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 August 31, 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
OCM Gold InvestorOCMGX64.83%4.52%3.59%0.42%8.94%104.50%s2.93%
Wells Fargo Precious Metals AEKWAX60.253.481.9-0.789.92105.751.09
American Century Global Gold InvBGEIX59.135.433.32-0.676.9110none0.67
Gabelli Gold AAAGOLDX56.892.023.580.069.58102.00r1.56
Franklin Templeton Gold and Precious Metals AFKRCX54.03-0.760.22-2.197.06105.501.02
Rydex Precious Metals InvestorRYPMX53.72.3-0.35-2.473.110none1.39
Fidelity Select Gold PortfolioFSAGX52.442.191.85-2.186.9310none0.85
USAA Precious Metals & MineralsUSAGX52.263.570.5-2.129.8110none1.31
Fidelity Select Advisor Gold AFGDAX51.841.851.53-2.456.63105.751.18
Midas FundMIDSX48.983.42-1.57-6.410.9101.00r4.27
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.

Data through August 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
Berkshire FocusBFOCX7.69%29.5%18.48%20.35%3.91%102.00%r1.97%
Leland Thomson Reuters Venture Capital Index ALDVAX2.0627.48105.75s1.75
Firsthand Technology OpportunitiesTEFQX327.2717.1918.2610none1.85
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX7.2726.5320.0217.2695.251.26
Fidelity Select IT ServicesFBSOX13.8224.9120.2420.4312.488none0.74
AllianzGI Technology ARAGTX-0.3323.8416.2517.859.58105.501.51
Wells Fargo Specialized Technology AWFSTX1.0323.8216.317.51105.751.39
Janus Henderson Global Technology TJAGTX7.523.3817.7417.546.899none0.92
Victory RS Science and Technology ARSIFX-2.4623.3218.5917.837.87105.751.47
Columbia Technology A+CTCAX4.0822.7818.1218.6295.751.25
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 August 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
Fidelity Select IT ServicesFBSOX13.82%24.91%20.24%20.43%12.48%8none%0.74%
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX7.2726.5320.0217.2695.251.26
Fidelity Select Software & IT ServicesFSCSX8.5722.3518.7320.2712.457none0.71
Victory RS Science and Technology ARSIFX-2.4623.3218.5917.837.87105.751.47
Berkshire FocusBFOCX7.6929.518.4820.353.91102.00r1.97
Columbia Technology A+CTCAX4.0822.7818.1218.6295.751.25
Fidelity Select Semiconductors PortfolioFSELX4.6919.5217.9517.656.9510none0.72
Putnam Global Technology APGTAX4.7922.5417.8215.495.751.15
Fidelity Select Medical Equipment and Systems Portfolio FSMEX5.2316.1917.7817.3514.059none0.73
Janus Henderson Global Technology TJAGTX7.523.3817.7417.546.899none0.92
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 August 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 ServicesFBSOX13.82%24.91%20.24%20.43%12.48%8none%0.74%
Berkshire FocusBFOCX7.6929.518.4820.353.91102.00r1.97
Fidelity Select Software & IT ServicesFSCSX8.5722.3518.7320.2712.457none0.71
T. Rowe Price Global TechPRGTX2.9217.0416.3219.7710none0.91
Fidelity Select Retailing PortfolioFSRPX-0.0816.6316.5419.3210.929none0.75
T. Rowe Price Health Sciences**PRHSX-3.9812.0710.318.6613.39none0.77
Columbia Technology A+CTCAX4.0822.7818.1218.6295.751.25
T. Rowe Price Media & TelecommunicationsPRMTX8.817.6214.218.3912.798none0.78
Firsthand Technology OpportunitiesTEFQX327.2717.1918.2610none1.85
Fidelity Select Defense and Aerospace PortfolioFSDAX11.1321.3716.0217.8812.4510none0.75
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 August 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
Prudential Jennison Health Sciences A**PHLAX-13.83%10.56%7.09%16.59%14.55%105.50%1.14%
Fidelity Select Medical Equipment and Systems Portfolio FSMEX5.2316.1917.7817.3514.059none0.73
T. Rowe Price Health Sciences**PRHSX-3.9812.0710.318.6613.39none0.77
CGM RealtyCGMRX-4.475.133.689.3213.127none0.98
Fidelity Select Medical Delivery PortfolioFSHCX-11.1811.789.8514.9112.8510none0.76
T. Rowe Price Media & TelecommunicationsPRMTX8.817.6214.218.3912.798none0.78
Fidelity Select IT ServicesFBSOX13.8224.9120.2420.4312.488none0.74
Fidelity Select Defense and Aerospace PortfolioFSDAX11.1321.3716.0217.8812.4510none0.75
Fidelity Select Software & IT ServicesFSCSX8.5722.3518.7320.2712.457none0.71
RMB Mendon Financial Services ARMBKX-19.466.6310.2110.2912.07105.001.27
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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