Equity Energy

Equity Energy portfolios invest primarily in equity securities of U.S. or non-U.S. companies who conduct business primarily in energy-related industries. This includes and is not limited to companies in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services and refineries. Morningstar®

#1 Icon Energy Fund (ICENX)

Performance (1-yr.): 15.64% Expenses: 1.23%
Performance (1-mo.): 2.74% Total Assets: $626.91M
See all details for ICENX »

#2 Vanguard Energy Fund (VGENX)

Performance (1-yr.): 5.20% Expenses: 0.34%
Performance (1-mo.): 0.22% Total Assets: $11.79B
See all details for VGENX »

#3 Fidelity Select Natural Resources Portfolio (FNARX)

Performance (1-yr.): 5.67% Expenses: 0.86%
Performance (1-mo.): 2.14% Total Assets: $1.0B
See all details for FNARX »

#4 BlackRock Natural Resources Trust Fund (MDGRX)

Performance (1-yr.): 2.10% Expenses: 1.13%
Performance (1-mo.): 3.05% Total Assets: $504.8M
See all details for MDGRX »

#5 Integrity Williston Basin/Mid-North America Stock Fund (ICPAX)

Performance (1-yr.): 8.36% Expenses: 1.44%
Performance (1-mo.): 3.09% Total Assets: $547.62M
See all details for ICPAX »

#6 Guinness Atkinson Global Energy Fund (GAGEX)

Performance (1-yr.): 2.43% Expenses: 1.27%
Performance (1-mo.): 1.09% Total Assets: $77.2M
See all details for GAGEX »

#7 Putnam Global Energy Fund (PGEAX)

Performance (1-yr.): 2.96% Expenses: 1.41%
Performance (1-mo.): 1.14% Total Assets: $19.2M
See all details for PGEAX »

#8 Fidelity Select Energy Portfolio (FSENX)

Performance (1-yr.): 9.53% Expenses: 0.82%
Performance (1-mo.): 0.90% Total Assets: $2.05B
See all details for FSENX »

#9 Waddell & Reed Advisor Energy Fund (WEGAX)

Performance (1-yr.): 6.68% Expenses: 1.68%
Performance (1-mo.): 1.88% Total Assets: $221.86M
See all details for WEGAX »

#10 Fidelity Select Energy Service Portfolio (FSESX)

Performance (1-yr.): 8.72% Expenses: 0.82%
Performance (1-mo.): 0.23% Total Assets: $1.14B
See all details for FSESX »
Advertisement
Top Performing Equity Energy Funds as of 05.03.2013

Guinness Atkinson Alternative Energy Fund (GAAEX)

Total Return: 10.00%

Tortoise MLP & Pipeline Fund (TORIX)

Total Return: 3.28%

Calvert Global Alternative Energy Fund (CGAEX)

Total Return: 2.30%

Tortoise MLP & Pipeline Fund (TORIX)

Total Return: 23.71%

Oppenheimer SteelPath MLP Alpha Plus Fund (MLPLX)

Total Return: 21.84%

FAMCO MLP & Energy Infrastructure Fund (MLPPX)

Total Return: 18.89%

Integrity Williston Basin/Mid-North America Stock Fund (ICPAX)

Total Return: 15.48%

Oppenheimer SteelPath MLP Select 40 Fund (MLPFX)

Total Return: 13.01%

Oppenheimer SteelPath MLP Alpha Fund (MLPAX)

Total Return: 12.52%

* annualized