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 Vanguard Energy Fund (VGENX)
| Performance (1-yr.): 21.70% | Expenses: 0.31% |
| Performance (1-mo.): 1.56% | Total Assets: $11.83B |
#2 Icon Energy Fund (ICENX)
| Performance (1-yr.): 34.99% | Expenses: 1.23% |
| Performance (1-mo.): 3.48% | Total Assets: $660.73M |
#3 Fidelity Select Natural Resources Portfolio (FNARX)
| Performance (1-yr.): 22.81% | Expenses: 0.86% |
| Performance (1-mo.): 1.02% | Total Assets: $988.64M |
#4 Putnam Global Energy Fund (PGEAX)
| Performance (1-yr.): 18.72% | Expenses: 1.41% |
| Performance (1-mo.): 0.53% | Total Assets: $19.32M |
#5 Fidelity Select Energy Portfolio (FSENX)
| Performance (1-yr.): 28.35% | Expenses: 0.82% |
| Performance (1-mo.): 1.62% | Total Assets: $2.06B |
#6 Oppenheimer SteelPath MLP Select 40 Fund (MLPFX)
| Performance (1-yr.): 22.15% | Expenses: 1.10% |
| Performance (1-mo.): 0.39% | Total Assets: $1.69B |
#7 BlackRock Natural Resources Trust Fund (MDGRX)
| Performance (1-yr.): 20.69% | Expenses: 1.13% |
| Performance (1-mo.): 2.06% | Total Assets: $510.06M |
#8 Fidelity Select Energy Service Portfolio (FSESX)
| Performance (1-yr.): 27.34% | Expenses: 0.82% |
| Performance (1-mo.): 2.01% | Total Assets: $1.14B |
#9 Integrity Williston Basin/Mid-North America Stock Fund (ICPAX)
| Performance (1-yr.): 28.15% | Expenses: 1.43% |
| Performance (1-mo.): 2.35% | Total Assets: $565.84M |
#10 Fidelity Advisor Energy Fund (FANAX)
| Performance (1-yr.): 28.20% | Expenses: 1.17% |
| Performance (1-mo.): 1.58% | Total Assets: $665.86M |
