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®

#21 Invesco Energy Fund (IENAX)

Performance (1-yr.): 15.19% Expenses: 1.16%
Performance (1-mo.): 7.10% Total Assets: $1.27B
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#21 Rydex Series Trust Energy Services Fund (RYESX)

Performance (1-yr.): 11.86% Expenses: 1.60%
Performance (1-mo.): 7.79% Total Assets: $44.19M
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#23 Calvert Global Alternative Energy Fund (CGAEX)

Performance (1-yr.): 29.15% Expenses: 1.85%
Performance (1-mo.): 4.05% Total Assets: $111.25M
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#23 Guinness Atkinson Alternative Energy Fund (GAAEX)

Performance (1-yr.): 59.06% Expenses: 2.02%
Performance (1-mo.): 7.60% Total Assets: $26.36M
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#25 ProFunds Oil Equipment Service & Distribution Fund (OEPIX)

Performance (1-yr.): 22.09% Expenses: 1.78%
Performance (1-mo.): 9.65% Total Assets: $14.14M
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#26 BlackRock Energy & Resources Portfolio (SSGRX)

Performance (1-yr.): 16.22% Expenses: 1.34%
Performance (1-mo.): 7.52% Total Assets: $593.31M
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ALPS/Alerian MLP Infrastructure Index Fund (ALERX)

Performance (1-yr.): 7.84% Expenses: 1.25%
Performance (1-mo.): 0.62% Total Assets: $10.99M
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Baron Energy and Resources Fund (BENIX)

Performance (1-yr.): 21.67% Expenses: 1.10%
Performance (1-mo.): 7.58% Total Assets: $34.51M
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BP Capital TwinLine Energy Fund (BPEAX)

Performance (1-yr.): Expenses: 2.00%
Performance (1-mo.): 6.40% Total Assets: $44.47M
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BP Capital TwinLine MLP Fund (BPMAX)

Performance (1-yr.): Expenses: 1.75%
Performance (1-mo.): 2.23% Total Assets: $5.17M
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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