The Best Energy Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Energy Equities mutual funds.
- Number of Funds
- 89
- Avg. Expense Ratio
- 1.39%
- Avg. Yield
- 6.42%
- Avg. 1 Year Return
- 27.67%
- Median Risk/Return Score
- 48 / 100
The Best Energy Equities Mutual Funds
89 results
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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5 Years
Best Energy Equities Mutual funds by Risk/Return Score
The top Energy Equities Mutual funds by PortfoliosLab Risk/Return Score are MLOZX (96) and RSNYX (96).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 96 | — | Dec 2013 | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | |
| Franklin Natural Resources Fund | 84 | — | Jun 1995 |
Best-Performing Energy Equities Mutual funds Over 5 Years
The top Energy Equities Mutual funds is RSNYX (28.85%).
Across the lineup, Energy Equities Mutual funds show an average 1-year return of 27.67% and an average 5-year return of 14.47%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 28.85% | — | May 2007 | |
| Victory Global Energy Transition Fund | 28.43% | — | Nov 1995 | |
| ClearBridge Energy Midstream Opportunity Fund | 26.48% | — | Jun 2011 | |
| Invesco SteelPath MLP Alpha Plus Fund Class R5 | 26.36% | — | May 2019 | |
| Invesco SteelPath MLP Alpha Plus Fund | 26.16% | — | Dec 2011 |
Lowest-Cost Energy Equities Mutual funds
The top Energy Equities Mutual funds is VENAX (0.10%).
With an average expense ratio of 1.39%, Energy Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 |
Highest-Yield Energy Equities Mutual funds
The top Energy Equities Mutual funds is MGIFX (49.24%).
Across the lineup, Energy Equities Mutual funds show an average dividend yield of 6.42%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Mondrian Global Listed Infrastructure Fund | 49.24% | — | Dec 2018 | |
| U.S. Global Investors Global Resources Fund | 47.27% | — | Aug 1983 | |
| Frontier MFG Core Infrastructure Fund | 30.63% | — | Jan 2012 | |
| Brookfield Global Listed Infrastructure Fund | 28.09% | — | Nov 2011 | |
| NXG Cushing® Midstream Energy Fund | 15.62% | — | Aug 2007 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 415 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 140 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 98 Mutual fundsGlobal Allocation · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FSENX vs. FENYFSENX vs. XLEFSENX vs. FXAIXFSENX vs. FMIJXFSENX vs. SPYVGENX vs. VDEVGENX vs. XLEVGENX vs. VTSAXVGENX vs. VOOVGENX vs. BRK-BFNARX vs. FENYFNARX vs. VOOFNARX vs. FBGRXFNARX vs. ACEIXFNARX vs. VBEMO vs. NXGEMO vs. MLPAEMO vs. MLPXEMO vs. AMZAEMO vs. MLPRVGELX vs. VDEVGELX vs. VDEQXVGELX vs. XLEVGELX vs. BTEKVGELX vs. FDVVVENAX vs. VDEVENAX vs. VITAXVENAX vs. VFIAXVENAX vs. VGIAXVENAX vs. VFINXKYN vs. AMLPKYN vs. KRPKYN vs. NXGKYN vs. AMTRKYN vs. TPYPSRV vs. NXGSRV vs. XYLDSRV vs. SPYSRV vs. AMLPSRV vs. MLPITYG vs. NXGTYG vs. BKGITYG vs. MLPXTYG vs. EMPTYG vs. CEFNML vs. NXGNML vs. AMLPNML vs. BKGINML vs. MLPANML vs. FLXR