Hot Mutual Funds and ETFs - April 2009
Welcome to the April edition of Hot Mutual Funds and ETFs.
As you can see from the Category Returns, there are a few Categories that have over 15% returns over the last 3 months.
You should begin to monitor the ETF and Mutual funds with these categories.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 3/31/2009. Next update before 5/15/2009 |
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 PowerShares QQQ | Large Growth | 2.11 | 2.11 | -30.33 | -9.92 | 12.34B | 22.13 | -0.5 | |||||
Mutual Fund T. Rowe Price New America Growth | Large Growth | 10.85 | 3.41 | 3.41 | -30.02 | -9.03 | -2.57 | $2500 | 4 | 498.60M | 30-Sep-85 | 20.23 | -0.53 |
Mutual Fund T. Rowe Price New America Growth Adv | Large Growth | 10.8 | 3.32 | 3.32 | -30.15 | -9.23 | $2500 | 4 | 4.27M | 30-Dec-05 | 20.21 | -0.54 | |
Mutual Fund Fidelity OTC | Large Growth | 11.7 | 3.3 | 3.3 | -32.44 | -10.05 | -2.25 | $2500 | 3 | 3.10B | 31-Dec-84 | 23.92 | -0.46 |
Mutual Fund California Investment Nasdaq 100 Idx Dir | Large Growth | 11.03 | 2.63 | 2.63 | -30.01 | -9.92 | -2.9 | $1000 | 3 | 8.74M | 18-Jan-00 | 22.04 | -0.52 |
Mutual Fund Weitz Partners III Opportunity | Large Blend | 8.49 | 1.62 | 1.62 | -26.68 | -11.98 | $2500 | 3 | 147.00M | 30-Dec-05 | 17.04 | -0.86 | |
Mutual Fund Columbia Select Large Cap Growth R | Large Growth | 10.74 | 1.47 | 1.47 | -37.69 | -11.05 | $0 | 3 | 20.00K | 31-Dec-04 | 22.6 | -0.55 | |
Mutual Fund Principal Large Cap Growth I R5 | Large Growth | 9.48 | 1.2 | 1.2 | -32.45 | -12.29 | -4.44 | $0 | 3 | 12.55M | 06-Dec-00 | 19.55 | -0.74 |
Mutual Fund Reynolds Blue Chip Growth | Large Growth | 1.36 | 1.07 | 1.07 | -1.48 | -0.71 | -0.08 | $1000 | 4 | 21.27M | 10-Aug-88 | 7.55 | -0.5 |
Mutual Fund TCW Select Equities I | Large Growth | 8.63 | 1.06 | 1.06 | -27.18 | -11.68 | -4.53 | $2000 | 3 | 315.55M | 01-Mar-93 | 18.6 | -0.76 |
Mutual Fund Principal Large Cap Growth I R4 | Large Growth | 9.39 | 1.01 | 1.01 | -32.57 | -12.41 | -4.59 | $0 | 3 | 3.09M | 06-Dec-00 | 19.52 | -0.75 |
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 |
Mutual Fund RiverSource Mid Cap Growth R4 | Mid-Cap Growth | 13.19 | 3.86 | 3.86 | -33.26 | -14.36 | -4.91 | $2000 | 3 | 2.43M | 20-Mar-95 | 23.84 | -0.67 |
Mutual Fund Baron iOpportunity | Mid-Cap Growth | 12.04 | 1.97 | 1.97 | -34.71 | -11.4 | -2.02 | $2000 | 3 | 101.00M | 29-Feb-00 | 25.34 | -0.48 |
Mutual Fund Artisan Mid Cap Inv | Mid-Cap Growth | 12.6 | 1.94 | 1.94 | -34.54 | -11.01 | -2.05 | $1000 | 4 | 2.56B | 27-Jun-97 | 22.75 | -0.54 |
Mutual Fund Goldman Sachs Small/Mid Cap Growth I | Mid-Cap Growth | 12.41 | 1.9 | 1.9 | -30.46 | -9.83 | $0 | 4 | 51.73M | 30-Jun-05 | 22.23 | -0.5 | |
Mutual Fund Goldman Sachs Small/Mid Cap Growth S | Mid-Cap Growth | 12.38 | 1.8 | 1.8 | -30.76 | -10.3 | $0 | 4 | 300.00K | 30-Jun-05 | 22.22 | -0.53 | |
Mutual Fund Buffalo Mid Cap | Mid-Cap Growth | 11.69 | 1.42 | 1.42 | -26.96 | -12.55 | -3.08 | $2500 | 3 | 184.02M | 17-Dec-01 | 22.06 | -0.65 |
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 |
Mutual Fund William Blair Small Cap Growth N | Small Growth | 11.57 | 1.44 | 1.44 | -36.78 | -18.69 | -6.55 | $5000 | 3 | 215.18M | 27-Dec-99 | 21.65 | -1.0 |
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 United States Gasoline | Specialty-Natural Res | 22.76 | 22.76 | -50.75 | 65.24M | ||||||||
ETF iShares Silver Trust | Specialty-Precious Metals | 14.2 | 14.2 | -24.95 | 3.50B | ||||||||
ETF PowerShares DB Base Metals | Specialty-Natural Res | 10.75 | 10.75 | -46.39 | 116.60M | ||||||||
ETF iShares S&P North Amer Tech-Semicondctrs | Specialty-Technology | 9.76 | 9.76 | -36.45 | -21.36 | 121.53M | 26.37 | -0.89 | |||||
ETF Market Vectors Gold Miners ETF | Specialty-Precious Metals | 8.85 | 8.85 | -22.68 | 4.29B | ||||||||
Mutual Fund Tocqueville Gold | Precious Metals | 11.66 | 19.16 | 19.16 | -24.24 | -0.6 | 8.45 | $1000 | 4 | 578.54M | 29-Jun-98 | 38.22 | 0.1 |
Mutual Fund Fidelity Select Wireless | Communications | 9.68 | 13.52 | 13.52 | -28.9 | -9.97 | 2.42 | $2500 | 4 | 178.65M | 21-Sep-00 | 24.9 | -0.43 |
Mutual Fund GAMCO Gold AAA | Precious Metals | 12.77 | 13.28 | 13.28 | -24.87 | 3.38 | 10.45 | $1000 | 3 | 344.29M | 11-Jul-94 | 41.55 | 0.22 |
Mutual Fund USAA Precious Metals and Minerals | Precious Metals | 13.74 | 13.26 | 13.26 | -21.66 | 8.04 | 14.72 | $3000 | 4 | 875.13M | 15-Aug-84 | 42.56 | 0.33 |
Mutual Fund AIM Gold & Precious Metals Inv | Precious Metals | 12.5 | 12.93 | 12.93 | -23.61 | 2.56 | 10.12 | $1000 | 4 | 120.74M | 19-Jan-84 | 36.61 | 0.17 |
Mutual Fund American Century Global Gold Inv | Precious Metals | 11.32 | 11.24 | 11.24 | -22.39 | -0.06 | 7.48 | $2500 | 3 | 734.53M | 17-Aug-88 | 41.91 | 0.13 |
Mutual Fund Seligman Communications&Information I | Technology | 10.54 | 10.41 | 10.41 | -18.49 | -4.02 | 2.35 | $0 | 5 | 20.09M | 30-Nov-01 | 20.88 | -0.25 |
Mutual Fund MFS Technology I | Technology | 14.7 | 10.4 | 10.4 | -38.39 | -10.33 | -3.04 | $0 | 3 | 2.74M | 02-Jan-97 | 26.28 | -0.41 |
Mutual Fund MFS Technology R4 | Technology | 14.6 | 10.21 | 10.21 | -38.43 | -10.42 | $0 | 4 | 40.00K | 01-Apr-05 | 26.27 | -0.41 | |
Mutual Fund MFS Technology R2 | Technology | 14.59 | 10.07 | 10.07 | -38.75 | -10.87 | -3.65 | $0 | 3 | 7.03M | 31-Oct-03 | 26.29 | -0.43 |
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 iShares MSCI Chile Investable Mkt Idx | Latin America Stock | 15.76 | 15.76 | -33.52 | 160.32M | ||||||||
ETF iShares MSCI Brazil Index | Latin America Stock | 7.72 | 7.72 | -48.52 | 4.50B | 38.31 | 0.14 | ||||||
ETF Market Vectors Russia ETF | Europe Stock | 7.5 | 7.5 | -68.94 | 457.58M | ||||||||
ETF iShares MSCI Taiwan Index | Pacific/Asia ex-Japan Stk | 6.32 | 6.32 | -45.0 | -10.43 | 1.28B | 28.58 | -0.36 | |||||
ETF SPDR S&P BRIC 40 | Diversified Emerging Mkts | 3.49 | 3.49 | -45.57 | 120.57M | ||||||||
Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 22.48 | 13.56 | 13.56 | -35.39 | 3.69 | 8.84 | $1000 | 3 | 28.67M | 12-May-98 | 40.63 | 0.22 |
Mutual Fund Janus Overseas | Foreign Large Growth | 11.51 | 3.69 | 3.69 | -46.62 | -8.4 | 5.4 | $2500 | 4 | 3.90B | 02-May-94 | 27.83 | -0.29 |
Mutual Fund Matthews China | Pacific/Asia ex-Japan Stk | 15.03 | 3.56 | 3.56 | -31.82 | 7.28 | 9.76 | $2500 | 5 | 729.61M | 19-Feb-98 | 32.13 | 0.28 |
Mutual Fund Waddell & Reed Adv Asset Strategy Y | World Allocation | 4.19 | 3.44 | 3.44 | -21.96 | 5.98 | 12.72 | $0 | 5 | 34.18M | 28-Sep-95 | 15.13 | 0.24 |
Mutual Fund Janus Adviser International Growth S | Foreign Large Growth | 9.6 | 3.05 | 3.05 | -43.84 | -6.99 | 6.33 | $2500 | 5 | 760.49M | 01-May-97 | 26.13 | -0.27 |
Mutual Fund Janus Adviser International Growth R | Foreign Large Growth | 9.61 | 3.04 | 3.04 | -43.98 | -7.12 | $2500 | 5 | 50.33M | 30-Sep-04 | 26.13 | -0.28 | |
Mutual Fund AMIDEX35 Israel | World Stock | 4.85 | 2.64 | 2.64 | -33.92 | -5.49 | $500 | 4 | 8.45M | 08-Jun-99 | 22.67 | -0.28 | |
Mutual Fund Old Mutual Clay Finlay China Z | Pacific/Asia ex-Japan Stk | 13.17 | 2.51 | 2.51 | -30.89 | 5.57 | $2500 | 5 | 3.12M | 30-Dec-05 | 30.23 | 0.22 | |
Mutual Fund Fidelity Latin America | Latin America Stock | 8.71 | 2.17 | 2.17 | -51.69 | -6.53 | 14.16 | $2500 | 3 | 2.07B | 19-Apr-93 | 33.22 | -0.12 |
Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | 8.74 | 2.1 | 2.1 | -51.72 | -6.62 | 13.77 | $2500 | 3 | 5.73M | 21-Dec-98 | 33.08 | -0.13 |
Hot Bear Market 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 UltraShort MSCI EAFE ProShares | Bear Market | 18.97 | 18.97 | 56.12 | 71.46M | ||||||||
ETF UltraShort Dow30 ProShares | Bear Market | 17.85 | 17.85 | 52.51 | 424.93M | ||||||||
ETF UltraShort 20+ Year Treasury ProShares | Bear Market | 15.66 | 15.66 | 3.14B | |||||||||
ETF Rydex Inverse 2x S&P 500 | Bear Market | 12.23 | 12.23 | 58.77 | 94.75M | ||||||||
ETF UltraShort S&P500 ProShares | Bear Market | 11.78 | 11.78 | 51.02 | 2.45B | ||||||||
Mutual Fund Rydex Inverse Dow 2x Strategy H | Bear Market | -18.7 | 17.86 | 17.86 | 59.02 | 10.87 | 2.64 | $2500 | 0 | 31.39M | 20-Feb-04 | 30.49 | 0.37 |
Mutual Fund Rydex Inverse Russell 2000 2x Strategy H | Bear Market | -23.45 | 13.58 | 13.58 | 20.35 | $2500 | 0 | 34.77M | 31-May-06 | 0.0 | 0.0 | ||
Mutual Fund Access Flex Bear High Yield Inv | Bear Market | 1.71 | 13.14 | 13.14 | 10.66 | 3.33 | $4000 | 0 | 57.51M | 27-Apr-05 | 10.3 | 0.04 | |
Mutual Fund PIMCO StocksPLUS TR Short Strat D | Bear Market | -6.29 | 11.9 | 11.9 | 45.75 | $1000 | 0 | 47.28M | 31-Jul-06 | 0.0 | 0.0 | ||
Mutual Fund Rydex Inverse S&P 500 2x Strategy H | Bear Market | -20.81 | 10.86 | 10.86 | 53.58 | 15.73 | 3.12 | $2500 | 0 | 243.68M | 19-May-00 | 31.63 | 0.5 |
Mutual Fund Rydex Inverse High Yield Strategy H | Bear Market | 0.67 | 10.37 | 10.37 | 10.42 | $2500 | 0 | 2.23M | 16-Apr-07 | 0.0 | 0.0 | ||
Mutual Fund Rydex Inverse Russell 2000 Strategy H | Bear Market | -11.33 | 9.3 | 9.3 | 23.93 | 12.64 | 1.96 | $2500 | 0 | 26.99M | 20-Feb-04 | 20.89 | 0.51 |
Mutual Fund Rydex Inverse S&P 500 Strategy Inv | Bear Market | -10.05 | 7.77 | 7.77 | 37.66 | 13.65 | 5.55 | $2500 | 0 | 212.60M | 07-Jan-94 | 16.47 | 0.65 |
Mutual Fund Rydex Inverse S&P 500 Strategy Adv | Bear Market | -10.07 | 7.65 | 7.65 | 36.96 | 13.07 | 5.0 | $2500 | 0 | 13.52M | 05-Aug-98 | 16.47 | 0.62 |
Mutual Fund Rydex Inverse Gov Long Bond Strategy Inv | Bear Market | -8.95 | 7.07 | 7.07 | -20.76 | -10.16 | -6.3 | $2500 | 0 | 279.74M | 03-Mar-95 | 18.99 | -0.64 |