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 Advisory Research MLP & Energy Income Fund (INFIX)

Performance (1-yr.): 15.02% Expenses: 1.26%
Performance (1-mo.): 2.11% Total Assets: $518.47M
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#2 Advisory Research MLP & Energy Infrastructure Fund (MLPPX)

Performance (1-yr.): 15.70% Expenses: 1.00%
Performance (1-mo.): 2.10% Total Assets: $33.45M
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#3 Vanguard Energy Fund (VGENX)

Performance (1-yr.): 14.52% Expenses: 0.31%
Performance (1-mo.): 6.12% Total Assets: $12.31B
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#4 Fidelity® Select Energy Portfolio (FSENX)

Performance (1-yr.): 15.43% Expenses: 0.82%
Performance (1-mo.): 5.99% Total Assets: $1.99B
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#5 Fidelity® Select Energy Service Portfolio (FSESX)

Performance (1-yr.): 16.62% Expenses: 0.82%
Performance (1-mo.): 7.73% Total Assets: $1.04B
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#6 Guinness Atkinson Global Energy Fund (GAGEX)

Performance (1-yr.): 23.56% Expenses: 1.35%
Performance (1-mo.): 7.67% Total Assets: $74.26M
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#6 Oppenheimer SteelPath MLP Alpha Fund (MLPAX)

Performance (1-yr.): 14.02% Expenses: 1.50%
Performance (1-mo.): 1.33% Total Assets: $3.32B
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#8 Fidelity Advisor® Energy Fund (FANAX)

Performance (1-yr.): 15.06% Expenses: 1.16%
Performance (1-mo.): 5.97% Total Assets: $724.14M
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#8 Putnam Global Energy Fund (PGEAX)

Performance (1-yr.): 13.10% Expenses: 1.36%
Performance (1-mo.): 6.39% Total Assets: $21.18M
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#10 BlackRock Natural Resources Trust Fund (MDGRX)

Performance (1-yr.): 11.87% Expenses: 1.07%
Performance (1-mo.): 6.03% Total Assets: $517.89M
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Top Performing Equity Energy Funds As of 03.05.2014

Guinness Atkinson Alternative Energy Fund (GAAEX)

Total Return: 59.06%

Calvert Global Alternative Energy Fund (CGAEX)

Total Return: 29.15%

Salient MLP & Energy Infrastructure Fund II (SMAPX)

Total Return: 24.87%

MainGate MLP Fund (AMLPX)

Total Return: 14.02%

Advisory Research MLP & Energy Infrastructure Fund (MLPPX)

Total Return: 12.90%

Advisory Research MLP & Energy Income Fund (INFIX)

Total Return: 12.46%

* Annualized