Hot Mutual Funds & ETFs: 2010

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.

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Sep 19, 2010

Hot Mutual Funds and ETFs - September 2010

Category Returns

Hot Mutual Funds and ETFs Recommendations

All data as of 8/31/2010. Next update before 10/15/2010

ETFs listed in Green

Mutual Funds listed in Yellow


Hot Large Cap ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF ProShares Ultra MidCap400	Large Blend		-20.24	46.63	-23.63				2.46B		21.22	-0.25
ETF Rydex S&P 500 Pure Value	Large Value		-11.62	42.42	-10.97				61.40M		37.22	-0.05
ETF ProShares Ultra Dow30	Large Blend		-19.28	35.39	-23.43				314.18M		39.39	-0.35
ETF Direxion Daily Large Cap Bull 3X Shares	Large Blend		-34.22	34.11					220.60M
ETF ProShares Ultra QQQ	Large Growth		-22.68	32.81	-17.63				773.52M		51.19	-0.03
Mutual Fund Nuveen Symphony All-Cap Core R3	Large Blend	4.79	2.62	47.98	-6.17		$0	3	868.08K	May 5, 2009	20.45	-0.3
Mutual Fund Marsico Flexible Capital	Large Growth	0.28	4.02	26.99	5.84		$2500	5	89.14M	Dec 29, 2006	23.34	0.32
Mutual Fund PIMCO Fundamental IndexPLUS TR D	Large Blend	-3.96	0.14	20.96	-1.2	3.4	$1000	4	262.10M	Jun 30, 2005	29.57	0.07
Mutual Fund ING Value Choice W	Large Blend	0.31	2.77	19.06	3.26	10.5	$1000	5	594.14M	Dec 17, 2007	24.61	0.22
Mutual Fund ING Value Choice O	Large Blend	0.27	2.74	18.82	3.0	10.33	$1000	5	594.14M	Jun 4, 2008	24.62	0.21
Mutual Fund PIMCO StocksPLUS Total Return D	Large Blend	-3.17	1.35	18.13	-4.59		$1000	3	211.88M	Jul 31, 2003	26.12	-0.09
Mutual Fund Nuveen Tradewinds Value Opportunities R3	Large Blend	0.23	2.61	16.59	3.51	10.07	$3000	5	2.07B	Aug 1, 2008	23.46	0.22
Mutual Fund Prudential Jennison Equity Income Z	Large Value	-1.18	3.06	16.48	-1.82	4.16	$2500	4	312.14M	Aug 22, 2008	21.24	-0.03
Mutual Fund Dividend Growth Trust Rising Div Gr I	Large Blend	-2.39	3.08	15.01	-1.58	4.16	$5000	5	62.62M	Mar 21, 2007	15.97	-0.08
Mutual Fund Brown Advisory Growth Equity Instl	Large Growth	-3.15	-2.41	14.97	-2.34	2.88	$5000	5	108.72M	Jun 28, 1999	21.84	-0.04
Hot Mid Cap ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF Direxion Daily Mid Cap Bull 3X Shares	Mid-Cap Blend		-30.48	66.39					40.21M
ETF ProShares Ultra Russell MidCap Value	Mid-Cap Value		-20.44	55.62	-29.7				8.04M		53.01	-0.23
ETF ProShares Ultra MidCap400	Mid-Cap Blend		-20.24	46.63	-23.63				93.98M		50.1	-0.14
ETF Rydex S&P Midcap 400 Pure Value	Mid-Cap Value		-14.95	40.85	-7.96				41.78M		37.65	0.05
ETF WisdomTree MidCap Dividend	Mid-Cap Value		-8.35	36.82	-7.02				144.75M		27.56	0.0
Mutual Fund AFBA 5Star Mid Cap Value I	Mid-Cap Value	3.74	6.02	60.64	-3.39	2.66	$500	4	13.82M	May 1, 2002	23.59	-0.1
Mutual Fund AFBA 5Star Mid Cap Value Adv	Mid-Cap Value	3.7	5.85	60.14	-3.6	2.43	$500	4	13.82M	May 1, 2002	23.61	-0.11
Mutual Fund Northern Mid Cap Growth	Mid-Cap Growth	3.78	17.32	38.73	-0.65	5.62	$2500	3	110.02M	Mar 31, 1998	22.55	0.02
Mutual Fund Tilson Focus	Mid-Cap Blend	-3.65	3.93	27.93	-0.34	4.7	$1500	4	18.01M	Mar 16, 2005	29.88	0.1
Mutual Fund Bryce Capital Growth	Mid-Cap Growth	-3.49	-5.46	22.34	-2.74	1.31	$2500	3	4.22M	Sep 14, 2004	24.38	-0.03
Mutual Fund RidgeWorth Emerging Growth Stock I	Mid-Cap Growth	-2.4	-1.35	21.44	-4.85	3.97	$0	3	15.34M	Feb 23, 2004	31.46	-0.03
Mutual Fund Delaware Smid Cap Growth Instl	Mid-Cap Growth	-5.15	-3.41	21.37	-3.45	2.25	$0	4	265.98M	Nov 9, 1992	22.66	-0.08
Mutual Fund Gabelli Value AAA	Mid-Cap Blend	-4.39	-0.82	21.27	-6.68		$1000	3	507.06M	Apr 30, 2010	27.26	-0.15
Mutual Fund Delaware Smid Cap Growth R	Mid-Cap Growth	-5.24	-3.58	20.67	-3.94	1.74	$0	4	265.98M	Jun 2, 2003	22.65	-0.11
Mutual Fund ING Mid Cap Opportunities W	Mid-Cap Growth	-3.56	-2.49	18.95	-1.05	4.9	$1000	4	269.17M	Jun 1, 2009	22.55	0.02
Hot Small Cap ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF Direxion Daily Small Cap Bull 3X Shares	Small Blend		-33.2	49.59					465.41M
ETF ProShares Ultra Russell2000 Value	Small Value		-22.64	44.1	-31.78				19.17M		54.72	-0.23
ETF ProShares Ultra SmallCap600	Small Blend		-18.96	42.56	-26.9				44.44M		52.69	-0.19
ETF iShares Morningstar Small Value Index	Small Value		-10.57	37.23	-5.67				178.29M		29.71	0.11
ETF ProShares Ultra Russell2000	Small Blend		-21.12	36.79	-29.18				205.59M		53.13	-0.21
Mutual Fund AFBA 5Star Small Cap I	Small Growth	5.29	8.15	57.29	-7.42	-0.61	$500	3	21.09M	Oct 15, 2001	22.78	-0.3
Mutual Fund AFBA 5Star Small Cap Adv	Small Growth	5.21	8.14	56.59	-7.69	-0.87	$500	3	21.09M	Oct 12, 2001	22.76	-0.32
Mutual Fund Delaware Trend Instl	Small Growth	-5.15	-3.49	23.21	-5.26	1.55	$0	4	365.19M	Nov 23, 1992	27.66	-0.09
Mutual Fund Delaware Trend R	Small Growth	-5.16	-3.63	22.54	-5.74	1.04	$1000	3	365.19M	Jun 2, 2003	27.65	-0.11
Mutual Fund Wasatch Ultra Growth	Small Growth	-0.78	3.24	21.97	-7.93	-1.94	$2000	3	147.82M	Aug 17, 1992	27.79	-0.19
Mutual Fund Oceanstone Fund	Small Blend	-9.78	-10.26	20.88	49.15		$2000	5	4.79M	Nov 9, 2006	48.23	1.02
Mutual Fund Wells Fargo Advantage Small Cap Val Inv	Small Blend	-3.36	-2.77	19.86	-2.31	3.67	$2500	5	3.55B	Dec 31, 1997	25.81	0.0
Mutual Fund Needham Small Cap Growth	Small Growth	-3.57	-4.32	19.83	2.82	3.98	$2000	5	25.85M	May 22, 2002	20.61	0.19
Mutual Fund PIMCO Small Cap StocksPLUS TR D	Small Blend	-6.03	-3.94	19.57	1.77		$1000	5	124.28M	Jul 31, 2006	29.16	0.17
Mutual Fund Ivy Small Cap Growth I	Small Growth	-6.49	-5.78	18.32	-2.23	1.64	$0	5	447.25M	Apr 2, 2007	24.76	-0.01
Hot Specialty ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF ProShares Ultra Real Estate	Specialty-Real Estate		-11.97	103.37	-46.01				511.82M		73.93	-0.24
ETF B2B Internet HOLDRs	Specialty-Technology		33.1	79.86	7.16				3.14M
ETF iShares FTSE NAREIT Resid Plus Cp Idx	Specialty-Real Estate		1.3	58.15	-7.68				47.53M		34.2	0.12
ETF iShares Cohen & Steers Realty Majors	Specialty-Real Estate		-3.37	58.11	-11.06				2.20B		43.26	0.06
ETF Internet Infrastructure HOLDRs	Specialty-Technology		6.38	56.78	-6.28				28.56M
Mutual Fund AFBA 5Star Science & Technology I	Technology	5.22	6.12	58.7	-1.35	4.15	$500	4	9.87M	Oct 12, 2001	22.71	-0.03
Mutual Fund AFBA 5Star Science & Technology Adv	Technology	5.25	6.17	58.29	-1.61	3.92	$500	4	9.87M	Oct 12, 2001	22.69	-0.04
Mutual Fund Forward Select Income M	Real Estate	1.89	8.87	38.32	2.03		$0	5	1.12B	Feb 2, 2010	33.7	0.2
Mutual Fund Fidelity Real Estate Investment	Real Estate	-1.54	2.21	36.24	-6.09		$2500	3	2.99B	Nov 17, 1986	42.24	0.04
Mutual Fund Aston/Fortis Real Estate N	Real Estate	-0.53	4.44	35.54	-7.76	-0.26	$2500	3	31.84M	Dec 30, 1997	38.86	-0.04
Mutual Fund Neuberger Berman Real Estate Tr	Real Estate	-1.25	2.84	35.09	-0.81	4.54	$1000	5	149.82M	May 1, 2002	38.88	0.15
Mutual Fund Managers Real Estate Securities	Real Estate	-0.93	2.91	34.91	-3.25	3.14	$2000	4	20.15M	Dec 31, 1997	39.59	0.09
Mutual Fund T. Rowe Price Real Estate	Real Estate	-1.32	1.44	34.74	-6.5	1.33	$2500	3	2.47B	Oct 31, 1997	42.32	0.03
Mutual Fund ING Real Estate W	Real Estate	-1.23	2.27	34.65	-3.8	2.81	$1000	4	577.87M	Dec 17, 2007	39.5	0.08
Mutual Fund Neuberger Berman Real Estate R3	Real Estate	-1.35	2.71	34.65	-1.08	4.26	$0	5	149.82M	Jun 21, 2010	38.88	0.14
Hot Foreign ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF Market Vectors Indonesia Index ETF	Diversified Emerging Mkts		2.72	64.05					452.50M
ETF Market Vectors Brazil Small-Cap ETF	Latin America Stock		-4.55	58.66					718.77M
ETF Global X/InterBolsa FTSE Colombia 20 ETF	Latin America Stock		4.38	52.75					33.36M
ETF ProShares Ultra Russell2000 Value	World Stock		-22.64	44.1	-31.78				651.53M
ETF iShares MSCI Turkey Invest Mkt Index	Diversified Emerging Mkts		-5.99	43.83					509.07M
Mutual Fund Matthews India	Pacific/Asia ex-Japan Stk	0.42	12.2	43.06	7.0		$2500	4	1.05B	Oct 31, 2005	42.29	0.34
Mutual Fund DFA Emerging Markets Small Cap I	Diversified Emerging Mkts	0.48	12.6	31.19	1.77	16.67	$0	4	1.50B	Mar 5, 1998	36.23	0.2
Mutual Fund Invesco Asia Pacific Growth Y	Pacific/Asia ex-Japan Stk	1.76	11.28	31.09	1.11	14.14	$1000	4	472.39M	Oct 2, 2008	29.85	0.16
Mutual Fund Wasatch International Growth	Foreign Small/Mid Growth	-0.24	10.87	29.01	-5.21	5.19	$2000	3	227.93M	Jun 28, 2002	31.3	-0.04
Mutual Fund T. Rowe Price New Asia	Pacific/Asia ex-Japan Stk	0.58	10.19	27.42	1.32	16.22	$2500	3	4.56B	Sep 28, 1990	39.09	0.2
Mutual Fund Matthews Pacific Tiger	Pacific/Asia ex-Japan Stk	0.78	12.32	26.96	5.07	14.1	$2500	4	4.59B	Sep 12, 1994	32.81	0.28
Mutual Fund Aberdeen Emerging Markets R	Diversified Emerging Mkts	-1.85	9.36	25.85	-2.52	12.29	$0	3	154.73M	Dec 30, 2003	35.11	0.08
Mutual Fund Matthews China	Pacific/Asia ex-Japan Stk	-0.37	10.07	25.67	2.76	22.03	$2500	5	2.56B	Feb 19, 1998	34.18	0.22
Mutual Fund T. Rowe Price Latin America	Latin America Stock	-3.01	8.08	25.59	3.89	20.57	$2500	4	2.61B	Dec 29, 1993	39.17	0.27
Mutual Fund Wasatch International Opportunities	Foreign Small/Mid Growth	-1.71	8.49	25.51	-5.36	7.56	$2000	4	134.07M	Jan 27, 2005	30.96	-0.05
Hot Bear Market ETFs & Mutual Funds
Name	Category	1 Month	3 Month	1 Year	3 Year	5 Year	Init Invest	Rating	Net Assets	Inception	Std Dev	Sharpe Ratio
ETF ProShares UltraShort Euro	Bear Market		20.24	26.12					343.79M

Apr 15, 2010

Hot Mutual Funds and ETFs - April 2010

Mutual Fund Category Returns (as of 4/14/2010)

HMF Category	Morning Star Category	Average YTD Returns	Average 1 Year Returns
Large Cap	Large Value	9.6	47.15
Large Cap	Large Blend	8.87	46.78
Large Cap	Large Growth	8.03	45.56
Mid Cap	Mid-Cap Value	13.47	61.43
Mid Cap	Mid-Cap Blend	13.1	58.8
Mid Cap	Mid-Cap Growth	11.72	53.37
Small Cap	Small Value	16.23	66.86
Small Cap	Small Blend	14.59	62.12
Small Cap	Small Growth	12.9	57.35
Specialty	Real Estate	15.48	93.51
Specialty	Utilities	0.78	31.73
Specialty	Communications	5.91	41.08
Specialty	Financial	14.97	58.67
Specialty	Equity Precious Metals	6.9	58.03
Specialty	Natural Resources	6	51.83
Specialty	Health	7.38	40.2
Specialty	Technology	8.21	56.03
Foreign	Pacific/Asia ex-Japan Stk	5.32	65.05
Foreign	Latin America Stock	3.07	91.71
Foreign	Europe Stock	5.45	60.57
Foreign	Diversified Emerging Mkts	6.87	69.22
Foreign	Foreign Small/Mid Value	8.53	60.18
Foreign	Foreign Large Value	4.7	46.89
Foreign	Foreign Small/Mid Growth	7.42	62.46
Foreign	Foreign Large Blend	4.79	48.04
Foreign	Foreign Large Growth	5.69	51.29
Foreign	World Stock	6.55	49.16
Foreign	Diversified Pacific/Asia	7.96	50.6
Foreign	Japan Stock	9.89	35.01
Bear Market	Bear Market	-12.16	-40.02

Hot Large Cap Mutual Funds & ETFs

Type	Name	Ticker	Category	1 Month	3 Months	YTD	1 Year	3 Years	5 Years	Inititial Investment	Rating	Net Assets	Inception	Stdandard Deviation	Sharpe Ratio
ETFs	Direxion Daily Large Cap Bull 3X Shares	BGU	Large Blend		16	16	207.07					211.36M
	Ultra QQQ ProShares	QLD	Large Growth		10.02	10.02	142.28	-5.3				843.00M		49.57	0.12
	Rydex S&P 500 Pure Value	RPV	Large Value		12.84	12.84	131.44	-5.83				78.54M		36.63	-0.03
	Ultra Russell1000 Growth ProShares	UKF	Large Growth		8.61	8.61	115.62	-11.89				18.98M		41.28	-0.13
	Ultra S&P500 ProShares	SSO	Large Blend		10.29	10.29	115.07	-19.1				1.50B		41.29	-0.33
Mutual Funds	PIMCO Fundamental IndexPLUS TR D	PIXDX	Large Blend	7.48	11.89	11.89	105.94	1.05		$1,000	4	248.20M	6/30/05	28.55	0.12
	MassMutual Select Focused Value S	MFVSX	Large Blend	8.23	9.94	9.94	83.52	1.01	5.74	$0	4	588.52M	4/28/00	26.38	0.1
	MassMutual Select Focused Value Y	MMFYX	Large Blend	8.24	9.88	9.88	83.39		5.62	$0	4	588.52M	4/28/00	26.36	0.1
	MassMutual Select Focused Value L	MMFVX	Large Blend	8.18	9.84	9.84	83.02		5.46	$0	4	588.52M	4/28/00	26.35	0.09
	Yacktman Focused	YAFFX	Large Value	5.42	4.96	4.96	81.19	10.75	9.45	$2,500	5	835.56M	4/30/97	24.17	0.47
	Hennessy Cornerstone Value	HFCVX	Large Value	5.94	5.57	5.57	81.12	-5.06	2	$2,500	3	152.73M	11/1/96	28.4	-0.1
	Fidelity Advisor Dividend Growth I	FDGIX	Large Blend	6.81	6.75	6.75	78.89	-2.42	2.86	$2,500	3	827.36M	12/28/98	26.48	-0.02
	Putnam Voyager Y	PVYYX	Large Growth	8.15	7.94	7.94	78.23	5.99	6.68	$0	4	3.46B	3/31/94	23.72	0.29
	Putnam Voyager R	PVYRX	Large Growth	8.14	7.87	7.87	77.37	5.46	6.16	$0	4	3.46B	1/21/03	23.71	0.27
	Fidelity Dividend Growth K	FDGKX	Large Blend	6.81	6.72	6.72	76.34	-2.39	2.94	$0	3	7.92B	5/9/08	26.06	-0.03

Hot Mid Cap Mutual Funds & ETFs

Type	Name	Ticker	Category	1 Month	3 Months	YTD	1 Year	3 Years	5 Years	Inititial Investment	Rating	Net Assets	Inception	Stdandard Deviation	Sharpe Ratio
ETFs	Direxion Daily Mid Cap Bull 3X Shares	MWJ	Mid-Cap Blend		23.93	23.93	282.26					40.82M
	Ultra Russell MidCap Value ProShares	UVU	Mid-Cap Value		18.83	18.83	174.71	-22.67				17.65M		51.46	-0.25
	Ultra MidCap400 ProShares	MVV	Mid-Cap Blend		18.45	18.45	152.58	-15.16				137.12M		48.64	-0.1
	Rydex 2x S&P MidCap 400	RMM	Mid-Cap Blend		18.22	18.22	151.32					20.03M
	Ultra Russell MidCap Growth ProShares	UKW	Mid-Cap Growth		14.88	14.88	148.19	-16.47				16.38M		49.66	-0.13
Mutual Funds	Tilson Focus	TILFX	Mid-Cap Blend	9.13	15.51	15.51	108.83		5.37	$1,500	3	13.91M	3/16/05	29.43	0.09
	AIM Mid Cap Basic Value Y	MDCYX	Mid-Cap Blend	8.9	11	11	98.95		5.73	$1,000	3	207.59M	10/2/08	32.41	0.14
	AIM Mid Cap Basic Value R	MDCRX	Mid-Cap Blend	8.85	10.76	10.76	97.9		5.4	$0	3	207.59M	4/30/04	32.3	0.12
	AIM Trimark Endeavor Y	ATDYX	Mid-Cap Blend	9.91	10.81	10.81	96.82	-1.31	6.83	$1,000	4	116.34M	10/2/08	30.29	0.05
	AIM Trimark Endeavor R	ATDRX	Mid-Cap Blend	9.81	10.73	10.73	95.99	-1.66	6.49	$0	3	116.34M	4/30/04	30.27	0.04
	The Delafield Fund	DEFIX	Mid-Cap Value	7.5	10.08	10.08	95.28	1.92	7.38	$5,000	4	717.36M	11/19/93	29.24	0.15
	Columbia Acorn Select Z	ACTWX	Mid-Cap Growth	6.72	8.68	8.68	86.02	-2.15	7.07	$2,500	4	2.00B	11/23/98	28.75	0.01
	Neuberger Berman Regency Inv	NBRVX	Mid-Cap Blend	7.72	9.9	9.9	82.74	-4.41	2.4	$1,000	3	113.89M	6/1/99	29.63	-0.06
	Rydex S&P MidCap 400 Pure Growth H	RYBHX	Mid-Cap Growth	8.59	9.51	9.51	77.1	4.26	6.54	$2,500	4	51.23M	2/20/04	25.5	0.22
	Fidelity Mid-Cap Stock K	FKMCX	Mid-Cap Growth	7.97	11.2	11.2	77.09	-2.71	6.29	$0	3	7.41B	5/9/08	27.89	-0.02

Hot Small Cap Mutual Funds & ETFs

Type	Name	Ticker	Category	1 Month	3 Months	YTD	1 Year	3 Years	5 Years	Inititial Investment	Rating	Net Assets	Inception	Stdandard Deviation	Sharpe Ratio
ETFs	Direxion Daily Small Cap Bull 3X Shares	TNA	Small Blend		27.96	27.96	258.46					229.42M
	Rydex S&P SmallCap 600 Pure Value	RZV	Small Value		19.49	19.49	160.28	-2.98				154.24M		47.18	0.11
	Ultra SmallCap600 ProShares	SAA	Small Blend		17.14	17.14	151.37	-19.43				57.13M		51.06	-0.18
	Ultra Russell2000 ProShares	UWM	Small Blend		17.76	17.76	147.92	-21.67				215.49M		51.4	-0.23
	Ultra Russell2000 Value ProShares	UVT	Small Value		20.13	20.13	146.78	-25				23.83M		52.63	-0.29
Mutual Funds	AIM Trimark Small Companies Y	ATIYX	Small Blend	7.31	6.02	6.02	104.42	-0.4	6.19	$1,000	4	460.59M	10/2/08	26.77	0.06
	AIM Trimark Small Companies R	ATIRX	Small Blend	7.25	5.87	5.87	103.33	-0.75	5.88	$0	4	460.59M	4/30/04	26.74	0.04
	Adirondack Small Cap	ADKSX	Small Value	5.19	8.96	8.96	101.6	1.25		$0	4	13.75M	4/5/05	28.18	0.12
	PIMCO Small Cap StocksPLUS TR D	PCKDX	Small Blend	8.54	11.47	11.47	94.07	2.77		$1,000	4	154.01M	7/31/06	28.16	0.18
	SouthernSun Small Cap Investor	SSSFX	Small Value	10.03	14.32	14.32	93.28		4.07	$1,000	3	66.23M	10/1/03	31.09	0.12
	Artio US Smallcap A	JSCAX	Small Growth	9.09	11.69	11.69	92.9	4.25		$1,000	5	22.18M	7/24/06	30.02	0.23
	Wasatch Micro Cap Value	WAMVX	Small Growth	5.36	5.36	5.36	89.57	-0.84	7.94	$2,000	5	167.29M	7/28/03	26.41	0.04
	Skyline Special Equities	SKSEX	Small Value	9.13	8.76	8.76	89.43	-4.04	3.6	$2,000	3	245.60M	4/23/87	29.38	-0.05
	TFS Small Cap	TFSSX	Small Blend	8.38	10.46	10.46	88.07	4.6		$5,000	5	23.73M	3/7/06	28.9	0.24
	RiverSource Partners Small Cap Value R5	RSCVX	Small Value	7.66	10.87	10.87	87.73	-0.69	5.09	$2,000	4	393.09M	12/11/06	26.36	0.04

Hot Specialty Mutual Funds & ETFs

Type	Name	Ticker	Category	1 Month	3 Months	YTD	1 Year	3 Years	5 Years	Inititial Investment	Rating	Net Assets	Inception	Stdandard Deviation	Sharpe Ratio
ETFs	Fidelity Advisor Real Estate I	FHEIX	Real Estate	10.88	11.13	11.13	130.23	-9.98	4.89	$2,500	3	268.65M	9/12/02	43.72	-0.06
	Fidelity Real Estate Investment	FRESX	Real Estate	10.67	11.33	11.33	127.94	-11.51	3.04	$2,500	3	2.68B	11/17/86	42.23	-0.11
	T. Rowe Price Real Estate	TRREX	Real Estate	9.91	10.55	10.55	118	-11.24	3.91	$2,500	3	2.15B	10/31/97	41.94	-0.11
	T. Rowe Price Real Estate Advisor	PAREX	Real Estate	9.9	10.53	10.53	117.91	-11.18	3.86	$2,500	3	2.15B	12/31/04	41.98	-0.11
	REMS Real Estate Value Opportunity P	HLPPX	Real Estate	9.6	11.63	11.63	116.65	-2.4	5.55	$2,500	5	49.64M	12/22/09	36.95	0.07
Mutual Funds	Forward Select Income M	FSIMX	Real Estate	5.48	11.14	11.14	112.72	-4.05		$0	4	922.40M	2/2/10	33.93	0
	Neuberger Berman Real Estate Tr	NBRFX	Real Estate	10.61	11.36	11.36	112.37	-6.72	6.8	$1,000	5	91.39M	5/1/02	38.83	-0.03
	Managers Real Estate Securities	MRESX	Real Estate	9.63	9.63	9.63	111.79	-8.25	5.51	$2,000	4	17.45M	12/31/97	39.48	-0.06
	Dunham Real Estate Stock C	DCREX	Real Estate	10.21	10.32	10.32	111.38	-11.3	1.87	$5,000	3	6.98M	12/10/04	39.89	-0.14
	ING Real Estate W	IREWX	Real Estate	9.81	9.3	9.3	110.36	-8.88	5.23	$1,000	4	485.63M	12/17/07	39.39	-0.08

Hot Foreign Mutual Funds & ETFs

Type	Name	Ticker	Category	1 Month	3 Months	YTD	1 Year	3 Years	5 Years	Inititial Investment	Rating	Net Assets	Inception	Stdandard Deviation	Sharpe Ratio
ETFs	Direxion Daily Emrg Mkts Bull 3X Shares	EDC	Diversified Emerging Mkts		-1.25	-1.25	288.77					389.31M
	Direxion Daily Dev Mkts Bull 3X Shrs	DZK	Foreign Large Blend		2.23	2.23	206.38					21.92M
	Market Vectors Indonesia Index ETF	IDX	Diversified Emerging Mkts		12.32	12.32	172.82					317.63M
	Ultra Russell2000 Value ProShares	VT	World Stock		20.13	20.13	146.78	-25				881.00M
	Market Vectors Russia ETF	RSX	Europe Stock		10.13	10.13	145.11					1.92B
Mutual Funds	Matthews India	MINDX	Pacific/Asia ex-Japan Stk	10.83	9.33	9.33	143.26	11.69		$2,500	3	725.19M	10/31/05	42.61	0.43
	JPMorgan Latin America R5	JLTRX	Latin America Stock	7.81	3.03	3.03	122.55	8.97		$0	4	17.53M	2/28/07	38.52	0.38
	T. Rowe Price Latin America	PRLAX	Latin America Stock	7.24	1.8	1.8	116.22	11.05	27.43	$2,500	4	2.68B	12/29/93	38.46	0.43
	DFA Asia Pacific Small Company I	DFRSX	Pacific/Asia ex-Japan Stk	8.22	4.11	4.11	114.49	3.67	12.82	$0	3	105.93M	1/5/93	37.77	0.24
	T. Rowe Price New Asia	PRASX	Pacific/Asia ex-Japan Stk	7.52	2.79	2.79	108.41	10.21	17.99	$2,500	3	3.85B	9/28/90	39.37	0.4
	Guinness Atkinson China & Hong Kong	ICHKX	Pacific/Asia ex-Japan Stk	6.8	3.79	3.79	106.7	12.98	17.56	$5,000	3	229.62M	6/30/94	38.2	0.47
	DFA Emerging Markets Value I	DFEVX	Diversified Emerging Mkts	8.8	3.4	3.4	103.62	7.48	18.54	$0	4	8.09B	4/1/98	37.16	0.34
	DFA Emerging Markets Value R2	DFEPX	Diversified Emerging Mkts	8.56	3.05	3.05	102.87	7.22	18.37	$0	4	8.09B	1/29/08	37.16	0.33
	U.S. Global Investors Eastern European	EUROX	Europe Stock	10.98	5.38	5.38	102.53	-9.57	7.19	$5,000	3	462.72M	3/31/97	40.52	-0.08
	Oakmark International Small Cap I	OAKEX	Foreign Small/Mid Value	9.34	5.38	5.38	101.36	-6.02	6.38	$1,000	3	870.91M	11/1/95	29.75	-0.12

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