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.
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Jun 11, 2009

Hot Mutual Funds and ETFs - June 2009

Welcome to the June 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 this year. There are some good picks in the "Precious Metals", "Natural Resources", "Technology", "Pacific/Asia ex-Japan Stk", "Diversified Emerging Mkts" and "Latin America Stock" categories.

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

Category Returns



Hot Mutual Funds and ETFs Recommendations

All data as of 5/31/2009. Next update before 7/15/2009
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 UltraShort Russell1000 Value ProSharesLarge Value 22.2922.2957.27    12.74M 
ETF UltraShort Dow30 ProSharesLarge Value 17.8517.8552.51    639.14M 
ETF Rydex Inverse 2x S&P 500Large Blend 12.2312.2358.77    103.61M 
ETF UltraShort S&P500 ProSharesLarge Blend 11.7811.7851.02    3.86B 
ETF Short Dow30 ProSharesLarge Value 10.8110.8134.9    234.48M 
Mutual Fund Yacktman FocusedLarge Value9.8955.4728.18 3.995.31$2500461.66M30-Apr-9723.630.15
Mutual Fund Parnassus WorkplaceLarge Growth4.5544.6325.52-14.931.15 $200058.70M29-Apr-0523.280.03
Mutual Fund Fidelity OTCLarge Growth4.7335.1925.02-28.06-1.151.79$250033.10B31-Dec-8425.43-0.04
Mutual Fund Putnam Voyager YLarge Growth7.5539.2924.07-18.72-3.52-0.74$03168.30M31-Mar-9421.78-0.2
Mutual Fund YacktmanLarge Value9.4151.7123.66-4.721.653.67$25005263.49M06-Jul-9222.420.04
Mutual Fund T. Rowe Price New America GrowthLarge Growth5.9131.0122.22-25.5-2.26 $25004498.60M30-Sep-8521.62-0.14
Mutual Fund T. Rowe Price New America Growth AdvLarge Growth5.8630.9222.08-25.63-2.47 $250044.27M30-Dec-0521.6-0.15
Mutual Fund Kinetics ParadigmLarge Growth15.4847.7920.44-37.2-7.993.97$25003665.39M31-Dec-9926.76-0.29
Mutual Fund Principal Large Cap Growth I R5Large Growth4.8630.1720.32-27.14-5.33-1.23$0312.55M06-Dec-0021.34-0.29
Mutual Fund Jennison 20/20 Focus RLarge Blend10.2329.020.15-31.1-4.01 $0327.78M10-Jun-0421.93-0.22

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 Growth7.9844.9332.98-23.97-4.6 $200032.43M20-Mar-9526.58-0.16
Mutual Fund Baron iOpportunityMid-Cap Growth6.0937.0424.72-29.86-3.951.86$20003101.00M29-Feb-0026.97-0.13
Mutual Fund Goldman Sachs Growth Opportunities IMid-Cap Growth6.7736.7323.31-28.0-1.942.13$03707.93M24-May-9923.67-0.09
Mutual Fund Goldman Sachs Growth Opp SvcMid-Cap Growth6.6636.5723.06-28.36-2.411.62$036.62M24-May-9923.68-0.11
Mutual Fund Columbia Acorn Select ZMid-Cap Growth7.4838.5522.6-37.65-8.23 $25003756.20M23-Nov-9826.9-0.29
Mutual Fund Artisan Mid Cap InvMid-Cap Growth4.0634.8722.1-28.98-3.771.7$100042.56B27-Jun-9724.41-0.16
Mutual Fund Rydex Mid Cap Growth HMid-Cap Growth5.8941.2921.98-23.49-4.071.15$2500342.49M20-Feb-0423.74-0.19
Mutual Fund Thornburg Core Growth R3Mid-Cap Growth6.5435.1121.82-30.95-8.852.5$03205.08M01-Jul-0324.26-0.38
Mutual Fund Goldman Sachs Small/Mid Cap Growth IMid-Cap Growth3.8834.3121.74-27.27-1.87 $0451.73M30-Jun-0523.79-0.09
Mutual Fund AIM Trimark Endeavor RMid-Cap Blend7.3351.8521.73-22.56-5.71.48$033.73M30-Apr-0428.56-0.17

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 UltraShort Russell2000 Value ProSharesSmall Value 23.1823.1818.94    14.77M 
ETF UltraShort SmallCap600 ProSharesSmall Blend 20.8620.8634.46    24.73M 
ETF Rydex Inverse 2x Russell 2000Small Blend 14.2314.2327.25    19.22M 
ETF Short S&P SmallCap600 ProSharesSmall Blend 12.6712.6779.34    23.16M 
ETF UltraShort Russell2000 ProSharesSmall Blend 11.0711.0717.36    598.69M 
Mutual Fund William Blair Small Cap Growth NSmall Growth5.5944.5931.47-23.1-10.01-1.17$50003215.18M27-Dec-9925.85-0.4
Mutual Fund Wasatch Micro Cap ValueSmall Growth15.1740.3426.52-26.43-7.322.14$2000455.45M28-Jul-0325.14-0.3
Mutual Fund River Oak DiscoverySmall Growth5.8440.4324.03-28.54-6.47 $200033.78M30-Jun-0527.58-0.22
Mutual Fund Perritt Micro Cap OpportunitiesSmall Blend11.5446.7323.34-30.51-10.58 $10003183.34M02-May-8827.47-0.38
Mutual Fund TCW Small Cap Growth ISmall Growth9.6136.4122.75-24.67-1.72.98$2000373.84M01-Mar-9425.13-0.06
Mutual Fund TCW Small Cap Growth NSmall Growth9.5636.3122.59-24.95-2.062.63$2000419.88M01-Mar-9925.11-0.08
Mutual Fund Janus TritonSmall Growth3.2234.7820.82-23.66-2.33 $25005122.33M25-Feb-0523.95-0.11
Mutual Fund Fidelity Small Cap StockSmall Blend7.8145.7119.69-28.77-8.41 $250032.03B12-Mar-9826.51-0.31
Mutual Fund MFS New Discovery R4Small Growth5.6340.319.64-27.62-6.94 $0327.99M01-Apr-0526.77-0.25
Mutual Fund MFS New Discovery ISmall Growth5.6140.3319.57-27.67-6.89-1.16$0352.88M02-Jan-9726.78-0.24

Hot Specialty ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF iPath DJ AIG Copper TR Sub-Idx ETNSpecialty-Natural Res 31.9231.92-52.21    43.78M 
ETF Ultra Silver ProSharesSpecialty-Precious Metals 23.7823.78    88.88M 
ETF United States GasolineSpecialty-Natural Res 22.7622.76-50.75    90.05M 
ETF iPath DJ AIG Platinum TR Sub-Idx ETNSpecialty-Precious Metals 18.418.4    42.08M 
ETF E-TRACS UBS Long Platinum ETNSpecialty-Precious Metals 18.3718.37    50.83M 
ETF B2B Internet HOLDRsSpecialty-Technology 17.3917.39-27.05-23.33   2.69M 
ETF PowerShares DB Base Metals Dble Long ETNSpecialty-Natural Res 16.5416.54    8.54M 
ETF UltraShort Utilities ProSharesSpecialty-Utilities 16.3816.3836.02    12.32M 
ETF iShares Silver TrustSpecialty-Precious Metals 14.214.2-24.95    4.16B 37.430.24
ETF PowerShares DB SilverSpecialty-Precious Metals 13.7313.73-25.79    84.02M 
Mutual Fund Tocqueville GoldPrecious Metals29.5835.0544.12-6.715.7415.94$10004578.54M29-Jun-9841.020.27
Mutual Fund Fidelity Select WirelessCommunications7.6436.4941.26-21.86-0.576.6$25004178.65M21-Sep-0026.590.0
Mutual Fund USAA Precious Metals and MineralsPrecious Metals31.8339.2438.65-4.7214.6123.09$30004875.13M15-Aug-8445.480.47
Mutual Fund GAMCO Gold AAAPrecious Metals33.5937.9738.59-9.439.6418.81$10003344.29M11-Jul-9444.90.36
Mutual Fund AIM Gold & Precious Metals InvPrecious Metals27.9237.1237.64-9.558.8617.88$10004120.74M19-Jan-8439.150.34
Mutual Fund Fidelity Advisor Technology ITechnology7.4445.7537.0-29.62-6.31-1.52$2500312.15M03-Sep-9630.8-0.16
Mutual Fund MFS Technology ITechnology6.1441.9336.62-33.71-0.81.75$032.74M02-Jan-9727.780.0
Mutual Fund MFS Technology R4Technology6.1841.8936.45-33.75-0.85 $0440.00K01-Apr-0527.780.0
Mutual Fund MFS Technology R2Technology6.1441.7936.2-34.06-1.361.13$037.03M31-Oct-0327.8-0.02
Mutual Fund Jacob InternetTechnology8.0741.4635.94-28.69-10.96 $2500324.63M13-Dec-9928.94-0.36

Hot Foreign ETFs & Mutual Funds
NameCategory1
Month
3
Month
YTD1
Year
3
Year
5
Year
Init
Invest
RatingNet
Assets
InceptionStd
Dev
Sharpe
Ratio
ETF UltraShort MSCI Japan ProSharesJapan Stock 28.0128.0122.8    13.23M 
ETF UltraShort MSCI EAFE ProSharesForeign Large Blend 18.9718.9756.12    56.21M 
ETF iShares MSCI Chile Investable Mkt IdxLatin America Stock 15.7615.76-33.52    259.61M 
ETF Short MSCI EAFE ProSharesForeign Large Blend 12.4712.4743.45    60.46M 
Mutual Fund Dreyfus Greater China IPacific/Asia ex-Japan Stk25.180.4267.27-11.3717.2819.43$1000328.67M12-May-9843.60.52
Mutual Fund Janus OverseasForeign Large Growth18.5657.0346.02-31.553.8815.49$250043.90B02-May-9431.380.18
Mutual Fund DFA Emerging Markets Small Cap IDiversified Emerging Mkts22.9168.1345.66-27.144.7615.58$04556.29M05-Mar-9835.140.22
Mutual Fund Fidelity Advisor Latin America ILatin America Stock20.7952.843.47-43.576.9224.92$250035.73M21-Dec-9835.260.29
Mutual Fund DFA Emerging Markets Value IDiversified Emerging Mkts22.571.9443.13-32.936.3219.32$043.56B01-Apr-9835.840.27
Mutual Fund Fidelity Latin AmericaLatin America Stock20.4952.042.87-43.916.9325.03$250032.07B19-Apr-9335.240.29
Mutual Fund RS Emerging Markets KDiversified Emerging Mkts18.9464.9242.1-35.413.5316.26$1000321.61M15-May-0133.910.18
Mutual Fund Guinness Atkinson China & Hong KongPacific/Asia ex-Japan Stk25.2261.0940.46-28.839.5812.81$50003112.93M30-Jun-9436.570.35
Mutual Fund Ivy Pacific Opportunities YPacific/Asia ex-Japan Stk19.0460.5239.62-20.416.714.72$033.63M24-Jul-0333.30.27
Mutual Fund Russell Emerging Markets SDiversified Emerging Mkts19.1562.1539.17-36.452.4114.63$03478.15M29-Jan-9332.990.15

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 Industrials ProSharesBear Market 28.0228.02107.89    32.50M 
ETF UltraShort Consumer Goods ProSharesBear Market 17.8317.8358.65    19.67M 
Mutual Fund Rydex Inverse Gov Long Bond Strategy InvBear Market4.454.2422.59-14.76-7.66-5.14$25000279.74M03-Mar-9519.9-0.45
Mutual Fund Rydex Inverse Gov Long Bond Strategy AdvBear Market4.444.2222.46-15.06-8.04-5.57$2500025.14M01-Aug-0319.91-0.47