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 April 30, 2018

Sector Funds - 1 year

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 OpportunitiesTEFQX42.31%19.92%22.49%15.26%—%10none%1.85%
Leland Thomson Reuters Venture Capital Index ALDVAX39.8921.9105.75s1.75
Eventide Healthcare & Life Sciences NETNHX38.9311.3220.93101.00r1.54
Berkshire FocusBFOCX38.319.8419.7814.876.92102.00r2.02
AllianzGI Technology ARAGTX35.7919.6121.8113.1711.94105.501.51
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX35.6622.1124.0813.46105.251.49
Wells Fargo Specialized Technology AWFSTX34.8119.0521.3613.41105.751.44
Fidelity Select IT ServicesFBSOX32.8917.6720.1316.0912.348none0.77
Victory RS Science and Technology ARSIFX32.1322.6322.0713.8810.05105.751.49
Fidelity Select Defense and Aerospace PortfolioFSDAX30.0517.5118.8511.9311.439none0.76
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 April 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 APGTAX28.7%23.64%22.39%—%—%105.75%1.28%
Victory RS Science and Technology ARSIFX32.1322.6322.0713.8810.05105.751.49
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX35.6622.1124.0813.46105.251.49
Leland Thomson Reuters Venture Capital Index ALDVAX39.8921.9105.75s1.75
RMB Mendon Financial Services ARMBKX13.5421.8920.4612.64105.00s1.33
T. Rowe Price Global TechPRGTX23.7621.4826.8418.2710none0.89
Columbia Technology A+CTCAX28.8421.4624.413.2795.751.32
Fidelity Select Technology PortfolioFSPTX28.5421.1121.6914.3910.2710none0.74
Fidelity Select Semiconductors PortfolioFSELX25.0820.9826.1815.089.7310none0.74
Fidelity Advisor Technology AFADTX28.7520.9221.414.228.72105.751.07
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 April 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 TechPRGTX23.76%21.48%26.84%18.27%—%10none%0.89%
Fidelity Select Semiconductors PortfolioFSELX25.0820.9826.1815.089.7310none0.74
Fidelity Advisor Semiconductors AFELAX24.4120.6225.6714.3105.751.16
Columbia Technology A+CTCAX28.8421.4624.413.2795.751.32
BlackRock Science & Technology Opportunities Portfolio Inv ABGSAX35.6622.1124.0813.46105.251.49
Firsthand Technology OpportunitiesTEFQX42.3119.9222.4915.2610none1.85
Putnam Global Technology APGTAX28.723.6422.39105.751.28
Victory RS Science and Technology ARSIFX32.1322.6322.0713.8810.05105.751.49
AllianzGI Technology ARAGTX35.7919.6121.8113.1711.94105.501.51
Fidelity Select Technology PortfolioFSPTX28.5421.1121.6914.3910.2710none0.74
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 April 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
T. Rowe Price Global TechPRGTX23.76%21.48%26.84%18.27%—%10none%0.89%
Fidelity Select Retailing PortfolioFSRPX24.6617.4519.5218.2210.898none0.77
Delaware Healthcare ADLHAX19.119.5115.8218.1595.751.38
Fidelity Select BiotechnologyFBIOX10.230.714.4816.8112.0910none0.73
T. Rowe Price Health Sciences**PRHSX14.235.9217.2316.4313.210none0.77
Fidelity Select IT ServicesFBSOX32.8917.6720.1316.0912.348none0.77
Fidelity Advisor Biotechnology AFBTAX9.7-0.1613.315.8105.751.04
Rydex Basic Biotechnology InvRYOIX90.2712.4915.7612.0110none1.37
Fidelity Select Software & IT ServicesFSCSX26.2320.5921.5415.713.0110none0.73
Prudential Jennison Health Sciences A**PHLAX12.373.0514.8215.37105.501.15
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 April 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 FSMEX16.75%14.49%20.58%13.98%14.19%10none%0.75%
T. Rowe Price Media & TelecommunicationsPRMTX17.1115.8616.6413.8613.89none0.78
T. Rowe Price Health Sciences**PRHSX14.235.9217.2316.4313.210none0.77
CGM RealtyCGMRX16.547.478.384.8913.0810none0.97
Fidelity Select Software & IT ServicesFSCSX26.2320.5921.5415.713.0110none0.73
Ivy Science & Technology AWSTAX18.388.0312.7111.4712.43105.751.3
Fidelity Select IT ServicesFBSOX32.8917.6720.1316.0912.348none0.77
Fidelity Select BiotechnologyFBIOX10.230.714.4816.8112.0910none0.73
Rydex Basic Biotechnology InvRYOIX90.2712.4915.7612.0110none1.37
AllianzGI Technology ARAGTX35.7919.6121.8113.1711.94105.501.51
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.