Welcome to the July edition of Hot Mutual Funds and ETFs.
The markets are still very brutal and as evident from the category returns all categories, except Natural resources and Precious metals, are down almost double digits percentages. The YTD (Year To Date) returns of Dow Jones is -17.98%, Nasdaq is -17.90% and S&P is -17.81%. I'm recommending my subscribers to watch your portfolio very closely in the short term.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
The markets are still very brutal and as evident from the category returns all categories, except Natural resources and Precious metals, are down almost double digits percentages. The YTD (Year To Date) returns of Dow Jones is -17.98%, Nasdaq is -17.90% and S&P is -17.81%. I'm recommending my subscribers to watch your portfolio very closely in the short term.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Related Articles
Category Returns
Hot Mutual Funds and ETFs Recommendations
| All data as of 6/30/2008. Next update before 8/15/2008 |
| 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 |
| CGM Focus | Large Blend | 5.78 | 27.01 | 17.09 | 70.87 | 38.47 | 35.41 | $2500 | 5 | 3.54B | 03-Sep-97 | 21.94 | 1.42 |
| Fidelity Independence | Large Growth | 1.8 | 17.02 | 6.41 | 21.52 | 20.14 | 16.41 | $2500 | 4 | 4.97B | 25-Mar-83 | 14.19 | 1.08 |
| Janus Twenty | Large Growth | -5.48 | 7.94 | 1.47 | 23.21 | 19.72 | 18.57 | $2500 | 5 | 10.44B | 30-Apr-85 | 13.3 | 1.11 |
| CGM Mutual | Large Blend | -2.35 | 14.25 | 4.69 | 26.15 | 17.72 | 19.13 | $2500 | 4 | 552.31M | 06-Nov-29 | 14.77 | 0.9 |
| Janus Adviser Forty S | Large Growth | -5.79 | 5.78 | -0.31 | 22.49 | 17.47 | 17.27 | $2500 | 5 | 2.67B | 01-May-97 | 13.33 | 0.97 |
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 |
| Fidelity Select Chemicals | Mid-Cap Value | -3.09 | 10.86 | 6.81 | 16.76 | 18.95 | 22.77 | $2500 | 4 | 188.50M | 29-Jul-85 | 11.37 | 1.23 |
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 |
| United States Oil | Specialty-Natural Res | 39.7 | 50.03 | 114.45 | 804.52M | ||||||||
| PowerShares DB Energy | Specialty-Natural Res | 40.05 | 54.53 | 93.81 | 206.64M | ||||||||
| iShares S&P GSCI Commodity-Indexed Trust | Specialty-Natural Res | 29.47 | 42.04 | 76.3 | 1.09B | ||||||||
| PowerShares DB Commodity Idx Trking Fund | Specialty-Natural Res | 25.3 | 42.02 | 78.62 | 2.96B | ||||||||
| SPDR S&P Metals & Mining | Specialty-Natural Res | 35.71 | 37.1 | 52.13 | 805.07M | ||||||||
| Nationwide Global Natural Resources B | Specialty-Natural Res | 3.89 | 24.67 | 19.4 | 33.71 | 36.74 | $2000 | 5 | 2.45M | 29-Jun-04 | 19.51 | 1.5 | |
| Excelsior Energy & Nat Resources | Specialty-Natural Res | 5.5 | 27.35 | 27.65 | 42.04 | 34.15 | 35.5 | $500 | 4 | 656.70M | 31-Dec-92 | 22.13 | 1.26 |
| Fidelity Select Natural Resources | Specialty-Natural Res | 4.19 | 24.01 | 15.74 | 38.49 | 36.87 | 34.73 | $2500 | 4 | 1.60B | 03-Mar-97 | 21.65 | 1.38 |
| U.S. Global Investors Global Res | Specialty-Natural Res | 4.16 | 24.06 | 17.26 | 37.59 | 35.32 | 45.76 | $5000 | 4 | 1.42B | 03-Aug-83 | 23.54 | 1.24 |
| Fidelity Select Energy | Specialty-Natural Res | 4.34 | 23.96 | 16.28 | 37.82 | 32.62 | 34.35 | $2500 | 4 | 2.64B | 14-Jul-81 | 21.62 | 1.23 |
| T. Rowe Price New Era | Specialty-Natural Res | 1.24 | 20.7 | 15.06 | 32.47 | 30.68 | 31.72 | $2500 | 4 | 5.77B | 20-Jan-69 | 18.03 | 1.35 |
| USAA Precious Metals and Minerals | Specialty-Precious Metals | 3.69 | 4.36 | 13.25 | 41.49 | 43.39 | 33.31 | $3000 | 4 | 763.27M | 15-Aug-84 | 28.06 | 1.29 |
| Guinness Atkinson Global Energy | Specialty-Natural Res | 0.72 | 25.38 | 17.98 | 34.98 | 30.41 | $5000 | 4 | 57.65M | 30-Jun-04 | 23.58 | 1.07 | |
| ICON Energy | Specialty-Natural Res | 3.4 | 24.23 | 10.34 | 23.81 | 26.96 | 32.71 | $1000 | 4 | 762.91M | 05-Nov-97 | 23.66 | 0.96 |
| CGM Realty | Specialty-Real Estate | -4.13 | 9.83 | 4.31 | 22.27 | 28.1 | 33.09 | $2500 | 5 | 1.66B | 13-May-94 | 17.54 | 1.27 |
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 |
| iShares MSCI Brazil Index | Latin America Stock | 16.74 | 11.43 | 48.66 | 56.31 | 8.90B | 31.01 | 1.49 | |||||
| iShares S&P Latin America 40 Index | Latin America Stock | 9.97 | 11.56 | 32.12 | 46.27 | 3.95B | 22.7 | 1.64 | |||||
| Market Vectors Russia ETF | Europe Stock | 15.65 | 5.63 | 34.95 | 1.57B | ||||||||
| Claymore/BNY BRIC | Diversified Emerging Mkts | 7.39 | -7.47 | 28.93 | 1.18B | ||||||||
| SPDR S&P BRIC 40 | Diversified Emerging Mkts | 7.01 | -6.68 | 24.5 | 318.59M | ||||||||
| Fidelity Canada | Foreign Large Blend | -3.53 | 12.08 | 3.7 | 15.61 | 24.7 | 26.06 | $2500 | 5 | 4.01B | 17-Nov-87 | 16.98 | 1.15 |
