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 January 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
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Select Medical Equipment and Systems Portfolio FSMEX15.51%23.06%17.99%18.19%14.02%9none%0.75%
BlackRock Real Estate Securities Inv ABAREX12.719.19.7895.251.3
Prudential U.S. Real Estate APJEAX12.487.568.9585.501.25
Franklin Templeton Utilities AFKUTX11.910.689.8511.178.664.250.74
Fidelity Select Medical Delivery PortfolioFSHCX11.7818.3314.918.5512.5310none0.76
ICON Telecommunications & Utilities SICTUX11.5511.9810.5410.716.665none1.22
Rydex Utilities InvestorRYUIX11.410.69.510.375none1.38
Fidelity Select Utilities Growth PortfolioFSUTX11.3313.469.6311.785.524none0.77
Firsthand Technology OpportunitiesTEFQX11.231.6418.1922.2910none1.85
Stratton Real Estate Fund, IncSTMDX11.179.110.3115.169.948none0.82
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 January 31, 2019

Sector Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Firsthand Technology OpportunitiesTEFQX11.2%31.64%18.19%22.29%—%10none%1.85%
Victory RS Science and Technology ARSIFX3.5327.7615.7521.798.21105.751.49
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX4.2825.9717.3119.21105.251.26
Janus Henderson Global Technology TJAGTX2.6125.9716.8520.148.159none0.92
Fidelity Select Semiconductors PortfolioFSELX-6.2525.2220.0422.377.2110none0.74
Red Oak Technology SelectROGSX3.4724.8416.3421.955.178none0.94
Berkshire FocusBFOCX6.8424.8113.9223.683.76102.00r2.02
Wells Fargo Specialized Technology AWFSTX7.324.6115.9720.35105.751.41
Fidelity Advisor Semiconductors AFELAX-7.0324.5819.5321.54105.751.16
Leland Thomson Reuters Venture Capital Index ALDVAX2.8424.42105.75s1.75
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 January 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 PortfolioFSELX-6.25%25.22%20.04%22.37%7.21%10none%0.74%
T. Rowe Price Global TechPRGTX-6.9621.5919.5624.5610none0.89
Fidelity Advisor Semiconductors AFELAX-7.0324.5819.5321.54105.751.16
Firsthand Technology OpportunitiesTEFQX11.231.6418.1922.2910none1.85
Fidelity Select Medical Equipment and Systems Portfolio FSMEX15.5123.0617.9918.1914.029none0.75
Columbia Technology A+CTCAX-1.0723.2317.5920.3195.751.25
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX4.2825.9717.3119.21105.251.26
Columbia Seligman Communications & Information ASLMCX-2.1420.4417.2417.458.63105.751.24
Columbia Seligman Global Technology ASHGTX-2.9820.5917.1918.158.28105.751.32
Putnam Global Technology APGTAX-3.9721.8517.1617.5395.751.15
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 January 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 TechPRGTX-6.96%21.59%19.56%24.56%—%10none%0.89%
Berkshire FocusBFOCX6.8424.8113.9223.683.76102.00r2.02
Fidelity Select Retailing PortfolioFSRPX3.5316.7716.2723.339.788none0.77
Fidelity Select Semiconductors PortfolioFSELX-6.2525.2220.0422.377.2110none0.74
Firsthand Technology OpportunitiesTEFQX11.231.6418.1922.2910none1.85
Fidelity Select Software & IT ServicesFSCSX2.9422.1815.4722.1511.718none0.73
Fidelity Select IT ServicesFBSOX6.620.1815.4822.0911.598none0.77
Red Oak Technology SelectROGSX3.4724.8416.3421.955.178none0.94
Victory RS Science and Technology ARSIFX3.5327.7615.7521.798.21105.751.49
T. Rowe Price Media & TelecommunicationsPRMTX-0.1718.713.4421.5912.998none0.78
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 January 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 FSMEX15.51%23.06%17.99%18.19%14.02%9none%0.75%
CGM RealtyCGMRX-10.5710.847.7613.7613.929none0.97
T. Rowe Price Health Sciences**PRHSX4.114.4712.8120.613.279none0.77
T. Rowe Price Media & TelecommunicationsPRMTX-0.1718.713.4421.5912.998none0.78
Fidelity Select Medical Delivery PortfolioFSHCX11.7818.3314.918.5512.5310none0.76
Fidelity Select Defense and Aerospace PortfolioFSDAX-4.5721.6512.6117.3912.2710none0.76
Fidelity Select Chemicals PortfolioFSCHX-20.3212.746.1916.9311.949none0.77
Fidelity Select Software & IT ServicesFSCSX2.9422.1815.4722.1511.718none0.73
Fidelity Select IT ServicesFBSOX6.620.1815.4822.0911.598none0.77
Ivy Science & Technology AWSTAX-1.6317.187.7615.5311.4895.751.22
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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