Delicious
Hot Mutual Funds and ETFs - July 2009
Welcome to the July 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 this year.
There are some good picks in the "Pacific/Asia ex-Japan Stk", "Diversified Emerging Mkts", "Latin America Stock" and "Technology" categories.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
| All data as of 6/30/2009. Next update before 8/15/2009 |
| 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 |
| ETF Ultra QQQ ProShares | Large Blend | 41.06 | 41.69 | -48.06 | -16.08 | 1.00B | 46.62 | -0.19 | |||||
| ETF PowerShares QQQ | Large Growth | 20.13 | 22.67 | -19.06 | -1.73 | 14.02B | 23.22 | -0.08 | |||||
| ETF First Trust NASDAQ-100 Equal Weight Idx | Large Blend | 19.95 | 22.1 | -21.35 | -6.15 | 22.94M | 24.07 | -0.26 | |||||
| ETF Ultra Russell1000 Growth ProShares | Large Growth | 33.77 | 17.09 | -53.31 | 29.52M | ||||||||
| ETF Fidelity Nasdaq Composite Index Tracking | Large Growth | 20.08 | 16.75 | -18.98 | -4.79 | 108.38M | 22.16 | -0.24 | |||||
| ETF iShares Morningstar Large Growth Index | Large Growth | 16.04 | 15.92 | -27.02 | -6.36 | 346.23M | 19.78 | -0.38 | |||||
| ETF Rydex S&P 500 Pure Growth | Large Growth | 20.25 | 14.7 | -23.97 | -6.5 | 32.99M | 21.46 | -0.34 | |||||
| ETF First Trust DB Strategic Value Index | Large Value | 20.92 | 12.65 | -23.62 | 38.35M | ||||||||
| ETF Rydex S&P Equal Weight | Large Blend | 24.85 | 11.98 | -24.67 | -9.06 | 1.13B | 23.56 | -0.41 | |||||
| ETF iShares Russell 3000 Growth Index | Large Growth | 17.12 | 11.61 | -24.5 | -5.81 | 315.28M | 19.49 | -0.36 | |||||
| Mutual Fund Yacktman Focused | Large Value | 0.7 | 36.91 | 29.09 | 11.35 | 4.47 | 4.89 | $2500 | 4 | 61.66M | 30-Apr-97 | 23.61 | 0.17 |
| Mutual Fund Fidelity OTC | Large Growth | 2.9 | 24.53 | 28.64 | -20.49 | -0.11 | 1.74 | $2500 | 3 | 3.10B | 31-Dec-84 | 25.47 | 0.01 |
| Mutual Fund Putnam Voyager Y | Large Growth | 3.13 | 28.46 | 27.95 | -9.57 | -2.19 | -0.3 | $0 | 3 | 168.30M | 31-Mar-94 | 21.85 | -0.13 |
| Mutual Fund Parnassus Workplace | Large Growth | 0.38 | 26.61 | 26.0 | -5.44 | 1.54 | $2000 | 5 | 8.70M | 29-Apr-05 | 23.26 | 0.05 | |
| Mutual Fund Yacktman | Large Value | 0.58 | 34.83 | 24.38 | 5.89 | 2.03 | 3.34 | $2500 | 5 | 263.49M | 06-Jul-92 | 22.41 | 0.06 |
| Mutual Fund California Investment Nasdaq 100 Idx Dir | Large Growth | 3.03 | 19.87 | 23.03 | -18.51 | -1.79 | -0.34 | $1000 | 3 | 8.74M | 18-Jan-00 | 23.22 | -0.09 |
| Mutual Fund T. Rowe Price New America Growth Adv | Large Growth | 0.4 | 18.62 | 22.56 | -20.55 | -2.35 | $2500 | 4 | 4.27M | 30-Dec-05 | 21.6 | -0.14 | |
| Mutual Fund Jennison 20/20 Focus R | Large Blend | 1.52 | 21.32 | 21.97 | -26.53 | -3.49 | 3.97 | $0 | 3 | 27.78M | 10-Jun-04 | 21.95 | -0.18 |
| Mutual Fund Principal Large Cap Growth I R5 | Large Growth | 0.66 | 19.69 | 21.12 | -20.94 | -5.24 | -1.29 | $0 | 3 | 12.55M | 06-Dec-00 | 21.34 | -0.28 |
| Mutual Fund Principal Large Cap Growth I R4 | Large Growth | 0.67 | 19.56 | 20.77 | -21.08 | -5.39 | -1.45 | $0 | 3 | 3.09M | 06-Dec-00 | 21.31 | -0.29 |
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 |
| ETF Ultra Russell MidCap Growth ProShares | Mid-Cap Growth | 40.63 | 25.46 | -63.0 | 15.49M | ||||||||
| ETF Rydex S&P Midcap 400 Pure Growth | Mid-Cap Growth | 26.64 | 23.93 | -18.89 | -2.7 | 42.66M | 23.91 | -0.12 | |||||
| ETF SPDR Dow Jones Mid Cap Growth | Mid-Cap Growth | 21.88 | 18.53 | -27.63 | -6.06 | 42.94M | 24.04 | -0.27 | |||||
| ETF RevenueShares Mid Cap | Mid-Cap Value | 26.75 | 18.33 | -19.71 | 30.17M | ||||||||
| ETF Claymore/Zacks Multi-Asset Income | Mid-Cap Value | 36.69 | 18.12 | -23.24 | 84.38M | ||||||||
| ETF iShares Russell Midcap Growth Index | Mid-Cap Growth | 21.1 | 16.86 | -30.37 | -8.09 | 2.06B | 23.35 | -0.37 | |||||
| ETF Claymore/Sabrient Insider | Mid-Cap Blend | 33.38 | 15.73 | -19.3 | 40.83M | ||||||||
| ETF iShares Morningstar Mid Growth Index | Mid-Cap Growth | 18.16 | 13.62 | -36.11 | -8.71 | 139.18M | 23.44 | -0.4 | |||||
| ETF Vanguard Mid-Cap Growth ETF | Mid-Cap Growth | 17.72 | 13.48 | -36.33 | 523.74M | ||||||||
| ETF iShares S&P MidCap 400 Growth Index | Mid-Cap Growth | 18.88 | 12.8 | -29.04 | -6.06 | 1.59B | 22.75 | -0.29 | |||||
| Mutual Fund RiverSource Mid Cap Growth R4 | Mid-Cap Growth | -0.92 | 26.86 | 31.75 | -17.65 | -4.98 | -0.61 | $2000 | 3 | 2.43M | 20-Mar-95 | 26.58 | -0.17 |
| Mutual Fund Baron iOpportunity | Mid-Cap Growth | 1.35 | 23.97 | 26.4 | -21.33 | -2.8 | 2.31 | $2000 | 3 | 101.00M | 29-Feb-00 | 26.95 | -0.08 |
| Mutual Fund Goldman Sachs Small/Mid Cap Growth I | Mid-Cap Growth | 1.87 | 21.71 | 24.02 | -21.2 | -0.77 | $0 | 4 | 51.73M | 30-Jun-05 | 23.79 | -0.04 | |
| Mutual Fund Goldman Sachs Small/Mid Cap Growth S | Mid-Cap Growth | 1.91 | 21.65 | 23.84 | -21.49 | -1.24 | $0 | 4 | 300.00K | 30-Jun-05 | 23.8 | -0.06 | |
| Mutual Fund Janus Adviser Small-Mid Growth S | Mid-Cap Growth | 2.34 | 25.1 | 23.25 | -14.67 | -0.85 | $2500 | 4 | 310.00K | 01-Aug-05 | 24.18 | -0.04 | |
| Mutual Fund Janus Adviser Small-Mid Growth R | Mid-Cap Growth | 2.25 | 24.93 | 23.07 | -14.95 | -1.12 | $2500 | 4 | 640.00K | 01-Aug-05 | 24.17 | -0.05 | |
| Mutual Fund Goldman Sachs Growth Opportunities I | Mid-Cap Growth | -0.31 | 22.46 | 22.93 | -23.04 | -1.73 | 1.64 | $0 | 3 | 707.93M | 24-May-99 | 23.66 | -0.08 |
| Mutual Fund Artisan Mid Cap Inv | Mid-Cap Growth | 0.39 | 20.24 | 22.57 | -22.5 | -3.79 | 1.27 | $1000 | 4 | 2.56B | 27-Jun-97 | 24.41 | -0.16 |
| Mutual Fund Thornburg Core Growth R3 | Mid-Cap Growth | 0.5 | 24.09 | 22.44 | -24.18 | -8.68 | 2.34 | $0 | 3 | 205.08M | 01-Jul-03 | 24.26 | -0.37 |
| Mutual Fund Rydex Mid Cap Growth H | Mid-Cap Growth | -0.13 | 26.3 | 21.82 | -19.58 | -4.17 | $2500 | 3 | 42.49M | 20-Feb-04 | 23.73 | -0.19 | |
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 |
| ETF Rydex S&P SmallCap 600 Pure Value | Small Value | 73.49 | 29.48 | -10.26 | -11.7 | 39.33M | 43.53 | -0.16 | |||||
| ETF SPDR Dow Jones Small Cap Growth | Small Growth | 28.71 | 17.7 | -25.24 | -7.15 | 94.08M | 25.61 | -0.28 | |||||
| ETF PowerShares FTSE RAFI US 1500 Small-Mid | Small Blend | 36.65 | 16.62 | -19.88 | 108.53M | ||||||||
| ETF WisdomTree SmallCap Earnings | Small Blend | 37.1 | 14.69 | -11.66 | 30.29M | ||||||||
| ETF Ultra Russell2000 Growth ProShares | Small Growth | 49.18 | 14.06 | -57.47 | 26.17M | ||||||||
| ETF Vanguard Small Cap Growth ETF | Small Growth | 24.35 | 14.05 | -27.35 | -7.32 | 993.12M | 24.99 | -0.3 | |||||
| ETF RevenueShares Small Cap | Small Blend | 35.57 | 13.49 | -13.88 | 32.10M | ||||||||
| ETF iShares Morningstar Small Growth Index | Small Growth | 22.67 | 12.5 | -24.29 | -7.67 | 76.78M | 24.17 | -0.33 | |||||
| ETF iShares Russell 2000 Growth Index | Small Growth | 23.29 | 11.58 | -24.88 | -7.74 | 2.71B | 24.07 | -0.34 | |||||
| Mutual Fund William Blair Small Cap Growth N | Small Growth | 5.81 | 37.12 | 39.1 | -11.62 | -7.95 | -0.96 | $5000 | 3 | 215.18M | 27-Dec-99 | 26.11 | -0.3 |
| Mutual Fund TCW Small Cap Growth I | Small Growth | 6.05 | 32.25 | 30.18 | -15.22 | -0.14 | 3.94 | $2000 | 3 | 73.84M | 01-Mar-94 | 25.35 | 0.01 |
| Mutual Fund TCW Small Cap Growth N | Small Growth | 5.97 | 32.05 | 29.91 | -15.55 | -0.5 | 3.57 | $2000 | 4 | 19.88M | 01-Mar-99 | 25.33 | -0.01 |
| Mutual Fund Perritt Micro Cap Opportunities | Small Blend | 3.43 | 39.48 | 27.57 | -23.35 | -9.47 | $1000 | 3 | 183.34M | 02-May-88 | 27.56 | -0.33 | |
| Mutual Fund River Oak Discovery | Small Growth | 0.97 | 27.46 | 25.23 | -22.83 | -6.62 | $2000 | 3 | 3.78M | 30-Jun-05 | 27.57 | -0.22 | |
| Mutual Fund Janus Venture | Small Growth | 5.54 | 28.3 | 24.74 | -21.82 | -6.58 | -0.24 | $2500 | 3 | 700.87M | 30-Apr-85 | 26.74 | -0.23 |
| Mutual Fund MFS New Discovery R4 | Small Growth | 4.18 | 30.95 | 24.63 | -17.88 | -5.09 | -0.72 | $0 | 3 | 27.99M | 01-Apr-05 | 26.88 | -0.17 |
| Mutual Fund MFS New Discovery I | Small Growth | 4.2 | 30.93 | 24.58 | -17.91 | -5.05 | -0.6 | $0 | 3 | 52.88M | 02-Jan-97 | 26.89 | -0.17 |
| Mutual Fund MFS New Discovery R3 | Small Growth | 4.23 | 30.95 | 24.56 | -18.05 | -5.35 | -0.93 | $0 | 3 | 2.11M | 01-Apr-05 | 26.88 | -0.18 |
| Mutual Fund Janus Triton | Small Growth | 2.04 | 24.76 | 23.29 | -14.26 | -0.31 | $2500 | 5 | 122.33M | 25-Feb-05 | 23.85 | -0.02 | |
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 Direxion Daily Technology Bull 3X Shares | Specialty-Technology | 67.08 | 64.93 | 67.26M | |||||||||
| ETF Ultra Technology ProShares | Specialty-Technology | 42.86 | 49.6 | -44.34 | 137.00M | ||||||||
| ETF B2B Internet HOLDRs | Specialty-Technology | 23.56 | 45.04 | -38.22 | -14.24 | 3.12M | |||||||
| ETF Market Vectors Steel ETF | Specialty-Natural Res | 54.1 | 43.45 | -58.42 | 227.48M | ||||||||
| ETF SPDR S&P Semiconductor | Specialty-Technology | 23.82 | 40.69 | -17.97 | -9.74 | 103.28M | 29.26 | -0.31 | |||||
| ETF iShares S&P North Amer Tech-Multimd Ntwk | Specialty-Technology | 40.29 | 40.37 | -16.86 | -7.52 | 138.37M | 32.47 | -0.17 | |||||
| ETF Ultra Semiconductor ProShares | Specialty-Technology | 32.31 | 39.49 | -58.74 | 106.67M | ||||||||
| ETF Broadband HOLDRs | Specialty-Technology | 22.92 | 35.65 | -9.99 | -11.98 | 85.59M | |||||||
| ETF PowerShares Dynamic Networking | Specialty-Technology | 33.99 | 34.35 | -2.76 | -1.07 | 19.41M | 28.21 | -0.01 | |||||
| ETF SPDR S&P Metals & Mining | Specialty-Natural Res | 47.84 | 34.25 | -60.19 | -8.31 | 602.42M | 44.07 | -0.04 | |||||
| Mutual Fund Fidelity Advisor Technology I | Technology | 4.04 | 33.27 | 42.54 | -17.37 | -3.97 | -1.08 | $2500 | 3 | 12.15M | 03-Sep-96 | 30.82 | -0.07 |
| Mutual Fund Fidelity Select Wireless | Communications | 0.17 | 24.64 | 41.49 | -11.76 | 5.71 | $2500 | 4 | 178.65M | 21-Sep-00 | 26.54 | 0.04 | |
| Mutual Fund Fidelity Select Technology | Technology | 4.08 | 32.35 | 40.72 | -18.26 | -2.84 | -1.3 | $2500 | 3 | 799.77M | 14-Jul-81 | 30.48 | -0.04 |
| Mutual Fund T. Rowe Price Global Technology | Technology | 3.47 | 30.42 | 39.91 | -10.24 | 2.18 | $2500 | 4 | 92.48M | 29-Sep-00 | 26.62 | 0.03 | |
| Mutual Fund MFS Technology I | Technology | 0.71 | 24.62 | 37.59 | -24.04 | -0.47 | 1.34 | $0 | 3 | 2.74M | 02-Jan-97 | 27.77 | 0.02 |
| Mutual Fund MFS Technology R2 | Technology | 0.64 | 24.54 | 37.08 | -24.46 | -1.04 | $0 | 3 | 7.03M | 31-Oct-03 | 27.79 | 0.0 | |
| Mutual Fund Firsthand e-Commerce | Technology | 1.11 | 23.39 | 35.32 | -4.71 | 1.03 | 2.55 | $2000 | 3 | 18.08M | 30-Sep-99 | 27.4 | 0.07 |
| Mutual Fund T. Rowe Price Science & Tech Adv | Technology | 2.78 | 24.44 | 34.75 | -18.45 | -1.37 | -1.19 | $2500 | 3 | 219.83M | 31-Mar-00 | 26.86 | -0.03 |
| Mutual Fund Fidelity Select Computers | Technology | 5.89 | 23.12 | 32.86 | -18.83 | -1.04 | -1.07 | $2500 | 3 | 217.42M | 29-Jul-85 | 27.56 | -0.01 |
| Mutual Fund Rydex Internet Inv | Technology | -0.12 | 22.2 | 32.46 | -14.85 | -3.28 | -2.28 | $2500 | 3 | 6.14M | 06-Apr-00 | 26.55 | -0.1 |
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 Claymore/AlphaShares China Small Cap | Pacific/Asia ex-Japan Stk | 51.87 | 57.63 | 1.54 | 86.86M | ||||||||
| ETF Direxion Daily Emrg Mkts Bull 3X Shares | Diversified Emerging Mkts | 100.75 | 56.2 | 169.15M | |||||||||
| ETF iShares MSCI Chile Investable Mkt Idx | Latin America Stock | 32.41 | 53.28 | 319.35M | |||||||||
| ETF WisdomTree India Earnings | Pacific/Asia ex-Japan Stk | 58.61 | 52.98 | -3.79 | 384.45M | ||||||||
| ETF iShares MSCI Brazil Index | Latin America Stock | 41.59 | 52.49 | -37.59 | 14.11 | 8.58B | 39.72 | 0.47 | |||||
| ETF SPDR S&P Emerging Markets Small Cap | Diversified Emerging Mkts | 46.56 | 47.63 | -18.24 | 25.41M | ||||||||
| ETF PowerShares India | Pacific/Asia ex-Japan Stk | 51.2 | 46.67 | -5.66 | 176.11M | ||||||||
| ETF iShares MSCI BRIC Index | Diversified Emerging Mkts | 43.8 | 42.92 | -30.49 | 323.97M | ||||||||
| ETF PowerShares Gldn Dragon Halter USX China | Pacific/Asia ex-Japan Stk | 44.22 | 42.86 | -13.53 | 10.71 | 382.83M | 38.52 | 0.37 | |||||
| ETF SPDR S&P BRIC 40 | Diversified Emerging Mkts | 36.66 | 41.64 | -30.36 | 262.73M | ||||||||
| Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 4.08 | 53.31 | 74.09 | 10.82 | 19.78 | 21.2 | $1000 | 3 | 28.67M | 12-May-98 | 43.53 | 0.57 |
| Mutual Fund DFA Emerging Markets Small Cap I | Diversified Emerging Mkts | -0.5 | 47.06 | 44.94 | -18.06 | 6.18 | 15.27 | $0 | 4 | 556.29M | 05-Mar-98 | 35.01 | 0.27 |
| Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | 0.3 | 44.0 | 42.53 | -27.93 | 3.39 | 16.35 | $1000 | 3 | 21.61M | 15-May-01 | 33.9 | 0.18 |
| Mutual Fund Janus Overseas | Foreign Large Growth | -2.87 | 36.78 | 41.83 | -24.01 | 2.42 | 14.84 | $2500 | 4 | 3.90B | 02-May-94 | 31.44 | 0.14 |
| Mutual Fund DFA Emerging Markets Value I | Diversified Emerging Mkts | -1.23 | 44.78 | 41.37 | -25.04 | 6.2 | 18.6 | $0 | 4 | 3.56B | 01-Apr-98 | 35.84 | 0.27 |
| Mutual Fund Ivy Pacific Opportunities Y | Pacific/Asia ex-Japan Stk | 0.88 | 39.76 | 40.85 | -8.22 | 7.4 | 15.26 | $0 | 3 | 3.63M | 24-Jul-03 | 33.27 | 0.29 |
| Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | -2.2 | 37.43 | 40.32 | -40.89 | 4.95 | 23.5 | $2500 | 3 | 5.73M | 21-Dec-98 | 35.28 | 0.24 |
| Mutual Fund Guinness Atkinson China & Hong Kong | Pacific/Asia ex-Japan Stk | -0.41 | 44.53 | 39.88 | -19.65 | 9.45 | 12.84 | $5000 | 3 | 112.93M | 30-Jun-94 | 36.57 | 0.35 |
| Mutual Fund Fidelity Latin America | Latin America Stock | -2.1 | 36.89 | 39.86 | -41.1 | 5.1 | 23.6 | $2500 | 3 | 2.07B | 19-Apr-93 | 35.27 | 0.25 |
| Mutual Fund Matthews China | Pacific/Asia ex-Japan Stk | 1.06 | 34.28 | 39.05 | -6.61 | 18.47 | 18.41 | $2500 | 5 | 729.61M | 19-Feb-98 | 33.92 | 0.59 |
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 ETF Center > ETF Browser | Bear Market | 37.78 | 33.07 | 61.58M | |||||||||
| Mutual Fund Rydex Inverse Gov Long Bond Strategy Inv | Bear Market | -1.31 | 12.99 | 20.98 | -12.85 | -7.91 | -5.14 | $2500 | 0 | 279.74M | 03-Mar-95 | 19.9 | -0.46 |
| Mutual Fund Rydex Inverse Gov Long Bond Strategy Adv | Bear Market | -1.42 | 12.9 | 20.73 | -13.23 | -8.33 | -5.58 | $2500 | 0 | 25.14M | 01-Aug-03 | 19.91 | -0.48 |
