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 June 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
Leland Thomson Reuters Venture Capital Index ALDVAX49.44%26.61%—%—%—%105.75%s1.75%
Eventide Healthcare & Life Sciences NETNHX49.2810.5823.13101.00r1.54
Firsthand Technology OpportunitiesTEFQX46.1821.8325.0317.1210none1.85
Berkshire FocusBFOCX44.1120.3421.616.466.78102.00r2.02
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX39.8324.3725.2414.81105.251.49
Victory RS Science and Technology ARSIFX39.3326.3323.1615.5110.69105.751.49
AllianzGI Technology ARAGTX38.8921.5721.7814.4512.13105.501.51
Wells Fargo Specialized Technology AWFSTX37.9420.9121.2414.6105.751.41
Fidelity Select Retailing PortfolioFSRPX34.8819.4519.9719.8410.878none0.77
Fidelity Select IT ServicesFBSOX34.7318.2120.0316.7812.398none0.77
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.

Data through June 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
Putnam Global Technology APGTAX34.44%26.96%24.76%—%—%105.75%1.28%
Leland Thomson Reuters Venture Capital Index ALDVAX49.4426.61105.75s1.75
Victory RS Science and Technology ARSIFX39.3326.3323.1615.5110.69105.751.49
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX39.8324.3725.2414.81105.251.49
Fidelity Select Semiconductors PortfolioFSELX30.2424.3226.0816.4110.7610none0.74
Fidelity Select Software & IT ServicesFSCSX32.6224.0221.6917.0613.219none0.73
Fidelity Advisor Semiconductors AFELAX29.3923.9625.5515.6105.751.16
Janus Henderson Global Technology TJAGTX32.9723.7621.5314.8910.2510none0.93
MFS Technology AMTCAX34.0223.4921.5114.437.495.751.23
Columbia Technology A+CTCAX32.523.3924.4614.3695.751.32
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 June 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
T. Rowe Price Global TechPRGTX22.52%23.24%26.77%19.32%—%10none%0.89%
Fidelity Select Semiconductors PortfolioFSELX30.2424.3226.0816.4110.7610none0.74
Fidelity Advisor Semiconductors AFELAX29.3923.9625.5515.6105.751.16
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX39.8324.3725.2414.81105.251.49
Firsthand Technology OpportunitiesTEFQX46.1821.8325.0317.1210none1.85
Putnam Global Technology APGTAX34.4426.9624.76105.751.28
Columbia Technology A+CTCAX32.523.3924.4614.3695.751.32
Victory RS Science and Technology ARSIFX39.3326.3323.1615.5110.69105.751.49
Eventide Healthcare & Life Sciences NETNHX49.2810.5823.13101.00r1.54
Fidelity Select Technology PortfolioFSPTX29.8323.1321.9615.7510.5510none0.74
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 June 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 PortfolioFSRPX34.88%19.45%19.97%19.84%10.87%8none%0.77%
T. Rowe Price Global TechPRGTX22.5223.2426.7719.3210none0.89
Delaware Healthcare ADLHAX21.7910.1916.3519.0795.751.31
T. Rowe Price Health Sciences**PRHSX15.325.1118.5217.1913.7110none0.77
Fidelity Select BiotechnologyFBIOX14.54-1.3815.8917.1512.710none0.73
Firsthand Technology OpportunitiesTEFQX46.1821.8325.0317.1210none1.85
Fidelity Select Software & IT ServicesFSCSX32.6224.0221.6917.0613.219none0.73
Fidelity Select IT ServicesFBSOX34.7318.2120.0316.7812.398none0.77
Prudential Jennison Health Sciences A**PHLAX19.052.871716.55105.501.15
Berkshire FocusBFOCX44.1120.3421.616.466.78102.00r2.02
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 June 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 FSMEX18.19%16.86%21.45%14.82%14.42%10none%0.75%
T. Rowe Price Media & TelecommunicationsPRMTX21.1317.8817.8315.6614.019none0.78
T. Rowe Price Health Sciences**PRHSX15.325.1118.5217.1913.7110none0.77
Fidelity Select Software & IT ServicesFSCSX32.6224.0221.6917.0613.219none0.73
CGM RealtyCGMRX9.715.999.844.8113.1710none0.97
Rydex Basic Biotechnology InvRYOIX11.28-1.2914.3216.4312.810none1.37
Fidelity Select BiotechnologyFBIOX14.54-1.3815.8917.1512.710none0.73
Ivy Science & Technology AWSTAX24.4611.1313.5512.5812.54105.751.22
Fidelity Select IT ServicesFBSOX34.7318.2120.0316.7812.398none0.77
Franklin Templeton Biotechnology Discovery AFBDIX6.67-3.5613.251512.24105.751.02
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.