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 :

Apr 15, 2009

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
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF PowerShares QQQLarge Growth 2.112.11-30.33-9.92   12.34B 22.13-0.5
Mutual Fund T. Rowe Price New America GrowthLarge Growth10.853.413.41-30.02-9.03-2.57$25004498.60M30-Sep-8520.23-0.53
Mutual Fund T. Rowe Price New America Growth AdvLarge Growth10.83.323.32-30.15-9.23 $250044.27M30-Dec-0520.21-0.54
Mutual Fund Fidelity OTCLarge Growth11.73.33.3-32.44-10.05-2.25$250033.10B31-Dec-8423.92-0.46
Mutual Fund California Investment Nasdaq 100 Idx DirLarge Growth11.032.632.63-30.01-9.92-2.9$100038.74M18-Jan-0022.04-0.52
Mutual Fund Weitz Partners III OpportunityLarge Blend8.491.621.62-26.68-11.98 $25003147.00M30-Dec-0517.04-0.86
Mutual Fund Columbia Select Large Cap Growth RLarge Growth10.741.471.47-37.69-11.05 $0320.00K31-Dec-0422.6-0.55
Mutual Fund Principal Large Cap Growth I R5Large Growth9.481.21.2-32.45-12.29-4.44$0312.55M06-Dec-0019.55-0.74
Mutual Fund Reynolds Blue Chip GrowthLarge Growth1.361.071.07-1.48-0.71-0.08$1000421.27M10-Aug-887.55-0.5
Mutual Fund TCW Select Equities ILarge Growth8.631.061.06-27.18-11.68-4.53$20003315.55M01-Mar-9318.6-0.76
Mutual Fund Principal Large Cap Growth I R4Large Growth9.391.011.01-32.57-12.41-4.59$033.09M06-Dec-0019.52-0.75

Hot Mid Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund RiverSource Mid Cap Growth R4Mid-Cap Growth13.193.863.86-33.26-14.36-4.91$200032.43M20-Mar-9523.84-0.67
Mutual Fund Baron iOpportunityMid-Cap Growth12.041.971.97-34.71-11.4-2.02$20003101.00M29-Feb-0025.34-0.48
Mutual Fund Artisan Mid Cap InvMid-Cap Growth12.61.941.94-34.54-11.01-2.05$100042.56B27-Jun-9722.75-0.54
Mutual Fund Goldman Sachs Small/Mid Cap Growth IMid-Cap Growth12.411.91.9-30.46-9.83 $0451.73M30-Jun-0522.23-0.5
Mutual Fund Goldman Sachs Small/Mid Cap Growth SMid-Cap Growth12.381.81.8-30.76-10.3 $04300.00K30-Jun-0522.22-0.53
Mutual Fund Buffalo Mid CapMid-Cap Growth11.691.421.42-26.96-12.55-3.08$25003184.02M17-Dec-0122.06-0.65

Hot Small Cap ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
Mutual Fund William Blair Small Cap Growth NSmall Growth11.571.441.44-36.78-18.69-6.55$50003215.18M27-Dec-9921.65-1.0

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF United States GasolineSpecialty-Natural Res 22.7622.76-50.75    65.24M 
ETF iShares Silver TrustSpecialty-Precious Metals 14.214.2-24.95    3.50B 
ETF PowerShares DB Base MetalsSpecialty-Natural Res 10.7510.75-46.39    116.60M 
ETF iShares S&P North Amer Tech-SemicondctrsSpecialty-Technology 9.769.76-36.45-21.36   121.53M 26.37-0.89
ETF Market Vectors Gold Miners ETFSpecialty-Precious Metals 8.858.85-22.68    4.29B 
Mutual Fund Tocqueville GoldPrecious Metals11.6619.1619.16-24.24-0.68.45$10004578.54M29-Jun-9838.220.1
Mutual Fund Fidelity Select WirelessCommunications9.6813.5213.52-28.9-9.972.42$25004178.65M21-Sep-0024.9-0.43
Mutual Fund GAMCO Gold AAAPrecious Metals12.7713.2813.28-24.873.3810.45$10003344.29M11-Jul-9441.550.22
Mutual Fund USAA Precious Metals and MineralsPrecious Metals13.7413.2613.26-21.668.0414.72$30004875.13M15-Aug-8442.560.33
Mutual Fund AIM Gold & Precious Metals InvPrecious Metals12.512.9312.93-23.612.5610.12$10004120.74M19-Jan-8436.610.17
Mutual Fund American Century Global Gold InvPrecious Metals11.3211.2411.24-22.39-0.067.48$25003734.53M17-Aug-8841.910.13
Mutual Fund Seligman Communications&Information ITechnology10.5410.4110.41-18.49-4.022.35$0520.09M30-Nov-0120.88-0.25
Mutual Fund MFS Technology ITechnology14.710.410.4-38.39-10.33-3.04$032.74M02-Jan-9726.28-0.41
Mutual Fund MFS Technology R4Technology14.610.2110.21-38.43-10.42 $0440.00K01-Apr-0526.27-0.41
Mutual Fund MFS Technology R2Technology14.5910.0710.07-38.75-10.87-3.65$037.03M31-Oct-0326.29-0.43

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iShares MSCI Chile Investable Mkt IdxLatin America Stock 15.7615.76-33.52    160.32M 
ETF iShares MSCI Brazil IndexLatin America Stock 7.727.72-48.52    4.50B 38.310.14
ETF Market Vectors Russia ETFEurope Stock 7.57.5-68.94    457.58M 
ETF iShares MSCI Taiwan IndexPacific/Asia ex-Japan Stk 6.326.32-45.0-10.43   1.28B 28.58-0.36
ETF SPDR S&P BRIC 40Diversified Emerging Mkts 3.493.49-45.57    120.57M 
Mutual Fund Dreyfus Greater China IPacific/Asia ex-Japan Stk22.4813.5613.56-35.393.698.84$1000328.67M12-May-9840.630.22
Mutual Fund Janus OverseasForeign Large Growth11.513.693.69-46.62-8.45.4$250043.90B02-May-9427.83-0.29
Mutual Fund Matthews ChinaPacific/Asia ex-Japan Stk15.033.563.56-31.827.289.76$25005729.61M19-Feb-9832.130.28
Mutual Fund Waddell & Reed Adv Asset Strategy YWorld Allocation4.193.443.44-21.965.9812.72$0534.18M28-Sep-9515.130.24
Mutual Fund Janus Adviser International Growth SForeign Large Growth9.63.053.05-43.84-6.996.33$25005760.49M01-May-9726.13-0.27
Mutual Fund Janus Adviser International Growth RForeign Large Growth9.613.043.04-43.98-7.12 $2500550.33M30-Sep-0426.13-0.28
Mutual Fund AMIDEX35 IsraelWorld Stock4.852.642.64-33.92-5.49 $50048.45M08-Jun-9922.67-0.28
Mutual Fund Old Mutual Clay Finlay China ZPacific/Asia ex-Japan Stk13.172.512.51-30.895.57 $250053.12M30-Dec-0530.230.22
Mutual Fund Fidelity Latin AmericaLatin America Stock8.712.172.17-51.69-6.5314.16$250032.07B19-Apr-9333.22-0.12
Mutual Fund Fidelity Advisor Latin America ILatin America Stock8.742.12.1-51.72-6.6213.77$250035.73M21-Dec-9833.08-0.13

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 MSCI EAFE ProSharesBear Market 18.9718.9756.12    71.46M 
ETF UltraShort Dow30 ProSharesBear Market 17.8517.8552.51    424.93M 
ETF UltraShort 20+ Year Treasury ProSharesBear Market 15.6615.66    3.14B 
ETF Rydex Inverse 2x S&P 500Bear Market 12.2312.2358.77    94.75M 
ETF UltraShort S&P500 ProSharesBear Market 11.7811.7851.02    2.45B 
Mutual Fund Rydex Inverse Dow 2x Strategy HBear Market-18.717.8617.8659.0210.872.64$2500031.39M20-Feb-0430.490.37
Mutual Fund Rydex Inverse Russell 2000 2x Strategy HBear Market-23.4513.5813.5820.35 $2500034.77M31-May-060.00.0
Mutual Fund Access Flex Bear High Yield InvBear Market1.7113.1413.1410.663.33 $4000057.51M27-Apr-0510.30.04
Mutual Fund PIMCO StocksPLUS TR Short Strat DBear Market-6.2911.911.945.75 $1000047.28M31-Jul-060.00.0
Mutual Fund Rydex Inverse S&P 500 2x Strategy HBear Market-20.8110.8610.8653.5815.733.12$25000243.68M19-May-0031.630.5
Mutual Fund Rydex Inverse High Yield Strategy HBear Market0.6710.3710.3710.42 $250002.23M16-Apr-070.00.0
Mutual Fund Rydex Inverse Russell 2000 Strategy HBear Market-11.339.39.323.9312.641.96$2500026.99M20-Feb-0420.890.51
Mutual Fund Rydex Inverse S&P 500 Strategy InvBear Market-10.057.777.7737.6613.655.55$25000212.60M07-Jan-9416.470.65
Mutual Fund Rydex Inverse S&P 500 Strategy AdvBear Market-10.077.657.6536.9613.075.0$2500013.52M05-Aug-9816.470.62
Mutual Fund Rydex Inverse Gov Long Bond Strategy InvBear Market-8.957.077.07-20.76-10.16-6.3$25000279.74M03-Mar-9518.99-0.64