Hot Mutual Funds and ETFs - November 2009
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 10/31/2009. Next update before 12/15/2009 |
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 | 33.78 | 89.55 | -2.69 | -9.82 | 861.06M | 47.23 | -0.12 | |||||
ETF Ultra MidCap400 ProShares | Large Blend | 41.7 | 53.51 | -27.42 | -16.5 | 2.32B | 19.64 | -0.36 | |||||
ETF Ultra Russell1000 Growth ProShares | Large Growth | 28.6 | 50.59 | -19.76 | 36.80M | ||||||||
ETF First Trust NASDAQ-100 Equal Weight Idx | Large Blend | 22.36 | 49.39 | 8.51 | -0.47 | 32.65M | 24.78 | -0.11 | |||||
ETF Rydex S&P 500 Pure Value | Large Value | 38.46 | 48.78 | 3.74 | -7.0 | 30.10M | 36.01 | -0.19 | |||||
Mutual Fund Van Kampen Equity Growth I | Large Growth | -2.25 | 6.71 | 58.57 | 39.73 | -0.35 | 4.75 | $0 | 4 | 13.99M | 12-Aug-05 | 25.19 | 0.02 |
Mutual Fund Yacktman Focused | Large Value | 0.53 | 9.72 | 51.76 | 48.34 | 7.31 | 8.9 | $2500 | 5 | 475.49M | 30-Apr-97 | 24.0 | 0.31 |
Mutual Fund Van Kampen Capital Growth I | Large Growth | -1.92 | 7.79 | 50.81 | 30.25 | -1.52 | 4.03 | $0 | 4 | 131.46M | 12-Aug-05 | 25.97 | -0.02 |
Mutual Fund Van Kampen Capital Growth R | Large Growth | -1.94 | 7.68 | 50.15 | 29.48 | -2.0 | 3.56 | $0 | 3 | 2.24M | 20-Mar-07 | 25.94 | -0.04 |
Mutual Fund MassMutual Select Focused Value S | Large Blend | -3.39 | 9.93 | 49.89 | 33.01 | -2.98 | 3.46 | $0 | 4 | 239.19M | 28-Apr-00 | 25.48 | -0.09 |
Mutual Fund MassMutual Select Focused Value Y | Large Blend | -3.42 | 9.93 | 49.83 | 32.87 | -3.08 | 3.35 | $0 | 4 | 62.29M | 28-Apr-00 | 25.47 | -0.09 |
Mutual Fund MassMutual Select Focused Value L | Large Blend | -3.45 | 9.93 | 49.66 | 32.71 | -3.22 | 3.2 | $0 | 4 | 91.15M | 28-Apr-00 | 25.47 | -0.1 |
Mutual Fund Putnam Voyager Y | Large Growth | -5.44 | 5.98 | 47.27 | 42.42 | 3.26 | $0 | 4 | 141.70M | 31-Mar-94 | 22.82 | 0.02 | |
Mutual Fund Parnassus Workplace | Large Growth | -1.83 | 5.18 | 46.88 | 34.83 | 2.79 | $2000 | 5 | 74.75M | 29-Apr-05 | 23.73 | 0.13 | |
Mutual Fund Putnam Voyager R | Large Growth | -5.43 | 5.9 | 46.71 | 41.74 | -0.21 | 2.76 | $0 | 4 | 2.42M | 21-Jan-03 | 22.81 | 0.0 |
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 | 36.88 | 71.73 | -21.82 | 19.36M | ||||||||
ETF Rydex 2x S&P MidCap 400 | Mid-Cap Blend | 44.02 | 54.01 | -26.6 | 14.02M | ||||||||
ETF Ultra MidCap400 ProShares | Mid-Cap Blend | 41.7 | 53.51 | -27.42 | -16.5 | 121.75M | 46.76 | -0.3 | |||||
ETF Rydex S&P Midcap 400 Pure Growth | Mid-Cap Growth | 22.63 | 51.97 | 14.16 | 4.96 | 108.43M | 24.78 | 0.11 | |||||
ETF Rydex S&P Midcap 400 Pure Value | Mid-Cap Value | 39.0 | 51.7 | -0.85 | -2.75 | 23.00M | 35.82 | -0.11 | |||||
Mutual Fund AIM Mid Cap Basic Value Y | Mid-Cap Blend | -5.12 | 11.29 | 67.43 | 50.98 | -2.57 | 3.51 | $1000 | 3 | 7.43M | 02-Oct-08 | 31.73 | 0.0 |
Mutual Fund AIM Mid Cap Basic Value R | Mid-Cap Blend | -5.19 | 11.22 | 66.73 | 50.22 | -2.86 | 3.25 | $0 | 3 | 2.27M | 30-Apr-04 | 31.62 | -0.01 |
Mutual Fund RiverSource Mid Cap Growth I | Mid-Cap Growth | -6.28 | 8.35 | 54.04 | 42.52 | 3.38 | $2000 | 3 | 70.49M | 04-Mar-04 | 27.64 | 0.07 | |
Mutual Fund RiverSource Mid Cap Growth R4 | Mid-Cap Growth | -6.31 | 8.15 | 53.68 | 41.98 | 3.08 | $2000 | 3 | 3.99M | 20-Mar-95 | 27.59 | 0.06 | |
Mutual Fund AIM Trimark Endeavor R | Mid-Cap Blend | -2.29 | 8.49 | 47.27 | 39.27 | -2.7 | 4.55 | $0 | 4 | 5.90M | 30-Apr-04 | 29.69 | -0.03 |
Mutual Fund Van Kampen Mid Cap Growth I | Mid-Cap Growth | -4.42 | 6.87 | 46.05 | 29.77 | -1.12 | 5.49 | $0 | 4 | 116.46M | 12-Aug-05 | 26.35 | 0.0 |
Mutual Fund Van Kampen Mid Cap Growth R | Mid-Cap Growth | -4.44 | 6.76 | 45.53 | 29.15 | -1.61 | 5.02 | $0 | 4 | 650.00K | 14-Jul-08 | 26.34 | -0.02 |
Mutual Fund Baron iOpportunity | Mid-Cap Growth | -2.64 | 5.62 | 45.08 | 34.86 | -0.89 | 5.14 | $2000 | 4 | 141.36M | 29-Feb-00 | 27.16 | 0.02 |
Mutual Fund ING Value Choice W | Mid-Cap Value | -2.09 | 8.93 | 44.77 | 56.67 | 2.63 | $1000 | 5 | 29.00M | 17-Dec-07 | 24.01 | 0.13 | |
Mutual Fund ING Value Choice O | Mid-Cap Value | -2.05 | 8.88 | 44.54 | 56.25 | 2.46 | $1000 | 5 | 2.11M | 04-Jun-08 | 24.02 | 0.13 | |
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 | 40.36 | 81.73 | 17.68 | -1.29 | 111.13M | 46.54 | -0.05 | |||||
ETF PowerShares FTSE RAFI US 1500 Small-Mid | Small Blend | 32.58 | 54.61 | 13.53 | 151.76M | 29.85 | -0.07 | ||||||
ETF Ultra Russell2000 Growth ProShares | Small Growth | 32.05 | 50.62 | -32.89 | 29.82M | ||||||||
ETF WisdomTree SmallCap Earnings | Small Blend | 25.77 | 44.24 | 8.61 | 57.76M | ||||||||
ETF RevenueShares Small Cap | Small Blend | 26.16 | 43.18 | 8.34 | 68.60M | ||||||||
Mutual Fund Perkins Discovery | Small Growth | -2.17 | 12.23 | 61.53 | 37.01 | -3.58 | 2.83 | $2500 | 4 | 12.22M | 09-Apr-98 | 25.37 | -0.11 |
Mutual Fund William Blair Small Cap Growth N | Small Growth | -6.2 | 1.83 | 55.39 | 41.07 | -6.46 | 1.12 | $5000 | 3 | 432.84M | 27-Dec-99 | 27.02 | -0.2 |
Mutual Fund Wasatch Micro Cap Value | Small Growth | -2.84 | 7.89 | 55.3 | 49.64 | -2.08 | 7.18 | $2000 | 5 | 119.36M | 28-Jul-03 | 26.1 | -0.04 |
Mutual Fund Artio US Smallcap A | Small Growth | -5.78 | 7.61 | 50.89 | 34.18 | $1000 | 5 | 11.29M | 24-Jul-06 | 29.26 | 0.07 | ||
Mutual Fund TFS Small Cap | Small Blend | -7.72 | 4.13 | 48.1 | 37.41 | $5000 | 5 | 16.62M | 07-Mar-06 | 28.12 | 0.08 | ||
Mutual Fund River Oak Discovery | Small Growth | -4.61 | 7.35 | 47.11 | 39.44 | -0.8 | $2000 | 4 | 8.25M | 30-Jun-05 | 28.67 | 0.03 | |
Mutual Fund MFS New Discovery I | Small Growth | -5.64 | 7.21 | 45.4 | 40.81 | -2.45 | 3.47 | $0 | 4 | 212.28M | 02-Jan-97 | 27.7 | -0.04 |
Mutual Fund MFS New Discovery R4 | Small Growth | -5.65 | 7.17 | 45.39 | 40.78 | -2.5 | 3.37 | $0 | 4 | 45.14M | 01-Apr-05 | 27.71 | -0.04 |
Mutual Fund MFS New Discovery R3 | Small Growth | -5.72 | 7.14 | 45.12 | 40.47 | -2.76 | 3.12 | $0 | 4 | 3.70M | 01-Apr-05 | 27.68 | -0.05 |
Mutual Fund Dreyfus Small Company Value | Small Blend | -8.22 | 3.29 | 44.89 | 43.24 | 3.64 | 6.24 | $2500 | 4 | 285.90M | 29-Dec-93 | 26.35 | 0.17 |
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 | 53.42 | 153.04 | 114.07M | |||||||||
ETF Ultra Semiconductor ProShares | Specialty-Technology | 44.82 | 102.0 | -3.43 | 76.88M | ||||||||
ETF Ultra Technology ProShares | Specialty-Technology | 35.0 | 101.95 | 2.04 | 143.48M | ||||||||
ETF Ultra Basic Materials ProShares | Specialty-Natural Res | 56.72 | 92.5 | -36.94 | 386.70M | ||||||||
ETF B2B Internet HOLDRs | Specialty-Technology | 25.9 | 82.61 | -22.22 | -3.04 | 2.03M | |||||||
Mutual Fund Fidelity Advisor Technology I | Technology | -2.81 | 7.8 | 68.73 | 53.59 | -0.66 | 4.15 | $2500 | 3 | 27.64M | 03-Sep-96 | 31.09 | 0.06 |
Mutual Fund Fidelity Select Communications Equip | Communications | -5.7 | 3.48 | 65.1 | 48.3 | -1.46 | 1.8 | $2500 | 3 | 339.75M | 29-Jun-90 | 32.06 | 0.04 |
Mutual Fund Munder Internet R | Technology | -3.62 | 11.72 | 62.88 | 50.21 | 2.48 | 4.65 | $0 | 3 | 60.00K | 29-Jul-04 | 27.48 | 0.14 |
Mutual Fund MFS Technology I | Technology | -5.02 | 6.15 | 62.83 | 38.93 | 1.19 | 6.15 | $0 | 3 | 8.56M | 02-Jan-97 | 28.22 | 0.1 |
Mutual Fund MFS Technology R4 | Technology | -4.97 | 6.11 | 62.7 | 38.86 | 1.16 | 6.05 | $0 | 3 | 160.00K | 01-Apr-05 | 28.21 | 0.1 |
Mutual Fund MFS Technology R3 | Technology | -5.04 | 6.0 | 62.27 | 38.43 | 5.78 | $0 | 3 | 3.20M | 01-Apr-05 | 28.21 | 0.09 | |
Mutual Fund MFS Technology R2 | Technology | -5.05 | 6.02 | 62.04 | 38.23 | 5.53 | $0 | 4 | 14.46M | 31-Oct-03 | 28.24 | 0.08 | |
Mutual Fund Fidelity Select Computers | Technology | -4.27 | 8.83 | 61.35 | 37.96 | 2.04 | 4.58 | $2500 | 3 | 471.14M | 29-Jul-85 | 28.15 | 0.13 |
Mutual Fund T. Rowe Price Global Technology | Technology | -5.26 | 4.74 | 60.8 | 47.31 | 2.34 | 6.16 | $2500 | 4 | 209.72M | 29-Sep-00 | 27.31 | 0.13 |
Mutual Fund Ivy Global Natural Resources I | Natural Resources | -1.79 | 6.9 | 59.25 | 42.03 | -2.2 | 9.3 | $0 | 3 | 750.74M | 02-Apr-07 | 36.71 | 0.07 |
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 Direxion Daily Emrg Mkts Bull 3X Shares | Diversified Emerging Mkts | 68.34 | 162.95 | 229.28M | |||||||||
ETF Market Vectors Russia ETF | Europe Stock | 32.9 | 112.32 | -1.31 | 1.23B | ||||||||
ETF iShares MSCI Brazil Index | Latin America Stock | 27.69 | 94.72 | 26.38 | 24.5 | 10.31B | 40.58 | 0.64 | |||||
ETF iShares MSCI Turkey Invest Mkt Index | Diversified Emerging Mkts | 33.58 | 88.29 | 16.13 | 377.11M | ||||||||
ETF WisdomTree India Earnings | Pacific/Asia ex-Japan Stk | 21.48 | 85.84 | 33.03 | 598.44M | ||||||||
Mutual Fund Henderson European Focus W | Europe Stock | -0.34 | 16.96 | 97.43 | 83.2 | 2.68 | 12.57 | $500 | 5 | 64.50M | 31-Mar-09 | 31.3 | 0.17 |
Mutual Fund T. Rowe Price Latin America | Latin America Stock | 1.33 | 16.32 | 90.94 | 84.1 | 12.39 | 29.12 | $2500 | 4 | 2.56B | 29-Dec-93 | 37.67 | 0.45 |
Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 1.58 | -0.68 | 90.67 | 152.43 | 20.35 | 22.94 | $1000 | 4 | 80.62M | 12-May-98 | 44.35 | 0.59 |
Mutual Fund DFA Asia Pacific Small Company I | Pacific/Asia ex-Japan Stk | 2.18 | 15.14 | 83.47 | 83.95 | 6.19 | 12.73 | $0 | 3 | 102.39M | 05-Jan-93 | 37.47 | 0.29 |
Mutual Fund JHancock Global Opportunity NAV | World Stock | -2.91 | 11.89 | 80.44 | 77.85 | 8.58 | $0 | 5 | 4.63M | 29-Oct-07 | 31.69 | 0.34 | |
Mutual Fund T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | -1.91 | 4.58 | 79.43 | 88.57 | 10.58 | 18.06 | $2500 | 3 | 3.67B | 28-Sep-90 | 39.17 | 0.39 |
Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | -1.11 | 8.43 | 75.75 | 71.85 | 6.84 | 18.69 | $1000 | 4 | 48.08M | 15-May-01 | 35.07 | 0.3 |
Mutual Fund Guinness Atkinson China & Hong Kong | Pacific/Asia ex-Japan Stk | 4.42 | 7.56 | 75.4 | 87.84 | 15.0 | 15.77 | $5000 | 3 | 211.31M | 30-Jun-94 | 37.94 | 0.5 |
Mutual Fund DFA Emerging Markets Value I | Diversified Emerging Mkts | -2.36 | 7.43 | 72.24 | 78.59 | 8.67 | 19.71 | $0 | 4 | 7.42B | 01-Apr-98 | 36.75 | 0.35 |
Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | 1.24 | 13.07 | 71.89 | 68.56 | 7.74 | 24.2 | $2500 | 3 | 14.25M | 21-Dec-98 | 35.89 | 0.33 |