Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets are still down double digit percentages for the year.
The YTD (Year To Date) returns of Dow Jones is -18.40%, Nasdaq is -19.73% and S&P is -19.88%. I'm recommending my subscribers to watch your portfolio very closely in the short term.
Happy Investing!!Mutual Fund Guru ()
Category Returns
Hot Mutual Funds and ETFs Reco
Welcome to the August edition of Hot Mutual Funds and ETFs.
The markets recovered a little during July but they are still down double digit percentages for the year.
The YTD (Year To Date) returns of Dow Jones is -11.86%, Nasdaq is -6.38% and S&P is -11.46%. I'm recommending my subscribers to watch your portfolio very closely in the short term.
Happy Investing!!Mutual Fund Guru ()
Category Ret
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
Welcome to the April edition of Hot Mutual Funds and ETFs.
The markets had some gains this month, but have still not recovered from the lows early this year. The YTD (Year To Date) returns of Dow Jones is -5.82%, Nasdaq is -13.92% and S&P is -8.57%. From the Category returns its apparent the only areas that are making any returns are Metals and Power, I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. But the short term you need to very closely watch your portfolio.
Happy Investing!!Mutual Fund Guru ()
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 3/31/2008. Next update before 5/15/2008ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCateg
Welcome to the March edition of Hot Mutual Funds and ETFs.
The Markets are still very volatile as seen from the YTD returns of Dow Jones -7.70%, Nasdaq -16.27% and S&P -10.56%. From the Category returns its apparent the only areas that are making any returns are Metals and Power, I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. But the short term you need to very closely watch your portfolio.
Happy Investing!!Mutual Fund Guru ()
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 2/29/2008. Next update before 4/15/2008ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDev
Welcome to the February edition of Hot Mutual Funds and ETFs.
The Markets are still very volatile as seen from the YTD returns of Dow Jones -5.63%, Nasdaq -12.41% and S&P -7.26%. I'm recommending my subscribers to take a more longer term investment view and look at areas that will rebound in the future. The Category returns should help you do that. But the short term you need to very closely watch your portfolio.
Happy Investing!!Mutual Fund Guru ()
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 1/31/2008. Next update before 3/15/2008ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioPowerShares Aerospace & DefenseLarge Growt
Welcome to a new year of Hot Mutual Funds and ETFs. Last year (2007) saw a lot of volatility in the markets
and to summarize the Dow Jones Index gained 6.4%, the S&P 500 rose 3.5% and the Nasdaq gained 9.8%.
I'm sure your eager to know about HMF returns. The HMFs recommended on 12/1/2006 have ......(drum roll please)..... GAINED 13.27%
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 12/31/2007. Next update before 2/15/2008ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioUltra QQQ ProSharesLarge Blend 22.4522.45 892.47M PowerShares Aerospace & DefenseLarge Growth 22.2822.28 &nb
All data as of 9/30/2007. Next update before 11/15/2007
ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioiShares Dow Jones US Basic MaterialsLarge Value 5.9526.7841.4718.38 689.87M 14.560.95Ultra QQQ ProSharesLarge Blend 13.6333.3147.84 590.67M Materials Select Sector SPDRLarge Value 4.4522.2235.9317.76 1.76B 13.281.0PowerShares Aerospace & DefenseLarge Growth 10.6427.9339.41 392.69M PowerShares QQQLarge Growth 8.0619.4526.8714.21 20.56B 13.380.75CGM FocusLarge Blend15.9930.2860.6271.8834.2332.86$250053.54B03-Sep-9720.41.35Spectra NLarge Growth7.2410.1826.2339.8825.4719.5$10004232.72M28-Jul-6910.571.82Kinetics ParadigmLarge Growth11.2610.7121.4836.327.1327.36$250052.00B31-Dec-9911.241.83Kinetics Paradigm CLarge Gro
All data as of 8/31/2007. Next update before 10/15/2007
ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioCGM FocusLarge Blend6.2417.638.4842.0631.9928.06$250052.28B03-Sep-9719.361.33Spectra NLarge Growth2.541.2517.7132.7424.5116.61$10004200.30M28-Jul-6910.951.48Janus ContrarianLarge Blend-2.01-4.8513.1330.1926.2923.33$250054.51B29-Feb-0012.281.64Janus Adviser Forty SLarge Growth2.393.6914.6729.4618.813.91$250051.76B01-May-979.291.46Guinness Atkinson Global InnovatorsLarge Growth0.631.3215.4126.621.4318.47$2500439.36M15-Dec-9811.221.43Amana Trust GrowthLarge Growth1.38-0.319.9719.8822.2520.3$2505329.15M03-Feb-9410.121.63Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.93B29-Jun-626.481.79Fidelity Select Consumer StaplesLarge Blend3.340.911.1118.0517.112.11$25005326.95M29-Jul-856.921.73Mutual Qualified ZLarge Value2.656.942.6519.6216.3312.7$100054.2
All data as of 6/30/2007. Next update before 8/15/2007ETFs listed in Green
Mutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioiShares Dow Jones US Basic MaterialsLarge Value 9.7319.6728.0317.94 618.29M 14.020.98Materials Select Sector SPDRLarge Value 6.9117.0229.0217.35 1.29B 12.771.02Vanguard Value ETFLarge Value 5.676.5822.4715.87 2.22B 6.961.6DIAMONDS Trust, Series 1Large Value 9.098.8922.6111.35 7.61B 8.060.9iShares S&P 500 Value IndexLarge Value 5.837.3821.4614.89 4.84B 7.211.44Janus ContrarianLarge Blend-1.59.6817.1138.5826.1722.01$250054.51B29-Feb-0012.371.64Allianz NFJ Dividend Value DLarge Value-1.036.658.5523.7217.9115.06$50005453.72M31-Oct-016.971.86RiverSource Diversified Equity Inc R4Large Value-0.3510.6211.8123.3419.8817.27$20005
All data as of 5/31/2007. Next update before 7/15/2007
ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioVanguard Value ETFLarge Value 9.758.8526.2117.64 2.02B 6.711.92Vanguard Total Stock Market ETFLarge Blend 9.119.3322.6414.08 8.50B 7.891.24iShares S&P 100 IndexLarge Blend 9.597.2723.1910.91 3.96B 6.930.9PowerShares QQQLarge Growth 9.4810.0222.359.6 16.05B 14.290.46Vanguard Growth ETFLarge Growth 8.649.3719.579.68 2.21B 8.840.67Allianz NFJ Dividend Value DLarge Value3.859.229.6726.519.1513.65$50005453.72M31-Oct-016.822.07RiverSource Diversified Equity Inc R4Large Value6.1113.0912.2124.5221.815.63$20005112.05M20-Mar-959.531.73Homestead ValueLarge Value4.0911.6711.8523.2818.212.51$5004609.62M19-Nov-907.081.88Westwood Eq
HMF Category
Morning Star Category
Average 1 Year Returns
Large Cap
Large Value
16.57
Large Cap
Large Blend
13.63
Legend:
Large Cap
Large Growth
8.77
Mid Cap
Mid-Cap Value
16
Above
25% Returns
Mid Cap
Mid-Cap Blend
12.67
Mid Cap
Mid-Cap Growth
7.22
20% to
25% Returns
Small Cap
Small Value
9.13
Large, Mid and Small Caps are seeing diminished returns unlike Speciality and Foreign Mutual Funds and ETFs.
Please email your suggestions and feedback to MutualFundGuru@gmail.com
Hot Categories
All data as of 3/31/2007. Next update before 5/15/2007ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioMaterials Select Sector SPDRLarge Value 9.459.4520.5615.88 1.28B 13.160.91iShares Dow Jones US Basic MaterialsLarge Value 9.059.0517.0915.11 556.66M 14.230.82Vanguard Value ETFLarge Value 16.914.31 1.89B 6.621.53iShares Dow Jones Select Dividend IndexLarge Value 1.81.817.7512.49 8.40B 6.41.32iShares Russell 1000 Value IndexLarge Value 1.081.0816.2714.13 9.52B 6.811.48Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.
The world markets took a major beating this month, but a good solid recovery in progress.
Please email your suggestions and feedback to MutualFundGuru@gmail.com
Hot Categories
All data as of 2/28/2007. Next update before 4/15/2007ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual FundsNameCategory1Month3MonthYTD1Year3Year5YearInitInvestRatingNetAssetsInceptionStdDevSharpeRatioMaterials Select Sector SPDRLarge Value 8.167.5824.0314.33 939.11M 13.280.81iShares Dow Jones US Basic MaterialsLarge Value 6.387.0220.8113.43 531.02M 14.370.72Mutual Beacon ZLarge Value2.517.032.5121.1315.6112.39$100053.93B29-Jun-626.481.79Janus ContrarianLarge Blend-0.287.914.6922.821.4317.5$250054.51B29-Feb-0012.11.4AIM Leisure InvLarge Growth3.1510.263.1525.612.549.93$10005605.98M19-Jan-8410.180.89Spectra NLarge Growth0.214.484.620.5414.178.03$10004200.30M28-Jul-6913.20.82Weitz Partners ValueLarge Value-2.02.890.1221.569.5
I'm excited to publish ETF data starting this month. Hope you'll find it useful as I have found it. Please email your suggestions and feedback to MutualFundGuru@gmail.com
Hot Categories
All data as of 1/31/2006. Next update on 3/15/2007ETFs listed in GreenMutual Funds listed in YellowHot Large Cap ETFs & Mutual Funds