Top-performing energy funds
November 6, 2000
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
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