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 :

Mar 12, 2009

Hot Mutual Funds and ETFs - March 2009

Welcome to the March edition of Hot Mutual Funds and ETFs.
Based on several requests from the readers I have added "Bear Market" category to the Hot Mutual Funds and ETFs list from this month.

Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 2/28/2009. Next update before 4/15/2009
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
Mutual Fund Church Capital Value Trust AdLarge Blend0.151.26-3.7-31.89-9.22 $100049.66M19-Jan-0616.42-0.72

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF SPDR Gold SharesSpecialty-Precious Metals 1.74.924.9218.82   31.50B 20.610.79
ETF iShares COMEX Gold TrustSpecialty-Precious Metals 1.395.115.1118.77   2.05B 21.690.73
ETF Biotech HOLDRsSpecialty-Health -6.146.16.1-5.09   1.32B 

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund Dreyfus Greater China IPacific/Asia ex-Japan Stk-1.5312.51-7.29-53.16 3.4$1000328.67M12-May-9839.050.12

Hot Bear Market ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF UltraShort Semiconductor ProSharesBear Market 27.58114.3114.3    17.82M 
ETF UltraShort Technology ProSharesBear Market 32.1496.5596.55    49.44M 
ETF UltraShort QQQ ProSharesBear Market 21.9377.6677.66    620.58M 
ETF UltraShort Basic Materials ProSharesBear Market 21.2560.1560.15    70.05M 
ETF UltraShort S&P500 ProSharesBear Market 16.8661.3661.36    2.89B 
Mutual Fund Rydex Inverse S&P 500 2x Strategy HBear Market21.5929.2140.094.1224.428.64$25000243.68M19-May-0028.770.77
Mutual Fund Rydex Inverse Dow 2x Strategy HBear Market23.5840.4544.9693.6418.197.68$2500031.39M20-Feb-0428.170.6
Mutual Fund Rydex Inverse S&P 500 Strategy InvBear Market10.7916.6919.8153.4617.58.12$25000212.60M07-Jan-9415.110.9
Mutual Fund Federated Prudent Bear ABear Market6.929.8913.1533.7319.9310.48$200001.06B28-Dec-9514.831.06
Mutual Fund Federated Prudent Bear CBear Market6.729.5412.9532.5619.049.66$2000061.25M08-Feb-9914.911.0
Mutual Fund Comstock Capital Value RBear Market7.127.198.7355.517.964.69$10000110.00K22-Aug-9519.830.74
Mutual Fund Rydex Inverse Mid Cap Strategy HBear Market9.257.1515.7946.7416.384.08$250009.77M20-Feb-0419.020.7
Mutual Fund Rydex Inverse Russell 2000 Strategy HBear Market12.414.1223.2738.115.64.09$2500026.99M20-Feb-0419.80.65
Mutual Fund Rydex Dync Inverse Nasdaq-100 2X Strat HBear Market8.09-0.529.8246.6212.27 $25000125.97M23-May-0039.610.38
Mutual Fund Rydex Inverse Nasdaq-100 Strategy InvBear Market4.231.255.5931.6611.424.25$2500046.65M03-Sep-9820.110.46