Delicious
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 |
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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 | |||||||||
