Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Sector Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through June 30, 2019

Sector Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wells Fargo Utility and Telecommunications AEVUAX22.8%9.4%7.99%11.78%7.64%45.75%1.14%
Fidelity Select IT ServicesFBSOX20.9125.8319.0721.75128none0.74
Franklin Templeton Utilities AFKUTX19.858.218.9512.319.1543.750.74
Berkshire FocusBFOCX18.6532.3917.621.424.04102.00r1.97
Prudential Select Real Estate ASREAX18.478.7455.501.3
Fidelity Select Medical Equipment and Systems Portfolio FSMEX17.7619.3218.1118.3214.199none0.73
Fidelity Select Insurance PortfolioFSPCX17.3213.110.4215.47.895none0.81
Prudential Jennison Utility APRUAX16.868.56.0313.278.8835.500.83
Fidelity Select Leisure PortfolioFDLSX16.7116.8411.3616.918.447none0.77
Prudential U.S. Real Estate APJEAX16.336.37.9875.501.25
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Sector Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Leland Thomson Reuters Venture Capital Index ALDVAX13.15%34.15%—%—%—%105.75%s1.75%
Firsthand Technology OpportunitiesTEFQX12.3832.7317.8819.0710none1.85
Berkshire FocusBFOCX18.6532.3917.621.424.04102.00r1.97
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX13.3130.2419.9718.2995.251.26
Victory RS Science and Technology ARSIFX8.9929.6419.5718.828.43105.751.47
AllianzGI Technology ARAGTX12.4127.817.3818.810.11105.501.42
Wells Fargo Specialized Technology AWFSTX13.927.5417.3418.67105.751.39
Janus Henderson Global Technology TJAGTX12.9327.4718.118.67.29none0.92
Eventide Healthcare & Life Sciences NETNHX10.5127.3517.4101.00r1.5
Columbia Technology A+CTCAX10.7426.1218.9619.5695.751.25
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Sector Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX13.31%30.24%19.97%18.29%—%95.25%1.26%
Victory RS Science and Technology ARSIFX8.9929.6419.5718.828.43105.751.47
Fidelity Select IT ServicesFBSOX20.9125.8319.0721.75128none0.74
Columbia Technology A+CTCAX10.7426.1218.9619.5695.751.25
Fidelity Select Software & IT ServicesFSCSX15.4525.9918.621.1712.288none0.71
Fidelity Select Semiconductors PortfolioFSELX5.5124.7118.1719.717.3510none0.72
Fidelity Select Medical Equipment and Systems Portfolio FSMEX17.7619.3218.1118.3214.199none0.73
Janus Henderson Global Technology TJAGTX12.9327.4718.118.67.29none0.92
Putnam Global Technology APGTAX3.5325.9218.0716.2995.751.15
T. Rowe Price Global TechPRGTX5.6821.717.9321.2910none0.91
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Sector Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Select IT ServicesFBSOX20.91%25.83%19.07%21.75%12%8none%0.74%
Berkshire FocusBFOCX18.6532.3917.621.424.04102.00r1.97
T. Rowe Price Global TechPRGTX5.6821.717.9321.2910none0.91
Fidelity Select Software & IT ServicesFSCSX15.4525.9918.621.1712.288none0.71
Fidelity Select Retailing PortfolioFSRPX6.317.6317.4220.86109none0.75
T. Rowe Price Health Sciences**PRHSX10.3914.2212.9520.2313.719none0.77
Fidelity Select Semiconductors PortfolioFSELX5.5124.7118.1719.717.3510none0.72
T. Rowe Price Media & TelecommunicationsPRMTX12.6819.7814.6919.712.728none0.78
Columbia Technology A+CTCAX10.7426.1218.9619.5695.751.25
Red Oak Technology SelectROGSX12.8623.7816.8319.555.258none0.94
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through June 30, 2019

Sector Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Prudential Jennison Health Sciences A**PHLAX0.58%14.85%9.77%18.14%14.91%105.50%1.14%
Fidelity Select Medical Equipment and Systems Portfolio FSMEX17.7619.3218.1118.3214.199none0.73
T. Rowe Price Health Sciences**PRHSX10.3914.2212.9520.2313.719none0.77
CGM RealtyCGMRX-3.766.95.2112.4613.17none0.98
T. Rowe Price Media & TelecommunicationsPRMTX12.6819.7814.6919.712.728none0.78
Fidelity Select Medical Delivery PortfolioFSHCX2.5311.2511.8316.6312.310none0.76
Fidelity Select Software & IT ServicesFSCSX15.4525.9918.621.1712.288none0.71
Fidelity Select Defense and Aerospace PortfolioFSDAX12.4821.5214.9618.512.0410none0.75
Fidelity Select IT ServicesFBSOX20.9125.8319.0721.75128none0.74
RMB Mendon Financial Services ARMBKX-15.4211.1411.0611.7811.93105.001.27
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.
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