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 September 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
Berkshire Focus	BFOCX	76.92%	38%	30.57%	21.67%	1.2%	10	2.00%r	1.95%
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	71.65	33.36	31.38	20.89	7.94	9	5.25	1.17
Leland Thomson Reuters Venture Capital Index A	LDVAX	70.54	35.78	31.84	—	—	10	5.75s	1.75
OCM Gold Investor	OCMGX	70.16	26.32	26.33	0.29	12.09	10	4.50s	2.91
Jacob Internet Fund	JAMFX	66.43	27.13	25.15	17.54	5.58	10	2.00r	2.32
Dreyfus Technology Growth A	DTGRX	64.2	25.4	23.96	17.09	4.37	10	5.75	1.2
Rydex Precious Metals Investor	RYPMX	63.25	20.42	24.78	-2.23	6.41	10	none	1.38
Fidelity Select Technology Portfolio	FSPTX	62.78	27.37	29.26	19.91	6.8	9	none	0.71
Van Eck International Investors Gold A	INIVX	61.76	20.4	24.13	-1.49	12.38	10	5.75	1.45
T. Rowe Price Global Tech	PRGTX	61.27	23.3	26.15	22.78	9.74	9	none	0.88

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 September 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
Berkshire Focus	BFOCX	76.92%	38%	30.57%	21.67%	1.2%	10	2.00%r	1.95%
Leland Thomson Reuters Venture Capital Index A	LDVAX	70.54	35.78	31.84	—	—	10	5.75s	1.75
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	71.65	33.36	31.38	20.89	7.94	9	5.25	1.17
Janus Henderson Global Technology T	JAGTX	49.77	27.95	28.22	19.84	5.82	8	none	0.92
Wells Fargo Specialized Technology A	WFSTX	55.49	27.7	26.16	18.68	7.24	9	5.75	1.37
AllianzGI Technology A	RAGTX	57.76	27.59	26.52	18.8	6.61	9	5.50	1.57
Fidelity Select Technology Portfolio	FSPTX	62.78	27.37	29.26	19.91	6.8	9	none	0.71
Jacob Internet Fund	JAMFX	66.43	27.13	25.15	17.54	5.58	10	2.00r	2.32
Firsthand Technology Opportunities	TEFQX	49.21	26.95	26.65	17.86	4.46	10	none	1.83
Fidelity Select Software & IT Services	FSCSX	41.7	26.84	26.32	21.56	11.08	7	none	0.7

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 September 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	70.54%	35.78%	31.84%	—%	—%	10	5.75%s	1.75%
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	71.65	33.36	31.38	20.89	7.94	9	5.25	1.17
Berkshire Focus	BFOCX	76.92	38	30.57	21.67	1.2	10	2.00r	1.95
Putnam Global Technology A	PGTAX	60.79	26.84	29.29	19.06	—	8	5.75	1.16
Fidelity Select Technology Portfolio	FSPTX	62.78	27.37	29.26	19.91	6.8	9	none	0.71
Fidelity Advisor Technology A	FADTX	59.24	26.69	28.74	19.46	6.91	9	5.75	1.01
Janus Henderson Global Technology T	JAGTX	49.77	27.95	28.22	19.84	5.82	8	none	0.92
Fidelity Select Semiconductors Portfolio	FSELX	40.96	23.64	27.62	21.23	6.27	10	none	0.71
Fidelity Advisor Semiconductors A	FELAX	40.62	23.02	27.12	20.55	—	10	5.75	1.08
Victory RS Science and Technology A	RSIFX	47.89	22.6	26.88	17.72	7.21	10	5.75	1.48

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 September 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	61.27%	23.3%	26.15%	22.78%	9.74%	9	none%	0.88%
Berkshire Focus	BFOCX	76.92	38	30.57	21.67	1.2	10	2.00r	1.95
Fidelity Select Software & IT Services	FSCSX	41.7	26.84	26.32	21.56	11.08	7	none	0.7
Fidelity Select Semiconductors Portfolio	FSELX	40.96	23.64	27.62	21.23	6.27	10	none	0.71
BlackRock Science & Technology Opportunities Portfolio Inv A	BGSAX	71.65	33.36	31.38	20.89	7.94	9	5.25	1.17
Fidelity Advisor Semiconductors A	FELAX	40.62	23.02	27.12	20.55	—	10	5.75	1.08
T. Rowe Price Health Sciences**	PRHSX	35.92	14.92	12.97	20.06	12.01	7	none	0.76
Fidelity Select Technology Portfolio	FSPTX	62.78	27.37	29.26	19.91	6.8	9	none	0.71
Janus Henderson Global Technology T	JAGTX	49.77	27.95	28.22	19.84	5.82	8	none	0.92
Fidelity Select IT Services	FBSOX	24.63	23.14	20.64	19.7	12.99	8	none	0.73

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 September 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
T. Rowe Price Media & Telecommunications	PRMTX	52.91%	24.64%	23.91%	19.38%	13.37%	6	none%	0.65%
Fidelity Select Medical Equipment and Systems Portfolio	FSMEX	31.21	21.59	21.81	19.37	13.3	7	none	0.71
Fidelity Select IT Services	FBSOX	24.63	23.14	20.64	19.7	12.99	8	none	0.73
BlackRock Health Sciences Opportunities Port Inv A	SHSAX	27.03	14.94	13.69	16.92	12.83	4	5.25	1.12
Fidelity Select Medical Delivery Portfolio	FSHCX	31.29	13.75	12.49	15.73	12.61	8	none	0.75
Prudential Jennison Health Sciences A**	PHLAX	45.03	12.54	10.44	18.11	12.59	9	5.50	1.15
Van Eck International Investors Gold A	INIVX	61.76	20.4	24.13	-1.49	12.38	10	5.75	1.45
Fidelity Select Retailing Portfolio	FSRPX	30.32	23.38	18.67	19.67	12.28	9	none	0.74
Fidelity Select Construction & Housing Portfolio	FSHOX	17.37	14.66	13.53	16.02	12.23	9	none	0.79
OCM Gold Investor	OCMGX	70.16	26.32	26.33	0.29	12.09	10	4.50s	2.91

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.

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