Hot Mutual Funds and ETFs - August 2009

Category Returns

Hot Mutual Funds and ETFs Recommendations

All data as of 7/31/2009. Next update before 9/15/2009

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 Ultra QQQ ProShares	Large Blend		41.06	41.69	-48.06	-16.08				1.00B		46.62	-0.19
ETF PowerShares QQQ	Large Growth		20.13	22.67	-19.06	-1.73				14.02B		23.22	-0.08
ETF First Trust NASDAQ-100 Equal Weight Idx	Large Blend		19.95	22.1	-21.35	-6.15				22.94M		24.07	-0.26
Mutual Fund Parnassus Workplace	Large Growth	10.83	16.31	39.64	3.05	6.0		$2000	5	8.70M	29-Apr-05	23.96	0.24
Mutual Fund Putnam Voyager Y	Large Growth	8.6	20.45	38.95	-0.17	1.59	2.59	$0	3	168.30M	31-Mar-94	22.32	0.06
Mutual Fund Yacktman Focused	Large Value	7.15	18.57	38.31	17.6	7.02	7.26	$2500	4	61.66M	30-Apr-97	23.91	0.28
Mutual Fund Fidelity OTC	Large Growth	6.84	15.13	37.44	-13.28	3.73	5.19	$2500	3	3.10B	31-Dec-84	25.58	0.16
Mutual Fund Yacktman	Large Value	7.97	18.83	34.3	11.93	4.58	5.74	$2500	5	263.49M	06-Jul-92	22.83	0.18
Mutual Fund California Investment Nasdaq 100 Idx Dir	Large Growth	8.56	15.01	33.55	-12.11	2.43	2.92	$1000	3	8.74M	18-Jan-00	23.57	0.1
Mutual Fund Jennison 20/20 Focus R	Large Blend	8.26	21.14	32.05	-18.95	-0.62	6.78	$0	3	27.78M	10-Jun-04	22.46	-0.04
Mutual Fund Janus Adviser Forty R	Large Growth	9.93	17.97	31.61	-22.73	3.55	8.12	$2500	4	82.89M	30-Sep-04	24.79	0.15
Mutual Fund T. Rowe Price New America Growth	Large Growth	7.2	14.04	31.59	-13.59	1.35	2.77	$2500	4	498.60M	30-Sep-85	21.9	0.05
Mutual Fund T. Rowe Price New America Growth Adv	Large Growth	7.21	13.94	31.4	-13.76	1.12	2.54	$2500	4	4.27M	30-Dec-05	21.89	0.04
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
ETF Ultra Russell MidCap Growth ProShares	Mid-Cap Growth		40.63	25.46	-63.0					15.49M
ETF Rydex S&P Midcap 400 Pure Growth	Mid-Cap Growth		26.64	23.93	-18.89	-2.7				42.66M		23.91	-0.12
Mutual Fund RiverSource Mid Cap Growth R4	Mid-Cap Growth	7.86	15.38	42.11	-10.6	-0.49	2.37	$2000	3	2.43M	20-Mar-95	26.73	0.01
Mutual Fund Baron iOpportunity	Mid-Cap Growth	8.67	16.85	37.36	-13.83	1.95	6.08	$2000	3	101.00M	29-Feb-00	27.16	0.11
Mutual Fund AIM Trimark Endeavor R	Mid-Cap Blend	13.39	19.69	35.75	-7.58	-1.73	3.79	$0	3	3.73M	30-Apr-04	29.61	-0.01
Mutual Fund Columbia Acorn Select Z	Mid-Cap Growth	8.51	18.32	34.97	-24.49	-4.34	2.82	$2500	3	756.20M	23-Nov-98	27.35	-0.12
Mutual Fund Goldman Sachs Small/Mid Cap Growth I	Mid-Cap Growth	7.95	14.24	33.88	-12.77	3.45		$0	4	51.73M	30-Jun-05	24.02	0.15
Mutual Fund Goldman Sachs Small/Mid Cap Growth S	Mid-Cap Growth	7.91	14.08	33.63	-13.08	2.97		$0	4	300.00K	30-Jun-05	24.03	0.13
Mutual Fund Kinetics Internet	Mid-Cap Growth	11.9	22.04	32.59	-1.05	2.82	5.49	$2500	3	71.22M	21-Oct-96	22.64	0.11
Mutual Fund Goldman Sachs Growth Opportunities I	Mid-Cap Growth	7.67	14.61	32.36	-14.92	2.17	4.34	$0	3	707.93M	24-May-99	23.92	0.09
Mutual Fund Azzad Ethical Mid Cap	Mid-Cap Growth	9.29	16.69	32.32	-17.94	-4.03	2.17	$1000	3	2.07M	20-Nov-00	23.7	-0.17
Mutual Fund Goldman Sachs Growth Opp Svc	Mid-Cap Growth	7.6	14.39	31.97	-15.33	1.66	3.83	$0	3	6.62M	24-May-99	23.92	0.07
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 Rydex S&P SmallCap 600 Pure Value	Small Value		73.49	29.48	-10.26	-11.7				39.33M		43.53	-0.16
Mutual Fund William Blair Small Cap Growth N	Small Growth	9.7	22.55	52.59	-0.23	-3.97	2.41	$5000	3	215.18M	27-Dec-99	26.68	-0.12
Mutual Fund Wasatch Micro Cap Value	Small Growth	8.57	31.03	43.94	-6.86	-2.13	5.46	$2000	4	55.45M	28-Jul-03	25.74	-0.06
Mutual Fund TCW Small Cap Growth I	Small Growth	6.17	23.42	38.22	-8.93	4.07	7.84	$2000	3	73.84M	01-Mar-94	25.27	0.18
Mutual Fund TCW Small Cap Growth N	Small Growth	6.18	23.27	37.93	-9.26	3.69	7.46	$2000	4	19.88M	01-Mar-99	25.26	0.16
Mutual Fund River Oak Discovery	Small Growth	9.43	16.95	37.05	-9.65	-0.92		$2000	3	3.78M	30-Jun-05	27.68	0.0
Mutual Fund Perritt Micro Cap Opportunities	Small Blend	6.85	23.28	36.32	-17.0	-6.72	2.35	$1000	3	183.34M	02-May-88	27.86	-0.21
Mutual Fund MFS New Discovery R4	Small Growth	8.85	19.77	35.66	-9.06	-0.91	3.31	$0	3	27.99M	01-Apr-05	27.24	0.0
Mutual Fund MFS New Discovery I	Small Growth	8.86	19.79	35.62	-9.08	-0.85	3.42	$0	3	52.88M	02-Jan-97	27.25	0.01
Mutual Fund Fidelity Small Cap Stock	Small Blend	10.84	22.15	35.61	-14.11	-2.15	2.66	$2500	3	2.03B	12-Mar-98	27.11	-0.05
Mutual Fund MFS New Discovery R3	Small Growth	8.74	19.71	35.45	-9.33	-1.19	3.06	$0	3	2.11M	01-Apr-05	27.23	-0.01
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 Ultra Technology ProShares	Specialty-Technology		42.86	49.6	-44.34					137.00M
ETF B2B Internet HOLDRs	Specialty-Technology		23.56	45.04	-38.22	-14.24				3.12M
ETF Market Vectors Steel ETF	Specialty-Natural Res		54.1	43.45	-58.42					227.48M
ETF SPDR S&P Semiconductor	Specialty-Technology		23.82	40.69	-17.97	-9.74				103.28M		29.26	-0.31
ETF iShares S&P North Amer Tech-Multimd Ntwk	Specialty-Technology		40.29	40.37	-16.86	-7.52				138.37M		32.47	-0.17
Mutual Fund Fidelity Advisor Technology I	Technology	9.82	22.75	56.53	-5.71	1.23	3.23	$2500	3	12.15M	03-Sep-96	31.09	0.11
Mutual Fund Fidelity Select Technology	Technology	9.85	22.38	54.59	-6.39	1.99	3.03	$2500	3	799.77M	14-Jul-81	30.82	0.13
Mutual Fund T. Rowe Price Global Technology	Technology	9.73	23.16	53.52	-0.15	5.12	6.29	$2500	4	92.48M	29-Sep-00	26.96	0.22
Mutual Fund MFS Technology I	Technology	11.49	19.18	53.4	-13.25	5.09	6.27	$0	3	2.74M	02-Jan-97	28.3	0.22
Mutual Fund MFS Technology R4	Technology	11.56	19.32	53.33	-13.17	5.07	6.18	$0	4	40.00K	01-Apr-05	28.31	0.22
Mutual Fund MFS Technology R2	Technology	11.5	19.11	52.85	-13.69	4.52	5.63	$0	3	7.03M	31-Oct-03	28.32	0.2
Mutual Fund Jacob Internet	Technology	7.82	19.88	50.78	-4.93	-3.92	3.6	$2500	3	24.63M	13-Dec-99	28.9	-0.09
Mutual Fund Fidelity Select Computers	Technology	11.58	20.75	48.25	-8.53	4.52	3.71	$2500	3	217.42M	29-Jul-85	28.12	0.2
Mutual Fund Fidelity Select Wireless	Communications	3.46	11.55	46.39	-9.22	1.57	7.63	$2500	4	178.65M	21-Sep-00	26.6	0.09
Mutual Fund T. Rowe Price Science & Tech Adv	Technology	7.67	17.27	45.1	-10.34	3.26	2.43	$2500	3	219.83M	31-Mar-00	26.92	0.15
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 Claymore/AlphaShares China Small Cap	Pacific/Asia ex-Japan Stk		51.87	57.63	1.54					86.86M
ETF iShares MSCI Chile Investable Mkt Idx	Latin America Stock		32.41	53.28						319.35M
ETF WisdomTree India Earnings	Pacific/Asia ex-Japan Stk		58.61	52.98	-3.79					384.45M
ETF iShares MSCI Brazil Index	Latin America Stock		41.59	52.49	-37.59	14.11				8.58B		39.72	0.47
ETF SPDR S&P Emerging Markets Small Cap	Diversified Emerging Mkts		46.56	47.63	-18.24					25.41M
Mutual Fund Dreyfus Greater China I	Pacific/Asia ex-Japan Stk	10.27	43.58	91.97	25.84	23.59	23.47	$1000	3	28.67M	12-May-98	43.75	0.65
Mutual Fund DFA Emerging Markets Small Cap I	Diversified Emerging Mkts	12.68	37.81	63.33	-6.19	9.65	17.91	$0	4	556.29M	05-Mar-98	35.65	0.36
Mutual Fund Guinness Atkinson China & Hong Kong	Pacific/Asia ex-Japan Stk	16.57	45.37	63.07	-4.71	14.64	15.96	$5000	3	112.93M	30-Jun-94	37.62	0.48
Mutual Fund RS Emerging Markets K	Diversified Emerging Mkts	13.72	35.67	62.08	-13.85	7.16	19.6	$1000	3	21.61M	15-May-01	34.72	0.3
Mutual Fund DFA Emerging Markets Value I	Diversified Emerging Mkts	13.41	37.21	60.32	-13.29	9.89	21.31	$0	4	3.56B	01-Apr-98	36.54	0.37
Mutual Fund Matthews China	Pacific/Asia ex-Japan Stk	12.79	33.47	56.83	5.72	22.77	21.47	$2500	5	729.61M	19-Feb-98	34.5	0.69
Mutual Fund Janus Overseas	Foreign Large Growth	10.04	26.73	56.07	-14.97	6.36	17.44	$2500	4	3.90B	02-May-94	31.87	0.27
Mutual Fund Janus Adviser International Growth S	Foreign Large Growth	10.02	26.65	55.85	-15.18	6.1	17.14	$2500	5	760.49M	01-May-97	31.86	0.26
Mutual Fund Janus Adviser International Growth R	Foreign Large Growth	10.0	26.57	55.62	-15.4	5.83	16.85	$2500	5	50.33M	30-Sep-04	31.86	0.25
Mutual Fund Ivy Pacific Opportunities Y	Pacific/Asia ex-Japan Stk	10.36	32.54	55.44	2.52	10.93	18.11	$0	3	3.63M	24-Jul-03	33.69	0.4