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, 2020

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
OCM Gold InvestorOCMGX67.13%22.89%18.9%0.49%10.9%104.50%s2.91%
Rydex Precious Metals InvestorRYPMX52.7216.8315.46-1.965.2310none1.38
Van Eck International Investors Gold AINIVX52.7117.0816.44-0.7711.18105.751.45
Franklin Templeton Gold and Precious Metals AFKRCX49.8712.8112.57-2.948.46105.500.98
Gabelli Gold AAAGOLDX49.2215.316.21-0.310.98102.00r1.55
Oppenheimer Gold & Special Minerals AOPGSX45.8418.1317.85-1.3110.15105.501.17
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX45.5332.2826.0720.847.6795.251.17
USAA Precious Metals & MineralsUSAGX45.4917.714.03-2.9911.1710none1.31
First Eagle Gold ASGGDX44.9213.6112.44-0.7311.02105.00s1.29
Putnam Global Technology APGTAX44.526.2325.0819.1385.751.16
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, 2020

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 ALDVAX39.7%33.18%26.25%—%—%105.75%s1.75%
Berkshire FocusBFOCX37.733.0323.2821.971.09102.00r1.95
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX45.5332.2826.0720.847.6795.251.17
Eventide Healthcare & Life Sciences NETNHX24.6827.1713.25101.00r1.49
Wells Fargo Specialized Technology AWFSTX28.926.5221.0219.4995.751.37
Putnam Global Technology APGTAX44.526.2325.0819.1385.751.16
Janus Henderson Global Technology TJAGTX33.9126.2223.4520.094.827none0.92
AllianzGI Technology ARAGTX28.3326.0720.9819.496.4495.501.51
Fidelity Select Software & IT ServicesFSCSX30.7626.0423.5622.511.067none0.7
Firsthand Technology OpportunitiesTEFQX19.2925.1419.3817.82.779none1.83
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, 2020

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
Leland Thomson Reuters Venture Capital Index ALDVAX39.7%33.18%26.25%—%—%105.75%s1.75%
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX45.5332.2826.0720.847.6795.251.17
Putnam Global Technology APGTAX44.526.2325.0819.1385.751.16
Fidelity Select Software & IT ServicesFSCSX30.7626.0423.5622.511.067none0.7
Janus Henderson Global Technology TJAGTX33.9126.2223.4520.094.827none0.92
Berkshire FocusBFOCX37.733.0323.2821.971.09102.00r1.95
Fidelity Select Technology PortfolioFSPTX42.6924.9522.9120.185.648none0.71
Fidelity Advisor Technology AFADTX42.4625.1322.919.975.9185.751.02
Victory RS Science and Technology ARSIFX27.4224.6122.8619.056.23105.751.48
Fidelity Select Semiconductors PortfolioFSELX3522.8722.3120.754.9410none0.71
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, 2020

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
T. Rowe Price Global TechPRGTX34.81%20.41%21.67%22.76%—%9none%0.88%
Fidelity Select Software & IT ServicesFSCSX30.7626.0423.5622.511.067none0.7
Berkshire FocusBFOCX37.733.0323.2821.971.09102.00r1.95
Fidelity Select BiotechnologyFBIOX30.6913.44.0820.97.8410none0.72
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX45.5332.2826.0720.847.6795.251.17
Fidelity Select Semiconductors PortfolioFSELX3522.8722.3120.754.9410none0.71
Columbia Technology A+CTCAX30.0324.0322.0220.5285.751.24
T. Rowe Price Health Sciences**PRHSX17.4714.358.5320.512.447none0.76
Fidelity Select IT ServicesFBSOX12.7322.4617.6220.3912.818none0.73
Fidelity Advisor Biotechnology AFBTAX29.3213.73.8420.2895.751.03
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, 2020

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
Fidelity Select Medical Delivery PortfolioFSHCX19.27%12.01%9.29%16.02%13.56%8none%0.75%
BlackRock Health Sciences Opportunities Port Inv ASHSAX17.4613.789.6717.0813.4645.251.12
Fidelity Select Medical Equipment and Systems Portfolio FSMEX14.116.6716.4818.4913.197none0.71
Prudential Jennison Health Sciences A**PHLAX14.3411.044.618.4212.9695.501.15
Fidelity Select IT ServicesFBSOX12.7322.4617.6220.3912.818none0.73
T. Rowe Price Health Sciences**PRHSX17.4714.358.5320.512.447none0.76
T. Rowe Price Media & TelecommunicationsPRMTX32.1321.7219.5219.8712.036none0.65
Fidelity Select Construction & Housing PortfolioFSHOX10.0210.439.8615.5411.819none0.79
Fidelity Select Retailing PortfolioFSRPX18.4419.316.4920.0711.569none0.74
CGM RealtyCGMRX-22.65-6.53-2.395.711.339none1.04
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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