51.73M | 30-Jun-05 | 24.0 | -0.24 | |
| Mutual Fund Goldman Sachs Small/Mid Cap Growth S | Mid-Cap Growth | 15.06 | 21.2 | 17.14 | -26.81 | -5.79 | $0 | 4 | 300.00K | 30-Jun-05 | 24.01 | -0.26 | |
| Mutual Fund Janus Adviser Small-Mid Growth S | Mid-Cap Growth | 18.83 | 23.2 | 17.07 | -23.59 | -6.22 | $2500 | 4 | 310.00K | 01-Aug-05 | 24.56 | -0.27 | |
| Mutual Fund Janus Adviser Small-Mid Growth R | Mid-Cap Growth | 18.73 | 23.14 | 16.96 | -23.77 | -6.45 | $2500 | 4 | 640.00K | 01-Aug-05 | 24.56 | -0.28 | |
| Mutual Fund Goldman Sachs Growth Opportunities I | Mid-Cap Growth | 15.05 | 19.52 | 15.49 | -29.66 | -5.94 | 1.09 | $0 | 3 | 707.93M | 24-May-99 | 23.56 | -0.28 |
| Mutual Fund Goldman Sachs Growth Opp Svc | Mid-Cap Growth | 15.09 | 19.37 | 15.37 | -29.99 | -6.39 | $0 | 3 | 6.62M | 24-May-99 | 23.58 | -0.3 | |
| Mutual Fund Rydex Mid Cap Growth H | Mid-Cap Growth | 19.44 | 21.44 | 15.2 | -24.0 | -7.85 | $2500 | 3 | 42.49M | 20-Feb-04 | 23.71 | -0.36 | |
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 William Blair Small Cap Growth N | Small Growth | 22.74 | 27.1 | 24.51 | -25.22 | -13.35 | -2.21 | $5000 | 3 | 215.18M | 27-Dec-99 | 25.75 | -0.55 |
| Mutual Fund Parnassus Small-Cap | Small Blend | 25.9 | 25.89 | 18.09 | -9.74 | -3.97 | $2000 | 5 | 27.32M | 29-Apr-05 | 26.76 | -0.14 | |
| Mutual Fund River Oak Discovery | Small Growth | 19.26 | 25.79 | 17.18 | -29.25 | -9.97 | $2000 | 3 | 3.78M | 30-Jun-05 | 27.51 | -0.36 | |
| Mutual Fund Janus Triton | Small Growth | 18.45 | 23.14 | 17.06 | -22.77 | -5.83 | $2500 | 5 | 122.33M | 25-Feb-05 | 24.26 | -0.26 | |
| Mutual Fund Wells Fargo Advantage Sm Cap Gr Inv | Small Growth | 19.47 | 25.77 | 15.46 | -22.47 | -7.14 | $2500 | 4 | 17.69M | 11-Apr-05 | 27.09 | -0.25 | |
| Mutual Fund MFS New Discovery R4 | Small Growth | 19.0 | 22.67 | 13.26 | -29.0 | -10.93 | $0 | 3 | 27.99M | 01-Apr-05 | 26.84 | -0.41 | |
| Mutual Fund MFS New Discovery I | Small Growth | 18.98 | 22.64 | 13.21 | -29.04 | -10.88 | -2.11 | $0 | 3 | 52.88M | 02-Jan-97 | 26.85 | -0.41 |
| Mutual Fund MFS New Discovery R3 | Small Growth | 18.96 | 22.55 | 13.15 | -29.21 | -11.19 | $0 | 3 | 2.11M | 01-Apr-05 | 26.83 | -0.42 | |
| Mutual Fund Janus Venture | Small Growth | 15.86 | 19.26 | 12.64 | -33.38 | -12.31 | -1.34 | $2500 | 3 | 700.87M | 30-Apr-85 | 26.62 | -0.48 |
| Mutual Fund Lord Abbett Developing Growth P | Small Growth | 14.96 | 17.25 | 12.43 | -29.62 | -8.5 | 1.92 | $0 | 4 | 68.74M | 05-Jan-98 | 25.76 | -0.34 |
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 Ultra Silver ProShares | Specialty-Precious Metals | 23.78 | 23.78 | 58.16M | |||||||||
| ETF United States Gasoline | Specialty-Natural Res | 22.76 | 22.76 | -50.75 | 71.51M | ||||||||
| ETF iShares Silver Trust | Specialty-Precious Metals | 14.2 | 14.2 | -24.95 | 3.41B | 35.2 | 0.08 | ||||||
| ETF SPDR S&P Semiconductor | Specialty-Technology | 13.63 | 13.63 | -29.33 | -19.87 | 96.90M | 29.53 | -0.58 | |||||
| ETF PowerShares DB Base Metals | Specialty-Natural Res | 10.75 | 10.75 | -46.39 | 184.86M | ||||||||
| Mutual Fund Fidelity Select Wireless | Communications | 15.61 | 26.8 | 31.24 | -24.23 | -5.54 | 6.57 | $2500 | 4 | 178.65M | 21-Sep-00 | 26.6 | -0.2 |
| Mutual Fund MFS Technology I | Technology | 16.58 | 26.6 | 28.71 | -34.14 | -5.88 | 1.63 | $0 | 3 | 2.74M | 02-Jan-97 | 28.09 | -0.19 |
| Mutual Fund MFS Technology R4 | Technology | 16.6 | 26.54 | 28.51 | -34.16 | -5.95 | $0 | 4 | 40.00K | 01-Apr-05 | 28.09 | -0.19 | |
| Mutual Fund MFS Technology R2 | Technology | 16.58 | 26.29 | 28.32 | -34.5 | -6.43 | $0 | 3 | 7.03M | 31-Oct-03 | 28.11 | -0.21 | |
| Mutual Fund Fidelity Advisor Technology I | Technology | 19.23 | 31.59 | 27.51 | -30.93 | -11.47 | -1.67 | $2500 | 3 | 12.15M | 03-Sep-96 | 30.91 | -0.34 |
| Mutual Fund Firsthand e-Commerce | Technology | 15.25 | 33.33 | 26.39 | -18.85 | -2.78 | 3.3 | $2000 | 3 | 18.08M | 30-Sep-99 | 27.67 | -0.08 |
| Mutual Fund Rydex Internet Inv | Technology | 16.59 | 26.23 | 26.39 | -25.66 | -7.06 | -1.11 | $2500 | 3 | 6.14M | 06-Apr-00 | 26.67 | -0.26 |
| Mutual Fund Fidelity Select Technology | Technology | 18.8 | 30.5 | 26.32 | -31.33 | -9.14 | -1.82 | $2500 | 3 | 799.77M | 14-Jul-81 | 30.42 | -0.26 |
| Mutual Fund Jacob Internet | Technology | 15.83 | 23.85 | 25.78 | -32.64 | -15.48 | $2500 | 3 | 24.63M | 13-Dec-99 | 28.74 | -0.55 | |
| Mutual Fund T. Rowe Price Global Technology | Technology | 16.19 | 27.34 | 24.65 | -24.36 | -6.61 | 1.37 | $2500 | 4 | 92.48M | 29-Sep-00 | 26.44 | -0.25 |
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 Chile Investable Mkt Idx | Latin America Stock | 15.76 | 15.76 | -33.52 | 199.88M | ||||||||
| ETF iShares MSCI Brazil Index | Latin America Stock | 7.72 | 7.72 | -48.52 | 6.06B | 39.55 | 0.22 | ||||||
| ETF Market Vectors Russia ETF | Europe Stock | 7.5 | 7.5 | -68.94 | 564.13M | ||||||||
| ETF iShares MSCI Taiwan Index | Pacific/Asia ex-Japan Stk | 6.32 | 6.32 | -45.0 | -10.43 | 1.86B | 31.0 | -0.18 | |||||
| ETF SPDR S&P BRIC 40 | Diversified Emerging Mkts | 3.49 | 3.49 | -45.57 | 156.59M | ||||||||
| Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 17.74 | 42.01 | 33.7 | -30.16 | 6.83 | 14.08 | $1000 | 3 | 28.67M | 12-May-98 | 41.6 | 0.29 |
| Mutual Fund Janus Overseas | Foreign Large Growth | 18.77 | 24.39 | 23.15 | -43.09 | -4.29 | 10.69 | $2500 | 4 | 3.90B | 02-May-94 | 29.86 | -0.1 |
| Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | 20.71 | 29.66 | 19.47 | -44.98 | -6.03 | 11.89 | $1000 | 3 | 21.61M | 15-May-01 | 32.8 | -0.12 |
| Mutual Fund Janus Adviser International Growth S | Foreign Large Growth | 15.8 | 20.44 | 19.32 | -41.82 | -3.57 | 11.14 | $2500 | 5 | 760.49M | 01-May-97 | 27.64 | -0.11 |
| Mutual Fund Janus Adviser International Growth R | Foreign Large Growth | 15.79 | 20.44 | 19.31 | -41.96 | -3.7 | $2500 | 5 | 50.33M | 30-Sep-04 | 27.64 | -0.11 | |
| Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | 16.34 | 20.8 | 18.78 | -49.46 | -4.1 | 20.19 | $2500 | 3 | 5.73M | 21-Dec-98 | 34.15 | -0.03 |
| Mutual Fund Fidelity Latin America | Latin America Stock | 16.05 | 20.45 | 18.57 | -49.62 | -4.12 | 20.41 | $2500 | 3 | 2.07B | 19-Apr-93 | 34.24 | -0.03 |
| Mutual Fund DFA Emerging Markets Small Cap I | Diversified Emerging Mkts | 20.25 | 28.39 | 18.52 | -41.09 | -5.76 | 9.96 | $0 | 4 | 556.29M | 05-Mar-98 | 33.22 | -0.1 |
| Mutual Fund DFA United Kingdom Small Company I | Europe Stock | 20.91 | 20.86 | 17.93 | -42.13 | -14.11 | -0.38 | $0 | 3 | 22.19M | 04-Mar-86 | 26.26 | -0.56 |
| Mutual Fund Acadian Emerging Markets | Diversified Emerging Mkts | 18.26 | 29.53 | 17.76 | -50.29 | -9.44 | 11.26 | $2500 | 3 | 276.18M | 17-Jun-93 | 34.98 | -0.19 |
Hot Bear Market 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 UltraShort MSCI EAFE ProShares | Bear Market | 18.97 | 18.97 | 56.12 | 68.09M | ||||||||
| ETF UltraShort Dow30 ProShares | Bear Market | 17.85 | 17.85 | 52.51 | 576.74M | ||||||||
| ETF UltraShort 20+ Year Treasury ProShares | Bear Market | 15.66 | 15.66 | 3.66B | |||||||||
| ETF UltraShort Yen ProShares | Bear Market | 15.29 | 15.29 | 68.59M | |||||||||
| ETF Rydex Inverse 2x S&P 500 | Bear Market | 12.23 | 12.23 | 58.77 | 97.55M | ||||||||
| Mutual Fund Rydex Inverse Gov Long Bond Strategy Inv | Bear Market | 9.61 | 2.67 | 17.36 | -15.56 | -8.65 | -5.88 | $2500 | 0 | 279.74M | 03-Mar-95 | 19.71 | -0.52 |
| Mutual Fund Rydex Inverse Gov Long Bond Strategy Adv | Bear Market | 9.65 | 2.6 | 17.26 | -15.88 | -9.05 | -6.31 | $2500 | 0 | 25.14M | 01-Aug-03 | 19.71 | -0.54 |
| Mutual Fund PIMCO StocksPLUS TR Short Strat D | Bear Market | -7.45 | -5.25 | 3.56 | 41.52 | $1000 | 0 | 47.28M | 31-Jul-06 | 0.0 | 0.0 | ||
| Mutual Fund Access Flex Bear High Yield Inv | Bear Market | -8.49 | -4.01 | 3.53 | 5.53 | $4000 | 0 | 57.51M | 27-Apr-05 | 11.46 | -0.16 | ||
| Mutual Fund Rydex Inverse High Yield Strategy H | Bear Market | -7.2 | -4.17 | 2.42 | 7.4 | $2500 | 0 | 2.23M | 16-Apr-07 | 0.0 | 0.0 | ||
| Mutual Fund Rydex Inverse Dow 2x Strategy H | Bear Market | -15.12 | -14.72 | 0.04 | 48.34 | 6.44 | -1.01 | $2500 | 0 | 31.39M | 20-Feb-04 | 31.79 | 0.24 |
| Mutual Fund Rydex Inverse S&P 500 Strategy Inv | Bear Market | -9.46 | -9.78 | -2.42 | 30.68 | 10.22 | 3.16 | $2500 | 0 | 212.60M | 07-Jan-94 | 17.55 | 0.45 |
| Mutual Fund Federated Prudent Bear C | Bear Market | -7.63 | -7.91 | -2.53 | 23.56 | 11.56 | 6.33 | $2000 | 0 | 61.25M | 08-Feb-99 | 16.41 | 0.55 |
| Mutual Fund Rydex Inverse S&P 500 Strategy Adv | Bear Market | -9.5 | -9.87 | -2.58 | 29.98 | 9.65 | 2.63 | $2500 | 0 | 13.52M | 05-Aug-98 | 17.55 | 0.42 |
| Mutual Fund Comstock Capital Value R | Bear Market | -8.45 | -6.82 | -5.42 | 44.56 | 13.24 | 1.06 | $1000 | 0 | 110.00K | 22-Aug-95 | 20.89 | 0.54 |
