Hot Mutual Funds and ETFs - December 2009
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 11/30/2009. Next update before 1/15/2010 |
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 | 47.64 | -0.08 | |||||
ETF Ultra MidCap400 ProShares | Large Blend | 41.7 | 53.51 | -27.42 | -16.5 | 2.46B | 19.93 | -0.29 | |||||
ETF Ultra Russell1000 Growth ProShares | Large Growth | 28.6 | 50.59 | -19.76 | 27.57M | ||||||||
ETF First Trust NASDAQ-100 Equal Weight Idx | Large Blend | 22.36 | 49.39 | 8.51 | -0.47 | 32.55M | 24.85 | -0.09 | |||||
ETF Rydex S&P 500 Pure Value | Large Value | 38.46 | 48.78 | 3.74 | -7.0 | 32.71M | 36.11 | -0.16 | |||||
Mutual Fund Van Kampen Equity Growth I | Large Growth | 8.86 | 13.69 | 72.61 | 76.07 | 1.19 | 5.64 | $0 | 4 | 13.99M | 12-Aug-05 | 25.6 | 0.09 |
Mutual Fund Van Kampen Capital Growth I | Large Growth | 6.54 | 12.01 | 60.68 | 62.45 | -0.34 | 4.46 | $0 | 4 | 131.46M | 12-Aug-05 | 26.19 | 0.03 |
Mutual Fund Yacktman Focused | Large Value | 4.03 | 9.23 | 57.87 | 63.41 | 8.25 | 8.54 | $2500 | 5 | 475.49M | 30-Apr-97 | 24.07 | 0.35 |
Mutual Fund MassMutual Select Focused Value S | Large Blend | 4.78 | 7.5 | 57.05 | 60.41 | -2.28 | 3.56 | $0 | 4 | 239.19M | 28-Apr-00 | 25.59 | -0.05 |
Mutual Fund MassMutual Select Focused Value Y | Large Blend | 4.82 | 7.48 | 57.05 | 60.33 | -2.37 | 3.47 | $0 | 4 | 62.29M | 28-Apr-00 | 25.58 | -0.06 |
Mutual Fund MassMutual Select Focused Value L | Large Blend | 4.78 | 7.48 | 56.82 | 60.14 | -2.51 | 3.3 | $0 | 4 | 91.15M | 28-Apr-00 | 25.58 | -0.06 |
Mutual Fund Putnam Voyager Y | Large Growth | 6.18 | 6.99 | 56.37 | 63.9 | 1.42 | 3.72 | $0 | 4 | 141.70M | 31-Mar-94 | 23.04 | 0.08 |
Mutual Fund Putnam Voyager R | Large Growth | 6.14 | 6.87 | 55.71 | 63.2 | 3.21 | $0 | 4 | 2.42M | 21-Jan-03 | 23.03 | 0.06 | |
Mutual Fund Parnassus Workplace | Large Growth | 5.94 | 8.45 | 55.61 | 57.15 | 4.73 | $2000 | 5 | 74.75M | 29-Apr-05 | 23.94 | 0.22 | |
Mutual Fund PIMCO Fundamental IndexPLUS TR D | Large Blend | 6.54 | 11.2 | 53.46 | 64.48 | -2.5 | $1000 | 3 | 2.76M | 30-Jun-05 | 28.12 | -0.03 | |
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 | 21.13M | ||||||||
ETF Rydex 2x S&P MidCap 400 | Mid-Cap Blend | 44.02 | 54.01 | -26.6 | 15.13M | ||||||||
ETF Ultra MidCap400 ProShares | Mid-Cap Blend | 41.7 | 53.51 | -27.42 | -16.5 | 111.73M | 46.87 | -0.28 | |||||
ETF Rydex S&P Midcap 400 Pure Growth | Mid-Cap Growth | 22.63 | 51.97 | 14.16 | 4.96 | 90.20M | 24.74 | 0.11 | |||||
ETF Rydex S&P Midcap 400 Pure Value | Mid-Cap Value | 39.0 | 51.7 | -0.85 | -2.75 | 23.60M | 36.08 | -0.06 | |||||
Mutual Fund AIM Mid Cap Basic Value Y | Mid-Cap Blend | 2.96 | 4.62 | 72.39 | 80.13 | -2.05 | 2.66 | $1000 | 3 | 7.43M | 02-Oct-08 | 31.76 | 0.03 |
Mutual Fund AIM Mid Cap Basic Value R | Mid-Cap Blend | 2.9 | 4.47 | 71.56 | 79.07 | -2.36 | 2.38 | $0 | 3 | 2.27M | 30-Apr-04 | 31.65 | 0.01 |
Mutual Fund RiverSource Mid Cap Growth I | Mid-Cap Growth | 0.89 | 2.96 | 55.42 | 64.48 | -0.58 | 2.49 | $2000 | 3 | 70.49M | 04-Mar-04 | 27.57 | 0.04 |
Mutual Fund RiverSource Mid Cap Growth R4 | Mid-Cap Growth | 0.91 | 2.79 | 55.09 | 64.01 | -0.83 | 2.21 | $2000 | 3 | 3.99M | 20-Mar-95 | 27.52 | 0.03 |
Mutual Fund ING Value Choice W | Mid-Cap Value | 6.68 | 12.0 | 54.44 | 72.88 | 3.36 | $1000 | 5 | 29.00M | 17-Dec-07 | 24.01 | 0.13 | |
Mutual Fund Van Kampen Mid Cap Growth I | Mid-Cap Growth | 5.69 | 9.8 | 54.36 | 58.81 | -0.61 | 5.57 | $0 | 4 | 116.46M | 12-Aug-05 | 26.45 | 0.02 |
Mutual Fund ING Value Choice O | Mid-Cap Value | 6.66 | 12.02 | 54.16 | 72.66 | 3.18 | $1000 | 5 | 2.11M | 04-Jun-08 | 24.18 | 0.16 | |
Mutual Fund Van Kampen Mid Cap Growth R | Mid-Cap Growth | 5.63 | 9.69 | 53.72 | 58.09 | -1.11 | 5.09 | $0 | 4 | 650.00K | 14-Jul-08 | 26.43 | 0.0 |
Mutual Fund Baron iOpportunity | Mid-Cap Growth | 5.32 | 10.34 | 52.81 | 62.15 | -0.46 | 4.74 | $2000 | 4 | 141.36M | 29-Feb-00 | 27.24 | 0.04 |
Mutual Fund Kinetics Small Cap Opportunities No Load | Mid-Cap Blend | 4.94 | 6.45 | 51.63 | 54.45 | -8.49 | 2.83 | $2500 | 3 | 155.24M | 20-Mar-00 | 30.24 | -0.21 |
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 | 78.11M | 46.53 | -0.05 | |||||
ETF PowerShares FTSE RAFI US 1500 Small-Mid | Small Blend | 32.58 | 54.61 | 13.53 | 153.05M | 29.83 | -0.08 | ||||||
ETF Ultra Russell2000 Growth ProShares | Small Growth | 32.05 | 50.62 | -32.89 | 23.64M | ||||||||
ETF WisdomTree SmallCap Earnings | Small Blend | 25.77 | 44.24 | 8.61 | 57.58M | ||||||||
ETF RevenueShares Small Cap | Small Blend | 26.16 | 43.18 | 8.34 | 66.64M | ||||||||
Mutual Fund Wasatch Micro Cap Value | Small Growth | 3.41 | 8.72 | 60.61 | 68.25 | -2.43 | 6.34 | $2000 | 5 | 119.36M | 28-Jul-03 | 26.04 | -0.05 |
Mutual Fund William Blair Small Cap Growth N | Small Growth | 3.28 | 4.19 | 60.47 | 66.71 | -6.29 | $5000 | 3 | 432.84M | 27-Dec-99 | 27.05 | -0.19 | |
Mutual Fund Perkins Discovery | Small Growth | -2.6 | 0.8 | 57.32 | 51.54 | -6.7 | $2500 | 4 | 12.22M | 09-Apr-98 | 25.01 | -0.24 | |
Mutual Fund TFS Small Cap | Small Blend | 3.64 | 2.11 | 53.49 | 62.76 | $5000 | 5 | 16.62M | 07-Mar-06 | 28.1 | 0.07 | ||
Mutual Fund River Oak Discovery | Small Growth | 3.83 | 12.23 | 52.75 | 62.34 | -0.37 | $2000 | 4 | 8.25M | 30-Jun-05 | 28.72 | 0.05 | |
Mutual Fund TCW Small Cap Growth I | Small Growth | 5.34 | 4.69 | 51.98 | 60.16 | 2.83 | 7.72 | $2000 | 3 | 183.26M | 01-Mar-94 | 25.96 | 0.15 |
Mutual Fund MFS New Discovery R4 | Small Growth | 4.27 | 7.19 | 51.59 | 66.04 | -2.26 | 2.85 | $0 | 4 | 45.14M | 01-Apr-05 | 27.75 | -0.02 |
Mutual Fund MFS New Discovery I | Small Growth | 4.26 | 7.21 | 51.59 | 66.03 | -2.22 | 2.94 | $0 | 4 | 212.28M | 02-Jan-97 | 27.73 | -0.02 |
Mutual Fund TCW Small Cap Growth N | Small Growth | 5.28 | 4.57 | 51.44 | 59.53 | 2.44 | 7.34 | $2000 | 3 | 115.14M | 01-Mar-99 | 25.95 | 0.14 |
Mutual Fund MFS New Discovery R3 | Small Growth | 4.26 | 7.09 | 51.31 | 65.59 | -2.51 | 2.6 | $0 | 4 | 3.70M | 01-Apr-05 | 27.72 | -0.03 |
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 | 125.35M | |||||||||
ETF Ultra Technology ProShares | Specialty-Technology | 35.0 | 101.95 | 2.04 | 143.65M | ||||||||
ETF Ultra Basic Materials ProShares | Specialty-Natural Res | 56.72 | 92.5 | -36.94 | 419.76M | ||||||||
ETF Market Vectors Steel ETF | Specialty-Natural Res | 25.16 | 79.54 | 4.95 | 309.20M | 47.48 | 0.41 | ||||||
ETF SPDR S&P Semiconductor | Specialty-Technology | 22.29 | 72.05 | 20.41 | -4.64 | 88.02M | 30.67 | -0.12 | |||||
Mutual Fund Fidelity Advisor Technology I | Technology | 6.07 | 11.72 | 78.97 | 87.41 | -0.33 | 4.18 | $2500 | 3 | 27.64M | 03-Sep-96 | 31.15 | 0.08 |
Mutual Fund Fidelity Advisor Materials I | Natural Resources | 11.81 | 12.03 | 73.07 | 78.57 | 5.84 | 10.21 | $2500 | 4 | 4.94M | 12-Dec-06 | 30.75 | 0.27 |
Mutual Fund Fidelity Select Materials | Natural Resources | 11.81 | 12.03 | 73.06 | 78.52 | 5.85 | 10.22 | $2500 | 4 | 427.97M | 29-Sep-86 | 30.76 | 0.27 |
Mutual Fund MFS Technology I | Technology | 4.34 | 6.8 | 69.9 | 68.73 | 6.01 | $0 | 3 | 8.56M | 02-Jan-97 | 28.05 | 0.07 | |
Mutual Fund Munder Internet R | Technology | 4.27 | 11.7 | 69.84 | 80.15 | 2.1 | 3.68 | $0 | 3 | 60.00K | 29-Jul-04 | 27.42 | 0.13 |
Mutual Fund MFS Technology R4 | Technology | 4.36 | 6.78 | 69.79 | 68.83 | 5.94 | $0 | 3 | 160.00K | 01-Apr-05 | 28.03 | 0.07 | |
Mutual Fund Fidelity Select Communications Equip | Communications | 2.73 | 7.01 | 69.62 | 75.99 | -1.61 | $2500 | 3 | 339.75M | 29-Jun-90 | 32.05 | 0.04 | |
Mutual Fund MFS Technology R3 | Technology | 4.33 | 6.69 | 69.3 | 68.33 | 5.66 | $0 | 3 | 3.20M | 01-Apr-05 | 28.05 | 0.06 | |
Mutual Fund T. Rowe Price Global Technology | Technology | 5.26 | 9.08 | 69.25 | 77.59 | 2.37 | 6.07 | $2500 | 4 | 209.72M | 29-Sep-00 | 27.32 | 0.14 |
Mutual Fund Fidelity Select Computers | Technology | 4.86 | 8.25 | 69.18 | 67.04 | 2.08 | 4.36 | $2500 | 3 | 471.14M | 29-Jul-85 | 28.16 | 0.14 |
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 | 298.39M | |||||||||
ETF Market Vectors Russia ETF | Europe Stock | 32.9 | 112.32 | -1.31 | 1.24B | ||||||||
ETF iShares MSCI Brazil Index | Latin America Stock | 27.69 | 94.72 | 26.38 | 24.5 | 11.20B | 40.68 | 0.66 | |||||
ETF iShares MSCI Turkey Invest Mkt Index | Diversified Emerging Mkts | 33.58 | 88.29 | 16.13 | 338.20M | ||||||||
ETF WisdomTree India Earnings | Pacific/Asia ex-Japan Stk | 21.48 | 85.84 | 33.03 | 671.70M | ||||||||
Mutual Fund T. Rowe Price Latin America | Latin America Stock | 9.95 | 25.58 | 109.94 | 119.15 | 14.03 | 29.41 | $2500 | 4 | 2.56B | 29-Dec-93 | 37.93 | 0.49 |
Mutual Fund Henderson European Focus W | Europe Stock | 4.62 | 12.68 | 106.56 | 110.61 | 2.37 | 11.88 | $500 | 5 | 64.50M | 31-Mar-09 | 31.26 | 0.16 |
Mutual Fund T. Rowe Price New Asia | Pacific/Asia ex-Japan Stk | 9.45 | 15.81 | 96.38 | 121.31 | 10.19 | 18.07 | $2500 | 3 | 3.67B | 28-Sep-90 | 39.09 | 0.39 |
Mutual Fund DFA Asia Pacific Small Company I | Pacific/Asia ex-Japan Stk | 4.66 | 15.25 | 92.02 | 112.95 | 5.9 | 12.19 | $0 | 3 | 102.39M | 05-Jan-93 | 37.44 | 0.29 |
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 | 44.18 | 0.58 |
Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | 10.74 | 25.15 | 90.4 | 100.12 | 9.56 | 24.52 | $2500 | 3 | 14.25M | 21-Dec-98 | 36.24 | 0.38 |
Mutual Fund Fidelity Latin America | Latin America Stock | 10.83 | 25.17 | 89.75 | 99.32 | 9.62 | 24.6 | $2500 | 3 | 4.04B | 19-Apr-93 | 36.23 | 0.39 |
Mutual Fund Guinness Atkinson China & Hong Kong | Pacific/Asia ex-Japan Stk | 7.18 | 20.66 | 87.99 | 107.8 | 14.8 | 16.32 | $5000 | 3 | 211.31M | 30-Jun-94 | 37.91 | 0.5 |
Mutual Fund JHancock Global Opportunity NAV | World Stock | 3.42 | 8.94 | 86.62 | 97.31 | 6.86 | $0 | 5 | 4.63M | 29-Oct-07 | 31.42 | 0.3 | |
Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | 5.93 | 15.53 | 86.17 | 103.01 | 6.9 | 18.36 | $1000 | 4 | 48.08M | 15-May-01 | 35.08 | 0.3 |