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 May 31, 2019

Sector Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wells Fargo Utility and Telecommunications AEVUAX21.15%10.52%8.08%11.46%7.71%55.75%1.14%
Franklin Templeton Utilities AFKUTX19.039.519.2612.58.7753.750.74
Prudential U.S. Real Estate APJEAX18.877.997.885.501.25
Fidelity Select IT ServicesFBSOX18.421.6618.5821.3812.228none0.74
Neuberger Berman Real Estate ANREAX18.118.068.1214.4165.751.21
Fidelity Select Multimedia PortfolioFBMPX17.5311.27.9417.638.038none0.8
BlackRock Real Estate Securities Inv ABAREX17.17.688.5575.251.32
Prudential Select Real Estate ASREAX17.028.8455.501.3
SA Real Estate Securities Fund Investor ClassSAREX16.946.297.6414.417none0.98
Cohen & Steers Realty SharesCSRSX16.927.788.7715.0110.727none1
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 May 31, 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
Firsthand Technology OpportunitiesTEFQX10.13%30.62%18.76%18.83%—%10none%1.85%
Berkshire FocusBFOCX16.4429.4919.3521.044.32102.00r1.97
Leland Thomson Reuters Venture Capital Index ALDVAX5.9127.69105.75s1.75
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX8.642719.7117.88105.251.26
Victory RS Science and Technology ARSIFX2.626.4119.5918.788.78105.751.47
AllianzGI Technology ARAGTX5.7624.5517.1218.5310.4105.501.42
Janus Henderson Global Technology TJAGTX6.1824.4217.4618.027.549none0.92
Wells Fargo Specialized Technology AWFSTX6.6124.2316.9318.4105.751.41
Fidelity Select Software & IT ServicesFSCSX10.4222.6318.0121.0912.658none0.71
Putnam Global Technology APGTAX-3.4322.2817.3215.9795.751.15
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 May 31, 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 ABGSAX8.64%27%19.71%17.88%—%105.25%1.26%
Victory RS Science and Technology ARSIFX2.626.4119.5918.788.78105.751.47
Berkshire FocusBFOCX16.4429.4919.3521.044.32102.00r1.97
Eventide Healthcare & Life Sciences NETNHX6.3822.1518.99101.00r1.5
Firsthand Technology OpportunitiesTEFQX10.1330.6218.7618.8310none1.85
Fidelity Select IT ServicesFBSOX18.421.6618.5821.3812.228none0.74
Columbia Technology A+CTCAX222.1118.2918.8695.751.25
Fidelity Select Software & IT ServicesFSCSX10.4222.6318.0121.0912.658none0.71
T. Rowe Price Global TechPRGTX-4.3117.3617.6420.7910none0.91
Janus Henderson Global Technology TJAGTX6.1824.4217.4618.027.549none0.92
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 May 31, 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 ServicesFBSOX18.4%21.66%18.58%21.38%12.22%8none%0.74%
Fidelity Select Software & IT ServicesFSCSX10.4222.6318.0121.0912.658none0.71
Berkshire FocusBFOCX16.4429.4919.3521.044.32102.00r1.97
T. Rowe Price Global TechPRGTX-4.3117.3617.6420.7910none0.91
Fidelity Select Retailing PortfolioFSRPX3.3514.7315.8720.0210.019none0.75
T. Rowe Price Health Sciences**PRHSX3.2110.7611.8419.9313.539none0.77
T. Rowe Price Media & TelecommunicationsPRMTX9.6217.6514.0919.2512.878none0.78
Columbia Technology A+CTCAX222.1118.2918.8695.751.25
Firsthand Technology OpportunitiesTEFQX10.1330.6218.7618.8310none1.85
Red Oak Technology SelectROGSX4.7820.6315.7618.835.568none0.94
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 May 31, 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
Fidelity Select Medical Equipment and Systems Portfolio FSMEX10.74%17.98%17.34%17.82%13.76%9none%0.73%
T. Rowe Price Health Sciences**PRHSX3.2110.7611.8419.9313.539none0.77
CGM RealtyCGMRX-6.957.55.4212.3813.17none0.98
T. Rowe Price Media & TelecommunicationsPRMTX9.6217.6514.0919.2512.878none0.78
Fidelity Select Software & IT ServicesFSCSX10.4222.6318.0121.0912.658none0.71
Fidelity Select IT ServicesFBSOX18.421.6618.5821.3812.228none0.74
Fidelity Select Defense and Aerospace PortfolioFSDAX1.7118.8913.0917.3711.8910none0.75
Fidelity Select Medical Delivery PortfolioFSHCX0.8210.2711.0216.2111.8810none0.76
Franklin Templeton Biotechnology Discovery AFBDIX-8.843.324.9915.1611.58105.501.03
Eaton Vance Worldwide Health Sciences AETHSX10.185.537.3412.9111.1575.751.06
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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