Welcome to Hot Mutual Funds and ETFs



Hot Mutual Funds (HMF) publishes highly ranked Mutual funds and Exchange Traded Funds (ETFs).

The idea is simple; invest in Mutual Funds/ETFs with the top most returns in their Category till they are no longer a top performer in their Category. This is a safe and long term strategy that is guaranteed to beat the market year over year no matter the returns of the market.

Which Funds are considered for Hot Mutual Funds recommendations?
1. No Load Funds
2. Initial Investment less than $5,000
3. Morningstar rating of 4 or more, which includes the risk vs. return analysis. For more information look at the Links section below.

Additionaly, Mutual Funds go through proprietary analysis to recommend the top 10 Hot Mutual Funds within each category.

How do I follow Hot Mutual Funds recommendations?
1. Pick the Mutual fund/ETF Categories based on your risk level and to establish a well rounded portfolio. The Morning Star Category Returns will help you pick the categories based on returns.

2. Look at the Hot Mutual Funds recommendation for those categories. Remember Diversification = Reduced Risk, so you should invest in different funds in several categories.

3. If a fund that you own is no longer recommended by Hot Mutual Funds then you should monitor it every month. If the fund consistently underperformes the benchmark then you should sell the fund. You can research the Fund’s performance vs. benchmark on the Yahoo Finance’s Performance link.

Hot Mutual Funds and ETFs is a free, non-commercial mutual fund site that is published every month. Although we're free to the public, we do have expenses. In fact, we couldn't and wouldn't exist without the generous, voluntary support of our readers.
| Delicious Delicious | Add to Technorati Favorites | Email Me | View Naushad Kapasi's profile on LinkedIn
Email updates :

Dec 12, 2009

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF Ultra QQQ ProSharesLarge Blend 33.7889.55-2.69-9.82   861.06M 47.64-0.08
ETF Ultra MidCap400 ProSharesLarge Blend 41.753.51-27.42-16.5   2.46B 19.93-0.29
ETF Ultra Russell1000 Growth ProSharesLarge Growth 28.650.59-19.76    27.57M 
ETF First Trust NASDAQ-100 Equal Weight IdxLarge Blend 22.3649.398.51-0.47   32.55M 24.85-0.09
ETF Rydex S&P 500 Pure ValueLarge Value 38.4648.783.74-7.0   32.71M 36.11-0.16
Mutual Fund Van Kampen Equity Growth ILarge Growth8.8613.6972.6176.071.195.64$0413.99M12-Aug-0525.60.09
Mutual Fund Van Kampen Capital Growth ILarge Growth6.5412.0160.6862.45-0.344.46$04131.46M12-Aug-0526.190.03
Mutual Fund Yacktman FocusedLarge Value4.039.2357.8763.418.258.54$25005475.49M30-Apr-9724.070.35
Mutual Fund MassMutual Select Focused Value SLarge Blend4.787.557.0560.41-2.283.56$04239.19M28-Apr-0025.59-0.05
Mutual Fund MassMutual Select Focused Value YLarge Blend4.827.4857.0560.33-2.373.47$0462.29M28-Apr-0025.58-0.06
Mutual Fund MassMutual Select Focused Value LLarge Blend4.787.4856.8260.14-2.513.3$0491.15M28-Apr-0025.58-0.06
Mutual Fund Putnam Voyager YLarge Growth6.186.9956.3763.91.423.72$04141.70M31-Mar-9423.040.08
Mutual Fund Putnam Voyager RLarge Growth6.146.8755.7163.2 3.21$042.42M21-Jan-0323.030.06
Mutual Fund Parnassus WorkplaceLarge Growth5.948.4555.6157.154.73 $2000574.75M29-Apr-0523.940.22
Mutual Fund PIMCO Fundamental IndexPLUS TR DLarge Blend6.5411.253.4664.48-2.5 $100032.76M30-Jun-0528.12-0.03

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF Ultra Russell MidCap Growth ProSharesMid-Cap Growth 36.8871.73-21.82    21.13M 
ETF Rydex 2x S&P MidCap 400Mid-Cap Blend 44.0254.01-26.6    15.13M 
ETF Ultra MidCap400 ProSharesMid-Cap Blend 41.753.51-27.42-16.5   111.73M 46.87-0.28
ETF Rydex S&P Midcap 400 Pure GrowthMid-Cap Growth 22.6351.9714.164.96   90.20M 24.740.11
ETF Rydex S&P Midcap 400 Pure ValueMid-Cap Value 39.051.7-0.85-2.75   23.60M 36.08-0.06
Mutual Fund AIM Mid Cap Basic Value YMid-Cap Blend2.964.6272.3980.13-2.052.66$100037.43M02-Oct-0831.760.03
Mutual Fund AIM Mid Cap Basic Value RMid-Cap Blend2.94.4771.5679.07-2.362.38$032.27M30-Apr-0431.650.01
Mutual Fund RiverSource Mid Cap Growth IMid-Cap Growth0.892.9655.4264.48-0.582.49$2000370.49M04-Mar-0427.570.04
Mutual Fund RiverSource Mid Cap Growth R4Mid-Cap Growth0.912.7955.0964.01-0.832.21$200033.99M20-Mar-9527.520.03
Mutual Fund ING Value Choice WMid-Cap Value6.6812.054.4472.883.36 $1000529.00M17-Dec-0724.010.13
Mutual Fund Van Kampen Mid Cap Growth IMid-Cap Growth5.699.854.3658.81-0.615.57$04116.46M12-Aug-0526.450.02
Mutual Fund ING Value Choice OMid-Cap Value6.6612.0254.1672.663.18 $100052.11M04-Jun-0824.180.16
Mutual Fund Van Kampen Mid Cap Growth RMid-Cap Growth5.639.6953.7258.09-1.115.09$04650.00K14-Jul-0826.430.0
Mutual Fund Baron iOpportunityMid-Cap Growth5.3210.3452.8162.15-0.464.74$20004141.36M29-Feb-0027.240.04
Mutual Fund Kinetics Small Cap Opportunities No LoadMid-Cap Blend4.946.4551.6354.45-8.492.83$25003155.24M20-Mar-0030.24-0.21

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF Rydex S&P SmallCap 600 Pure ValueSmall Value 40.3681.7317.68-1.29   78.11M 46.53-0.05
ETF PowerShares FTSE RAFI US 1500 Small-MidSmall Blend 32.5854.6113.53    153.05M 29.83-0.08
ETF Ultra Russell2000 Growth ProSharesSmall Growth 32.0550.62-32.89    23.64M 
ETF WisdomTree SmallCap EarningsSmall Blend 25.7744.248.61    57.58M 
ETF RevenueShares Small CapSmall Blend 26.1643.188.34    66.64M 
Mutual Fund Wasatch Micro Cap ValueSmall Growth3.418.7260.6168.25-2.436.34$20005119.36M28-Jul-0326.04-0.05
Mutual Fund William Blair Small Cap Growth NSmall Growth3.284.1960.4766.71-6.29 $50003432.84M27-Dec-9927.05-0.19
Mutual Fund Perkins DiscoverySmall Growth-2.60.857.3251.54-6.7 $2500412.22M09-Apr-9825.01-0.24
Mutual Fund TFS Small CapSmall Blend3.642.1153.4962.76 $5000516.62M07-Mar-0628.10.07
Mutual Fund River Oak DiscoverySmall Growth3.8312.2352.7562.34-0.37 $200048.25M30-Jun-0528.720.05
Mutual Fund TCW Small Cap Growth ISmall Growth5.344.6951.9860.162.837.72$20003183.26M01-Mar-9425.960.15
Mutual Fund MFS New Discovery R4Small Growth4.277.1951.5966.04-2.262.85$0445.14M01-Apr-0527.75-0.02
Mutual Fund MFS New Discovery ISmall Growth4.267.2151.5966.03-2.222.94$04212.28M02-Jan-9727.73-0.02
Mutual Fund TCW Small Cap Growth NSmall Growth5.284.5751.4459.532.447.34$20003115.14M01-Mar-9925.950.14
Mutual Fund MFS New Discovery R3Small Growth4.267.0951.3165.59-2.512.6$043.70M01-Apr-0527.72-0.03

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF Direxion Daily Technology Bull 3X SharesSpecialty-Technology 53.42153.04    125.35M 
ETF Ultra Technology ProSharesSpecialty-Technology 35.0101.952.04    143.65M 
ETF Ultra Basic Materials ProSharesSpecialty-Natural Res 56.7292.5-36.94    419.76M 
ETF Market Vectors Steel ETFSpecialty-Natural Res 25.1679.544.95    309.20M 47.480.41
ETF SPDR S&P SemiconductorSpecialty-Technology 22.2972.0520.41-4.64   88.02M 30.67-0.12
Mutual Fund Fidelity Advisor Technology ITechnology6.0711.7278.9787.41-0.334.18$2500327.64M03-Sep-9631.150.08
Mutual Fund Fidelity Advisor Materials INatural Resources11.8112.0373.0778.575.8410.21$250044.94M12-Dec-0630.750.27
Mutual Fund Fidelity Select MaterialsNatural Resources11.8112.0373.0678.525.8510.22$25004427.97M29-Sep-8630.760.27
Mutual Fund MFS Technology ITechnology4.346.869.968.73 6.01$038.56M02-Jan-9728.050.07
Mutual Fund Munder Internet RTechnology4.2711.769.8480.152.13.68$0360.00K29-Jul-0427.420.13
Mutual Fund MFS Technology R4Technology4.366.7869.7968.83 5.94$03160.00K01-Apr-0528.030.07
Mutual Fund Fidelity Select Communications EquipCommunications2.737.0169.6275.99-1.61 $25003339.75M29-Jun-9032.050.04
Mutual Fund MFS Technology R3Technology4.336.6969.368.33 5.66$033.20M01-Apr-0528.050.06
Mutual Fund T. Rowe Price Global TechnologyTechnology5.269.0869.2577.592.376.07$25004209.72M29-Sep-0027.320.14
Mutual Fund Fidelity Select ComputersTechnology4.868.2569.1867.042.084.36$25003471.14M29-Jul-8528.160.14

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF Direxion Daily Emrg Mkts Bull 3X SharesDiversified Emerging Mkts 68.34162.95    298.39M 
ETF Market Vectors Russia ETFEurope Stock 32.9112.32-1.31    1.24B 
ETF iShares MSCI Brazil IndexLatin America Stock 27.6994.7226.3824.5   11.20B 40.680.66
ETF iShares MSCI Turkey Invest Mkt IndexDiversified Emerging Mkts 33.5888.2916.13    338.20M 
ETF WisdomTree India EarningsPacific/Asia ex-Japan Stk 21.4885.8433.03    671.70M 
Mutual Fund T. Rowe Price Latin AmericaLatin America Stock9.9525.58109.94119.1514.0329.41$250042.56B29-Dec-9337.930.49
Mutual Fund Henderson European Focus WEurope Stock4.6212.68106.56110.612.3711.88$500564.50M31-Mar-0931.260.16
Mutual Fund T. Rowe Price New AsiaPacific/Asia ex-Japan Stk9.4515.8196.38121.3110.1918.07$250033.67B28-Sep-9039.090.39
Mutual Fund DFA Asia Pacific Small Company IPacific/Asia ex-Japan Stk4.6615.2592.02112.955.912.19$03102.39M05-Jan-9337.440.29
Mutual Fund Dreyfus Greater China IPacific/Asia ex-Japan Stk1.58-0.6890.67152.4320.3522.94$1000480.62M12-May-9844.180.58
Mutual Fund Fidelity Advisor Latin America ILatin America Stock10.7425.1590.4100.129.5624.52$2500314.25M21-Dec-9836.240.38
Mutual Fund Fidelity Latin AmericaLatin America Stock10.8325.1789.7599.329.6224.6$250034.04B19-Apr-9336.230.39
Mutual Fund Guinness Atkinson China & Hong KongPacific/Asia ex-Japan Stk7.1820.6687.99107.814.816.32$50003211.31M30-Jun-9437.910.5
Mutual Fund JHancock Global Opportunity NAVWorld Stock3.428.9486.6297.316.86 $054.63M29-Oct-0731.420.3
Mutual Fund RS Emerging Markets KDiversified Emerging Mkts5.9315.5386.17103.016.918.36$1000448.08M15-May-0135.080.3