The Best Energy Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 93 Energy Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Energy Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	Nov 2, 2008	0.99%	-2.26%	5.67%	3.57%
APWEX	Cavanal Hill World Energy Fund	Energy Equities	Feb 3, 2014	1.15%	10.19%	4.18%	1.84%
AWTAX	Virtus Water Fund	Energy Equities	Mar 30, 2008	1.22%	5.47%	7.23%	3.12%
BACAX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 16, 2005	1.32%	13.35%	1.35%	2.70%
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 15, 2005	0.91%	13.50%	1.77%	2.98%
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	Nov 29, 2011	1.00%	-2.45%	2.33%	2.11%
BINFX	BlackRock Infrastructure Sustainable Opportunities...	Energy Equities	Oct 6, 2021	1.00%	-8.11%	—	2.56%
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	Dec 30, 2010	1.21%	13.52%	0.92%	4.96%
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	0.04%	5.09%	2.57%
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	-6.85%	4.26%	0.89%
CSHZX	MainStay Cushing MLP Premier Fund	Energy Equities	Oct 19, 2010	1.20%	14.05%	2.09%	7.28%
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	May 2, 2004	0.86%	1.34%	5.34%	2.49%
DHIVX	Centre Global Infrastructure Fund	Energy Equities	Jan 28, 2018	1.57%	2.75%	—	2.11%
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	Oct 30, 2003	0.91%	9.54%	8.06%	11.34%
DNLAX	BNY Mellon Natural Resources Fund Class A	Energy Equities	Oct 31, 2003	1.14%	9.43%	7.78%	11.46%
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	Nov 1, 2015	0.91%	-4.75%	—	3.93%
EGLIX	Eagle MLP Strategy Fund	Energy Equities	Sep 13, 2012	1.40%	14.53%	2.47%	5.40%
EIPIX	EIP Growth and Income Fund (NEW)	Energy Equities	Aug 21, 2006	1.25%	9.07%	—	3.55%
FAGNX	Fidelity Advisor Energy Fund Class M	Energy Equities	Dec 29, 1987	1.31%	16.64%	2.83%	1.47%
FANAX	Fidelity Advisor Energy Fund Class A	Energy Equities	Sep 3, 1996	1.05%	16.73%	3.11%	1.76%

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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