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 March 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
Eventide Healthcare & Life Sciences NETNHX28%28.97%17.38%—%—%101.00%r1.5%
Berkshire FocusBFOCX26.9830.4718.0924.084.01102.00r1.97
Fidelity Select Medical Equipment and Systems Portfolio FSMEX25.3322.8918.1219.2414.0110none0.75
Prudential U.S. Real Estate APJEAX24.767.158.9385.501.25
Firsthand Technology OpportunitiesTEFQX23.7733.1719.2421.6310none1.85
Fidelity Select IT ServicesFBSOX22.9222.6317.9622.6812.39none0.77
BlackRock Real Estate Securities Inv ABAREX22.717.169.5185.251.3
Leland Thomson Reuters Venture Capital Index ALDVAX21.2627.83105.75s1.75
SA Real Estate Securities Fund Investor ClassSAREX21.025.978.7617.778none0.98
Cohen & Steers Realty SharesCSRSX20.276.979.6118.2511.398none1
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 March 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 OpportunitiesTEFQX23.77%33.17%19.24%21.63%—%10none%1.85%
Victory RS Science and Technology ARSIFX17.2630.618.3321.578.85105.751.47
Berkshire FocusBFOCX26.9830.4718.0924.084.01102.00r1.97
Eventide Healthcare & Life Sciences NETNHX2828.9717.38101.00r1.5
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX14.9128.0119.119.85105.251.26
Leland Thomson Reuters Venture Capital Index ALDVAX21.2627.83105.75s1.75
Janus Henderson Global Technology TJAGTX13.4926.5918.220.857.989none0.92
AllianzGI Technology ARAGTX15.7426.0717.7120.9210.58105.501.42
Wells Fargo Specialized Technology AWFSTX16.825.9317.5720.59105.751.41
Columbia Technology A+CTCAX10.7324.4118.7420.7595.751.25
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 March 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 Semiconductors PortfolioFSELX3.3%24.17%19.5%21.8%8.37%10none%0.74%
T. Rowe Price Global TechPRGTX4.7121.4719.3624.1810none0.91
Firsthand Technology OpportunitiesTEFQX23.7733.1719.2421.6310none1.85
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX14.9128.0119.119.85105.251.26
Fidelity Advisor Semiconductors AFELAX2.5423.4819.0220.96105.751.13
Columbia Technology A+CTCAX10.7324.4118.7420.7595.751.25
Victory RS Science and Technology ARSIFX17.2630.618.3321.578.85105.751.47
Janus Henderson Global Technology TJAGTX13.4926.5918.220.857.989none0.92
Fidelity Select Medical Equipment and Systems Portfolio FSMEX25.3322.8918.1219.2414.0110none0.75
Putnam Global Technology APGTAX5.0123.0718.117.7795.751.15
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 March 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
T. Rowe Price Global TechPRGTX4.71%21.47%19.36%24.18%—%10none%0.91%
Berkshire FocusBFOCX26.9830.4718.0924.084.01102.00r1.97
Fidelity Select IT ServicesFBSOX22.9222.6317.9622.6812.39none0.77
Fidelity Select Software & IT ServicesFSCSX18.524.0817.4122.612.398none0.73
Red Oak Technology SelectROGSX14.7124.1316.8722.035.588none0.94
T. Rowe Price Media & TelecommunicationsPRMTX12.7119.214.7221.8213.138none0.78
Fidelity Select Semiconductors PortfolioFSELX3.324.1719.521.88.3710none0.74
Fidelity Select Retailing PortfolioFSRPX13.9616.5416.5821.699.959none0.77
Firsthand Technology OpportunitiesTEFQX23.7733.1719.2421.6310none1.85
Victory RS Science and Technology ARSIFX17.2630.618.3321.578.85105.751.47
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 March 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
CGM RealtyCGMRX-5.1%8.7%6.8%15.63%14.12%8none%0.98%
Fidelity Select Medical Equipment and Systems Portfolio FSMEX25.3322.8918.1219.2414.0110none0.75
T. Rowe Price Health Sciences**PRHSX15.3615.1513.5321.5413.5910none0.77
T. Rowe Price Media & TelecommunicationsPRMTX12.7119.214.7221.8213.138none0.78
Fidelity Select Defense and Aerospace PortfolioFSDAX1.920.7913.1219.7812.4910none0.76
Fidelity Select Medical Delivery PortfolioFSHCX11.1512.3611.8119.1212.4710none0.76
Fidelity Select Software & IT ServicesFSCSX18.524.0817.4122.612.398none0.73
Fidelity Select IT ServicesFBSOX22.9222.6317.9622.6812.39none0.77
Franklin Templeton Biotechnology Discovery AFBDIX0.559.475.5715.9111.93105.501.02
Fidelity Select Chemicals PortfolioFSCHX-9.249.15.0116.3511.829none0.77
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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