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®

Baron Energy and Resources Fund (BENIX)

Performance (1-yr.): 43.63% Expenses: 1.10%
Performance (1-mo.): 8.42% Total Assets: $64.75M
See all details for BENIX »

BP Capital TwinLine Energy Fund (BPEAX)

Performance (1-yr.): Expenses: 2.00%
Performance (1-mo.): 4.16% Total Assets: $63.08M
See all details for BPEAX »

Calvert Global Alternative Energy Fund (CGAEX)

Performance (1-yr.): 21.14% Expenses: 1.85%
Performance (1-mo.): 3.43% Total Assets: $111.57M
See all details for CGAEX »

Cavanal Hill World Energy Fund (AAWEX)

Performance (1-yr.): Expenses: 1.17%
Performance (1-mo.): 4.35% Total Assets: $33.1M
See all details for AAWEX »

EQ/Energy ETF Portfolio (None)

Performance (1-yr.): Expenses: 1.19%
Performance (1-mo.): 5.46% Total Assets: $7.02M
See all details for None »

The Cushing® Royalty Energy Income Fund (CURAX)

Performance (1-yr.): 12.19% Expenses: 2.30%
Performance (1-mo.): 4.00% Total Assets: $107.2M
See all details for CURAX »

Tortoise North American Energy Independence Fund (TNPCX)

Performance (1-yr.): 41.11% Expenses: 2.11%
Performance (1-mo.): 6.92% Total Assets: $21.76M
See all details for TNPCX »

Tortoise Select Opportunity Fund (TOPCX)

Performance (1-yr.): Expenses: 2.10%
Performance (1-mo.): 4.18% Total Assets: $32.12M
See all details for TOPCX »

Tortoise VIP MLP & Pipeline Portfolio (TVPTX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 8.01% Total Assets: $829,577
See all details for TVPTX »

Top Performing Equity Energy Funds As of 07.03.2014

ProFunds Oil Equipment Service & Distribution Fund (OEPIX)

Total Return: 15.36%

Fidelity® Select Energy Service Portfolio (FSESX)

Total Return: 8.47%

Baron Energy and Resources Fund (BENIX)

Total Return: 8.42%

ProFunds Oil Equipment Service & Distribution Fund (OEPIX)

Total Return: 63.26%

Guinness Atkinson Global Energy Fund (GAGEX)

Total Return: 46.08%

Baron Energy and Resources Fund (BENIX)

Total Return: 43.63%

* Annualized