Hot Mutual Funds and ETFs - October 2009

Category Returns

Hot Mutual Funds and ETFs Recommendations

All data as of 9/30/2009. Next update before 11/15/2009

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		33.78	89.55	-2.69	-9.82				938.57M		47.38	-0.02
ETF Ultra MidCap400 ProShares	Large Blend		41.7	53.51	-27.42	-16.5				2.54B		19.73	-0.28
ETF Ultra Russell1000 Growth ProShares	Large Growth		28.6	50.59	-19.76					37.97M
ETF First Trust NASDAQ-100 Equal Weight Idx	Large Blend		22.36	49.39	8.51	-0.47				34.43M		24.67	0.0
ETF Rydex S&P 500 Pure Value	Large Value		38.46	48.78	3.74	-7.0				27.66M		35.89	-0.1
Mutual Fund Putnam Voyager Y	Large Growth	6.55	21.72	55.74	24.49	3.68	4.76	$0	3	168.30M	31-Mar-94	22.69	0.16
Mutual Fund Yacktman Focused	Large Value	4.44	16.94	50.95	22.51	7.79	9.07	$2500	4	61.66M	30-Apr-97	24.0	0.32
Mutual Fund Fidelity OTC	Large Growth	7.0	16.44	49.79	13.59	3.28	6.91	$2500	3	3.10B	31-Dec-84	25.59	0.16
Mutual Fund Parnassus Workplace	Large Growth	4.27	18.75	49.62	13.01	5.08		$2000	5	8.70M	29-Apr-05	23.83	0.22
Mutual Fund Yacktman	Large Value	4.07	19.02	48.04	20.74	5.81	7.72	$2500	5	263.49M	06-Jul-92	23.03	0.25
Mutual Fund California Investment Nasdaq 100 Idx Dir	Large Growth	5.58	16.31	43.09	9.02	1.68	4.23	$1000	3	8.74M	18-Jan-00	23.51	0.08
Mutual Fund Buffalo Large Cap	Large Growth	5.19	20.77	42.62	7.64	-1.92	2.76	$2500	3	20.70M	19-May-95	22.67	-0.08
Mutual Fund Jennison 20/20 Focus R	Large Blend	6.65	15.55	40.94	5.2	-0.4	7.27	$0	3	27.78M	10-Jun-04	22.66	-0.01
Mutual Fund T. Rowe Price New America Growth	Large Growth	5.09	14.67	40.76	4.58	1.36	3.95	$2500	4	498.60M	30-Sep-85	21.94	0.06
Mutual Fund Parnassus	Large Growth	2.53	19.95	40.57	3.21	1.11	3.31	$2000	3	161.78M	27-Dec-84	24.87	0.07
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		36.88	71.73	-21.82					21.15M
ETF Rydex 2x S&P MidCap 400	Mid-Cap Blend		44.02	54.01	-26.6					15.49M
ETF Ultra MidCap400 ProShares	Mid-Cap Blend		41.7	53.51	-27.42	-16.5				134.52M		46.74	-0.18
ETF Rydex S&P Midcap 400 Pure Growth	Mid-Cap Growth		22.63	51.97	14.16	4.96				79.69M		24.75	0.22
ETF Rydex S&P Midcap 400 Pure Value	Mid-Cap Value		39.0	51.7	-0.85	-2.75				23.94M		35.55	0.02
Mutual Fund RiverSource Mid Cap Growth R4	Mid-Cap Growth	8.72	24.5	64.04	17.61	3.38	4.94	$2000	3	2.43M	20-Mar-95	27.36	0.17
Mutual Fund Columbia Acorn Select Z	Mid-Cap Growth	8.29	23.94	54.16	7.7	-1.85	5.3	$2500	3	756.20M	23-Nov-98	27.85	-0.01
Mutual Fund AIM Trimark Endeavor R	Mid-Cap Blend	4.27	25.89	50.71	6.57		5.16	$0	3	3.73M	30-Apr-04	29.86	0.06
Mutual Fund Baron iOpportunity	Mid-Cap Growth	7.61	17.89	49.02	7.17	1.82	6.96	$2000	3	101.00M	29-Feb-00	27.16	0.11
Mutual Fund Aston/Optimum Mid Cap N	Mid-Cap Blend	9.76	28.3	48.7	4.34	2.61	5.81	$2500	3	453.09M	19-Sep-94	27.21	0.14
Mutual Fund Rydex Mid Cap Growth H	Mid-Cap Growth	8.21	21.52	48.04	10.43	3.33	5.61	$2500	3	42.49M	20-Feb-04	24.53	0.15
Mutual Fund Delafield	Mid-Cap Value	6.24	25.38	47.05	3.86	1.49	6.4	$5000	3	373.40M	19-Nov-93	28.54	0.1
Mutual Fund Goldman Sachs Growth Opportunities I	Mid-Cap Growth	6.56	18.53	45.71	4.06	3.95	5.73	$0	3	707.93M	24-May-99	24.19	0.18
Mutual Fund Goldman Sachs Growth Opp Svc	Mid-Cap Growth	6.48	18.33	45.13	3.52	3.45	5.21	$0	3	6.62M	24-May-99	24.19	0.16
Mutual Fund Goldman Sachs Small/Mid Cap Growth I	Mid-Cap Growth	6.4	16.92	45.01	4.65	4.7		$0	4	51.73M	30-Jun-05	24.23	0.21
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		40.36	81.73	17.68	-1.29				165.44M		45.49	0.12
ETF PowerShares FTSE RAFI US 1500 Small-Mid	Small Blend		32.58	54.61	13.53					163.38M		29.55	0.08
ETF Ultra Russell2000 Growth ProShares	Small Growth		32.05	50.62	-32.89					34.69M
ETF WisdomTree SmallCap Earnings	Small Blend		25.77	44.24	8.61					62.23M
ETF RevenueShares Small Cap	Small Blend		26.16	43.18	8.34					67.11M
Mutual Fund William Blair Small Cap Growth N	Small Growth	7.54	19.09	65.65	16.09	-2.69	2.93	$5000	3	215.18M	27-Dec-99	26.99	-0.06
Mutual Fund Wasatch Micro Cap Value	Small Growth	8.21	20.57	59.85	17.22		7.61	$2000	4	55.45M	28-Jul-03	26.17	0.05
Mutual Fund TCW Small Cap Growth I	Small Growth	7.09	19.41	55.45	14.44	6.67	9.72	$2000	3	73.84M	01-Mar-94	25.61	0.29
Mutual Fund TCW Small Cap Growth N	Small Growth	7.05	19.34	55.03	14.09	6.28	9.33	$2000	4	19.88M	01-Mar-99	25.61	0.27
Mutual Fund Fidelity Small Cap Stock	Small Blend	7.53	26.19	54.39	11.54		5.25	$2500	3	2.03B	12-Mar-98	27.54	0.07
Mutual Fund River Oak Discovery	Small Growth	13.31	23.15	54.23	13.99	2.31		$2000	3	3.78M	30-Jun-05	28.63	0.14
Mutual Fund MFS New Discovery I	Small Growth	8.99	23.69	54.1	11.7	1.6	5.32	$0	3	52.88M	02-Jan-97	27.25	0.01
Mutual Fund MFS New Discovery R4	Small Growth	8.95	23.64	54.09	11.67	1.54	5.22	$0	3	27.99M	01-Apr-05	27.71	0.11
Mutual Fund MFS New Discovery R3	Small Growth	8.94	23.57	53.92	11.41	1.28	4.98	$0	3	2.11M	01-Apr-05	27.71	0.1
Mutual Fund Perritt Micro Cap Opportunities	Small Blend	6.78	14.93	46.61	-2.07	-4.47	3.67	$1000	3	183.34M	02-May-88	28.16	-0.11
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 Direxion Daily Technology Bull 3X Shares	Specialty-Technology		53.42	153.04						111.24M
ETF Ultra Semiconductor ProShares	Specialty-Technology		44.82	102.0	-3.43					90.03M
ETF Ultra Technology ProShares	Specialty-Technology		35.0	101.95	2.04					146.95M
ETF Ultra Basic Materials ProShares	Specialty-Natural Res		56.72	92.5	-36.94					410.59M
ETF B2B Internet HOLDRs	Specialty-Technology		25.9	82.61	-22.22	-3.04				2.13M
Mutual Fund Fidelity Advisor Technology I	Technology	8.38	21.81	73.62	25.53		6.19	$2500	3	12.15M	03-Sep-96	31.05	0.11
Mutual Fund MFS Technology I	Technology	7.76	24.6	71.43	15.08	3.9	8.37	$0	3	2.74M	02-Jan-97	28.07	0.19
Mutual Fund MFS Technology R4	Technology	7.67	24.56	71.21	15.06	3.84	8.28	$0	4	40.00K	01-Apr-05	28.05	0.19
Mutual Fund Fidelity Select Technology	Technology	8.16	21.41	70.85	23.55	2.42	5.84	$2500	3	799.77M	14-Jul-81	30.91	0.15
Mutual Fund MFS Technology R2	Technology	7.74	24.49	70.66	14.61	3.32	7.72	$0	3	7.03M	31-Oct-03	28.08	0.17
Mutual Fund T. Rowe Price Global Technology	Technology	9.38	21.31	69.72	27.51	5.14	8.58	$2500	4	92.48M	29-Sep-00	27.12	0.23
Mutual Fund Fidelity Select Computers	Technology	7.84	26.85	68.54	20.06	4.85	7.12	$2500	3	217.42M	29-Jul-85	28.07	0.22
Mutual Fund Jacob Internet	Technology	7.04	18.99	66.41	14.52	-4.5	5.53	$2500	3	24.63M	13-Dec-99	28.69	-0.1
Mutual Fund Tocqueville Gold	Precious Metals	14.85	28.05	64.7	53.98	13.13	17.05	$1000	4	578.54M	29-Jun-98	42.15	0.45
Mutual Fund Firsthand e-Commerce	Technology	11.25	19.51	61.71	28.32	6.22	9.37	$2000	3	18.08M	30-Sep-99	27.71	0.26
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 Direxion Daily Emrg Mkts Bull 3X Shares	Diversified Emerging Mkts		68.34	162.95						223.27M
ETF Market Vectors Russia ETF	Europe Stock		32.9	112.32	-1.31					961.16M
ETF iShares MSCI Brazil Index	Latin America Stock		27.69	94.72	26.38	24.5				8.58B		40.73	0.69
ETF iShares MSCI Turkey Invest Mkt Index	Diversified Emerging Mkts		33.58	88.29	16.13					296.79M
ETF WisdomTree India Earnings	Pacific/Asia ex-Japan Stk		21.48	85.84	33.03					553.94M
Mutual Fund Dreyfus Greater China I	Pacific/Asia ex-Japan Stk	8.28	7.81	87.7	76.01	22.42	21.79	$1000	3	28.67M	12-May-98	44.42	0.63
Mutual Fund DFA Emerging Markets Small Cap I	Diversified Emerging Mkts	8.34	23.53	79.05	33.59	10.77	18.03	$0	4	556.29M	05-Mar-98	35.85	0.4
Mutual Fund RS Emerging Markets K	Diversified Emerging Mkts	10.28	24.69	77.71	25.46	9.13	19.28	$1000	3	21.61M	15-May-01	35.13	0.36
Mutual Fund Janus Overseas	Foreign Large Growth	7.81	20.73	71.23	23.4	6.75	18.69	$2500	4	3.90B	02-May-94	31.97	0.29
Mutual Fund Janus Adviser International Growth S	Foreign Large Growth	7.79	20.65	70.91	23.09	6.48	18.4	$2500	5	760.49M	01-May-97	31.96	0.28
Mutual Fund Janus Adviser International Growth R	Foreign Large Growth	7.77	20.57	70.58	22.77	6.21	18.1	$2500	5	50.33M	30-Sep-04	31.96	0.27
Mutual Fund Fidelity Advisor Latin America I	Latin America Stock	11.6	21.0	69.79	9.62	9.66	24.68	$2500	3	5.73M	21-Dec-98	36.03	0.38
Mutual Fund Russell Emerging Markets E	Diversified Emerging Mkts	9.28	23.12	69.57	18.82	7.78	16.9	$0	3	15.85M	22-Sep-98	33.98	0.32
Mutual Fund Fidelity Latin America	Latin America Stock	11.58	20.94	69.15	9.54	9.74	24.74	$2500	3	2.07B	19-Apr-93	36.02	0.38
Mutual Fund Russell Emerging Markets C	Diversified Emerging Mkts	9.2	22.9	68.59	17.93	6.96	16.02	$0	3	20.70M	27-Jan-99	33.95	0.3