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 :

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

 

Posted by Mutual Fund Guru at 4/15/2010

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