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 30, 2018

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
Eventide Healthcare & Life Sciences NETNHX48.35%17.28%21.89%—%—%101.00%r1.54%
Berkshire FocusBFOCX48.1526.7920.4518.188.54102.00r2.02
Fidelity Select Retailing PortfolioFSRPX47.6220.7620.6719.8412.228none0.77
Leland Thomson Reuters Venture Capital Index ALDVAX46.8232.38105.75s1.75
Firsthand Technology OpportunitiesTEFQX45.2529.523.9618.1610none1.85
AllianzGI Technology ARAGTX43.0429.223.0216.1113.93105.501.42
Wells Fargo Specialized Technology AWFSTX42.8728.4722.5916.06105.751.41
Victory RS Science and Technology ARSIFX41.1533.0722.2816.8512.69105.751.49
Fidelity Select IT ServicesFBSOX38.9422.1220.7117.4813.978none0.77
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX37.7429.7225.0915.54105.251.49
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 30, 2018

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
Victory RS Science and Technology ARSIFX41.15%33.07%22.28%16.85%12.69%105.75%1.49%
Leland Thomson Reuters Venture Capital Index ALDVAX46.8232.38105.75s1.75
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX37.7429.7225.0915.54105.251.49
Firsthand Technology OpportunitiesTEFQX45.2529.523.9618.1610none1.85
AllianzGI Technology ARAGTX43.0429.223.0216.1113.93105.501.42
Fidelity Select Semiconductors PortfolioFSELX27.7629.1225.9717.0311.9510none0.74
Putnam Global Technology APGTAX25.8128.9123.4105.751.28
Fidelity Select Technology PortfolioFSPTX26.1628.8121.9616.3311.9310none0.74
Fidelity Advisor Technology AFADTX26.4428.6921.7616.2210.27105.751.07
Fidelity Advisor Semiconductors AFELAX2728.6525.4416.24105.751.16
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 August 30, 2018

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 Semiconductors PortfolioFSELX27.76%29.12%25.97%17.03%11.95%10none%0.74%
Fidelity Advisor Semiconductors AFELAX2728.6525.4416.24105.751.16
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX37.7429.7225.0915.54105.251.49
T. Rowe Price Global TechPRGTX13.9824.3124.6119.2610none0.89
Columbia Technology A+CTCAX31.3227.8524.4215.2495.751.32
Firsthand Technology OpportunitiesTEFQX45.2529.523.9618.1610none1.85
Putnam Global Technology APGTAX25.8128.9123.4105.751.28
Fidelity Select Medical Equipment and Systems Portfolio FSMEX3122.3823.0615.0515.6910none0.75
AllianzGI Technology ARAGTX43.0429.223.0216.1113.93105.501.42
Wells Fargo Specialized Technology AWFSTX42.8728.4722.5916.06105.751.41
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 30, 2018

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 Retailing PortfolioFSRPX47.62%20.76%20.67%19.84%12.22%8none%0.77%
T. Rowe Price Global TechPRGTX13.9824.3124.6119.2610none0.89
Delaware Healthcare ADLHAX23.9214.9816.6218.4895.751.31
Fidelity Select Software & IT ServicesFSCSX33.9827.0422.1118.2715.119none0.73
Berkshire FocusBFOCX48.1526.7920.4518.188.54102.00r2.02
Firsthand Technology OpportunitiesTEFQX45.2529.523.9618.1610none1.85
T. Rowe Price Health Sciences**PRHSX22.3310.2618.5117.7715.3610none0.77
Fidelity Select IT ServicesFBSOX38.9422.1220.7117.4813.978none0.77
Prudential Jennison Health Sciences A**PHLAX22.867.6617.0917.19105.501.15
Fidelity Select Semiconductors PortfolioFSELX27.7629.1225.9717.0311.9510none0.74
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 30, 2018

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 FSMEX31%22.38%23.06%15.05%15.69%10none%0.75%
T. Rowe Price Media & TelecommunicationsPRMTX16.9220.0617.3116.1115.649none0.78
T. Rowe Price Health Sciences**PRHSX22.3310.2618.5117.7715.3610none0.77
Fidelity Select Software & IT ServicesFSCSX33.9827.0422.1118.2715.119none0.73
Rydex Basic Biotechnology InvRYOIX12.764.3713.6415.9114.5510none1.37
Ivy Science & Technology AWSTAX24.9417.214.413.714.27105.751.22
Franklin Templeton Biotechnology Discovery AFBDIX5.251.4411.7914.4614.25105.751.02
Fidelity Select IT ServicesFBSOX38.9422.1220.7117.4813.978none0.77
Fidelity Select BiotechnologyFBIOX13.894.0514.616.8913.9710none0.73
CGM RealtyCGMRX-2.235.989.745.113.9410none0.97
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.