Hot Mutual Funds and ETFs - August 2009
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 7/31/2009. Next update before 9/15/2009 |
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 | |||||
Mutual Fund Parnassus Workplace | Large Growth | 10.83 | 16.31 | 39.64 | 3.05 | 6.0 | $2000 | 5 | 8.70M | 29-Apr-05 | 23.96 | 0.24 | |
Mutual Fund Putnam Voyager Y | Large Growth | 8.6 | 20.45 | 38.95 | -0.17 | 1.59 | 2.59 | $0 | 3 | 168.30M | 31-Mar-94 | 22.32 | 0.06 |
Mutual Fund Yacktman Focused | Large Value | 7.15 | 18.57 | 38.31 | 17.6 | 7.02 | 7.26 | $2500 | 4 | 61.66M | 30-Apr-97 | 23.91 | 0.28 |
Mutual Fund Fidelity OTC | Large Growth | 6.84 | 15.13 | 37.44 | -13.28 | 3.73 | 5.19 | $2500 | 3 | 3.10B | 31-Dec-84 | 25.58 | 0.16 |
Mutual Fund Yacktman | Large Value | 7.97 | 18.83 | 34.3 | 11.93 | 4.58 | 5.74 | $2500 | 5 | 263.49M | 06-Jul-92 | 22.83 | 0.18 |
Mutual Fund California Investment Nasdaq 100 Idx Dir | Large Growth | 8.56 | 15.01 | 33.55 | -12.11 | 2.43 | 2.92 | $1000 | 3 | 8.74M | 18-Jan-00 | 23.57 | 0.1 |
Mutual Fund Jennison 20/20 Focus R | Large Blend | 8.26 | 21.14 | 32.05 | -18.95 | -0.62 | 6.78 | $0 | 3 | 27.78M | 10-Jun-04 | 22.46 | -0.04 |
Mutual Fund Janus Adviser Forty R | Large Growth | 9.93 | 17.97 | 31.61 | -22.73 | 3.55 | 8.12 | $2500 | 4 | 82.89M | 30-Sep-04 | 24.79 | 0.15 |
Mutual Fund T. Rowe Price New America Growth | Large Growth | 7.2 | 14.04 | 31.59 | -13.59 | 1.35 | 2.77 | $2500 | 4 | 498.60M | 30-Sep-85 | 21.9 | 0.05 |
Mutual Fund T. Rowe Price New America Growth Adv | Large Growth | 7.21 | 13.94 | 31.4 | -13.76 | 1.12 | 2.54 | $2500 | 4 | 4.27M | 30-Dec-05 | 21.89 | 0.04 |
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 | |||||
Mutual Fund RiverSource Mid Cap Growth R4 | Mid-Cap Growth | 7.86 | 15.38 | 42.11 | -10.6 | -0.49 | 2.37 | $2000 | 3 | 2.43M | 20-Mar-95 | 26.73 | 0.01 |
Mutual Fund Baron iOpportunity | Mid-Cap Growth | 8.67 | 16.85 | 37.36 | -13.83 | 1.95 | 6.08 | $2000 | 3 | 101.00M | 29-Feb-00 | 27.16 | 0.11 |
Mutual Fund AIM Trimark Endeavor R | Mid-Cap Blend | 13.39 | 19.69 | 35.75 | -7.58 | -1.73 | 3.79 | $0 | 3 | 3.73M | 30-Apr-04 | 29.61 | -0.01 |
Mutual Fund Columbia Acorn Select Z | Mid-Cap Growth | 8.51 | 18.32 | 34.97 | -24.49 | -4.34 | 2.82 | $2500 | 3 | 756.20M | 23-Nov-98 | 27.35 | -0.12 |
Mutual Fund Goldman Sachs Small/Mid Cap Growth I | Mid-Cap Growth | 7.95 | 14.24 | 33.88 | -12.77 | 3.45 | $0 | 4 | 51.73M | 30-Jun-05 | 24.02 | 0.15 | |
Mutual Fund Goldman Sachs Small/Mid Cap Growth S | Mid-Cap Growth | 7.91 | 14.08 | 33.63 | -13.08 | 2.97 | $0 | 4 | 300.00K | 30-Jun-05 | 24.03 | 0.13 | |
Mutual Fund Kinetics Internet | Mid-Cap Growth | 11.9 | 22.04 | 32.59 | -1.05 | 2.82 | 5.49 | $2500 | 3 | 71.22M | 21-Oct-96 | 22.64 | 0.11 |
Mutual Fund Goldman Sachs Growth Opportunities I | Mid-Cap Growth | 7.67 | 14.61 | 32.36 | -14.92 | 2.17 | 4.34 | $0 | 3 | 707.93M | 24-May-99 | 23.92 | 0.09 |
Mutual Fund Azzad Ethical Mid Cap | Mid-Cap Growth | 9.29 | 16.69 | 32.32 | -17.94 | -4.03 | 2.17 | $1000 | 3 | 2.07M | 20-Nov-00 | 23.7 | -0.17 |
Mutual Fund Goldman Sachs Growth Opp Svc | Mid-Cap Growth | 7.6 | 14.39 | 31.97 | -15.33 | 1.66 | 3.83 | $0 | 3 | 6.62M | 24-May-99 | 23.92 | 0.07 |
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 | |||||
Mutual Fund William Blair Small Cap Growth N | Small Growth | 9.7 | 22.55 | 52.59 | -0.23 | -3.97 | 2.41 | $5000 | 3 | 215.18M | 27-Dec-99 | 26.68 | -0.12 |
Mutual Fund Wasatch Micro Cap Value | Small Growth | 8.57 | 31.03 | 43.94 | -6.86 | -2.13 | 5.46 | $2000 | 4 | 55.45M | 28-Jul-03 | 25.74 | -0.06 |
Mutual Fund TCW Small Cap Growth I | Small Growth | 6.17 | 23.42 | 38.22 | -8.93 | 4.07 | 7.84 | $2000 | 3 | 73.84M | 01-Mar-94 | 25.27 | 0.18 |
Mutual Fund TCW Small Cap Growth N | Small Growth | 6.18 | 23.27 | 37.93 | -9.26 | 3.69 | 7.46 | $2000 | 4 | 19.88M | 01-Mar-99 | 25.26 | 0.16 |
Mutual Fund River Oak Discovery | Small Growth | 9.43 | 16.95 | 37.05 | -9.65 | -0.92 | $2000 | 3 | 3.78M | 30-Jun-05 | 27.68 | 0.0 | |
Mutual Fund Perritt Micro Cap Opportunities | Small Blend | 6.85 | 23.28 | 36.32 | -17.0 | -6.72 | 2.35 | $1000 | 3 | 183.34M | 02-May-88 | 27.86 | -0.21 |
Mutual Fund MFS New Discovery R4 | Small Growth | 8.85 | 19.77 | 35.66 | -9.06 | -0.91 | 3.31 | $0 | 3 | 27.99M | 01-Apr-05 | 27.24 | 0.0 |
Mutual Fund MFS New Discovery I | Small Growth | 8.86 | 19.79 | 35.62 | -9.08 | -0.85 | 3.42 | $0 | 3 | 52.88M | 02-Jan-97 | 27.25 | 0.01 |
Mutual Fund Fidelity Small Cap Stock | Small Blend | 10.84 | 22.15 | 35.61 | -14.11 | -2.15 | 2.66 | $2500 | 3 | 2.03B | 12-Mar-98 | 27.11 | -0.05 |
Mutual Fund MFS New Discovery R3 | Small Growth | 8.74 | 19.71 | 35.45 | -9.33 | -1.19 | 3.06 | $0 | 3 | 2.11M | 01-Apr-05 | 27.23 | -0.01 |
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 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 | |||||
Mutual Fund Fidelity Advisor Technology I | Technology | 9.82 | 22.75 | 56.53 | -5.71 | 1.23 | 3.23 | $2500 | 3 | 12.15M | 03-Sep-96 | 31.09 | 0.11 |
Mutual Fund Fidelity Select Technology | Technology | 9.85 | 22.38 | 54.59 | -6.39 | 1.99 | 3.03 | $2500 | 3 | 799.77M | 14-Jul-81 | 30.82 | 0.13 |
Mutual Fund T. Rowe Price Global Technology | Technology | 9.73 | 23.16 | 53.52 | -0.15 | 5.12 | 6.29 | $2500 | 4 | 92.48M | 29-Sep-00 | 26.96 | 0.22 |
Mutual Fund MFS Technology I | Technology | 11.49 | 19.18 | 53.4 | -13.25 | 5.09 | 6.27 | $0 | 3 | 2.74M | 02-Jan-97 | 28.3 | 0.22 |
Mutual Fund MFS Technology R4 | Technology | 11.56 | 19.32 | 53.33 | -13.17 | 5.07 | 6.18 | $0 | 4 | 40.00K | 01-Apr-05 | 28.31 | 0.22 |
Mutual Fund MFS Technology R2 | Technology | 11.5 | 19.11 | 52.85 | -13.69 | 4.52 | 5.63 | $0 | 3 | 7.03M | 31-Oct-03 | 28.32 | 0.2 |
Mutual Fund Jacob Internet | Technology | 7.82 | 19.88 | 50.78 | -4.93 | -3.92 | 3.6 | $2500 | 3 | 24.63M | 13-Dec-99 | 28.9 | -0.09 |
Mutual Fund Fidelity Select Computers | Technology | 11.58 | 20.75 | 48.25 | -8.53 | 4.52 | 3.71 | $2500 | 3 | 217.42M | 29-Jul-85 | 28.12 | 0.2 |
Mutual Fund Fidelity Select Wireless | Communications | 3.46 | 11.55 | 46.39 | -9.22 | 1.57 | 7.63 | $2500 | 4 | 178.65M | 21-Sep-00 | 26.6 | 0.09 |
Mutual Fund T. Rowe Price Science & Tech Adv | Technology | 7.67 | 17.27 | 45.1 | -10.34 | 3.26 | 2.43 | $2500 | 3 | 219.83M | 31-Mar-00 | 26.92 | 0.15 |
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 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 | ||||||||
Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 10.27 | 43.58 | 91.97 | 25.84 | 23.59 | 23.47 | $1000 | 3 | 28.67M | 12-May-98 | 43.75 | 0.65 |
Mutual Fund DFA Emerging Markets Small Cap I | Diversified Emerging Mkts | 12.68 | 37.81 | 63.33 | -6.19 | 9.65 | 17.91 | $0 | 4 | 556.29M | 05-Mar-98 | 35.65 | 0.36 |
Mutual Fund Guinness Atkinson China & Hong Kong | Pacific/Asia ex-Japan Stk | 16.57 | 45.37 | 63.07 | -4.71 | 14.64 | 15.96 | $5000 | 3 | 112.93M | 30-Jun-94 | 37.62 | 0.48 |
Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | 13.72 | 35.67 | 62.08 | -13.85 | 7.16 | 19.6 | $1000 | 3 | 21.61M | 15-May-01 | 34.72 | 0.3 |
Mutual Fund DFA Emerging Markets Value I | Diversified Emerging Mkts | 13.41 | 37.21 | 60.32 | -13.29 | 9.89 | 21.31 | $0 | 4 | 3.56B | 01-Apr-98 | 36.54 | 0.37 |
Mutual Fund Matthews China | Pacific/Asia ex-Japan Stk | 12.79 | 33.47 | 56.83 | 5.72 | 22.77 | 21.47 | $2500 | 5 | 729.61M | 19-Feb-98 | 34.5 | 0.69 |
Mutual Fund Janus Overseas | Foreign Large Growth | 10.04 | 26.73 | 56.07 | -14.97 | 6.36 | 17.44 | $2500 | 4 | 3.90B | 02-May-94 | 31.87 | 0.27 |
Mutual Fund Janus Adviser International Growth S | Foreign Large Growth | 10.02 | 26.65 | 55.85 | -15.18 | 6.1 | 17.14 | $2500 | 5 | 760.49M | 01-May-97 | 31.86 | 0.26 |
Mutual Fund Janus Adviser International Growth R | Foreign Large Growth | 10.0 | 26.57 | 55.62 | -15.4 | 5.83 | 16.85 | $2500 | 5 | 50.33M | 30-Sep-04 | 31.86 | 0.25 |
Mutual Fund Ivy Pacific Opportunities Y | Pacific/Asia ex-Japan Stk | 10.36 | 32.54 | 55.44 | 2.52 | 10.93 | 18.11 | $0 | 3 | 3.63M | 24-Jul-03 | 33.69 | 0.4 |