shadow

Top-performing energy funds

Energy-fund investors must be pleased with the recent performance of this electrifying sector. Analysts cite rising demand for oil and natural gas, tight supply, and few viable energy alternatives as key reasons why energy funds should produce healthy returns down the road.

FUND NAME YTD 3 YEAR 5 YEAR

Icon Energy 55.1% N/A N/A 800-764-0442

Fidelity Select Natural Gas 50.9 15.9 18.7 800-544-8888

State St. Research Glob Res A 49.7 - 9.0 12.6 800-882-0052

INVESCO Energy Inv 40.8 8.5 21.8 800-525-8085

Oppenheimer Real Asset Y 37.4 - 4.2 N/A 800-525-7048

Source: Morningstar Inc. as of 10/31. Minimum initial purchase $10,000 or less

(c) Copyright 2000. The Christian Science Publishing Society

of 5 stories this month > Get unlimited stories
You've read 5 of 5 free stories

Only $1 for your first month.

Get unlimited Monitor journalism.