Energy Pick, China Gems, Top Latin America Funds, Failed Communications

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FORBES MUTUAL FUND AND ETF INSIGHTS WEEK OF NOVEMBER 2, 2009 please forward this to a friend! Mutual Funds: Top Performing Latin America Stock Funds Worst Performing Communications Funds Mutual Fund Assets Exchange-Traded Funds: Top Performing Utilities ETFs Worst Performing Utilities ETFs ETF Assets Featured Articles: China's Consumer Stock Gems Weighing In On Supreme Court Mutual Fund Fight Last Chance For Junk Finding Fertile Ground In Oversold ETFs   SPECIAL OFFER OPPORTUNITIES IN GOLD Gold's recent run above $1,000 could be a preview of the gold bull market from 1976-1980 that took the metal from $100 to $830. Be prepared for the next move higher. Click here for access to model portfolios of blue-chip and junior mining stocks in Gold Stock Strategist. ADVISOR PICK: WISDOMTREE INTERNATIONAL ENERGY (DKA) Recommended by: Richard Lehmann, ISA ETF Investor Fund assets: $41.8 million "Energy related closed-end funds are now mostly trading at premiums because of the optimism fueled by the recent run up in oil prices and because low interest rates make price speculation less risky. This usually means it's time to look at ETFs instead since they usually trade close to their net asset value. DKA invests in large-cap energy securities of international companies. The foreign focus should help enhance returns in relation to the U.S. dollar. The fund is weighted more towards those firms that pay a higher dividend. A bonus for U.S. investors: most of the income will qualify for the 15% tax treatment." Performance Top Holdings 3-Month: 12.3% BP plc YTD: 34.8% Total SA 1-Year: 33.2% Royal Dutch Shell 3-Year: 2.8% Eni Prem/disc: -0.79% StatoilHydro ASA Click here for more fund analysis and recommendations in ISA ETF Investor. TOP PERFORMING LATIN AMERICA STOCK FUNDS ETF 1-Year Return YTD Return Assets (mil) ProFunds UltraLatin America (UBPIX) 119.5% 172.9% $80.4 Direxion Monthly Latin American (DXZLX) 100.9 143.3 97.9 BlackRock Latin America (MDLTX) 92.7 96.7 764.7 T Rowe Price Latin America (PRLAX) 85.5 92.3 2,599.3 JPMorgan Latin America (JLTAX) 73.7 84.2 12.9 WORST PERFORMING COMMUNICATIONS FUNDS ETF 3-Year Return 1-Year Return YTD Return ProFunds UltraSector Mobile Tel (WCPIX) -57.3% -39.8% -2.0% ProFunds Telecom UltraSector (TCPIX) -19.3 -0.5 -7.5 DWS Communications (TISHX) -14.1 48.4 44.4 Rydex Telecommunications (RYTLX) -9.9 15.4 16.9 Vanguard Telecom Services (VTCAX) -8.5 16.3 13.2 Through 11/02/09. Source: Morningstar.com MUTUAL FUND ASSETS (billions) Type September, 2009 Stocks $4,718.4 Taxable Bonds 1,626.0 Muni Bonds 448.6 Money Markets 3,425.4 The combined assets of the nation's mutual funds increased by $211.8 billion, or 2.0%, to $10.82 trillion in September. Stock funds posted an outflow of $10.53 billion in September, compared with an inflow of $4.00 billion in August. Among stock funds, world equity funds posted an inflow of $722 million in September, vs. an inflow of $5.93 billion in August. Bond funds had an inflow of $47.45 billion in September, compared with an outflow of $53.82 billion in August. Source: Investment Company Institute SPECIAL OFFER SCREAMING BUYS OR YIELD TRAPS? Annaly Capital (NLY) yields 16%. Nice yield for sure but is it going to last? Click here for recommendations in Forbes/Lehmann Income Securities Investor. TOP PERFORMING UTILITIES ETFS FUND 1-Year Return YTD Return Yield (%) iShares S&P Global Nuclear Energy (NUCL) 44.2% 31.9% 1.2% Claymore S&P Global Water (CGW) 17.0 21.4 7.2 iShares S&P Global Infrastructure (IGF) 15.7 14.6 3.4 First Trust ISE Water (FIW) 12.7 11.7 1.2 First Trust Utilities AlphaDex (FXU) 11.6 8.9 3.4 WORST PERFORMING UTILITIES ETFS FUND 1-Year Return YTD Return Yield (%) ProShares Ultra Utilities (UPW) -7.8% -2.4% 2.8% iShares S&P Global Clean Energy (ICLN) -6.0 -1.1 0.9 PowerShares Dynamic Utilities (PUI) -5.6 -6.1 4.0 iShares Dow Jones US Utilities (IDU) 0.7 1.4 4.0 Utilities Select Sector SPDR (XLU) 1.3 0.5 4.4 Through 11/02/09. Source: Morningstar.com ETF ASSETS (millions) Type September, 2009 Domestic Equity $414.7 Global Equity 182.8 Bond 95.7 Assets of all exchange-traded funds rose in August by $16.98 billion, or 2.7%, to $656.91 billion. Over the past 12 months, ETF assets increased $70.94 billion, or 12.1%. Assets in domestic equity ETFs increased $9.40 billion since August 2008, and global equity ETFs assets rose $20.98 billion during this period. Source: Morningstar.com SPECIAL OFFER CANADIAN BUYS Canadian energy, mining and financial stocks are jumping higher, and for U.S. investors, a declining dollar multiplies these gains. The iShares MSCI Canada Index is up 54% since March. Canada Report readers have done even better. Click here for all currently recommended stocks in the Canada Report. China's Consumer Stock Gems China as export power is yesterday's story. Invesco's Samantha Ho says that investors should move on. Chana R. Schoenberger To Samantha Ho, who runs Invesco's AIM China Fund, all of the country's roads to riches lead to the same place: personal consumption. She takes a broad view of what that means, favoring select banks and insurers, as well as retailers, goods packagers and personal-service providers. So far Ho has proved to have a pretty good eye. The AIM China Fund, which Ho runs from Hong Kong, has returned 74% so far this year, beating the MSCI AC Far East ex Japan Index by 9.5 percentage points. Click here to find out what Ho is buying now and get eight highly-rated China-focused funds. Weighing In On Supreme Court Mutual Fund Fight Experts give views on fund fee oral arguments. Asher Hawkins Do mutual funds overcharge investors? That's the question the U.S. Supreme Court took up Monday morning as it heard oral arguments in a case of big import to millions of mutual fund investors. Forbes asked several experts to give their thoughts on Monday's oral arguments. Click here for comments from experts like Jim Lowell. Last Chance For Junk High-yield debt has already had its price run-up. What's left is just some pretty good yields. Daniel Fisher "Like nothing anyone has ever seen." That's how Paul Karpers, manager of the $6.6 billion T. Rowe Price High Yield Fund, describes the performance of the junk bond market this year. "The easy money may have been made from capital appreciation, but yields are still attractive," says Karpers. Click here for more on junk bonds and for six funds with attractive yields. Finding Fertile Ground In Oversold ETFs When selling gets excessive in an issue that's been trending higher, the snapback is usually powerful. Look at financials and biotech. David Penn, Tradingmarkets.com Our research into short-term ETF behavior since 2003 indicates that ETFs with our highest ETF PowerRating of 10 have produced positive gains in the short term nearly 80% of the time. Even ETFs with ETF PowerRatings of 8 and 9 have performed well in our simulated testing, rallying more than 70% of the time over the next few days. Click here for ETFs with high PowerRating scores. For information about advertising in Forbes.com Mutual Fund And ETF Insights, please e-mail lbentley@forbes.net.   Click here to receive Forbes.com Mutual Fund and ETF Insights, free via e-mail.

 

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