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 | |||||||||||||
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 Russell1000 Value ProShares | Large Value | 22.29 | 22.29 | 57.27 | 12.74M | ||||||||
ETF UltraShort Dow30 ProShares | Large Value | 17.85 | 17.85 | 52.51 | 639.14M | ||||||||
ETF Rydex Inverse 2x S&P 500 | Large Blend | 12.23 | 12.23 | 58.77 | 103.61M | ||||||||
ETF UltraShort S&P500 ProShares | Large Blend | 11.78 | 11.78 | 51.02 | 3.86B | ||||||||
ETF Short Dow30 ProShares | Large Value | 10.81 | 10.81 | 34.9 | 234.48M | ||||||||
Mutual Fund Yacktman Focused | Large Value | 9.89 | 55.47 | 28.18 | 3.99 | 5.31 | $2500 | 4 | 61.66M | 30-Apr-97 | 23.63 | 0.15 | |
Mutual Fund Parnassus Workplace | Large Growth | 4.55 | 44.63 | 25.52 | -14.93 | 1.15 | $2000 | 5 | 8.70M | 29-Apr-05 | 23.28 | 0.03 | |
Mutual Fund Fidelity OTC | Large Growth | 4.73 | 35.19 | 25.02 | -28.06 | -1.15 | 1.79 | $2500 | 3 | 3.10B | 31-Dec-84 | 25.43 | -0.04 |
Mutual Fund Putnam Voyager Y | Large Growth | 7.55 | 39.29 | 24.07 | -18.72 | -3.52 | -0.74 | $0 | 3 | 168.30M | 31-Mar-94 | 21.78 | -0.2 |
Mutual Fund Yacktman | Large Value | 9.41 | 51.71 | 23.66 | -4.72 | 1.65 | 3.67 | $2500 | 5 | 263.49M | 06-Jul-92 | 22.42 | 0.04 |
Mutual Fund T. Rowe Price New America Growth | Large Growth | 5.91 | 31.01 | 22.22 | -25.5 | -2.26 | $2500 | 4 | 498.60M | 30-Sep-85 | 21.62 | -0.14 | |
Mutual Fund T. Rowe Price New America Growth Adv | Large Growth | 5.86 | 30.92 | 22.08 | -25.63 | -2.47 | $2500 | 4 | 4.27M | 30-Dec-05 | 21.6 | -0.15 | |
Mutual Fund Kinetics Paradigm | Large Growth | 15.48 | 47.79 | 20.44 | -37.2 | -7.99 | 3.97 | $2500 | 3 | 665.39M | 31-Dec-99 | 26.76 | -0.29 |
Mutual Fund Principal Large Cap Growth I R5 | Large Growth | 4.86 | 30.17 | 20.32 | -27.14 | -5.33 | -1.23 | $0 | 3 | 12.55M | 06-Dec-00 | 21.34 | -0.29 |
Mutual Fund Jennison 20/20 Focus R | Large Blend | 10.23 | 29.0 | 20.15 | -31.1 | -4.01 | $0 | 3 | 27.78M | 10-Jun-04 | 21.93 | -0.22 | |
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 | 7.98 | 44.93 | 32.98 | -23.97 | -4.6 | $2000 | 3 | 2.43M | 20-Mar-95 | 26.58 | -0.16 | |
Mutual Fund Baron iOpportunity | Mid-Cap Growth | 6.09 | 37.04 | 24.72 | -29.86 | -3.95 | 1.86 | $2000 | 3 | 101.00M | 29-Feb-00 | 26.97 | -0.13 |
Mutual Fund Goldman Sachs Growth Opportunities I | Mid-Cap Growth | 6.77 | 36.73 | 23.31 | -28.0 | -1.94 | 2.13 | $0 | 3 | 707.93M | 24-May-99 | 23.67 | -0.09 |
Mutual Fund Goldman Sachs Growth Opp Svc | Mid-Cap Growth | 6.66 | 36.57 | 23.06 | -28.36 | -2.41 | 1.62 | $0 | 3 | 6.62M | 24-May-99 | 23.68 | -0.11 |
Mutual Fund Columbia Acorn Select Z | Mid-Cap Growth | 7.48 | 38.55 | 22.6 | -37.65 | -8.23 | $2500 | 3 | 756.20M | 23-Nov-98 | 26.9 | -0.29 | |
Mutual Fund Artisan Mid Cap Inv | Mid-Cap Growth | 4.06 | 34.87 | 22.1 | -28.98 | -3.77 | 1.7 | $1000 | 4 | 2.56B | 27-Jun-97 | 24.41 | -0.16 |
Mutual Fund Rydex Mid Cap Growth H | Mid-Cap Growth | 5.89 | 41.29 | 21.98 | -23.49 | -4.07 | 1.15 | $2500 | 3 | 42.49M | 20-Feb-04 | 23.74 | -0.19 |
Mutual Fund Thornburg Core Growth R3 | Mid-Cap Growth | 6.54 | 35.11 | 21.82 | -30.95 | -8.85 | 2.5 | $0 | 3 | 205.08M | 01-Jul-03 | 24.26 | -0.38 |
Mutual Fund Goldman Sachs Small/Mid Cap Growth I | Mid-Cap Growth | 3.88 | 34.31 | 21.74 | -27.27 | -1.87 | $0 | 4 | 51.73M | 30-Jun-05 | 23.79 | -0.09 | |
Mutual Fund AIM Trimark Endeavor R | Mid-Cap Blend | 7.33 | 51.85 | 21.73 | -22.56 | -5.7 | 1.48 | $0 | 3 | 3.73M | 30-Apr-04 | 28.56 | -0.17 |
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 |
ETF UltraShort Russell2000 Value ProShares | Small Value | 23.18 | 23.18 | 18.94 | 14.77M | ||||||||
ETF UltraShort SmallCap600 ProShares | Small Blend | 20.86 | 20.86 | 34.46 | 24.73M | ||||||||
ETF Rydex Inverse 2x Russell 2000 | Small Blend | 14.23 | 14.23 | 27.25 | 19.22M | ||||||||
ETF Short S&P SmallCap600 ProShares | Small Blend | 12.67 | 12.67 | 79.34 | 23.16M | ||||||||
ETF UltraShort Russell2000 ProShares | Small Blend | 11.07 | 11.07 | 17.36 | 598.69M | ||||||||
Mutual Fund William Blair Small Cap Growth N | Small Growth | 5.59 | 44.59 | 31.47 | -23.1 | -10.01 | -1.17 | $5000 | 3 | 215.18M | 27-Dec-99 | 25.85 | -0.4 |
Mutual Fund Wasatch Micro Cap Value | Small Growth | 15.17 | 40.34 | 26.52 | -26.43 | -7.32 | 2.14 | $2000 | 4 | 55.45M | 28-Jul-03 | 25.14 | -0.3 |
Mutual Fund River Oak Discovery | Small Growth | 5.84 | 40.43 | 24.03 | -28.54 | -6.47 | $2000 | 3 | 3.78M | 30-Jun-05 | 27.58 | -0.22 | |
Mutual Fund Perritt Micro Cap Opportunities | Small Blend | 11.54 | 46.73 | 23.34 | -30.51 | -10.58 | $1000 | 3 | 183.34M | 02-May-88 | 27.47 | -0.38 | |
Mutual Fund TCW Small Cap Growth I | Small Growth | 9.61 | 36.41 | 22.75 | -24.67 | -1.7 | 2.98 | $2000 | 3 | 73.84M | 01-Mar-94 | 25.13 | -0.06 |
Mutual Fund TCW Small Cap Growth N | Small Growth | 9.56 | 36.31 | 22.59 | -24.95 | -2.06 | 2.63 | $2000 | 4 | 19.88M | 01-Mar-99 | 25.11 | -0.08 |
Mutual Fund Janus Triton | Small Growth | 3.22 | 34.78 | 20.82 | -23.66 | -2.33 | $2500 | 5 | 122.33M | 25-Feb-05 | 23.95 | -0.11 | |
Mutual Fund Fidelity Small Cap Stock | Small Blend | 7.81 | 45.71 | 19.69 | -28.77 | -8.41 | $2500 | 3 | 2.03B | 12-Mar-98 | 26.51 | -0.31 | |
Mutual Fund MFS New Discovery R4 | Small Growth | 5.63 | 40.3 | 19.64 | -27.62 | -6.94 | $0 | 3 | 27.99M | 01-Apr-05 | 26.77 | -0.25 | |
Mutual Fund MFS New Discovery I | Small Growth | 5.61 | 40.33 | 19.57 | -27.67 | -6.89 | -1.16 | $0 | 3 | 52.88M | 02-Jan-97 | 26.78 | -0.24 |
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 iPath DJ AIG Copper TR Sub-Idx ETN | Specialty-Natural Res | 31.92 | 31.92 | -52.21 | 43.78M | ||||||||
ETF Ultra Silver ProShares | Specialty-Precious Metals | 23.78 | 23.78 | 88.88M | |||||||||
ETF United States Gasoline | Specialty-Natural Res | 22.76 | 22.76 | -50.75 | 90.05M | ||||||||
ETF iPath DJ AIG Platinum TR Sub-Idx ETN | Specialty-Precious Metals | 18.4 | 18.4 | 42.08M | |||||||||
ETF E-TRACS UBS Long Platinum ETN | Specialty-Precious Metals | 18.37 | 18.37 | 50.83M | |||||||||
ETF B2B Internet HOLDRs | Specialty-Technology | 17.39 | 17.39 | -27.05 | -23.33 | 2.69M | |||||||
ETF PowerShares DB Base Metals Dble Long ETN | Specialty-Natural Res | 16.54 | 16.54 | 8.54M | |||||||||
ETF UltraShort Utilities ProShares | Specialty-Utilities | 16.38 | 16.38 | 36.02 | 12.32M | ||||||||
ETF iShares Silver Trust | Specialty-Precious Metals | 14.2 | 14.2 | -24.95 | 4.16B | 37.43 | 0.24 | ||||||
ETF PowerShares DB Silver | Specialty-Precious Metals | 13.73 | 13.73 | -25.79 | 84.02M | ||||||||
Mutual Fund Tocqueville Gold | Precious Metals | 29.58 | 35.05 | 44.12 | -6.71 | 5.74 | 15.94 | $1000 | 4 | 578.54M | 29-Jun-98 | 41.02 | 0.27 |
Mutual Fund Fidelity Select Wireless | Communications | 7.64 | 36.49 | 41.26 | -21.86 | -0.57 | 6.6 | $2500 | 4 | 178.65M | 21-Sep-00 | 26.59 | 0.0 |
Mutual Fund USAA Precious Metals and Minerals | Precious Metals | 31.83 | 39.24 | 38.65 | -4.72 | 14.61 | 23.09 | $3000 | 4 | 875.13M | 15-Aug-84 | 45.48 | 0.47 |
Mutual Fund GAMCO Gold AAA | Precious Metals | 33.59 | 37.97 | 38.59 | -9.43 | 9.64 | 18.81 | $1000 | 3 | 344.29M | 11-Jul-94 | 44.9 | 0.36 |
Mutual Fund AIM Gold & Precious Metals Inv | Precious Metals | 27.92 | 37.12 | 37.64 | -9.55 | 8.86 | 17.88 | $1000 | 4 | 120.74M | 19-Jan-84 | 39.15 | 0.34 |
Mutual Fund Fidelity Advisor Technology I | Technology | 7.44 | 45.75 | 37.0 | -29.62 | -6.31 | -1.52 | $2500 | 3 | 12.15M | 03-Sep-96 | 30.8 | -0.16 |
Mutual Fund MFS Technology I | Technology | 6.14 | 41.93 | 36.62 | -33.71 | -0.8 | 1.75 | $0 | 3 | 2.74M | 02-Jan-97 | 27.78 | 0.0 |
Mutual Fund MFS Technology R4 | Technology | 6.18 | 41.89 | 36.45 | -33.75 | -0.85 | $0 | 4 | 40.00K | 01-Apr-05 | 27.78 | 0.0 | |
Mutual Fund MFS Technology R2 | Technology | 6.14 | 41.79 | 36.2 | -34.06 | -1.36 | 1.13 | $0 | 3 | 7.03M | 31-Oct-03 | 27.8 | -0.02 |
Mutual Fund Jacob Internet | Technology | 8.07 | 41.46 | 35.94 | -28.69 | -10.96 | $2500 | 3 | 24.63M | 13-Dec-99 | 28.94 | -0.36 | |
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 UltraShort MSCI Japan ProShares | Japan Stock | 28.01 | 28.01 | 22.8 | 13.23M | ||||||||
ETF UltraShort MSCI EAFE ProShares | Foreign Large Blend | 18.97 | 18.97 | 56.12 | 56.21M | ||||||||
ETF iShares MSCI Chile Investable Mkt Idx | Latin America Stock | 15.76 | 15.76 | -33.52 | 259.61M | ||||||||
ETF Short MSCI EAFE ProShares | Foreign Large Blend | 12.47 | 12.47 | 43.45 | 60.46M | ||||||||
Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | 25.1 | 80.42 | 67.27 | -11.37 | 17.28 | 19.43 | $1000 | 3 | 28.67M | 12-May-98 | 43.6 | 0.52 |
Mutual Fund Janus Overseas | Foreign Large Growth | 18.56 | 57.03 | 46.02 | -31.55 | 3.88 | 15.49 | $2500 | 4 | 3.90B | 02-May-94 | 31.38 | 0.18 |
Mutual Fund DFA Emerging Markets Small Cap I | Diversified Emerging Mkts | 22.91 | 68.13 | 45.66 | -27.14 | 4.76 | 15.58 | $0 | 4 | 556.29M | 05-Mar-98 | 35.14 | 0.22 |
Mutual Fund Fidelity Advisor Latin America I | Latin America Stock | 20.79 | 52.8 | 43.47 | -43.57 | 6.92 | 24.92 | $2500 | 3 | 5.73M | 21-Dec-98 | 35.26 | 0.29 |
Mutual Fund DFA Emerging Markets Value I | Diversified Emerging Mkts | 22.5 | 71.94 | 43.13 | -32.93 | 6.32 | 19.32 | $0 | 4 | 3.56B | 01-Apr-98 | 35.84 | 0.27 |
Mutual Fund Fidelity Latin America | Latin America Stock | 20.49 | 52.0 | 42.87 | -43.91 | 6.93 | 25.03 | $2500 | 3 | 2.07B | 19-Apr-93 | 35.24 | 0.29 |
Mutual Fund RS Emerging Markets K | Diversified Emerging Mkts | 18.94 | 64.92 | 42.1 | -35.41 | 3.53 | 16.26 | $1000 | 3 | 21.61M | 15-May-01 | 33.91 | 0.18 |
Mutual Fund Guinness Atkinson China & Hong Kong | Pacific/Asia ex-Japan Stk | 25.22 | 61.09 | 40.46 | -28.83 | 9.58 | 12.81 | $5000 | 3 | 112.93M | 30-Jun-94 | 36.57 | 0.35 |
Mutual Fund Ivy Pacific Opportunities Y | Pacific/Asia ex-Japan Stk | 19.04 | 60.52 | 39.62 | -20.41 | 6.7 | 14.72 | $0 | 3 | 3.63M | 24-Jul-03 | 33.3 | 0.27 |
Mutual Fund Russell Emerging Markets S | Diversified Emerging Mkts | 19.15 | 62.15 | 39.17 | -36.45 | 2.41 | 14.63 | $0 | 3 | 478.15M | 29-Jan-93 | 32.99 | 0.15 |
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 Industrials ProShares | Bear Market | 28.02 | 28.02 | 107.89 | 32.50M | ||||||||
ETF UltraShort Consumer Goods ProShares | Bear Market | 17.83 | 17.83 | 58.65 | 19.67M | ||||||||
Mutual Fund Rydex Inverse Gov Long Bond Strategy Inv | Bear Market | 4.45 | 4.24 | 22.59 | -14.76 | -7.66 | -5.14 | $2500 | 0 | 279.74M | 03-Mar-95 | 19.9 | -0.45 |
Mutual Fund Rydex Inverse Gov Long Bond Strategy Adv | Bear Market | 4.44 | 4.22 | 22.46 | -15.06 | -8.04 | -5.57 | $2500 | 0 | 25.14M | 01-Aug-03 | 19.91 | -0.47 |