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 Investor	OCMGX	67.13%	22.89%	18.9%	0.49%	10.9%	10	4.50%s	2.91%
Rydex Precious Metals Investor	RYPMX	52.72	16.83	15.46	-1.96	5.23	10	none	1.38
Van Eck International Investors Gold A	INIVX	52.71	17.08	16.44	-0.77	11.18	10	5.75	1.45
Franklin Templeton Gold and Precious Metals A	FKRCX	49.87	12.81	12.57	-2.94	8.46	10	5.50	0.98
Gabelli Gold AAA	GOLDX	49.22	15.3	16.21	-0.3	10.98	10	2.00r	1.55
Oppenheimer Gold & Special Minerals A	OPGSX	45.84	18.13	17.85	-1.31	10.15	10	5.50	1.17
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	45.53	32.28	26.07	20.84	7.67	9	5.25	1.17
USAA Precious Metals & Minerals	USAGX	45.49	17.7	14.03	-2.99	11.17	10	none	1.31
First Eagle Gold A	SGGDX	44.92	13.61	12.44	-0.73	11.02	10	5.00s	1.29
Putnam Global Technology A	PGTAX	44.5	26.23	25.08	19.13	—	8	5.75	1.16

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 A	LDVAX	39.7%	33.18%	26.25%	—%	—%	10	5.75%s	1.75%
Berkshire Focus	BFOCX	37.7	33.03	23.28	21.97	1.09	10	2.00r	1.95
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	45.53	32.28	26.07	20.84	7.67	9	5.25	1.17
Eventide Healthcare & Life Sciences N	ETNHX	24.68	27.17	13.25	—	—	10	1.00r	1.49
Wells Fargo Specialized Technology A	WFSTX	28.9	26.52	21.02	19.49	—	9	5.75	1.37
Putnam Global Technology A	PGTAX	44.5	26.23	25.08	19.13	—	8	5.75	1.16
Janus Henderson Global Technology T	JAGTX	33.91	26.22	23.45	20.09	4.82	7	none	0.92
AllianzGI Technology A	RAGTX	28.33	26.07	20.98	19.49	6.44	9	5.50	1.51
Fidelity Select Software & IT Services	FSCSX	30.76	26.04	23.56	22.5	11.06	7	none	0.7
Firsthand Technology Opportunities	TEFQX	19.29	25.14	19.38	17.8	2.77	9	none	1.83

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 A	LDVAX	39.7%	33.18%	26.25%	—%	—%	10	5.75%s	1.75%
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	45.53	32.28	26.07	20.84	7.67	9	5.25	1.17
Putnam Global Technology A	PGTAX	44.5	26.23	25.08	19.13	—	8	5.75	1.16
Fidelity Select Software & IT Services	FSCSX	30.76	26.04	23.56	22.5	11.06	7	none	0.7
Janus Henderson Global Technology T	JAGTX	33.91	26.22	23.45	20.09	4.82	7	none	0.92
Berkshire Focus	BFOCX	37.7	33.03	23.28	21.97	1.09	10	2.00r	1.95
Fidelity Select Technology Portfolio	FSPTX	42.69	24.95	22.91	20.18	5.64	8	none	0.71
Fidelity Advisor Technology A	FADTX	42.46	25.13	22.9	19.97	5.91	8	5.75	1.02
Victory RS Science and Technology A	RSIFX	27.42	24.61	22.86	19.05	6.23	10	5.75	1.48
Fidelity Select Semiconductors Portfolio	FSELX	35	22.87	22.31	20.75	4.94	10	none	0.71

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 Tech	PRGTX	34.81%	20.41%	21.67%	22.76%	—%	9	none%	0.88%
Fidelity Select Software & IT Services	FSCSX	30.76	26.04	23.56	22.5	11.06	7	none	0.7
Berkshire Focus	BFOCX	37.7	33.03	23.28	21.97	1.09	10	2.00r	1.95
Fidelity Select Biotechnology	FBIOX	30.69	13.4	4.08	20.9	7.84	10	none	0.72
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	45.53	32.28	26.07	20.84	7.67	9	5.25	1.17
Fidelity Select Semiconductors Portfolio	FSELX	35	22.87	22.31	20.75	4.94	10	none	0.71
Columbia Technology A+	CTCAX	30.03	24.03	22.02	20.52	—	8	5.75	1.24
T. Rowe Price Health Sciences**	PRHSX	17.47	14.35	8.53	20.5	12.44	7	none	0.76
Fidelity Select IT Services	FBSOX	12.73	22.46	17.62	20.39	12.81	8	none	0.73
Fidelity Advisor Biotechnology A	FBTAX	29.32	13.7	3.84	20.28	—	9	5.75	1.03

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 Portfolio	FSHCX	19.27%	12.01%	9.29%	16.02%	13.56%	8	none%	0.75%
BlackRock Health Sciences Opportunities Port Inv A	SHSAX	17.46	13.78	9.67	17.08	13.46	4	5.25	1.12
Fidelity Select Medical Equipment and Systems Portfolio	FSMEX	14.1	16.67	16.48	18.49	13.19	7	none	0.71
Prudential Jennison Health Sciences A**	PHLAX	14.34	11.04	4.6	18.42	12.96	9	5.50	1.15
Fidelity Select IT Services	FBSOX	12.73	22.46	17.62	20.39	12.81	8	none	0.73
T. Rowe Price Health Sciences**	PRHSX	17.47	14.35	8.53	20.5	12.44	7	none	0.76
T. Rowe Price Media & Telecommunications	PRMTX	32.13	21.72	19.52	19.87	12.03	6	none	0.65
Fidelity Select Construction & Housing Portfolio	FSHOX	10.02	10.43	9.86	15.54	11.81	9	none	0.79
Fidelity Select Retailing Portfolio	FSRPX	18.44	19.3	16.49	20.07	11.56	9	none	0.74
CGM Realty	CGMRX	-22.65	-6.53	-2.39	5.7	11.33	9	none	1.04

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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