Best- and worst-performing sector equity funds
Commodities Top 10 Portfolio net assets ($M) 1-year return 3-year…
Commodities
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Pimco CommodityRealReturn Strategy Fund Institutional | $21,837.4 | 0.5% | 8.3% | -0.4% | 0.7% |
| Harbor Commodity Real Return Strategy Fund Institutional | $363.1 | 0.4% | 8.0% | N/A | 0.9% |
| DWS Enhanced Commodity Strategy Fund A | $959.9 | -4.7% | 2.7% | -5.8% | 1.5% |
| Credit Suisse Commodity Return Strategy Fund Institutional | $5,643.5 | -5.9% | 1.9% | -4.7% | 0.8% |
| Goldman Sachs Commodity Strategy Fund A | $1,294.3 | -4.9% | 1.7% | -9.0% | 1.0% |
| Fidelity Series Commodity Strategy Fund | $11,057.2 | -5.7% | 1.2% | N/A | 0.6% |
| Oppenheimer Commodity Strategy Total Return Fund Y | $684.5 | -4.7% | 1.1% | -12.1% | 1.1% |
| Fidelity Commodity Strategy Fund | $399.0 | -5.8% | 1.1% | N/A | 0.6% |
| Rydex Commodities Strategy Fund A | $33.4 | -4.7% | -0.4% | -10.4% | 1.6% |
| Direxion Monthly Commodity Bull 2x Fund Investor | $15.9 | -16.1% | -0.6% | -14.1% | 2.0% |
| Bottom 3 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Direxion Indexed Commodity Strategy A | $56.7 | -6.2% | -9.8% | N/A | 1.3% |
| Guggenheim Long/Short Commodities Strategy Fund H | $199.8 | -28.3% | -6.0% | N/A | 1.9% |
| Transamerica Commodity Strategy I2 | $158.1 | -7.1% | -0.7% | -4.8% | 0.7% |
| Dow Jones Commodity Total Return | -5.2%23 | 1.9% | -4.8% |
Financial services
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Fidelity Select Consumer Finance Portfolio | $304.2 | 31.2% | 13.0% | -12.2% | 1.0% |
| Emerald Banking & Finance Fund A | $42.0 | 22.7% | 10.1% | -2.4% | 1.8% |
| Fidelity Select Insurance Portfolio | $261.8 | 17.4% | 9.3% | -3.1% | 0.9% |
| Legg Mason Investment Counsel Financial Services Fund A | $58.3 | 22.1% | 8.7% | 0.4% | 1.5% |
| Fidelity Select Banking Portfolio | $502.0 | 25.7% | 7.5% | -5.1% | 0.9% |
| Alpine Financial Services Fund Institutional | $10.0 | 22.9% | 7.3% | -0.7% | 1.5% |
| John Hancock Regional Bank Fund B | $606.8 | 24.4% | 6.4% | -2.5% | 2.1% |
| John Hancock Financial Industries Fund A | $275.5 | 30.6% | 6.3% | -4.5% | 1.4% |
| Hennessy Small Cap Financial Fund Investor | $189.5 | 19.4% | 5.9% | 4.6% | 1.6% |
| T. Rowe Price Financial Services Fund | $352.3 | 24.8% | 5.2% | -2.5% | 1.0% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Saratoga Financial Services Portfolio A | $1.7 | 13.1% | -2.4% | -11.0% | 3.4% |
| Fidelity Select Brokerage & Investment Management Portfolio | $398.2 | 18.2% | -0.3% | -4.1% | 1.5% |
| Fidelity Advisor Financial Services Fund A | $106.1 | 20.1% | 0.2% | -9.7% | 1.3% |
| Fidelity Select Financial Services Portfolio | $420.2 | 20.4% | 0.4% | -8.8% | 0.9% |
| Icon Financial Fund S | $37.1 | 17.3% | 1.3% | -12.0% | 1.4% |
| Dow Jones U.S. Financials Total Return Index | 22.8% | 5.2% | -7.9% |
Natural resources
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Integrity Williston Basin/Mid-North America Stock Fund A | $512.1 | -5.4% | 13.9% | 6.8% | 1.4% |
| Thrivent Natural Resources Fund A | $93.8 | -13.6% | 8.4% | -2.3% | 1.3% |
| Huntington Real Strategies Fund Trust | $97.0 | -0.1% | 6.1% | -6.5% | 1.4% |
| Fidelity Select Energy Portfolio | $2,141.9 | -2.0% | 4.8% | -3.6% | 0.8% |
| Fidelity Advisor Energy Fund T | $672.5 | -2.4% | 4.4% | -4.1% | 1.4% |
| Rydex Energy Fund Investor | $57.7 | -3.2% | 3.6% | -2.6% | 1.4% |
| Dreyfus Natural Resources Fund A | $25.4 | -2.4% | 3.4% | -4.1% | 1.8% |
| Saratoga Energy & Basic Materials Portfolio A | $4.5 | -5.8% | 2.3% | -4.5% | 3.1% |
| Icon Energy Fund S | $591.3 | -4.6% | 2.3% | -1.0% | 1.2% |
| Rydex Energy Services Fund Investor | $59.3 | -8.0% | 2.0% | -4.8% | 1.4% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Fidelity Select Natural Gas Portfolio | $667.0 | -2.8% | -1.3% | -7.3% | 0.9% |
| Invesco Energy Fund Investor | $1,377.9 | -7.6% | 0.4% | -3.0% | 1.1% |
| Columbia Energy & Natural Resources Fund Z | $494.6 | -3.3% | 1.3% | -3.2% | 1.1% |
| Waddell & Reed Advisors Energy Fund A | $205.6 | -5.7% | 1.7% | -3.9% | 1.6% |
| Ivy Energy Fund A | $110.4 | -5.6% | 1.8% | -3.7% | 1.6% |
| S&P North American Natural Resources Sector Total Return | -2.9% | 4.5% | -01.4% |
Precious metals
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Dynamic Gold & Precious Metals I | $44.0 | -14.5% | 10.3% | N/A | 1.3% |
| Tocqueville Gold Fund | $2,511.7 | -12.2% | 9.5% | 7.1% | 1.3% |
| Van Eck International Investors Gold Fund A | $1,502.2 | -14.5% | 5.7% | 5.5% | 1.2% |
| Oppenheimer Gold & Special Minerals Fund A | $3,635.4 | -14.5% | 5.6% | 3.2% | 1.2% |
| OCM Gold Fund Investor | $162.9 | -14.0% | 5.5% | 4.5% | 1.9% |
| First Eagle Gold Fund A | $3,122.6 | -12.2% | 4.9% | 6.0% | 1.2% |
| Gabelli Gold Fund AAA | $479.9 | -11.7% | 3.9% | 3.1% | 1.5% |
| American Century Global Gold Fund Investor | $1,004.1 | -14.1% | 3.8% | 2.4% | 0.7% |
| USAA Precious Metals & Minerals Fund Retail | $2,110.1 | -17.4% | 3.1% | 4.9% | 1.2% |
| U.S. Global Investors Gold & Precious Metals Fund | $194.4 | -11.6% | 1.8% | 1.0% | 1.6% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Midas Fund | $55.1 | -33.1% | -7.4% | -13.1% | 2.3% |
| Vanguard Precious Metals & Mining Fund Investor | $3,488.4 | -23.8% | -1.4% | -6.6% | 0.3% |
| US Global Investors World Precious Minerals Fund | $394.2 | -16.0% | -0.6% | -4.6% | 1.7% |
| Rydex Precious Metals Fund Investor | $178.9 | -12.5% | 0.6% | -1.4% | 1.3% |
| DWS Gold & Precious Metals Fund S | $391.2 | -14.4% | 1.0% | -0.9% | 1.1% |
| NYSE AmexGold Miners Total Return | -16.9% | 0.9% | 0.3% |
Science and technology
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Saratoga Technology & Communications Portfolio A | $58.8 | 4.7% | 16.2% | 6.0% | 2.7% |
| HighMark NYSE Arca Tech 100 Index Fund A | $206.2 | 10.6% | 13.5% | 4.9% | 1.1% |
| Fidelity Select IT Services Portfolio | $332.1 | 15.6% | 13.5% | 8.9% | 0.9% |
| Fidelity Select Software & Computer Services Portfolio | $1,984.4 | 11.1% | 13.1% | 6.3% | 0.8% |
| Buffalo Discovery Fund | $451.9 | 11.1% | 12.8% | 5.0% | 1.0% |
| Fidelity Select Technology Portfolio | $2,321.8 | 5.8% | 11.4% | 3.3% | 0.8% |
| Fidelity Advisor Technology Fund A | $803.2 | 5.5% | 11.0% | 3.1% | 1.2% |
| Fidelity Select Computers Portfolio | $778.3 | 5.7% | 11.0% | 4.3% | 0.9% |
| Waddell & Reed Advisors Science & Technology Fund A | $2,416.1 | 20.4% | 10.6% | 4.6% | 1.4% |
| Dreyfus Technology Growth Fund A | $276.5 | 0.8% | 10.6% | 3.5% | 1.4% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Rydex Electronics Fund;Investor | $4.1 | -8.3% | -0.1% | -6.5% | 1.4% |
| Fidelity Advisor Communications Equipment Fund A | $10.5 | -7.8% | 1.4% | -3.1% | 2.0% |
| Fidelity Select Communications Equipment Portfolio | $251.5 | -6.4% | 2.1% | -2.0% | 0.9% |
| Hennessy Technology Fund Investor | $6.4 | 0.2% | 3.5% | -1.2% | 2.0% |
| Black Oak Emerging Technology Fund | $27.3 | -5.7% | 3.8% | -0.2% | 1.4% |
| S&P North American Technology Sector Total Return | 7.7% | 9.1% | 3.1% |
Utilities
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Hennessy Gas Utility Index Fund Investor | $707.6 | 9.4% | 16.0% | 5.6% | 0.7% |
| Fidelity Telecom & Utilities Fund | $992.0 | 11.5% | 15.0% | 0.7% | 0.8% |
| Prudential Jennison Utility Fund B | $2,807.2 | 11.6% | 12.3% | -2.7% | 1.6% |
| Franklin Utilities Fund A | $4,513.9 | 8.2% | 12.2% | 2.6% | 0.8% |
| Fidelity Select Utilities Portfolio | $563.3 | 7.6% | 11.6% | -0.7% | 0.9% |
| Fidelity Advisor Utilities Fund A | $188.5 | 7.4% | 11.4% | -0.6% | 1.2% |
| MFS Utilities Fund A | $4,679.9 | 10.8% | 11.0% | 2.1% | 1.0% |
| American Century Utilities Fund Investor | $326.6 | 6.7% | 10.4% | 0.3% | 0.7% |
| Wells Fargo Advantage Utility & Telecommunications Fund A | $383.9 | 10.0% | 10.3% | 1.0% | 1.2% |
| Rydex Utilities Fund Advisor | $39.6 | 3.8% | 9.6% | 0.3% | 1.8% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Putnam Global Utilities Fund A | $213.5 | 3.4% | 0.7% | -6.0% | 1.3% |
| Flex-funds Utilities & Infrastructure Fund | $33.0 | 3.0% | 7.8% | -0.4% | 1.9% |
| Icon Utilities Fund S | $33.7 | 4.6% | 9.0% | -1.1% | 1.5% |
| Gabelli Utilities Fund AAA | $2,720.5 | 4.6% | 9.0% | 2.7% | 1.4% |
| Invesco Utilities Fund Investor | $378.9 | 4.7% | 9.5% | -0.5% | 1.3% |
| S&P 500 Utilities Total Return | 4.4% | 10.3% | 0.4% |
Assets as of September 30, 2012; returns as of November 9, 2012. Distinct classes only. Funds closed to new investors have been omitted. Rankings are based on unrounded figures. Three and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than five years). *Net prospectus.
Source: Lipper
Learn more about reprints and licensing for this article.
