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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Email updates :

Mar 20, 2010

Hot Mutual Funds and ETFs - March 2010

 


Mutual Fund Category Returns (as of 2/19/2010)

HMF Category

Morning Star Category

Average YTD Returns

Average 1 Year Returns

Large Cap

Large Value

4.63

51.21

Large Cap

Large Blend

4.15

51.28

Large Cap

Large Growth

3.43

49.96

Mid Cap

Mid-Cap Value

7.31

67.45

Mid Cap

Mid-Cap Blend

6.71

63.6

Mid Cap

Mid-Cap Growth

5.68

56.36

Small Cap

Small Value

8.72

73

Small Cap

Small Blend

7.42

67.42

Small Cap

Small Growth

6.3

61.04

Specialty

Real Estate

8.95

101.21

Specialty

Utilities

-1.36

30.14

Specialty

Communications

1.11

43.58

Specialty

Financial

7.17

69.89

Specialty

Equity Precious Metals

-0.49

36.03

Specialty

Natural Resources

-0.03

51.21

Specialty

Health

6.95

43.27

Specialty

Technology

2.11

61.94

Foreign

Pacific/Asia ex-Japan Stk

0.41

82.83

Foreign

Latin America Stock

-2.82

103.6

Foreign

Europe Stock

-0.45

63.71

Foreign

Diversified Emerging Mkts

1.15

82.69

Foreign

Foreign Small/Mid Value

3.01

67.5

Foreign

Foreign Large Value

-0.05

51.5

Foreign

Foreign Small/Mid Growth

1.95

66.96

Foreign

Foreign Large Blend

0.06

52

Foreign

Foreign Large Growth

1.38

55.44

Foreign

World Stock

2.12

53.66

Foreign

Diversified Pacific/Asia

3.62

60.33

Foreign

Japan Stock

5.39

41.19

Bear Market

Bear Market

-6.65

-42.37

 

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

Ultra QQQ ProShares

QLD

Large Growth

 

16.7

121.2

121.2

-8.31

 

 

 

821.43M

 

48.75

0.01

Ultra Russell1000 Growth ProShares

UKF

Large Growth

 

15.4

73.78

73.78

 

 

 

 

22.69M

 

 

 

First Trust NASDAQ-100 Equal Weight Idx

QQEW

Large Growth

 

6.31

58.82

58.82

-0.58

 

 

 

43.31M

 

25.43

0.01

Claymore/Ocean Tomo Growth

OTR

Large Growth

 

9.89

57.27

57.27

 

 

 

 

6.00M

 

 

 

PowerShares QQQ

QQQQ

Large Growth

 

8.47

54.67

54.67

2.4

 

 

 

17.86B

 

24.2

0.11

Mutual Funds

PIMCO Fundamental IndexPLUS TR D

PIXDX

Large Blend

4.29

6.23

4.11

115.97

-0.96

 

$1,000

4

248.20M

6/30/05

28.25

0.04

Yacktman Focused

YAFFX

Large Value

1.39

2.65

-0.43

96.55

9.07

8.27

$2,500

5

835.56M

4/30/97

24.04

0.4

MassMutual Select Focused Value S

MFVSX

Large Blend

5.93

5.56

1.58

94.49

-1.32

3.85

$0

4

588.52M

4/28/00

25.96

0.01

MassMutual Select Focused Value Y

MMFYX

Large Blend

5.84

5.46

1.52

94.31

-1.43

3.73

$0

4

588.52M

4/28/00

25.95

0

MassMutual Select Focused Value L

MMFVX

Large Blend

5.9

5.43

1.54

94

-1.58

3.58

$0

4

588.52M

4/28/00

25.94

0

Hennessy Cornerstone Value

HFCVX

Large Value

3.3

1.61

-0.35

92.47

-6.55

 

$2,500

3

152.73M

11/1/96

28.18

-0.17

Fidelity Advisor Dividend Growth I

FDGIX

Large Blend

3.78

4.94

-0.05

85.9

-4.3

1.03

$2,500

3

827.36M

12/28/98

26.18

-0.11

JHancock Classic Value R5

JCVVX

Large Value

3.81

3.27

2.15

85.71

-13.8

-3.9

$0

3

2.45B

5/21/09

28.51

-0.44

JHancock Classic Value R4

JCVFX

Large Value

3.74

3.16

2.08

85.25

-13.87

-3.95

$0

3

2.45B

5/21/09

28.49

-0.44

JHancock Classic Value R3

JCVHX

Large Value

3.74

3.05

2.01

84.68

-14.1

-4.2

$0

3

2.45B

5/21/09

28.48

-0.45

 

 

 

 

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

Ultra Russell MidCap Growth ProShares

UKW

Mid-Cap Growth

 

12.23

92.74

92.74

 

 

 

 

14.38M

 

48.94

-0.22

Claymore/Beacon Spin-Off

CSD

Mid-Cap Growth

 

8.98

65.26

65.26

-7.33

 

 

 

13.44M

 

27.88

-0.21

Rydex S&P Midcap 400 Pure Growth

RFG

Mid-Cap Growth

 

5.82

60.81

60.81

4.25

 

 

 

114.01M

 

25.27

0.19

Rydex S&P Midcap 400 Pure Value

RFV

Mid-Cap Value

 

5.2

59.59

59.59

-4.29

 

 

 

44.06M

 

36.42

0.01

Claymore/Raymond James SB-1 Equity

RYJ

Mid-Cap Blend

 

7.25

56.3

56.3

-0.22

 

 

 

45.65M

 

 

 

Mutual Funds

AIM Mid Cap Basic Value Y

MDCYX

Mid-Cap Blend

4.66

8.6

1.93

111.98

-1.42

3.65

$1,000

3

207.59M

10/2/08

32.04

0.06

AIM Mid Cap Basic Value R

MDCRX

Mid-Cap Blend

4.52

8.45

1.76

110.53

-1.75

3.34

$0

3

207.59M

4/30/04

31.93

0.05

Tilson Focus

TILFX

Mid-Cap Blend

9.25

16.71

5.84

105.86

-2.99

 

$1,500

3

13.91M

3/16/05

28.97

-0.03

AIM Trimark Endeavor Y

ATDYX

Mid-Cap Blend

2.97

6.79

 

98.53

-3.68

4.71

$1,000

4

116.34M

10/2/08

29.77

-0.04

AIM Trimark Endeavor R

ATDRX

Mid-Cap Blend

2.93

6.71

 

97.78

-4.02

4.38

$0

3

116.34M

4/30/04

29.75

-0.05

The Delafield Fund

DEFIX

Mid-Cap Value

6.28

8.22

2.4

96.9

-0.05

5.7

$5,000

4

717.36M

11/19/93

28.95

0.08

Columbia Acorn Select Z

ACTWX

Mid-Cap Growth

6.01

8.28

1.84

91.24

-3.83

5.57

$2,500

4

2.00B

11/23/98

28.49

-0.05

Neuberger Berman Regency Inv

NBRVX

Mid-Cap Blend

3.71

6.35

2.03

85.57

-6.52

 

$1,000

3

113.89M

6/1/99

29.28

-0.14

Kinetics Small Cap Opportunities No Load

KSCOX

Mid-Cap Blend

2.68

3.76

-0.53

85.33

-8.72

3.31

$2,500

3

189.79M

3/20/00

30.33

-0.21

Frank Value

FRNKX

Mid-Cap Blend

-0.32

2.44

-1.39

84.23

-2.03

3.2

$1,000

3

2.60M

7/21/04

27.9

0

 

 

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

SPDR Dow Jones Small Cap Growth

DSG

Small Growth

 

4.37

47.12

47.12

-2.27

 

 

 

131.39M

 

27.26

-0.04

RevenueShares Small Cap

RWJ

Small Value

 

2.34

46.53

46.53

 

 

 

 

82.01M

 

 

 

Vanguard Small Cap Growth ETF

VBK

Small Growth

 

4.61

42.79

42.79

-2.18

 

 

 

5.28B

 

26.5

-0.05

iShares Morningstar Small Value Index

JKL

Small Value

 

5.68

40.06

40.06

-4.35

 

 

 

144.89M

 

28.85

-0.05

iShares Morningstar Small Core Index

JKJ

Small Blend

 

4.34

39.78

39.78

-5.62

 

 

 

143.34M

 

27.03

-0.14

Mutual Funds

Adirondack Small Cap

ADKSX

Small Value

5.74

10.76

3.58

110.57

-0.25

 

$0

4

13.75M

4/5/05

28.03

0.06

Artio US Smallcap A

JSCAX

Small Growth

4.65

11.29

2.38

104.76

1.94

 

$1,000

5

22.18M

7/24/06

29.62

0.15

AIM Trimark Small Companies Y

ATIYX

Small Blend

3.72

11.17

-1.2

102.37

-1.64

4.57

$1,000

4

460.59M

10/2/08

26.51

0

AIM Trimark Small Companies R

ATIRX

Small Blend

3.68

11.04

-1.29

101.5

-1.96

4.28

$0

4

460.59M

4/30/04

26.48

-0.01

Fidelity Small Cap Stock

FSLCX

Small Blend

5.11

10.39

 

99.25

-0.57

4.17

$2,500

4

3.68B

3/12/98

28.94

0.06

PIMCO Small Cap StocksPLUS TR D

PCKDX

Small Blend

5.04

9.87

2.7

97.07

 

 

$1,000

4

154.01M

7/31/06

27.76

0.09

TFS Small Cap

TFSSX

Small Blend

5.25

9.82

1.92

94.51

2.8

 

$5,000

5

23.73M

3/7/06

28.57

0.18

Robeco Small Cap Value II Inv

BPSCX

Small Value

4.7

10.41

2.21

94.04

-3.16

3.04

$2,500

4

76.85M

6/30/98

28.36

-0.03

Skyline Special Equities

SKSEX

Small Value

5.34

7.32

-0.34

92.2

-6.74

1.55

$2,000

3

245.60M

4/23/87

28.88

-0.16

MFS New Discovery R4

MNDJX

Small Growth

4.98

7.9

 

92.01

-1.33

4.65

$0

4

691.85M

4/1/05

28.23

0.03

 

 

 

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

Internet HOLDRs

HHH

Specialty-Technology

 

14.9

82.5

82.5

3.96

 

 

 

358.86M

 

 

 

iShares S&P Global Technology

IXN

Specialty-Technology

 

7.64

52.44

52.44

-0.66

 

 

 

440.38M

 

24

-0.01

Technology Select Sector SPDR

XLK

Specialty-Technology

 

10.25

51.25

51.25

 

 

 

 

4.25B

 

22.91

0

Materials Select Sector SPDR

XLB

Specialty-Natural Res

 

7.2

48.12

48.12

 

 

 

 

1.65B

 

27.4

-0.05

iShares FTSE EPRA/NAREIT Dev Asia Idx

FAS

Specialty-Financial

 

1.38

41.99

41.99

 

 

 

 

1.15B

 

 

 

Mutual Funds

Fidelity Advisor Real Estate I

FHEIX

Real Estate

6.49

7.81

 

115.65

-13.95

2.58

$2,500

3

268.65M

9/12/02

43.26

-0.17

Forward Select Income M

FSIMX

Real Estate

3.21

12.28

5.37

115.42

-5.74

-1.04

$0

4

922.40M

2/2/10

33.78

-0.06

Fidelity Real Estate Investment

FRESX

Real Estate

7.19

7.47

 

110.36

-15.27

 

$2,500

3

2.68B

11/17/86

41.74

-0.23

T. Rowe Price Real Estate Advisor

PAREX

Real Estate

6.45

8.06

 

105.73

-14.7

1.62

$2,500

3

2.15B

12/31/04

41.56

-0.22

T. Rowe Price Real Estate

TRREX

Real Estate

6.43

8.13

 

105.55

-14.75

1.67

$2,500

3

2.15B

10/31/97

41.52

-0.22

REMS Real Estate Value Opportunity P

HLPPX

Real Estate

4.33

10.82

1.84

103.92

-5.2

3.45

$2,500

5

49.64M

12/22/09

36.54

-0.01

Managers Real Estate Securities

MRESX

Real Estate

5.7

7.01

 

102.26

-11.89

3.4

$2,000

4

17.45M

12/31/97

39.09

-0.17

ING Real Estate W

IREWX

Real Estate

6.17

7.27

-0.47

99.02

-12.64

3.03

$1,000

4

485.63M

12/17/07

38.98

-0.19

Prudential Financial Svcs Z

PFSZX

Financial

2.62

-2.9

-3.14

98.96

2.85

7.02

$2,500

5

150.89M

6/30/99

27.67

0.17

ING Real Estate O

IDROX

Real Estate

6.06

7.13

-0.56

98.48

-12.98

2.69

$1,000

4

485.63M

9/15/04

38.98

-0.2

 

 

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

Market Vectors Russia ETF

RSX

Europe Stock

 

12.69

139.25

139.25

 

 

 

 

1.53B

 

 

 

iShares MSCI Brazil Index

EWZ

Latin America Stock

 

13.75

121.5

121.5

20.89

 

 

 

10.30B

 

41.36

0.58

SPDR S&P Emerging Latin America

GML

Latin America Stock

 

14.96

103.84

103.84

 

 

 

 

171.86M

 

 

 

iShares MSCI Turkey Invest Mkt Index

TUR

Diversified Emerging Mkts

 

7.72

102.82

102.82

 

 

 

 

365.98M

 

 

 

Claymore/AlphaShares China Small Cap

HAO

Pacific/Asia ex-Japan Stk

 

12.07

96.55

96.55

 

 

 

 

316.70M

 

 

 

Mutual Funds

Matthews India

MINDX

Pacific/Asia ex-Japan Stk

 

1.03

-1.35

137.42

8.37

 

$2,500

3

725.19M

10/31/05

42.26

0.35

DFA Asia Pacific Small Company I

DFRSX

Pacific/Asia ex-Japan Stk

1.74

-1.28

-3.8

128.92

2.7

10.29

$0

3

105.93M

1/5/93

37.61

0.22

JPMorgan Latin America R5

JLTRX

Latin America Stock

5.84

-0.97

-4.43

125.49

8.43

 

$0

4

17.53M

2/28/07

38.44

0.37

T. Rowe Price Latin America

PRLAX

Latin America Stock

5.74

-3.07

-5.07

121.3

10.63

23.65

$2,500

4

2.68B

12/29/93

38.41

0.42

JHancock Global Opportunity NAV

JGPNX

World Stock

2.97

7.43

3.18

121.27

9.29

14.05

$0

5

326.43M

10/29/07

31.48

0.38

DFA Emerging Markets Value I

DFEVX

Diversified Emerging Mkts

 

-0.25

-4.96

119.52

6.28

14.8

$0

4

8.09B

4/1/98

36.97

0.3

DFA Emerging Markets Value R2

DFEPX

Diversified Emerging Mkts

 

-0.44

-5.08

119.33

6.1

14.69

$0

4

8.09B

1/29/08

36.98

0.3

T. Rowe Price New Asia

PRASX

Pacific/Asia ex-Japan Stk

1.25

-1.29

-4.4

118.65

8.57

15.42

$2,500

3

3.85B

9/28/90

39.21

0.36

Guinness Atkinson China & Hong Kong

ICHKX

Pacific/Asia ex-Japan Stk

4.21

-0.35

-2.82

114.83

11.89

14.67

$5,000

3

229.62M

6/30/94

38.1

0.44

U.S. Global Investors Eastern European

EUROX

Europe Stock

-5.67

-0.69

-5.05

107.93

-10.64

2.64

$5,000

3

462.72M

3/31/97

40.22

-0.11

 

 

Hot Bear 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

UltraShort 20+ Year Treasury ProShares

TBT

Bear Market

 

13.34

32.2

32.2

 

 

 

 

4.52B

 

 

 

 

 

 

Posted by Mutual Fund Guru at 3/20/2010

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