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.

Category is Energy Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	Sep 24, 2013	1.17%	9.44%	9.65%	6.57%	89
PGNAX	PGIM Jennison Natural Resources Fund	Energy Equities	Jan 21, 1990	1.27%	19.03%	12.41%	0.81%	95
PGUAX	Virtus Duff & Phelps Global Infrastructure Fund	Energy Equities	Dec 29, 2004	1.27%	10.05%	7.79%	8.00%	79
PRNEX	T. Rowe Price New Era Fund	Energy Equities	Jan 19, 1969	0.56%	19.03%	10.10%	12.95%	91
PRPZX	PGIM Jennison MLP Fund	Energy Equities	Dec 17, 2013	1.19%	16.86%	11.39%	8.79%	36
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	Aug 2, 1983	1.54%	-20.34%	6.19%	1.04%	47
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	Sep 29, 2010	0.85%	9.49%	8.51%	8.47%	89
RGSVX	ClearBridge Global Infrastructure Income Fund	Energy Equities	Mar 30, 2016	0.89%	11.50%	—	2.12%	93
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	Nov 1, 2017	1.25%	27.73%	—	5.05%	72
RSNRX	Victory Global Energy Transition Fund	Energy Equities	Nov 14, 1995	1.48%	15.83%	13.86%	3.78%	98
RSNYX	Victory Global Energy Transition Fund Class Y	Energy Equities	May 1, 2007	1.15%	15.92%	14.23%	3.79%	98
RSRFX	Reaves Infrastructure Fund	Energy Equities	Dec 21, 2004	1.10%	12.15%	6.85%	0.37%	16
RYBIX	Rydex Basic Materials Fund	Energy Equities	Mar 31, 1998	1.36%	11.51%	11.91%	7.54%	78
RYEIX	Rydex Energy Fund	Energy Equities	Apr 20, 1998	1.36%	33.25%	7.72%	1.88%	69
RYVIX	Rydex Energy Services Fund	Energy Equities	Mar 31, 1998	1.36%	37.86%	-2.06%	0.39%	60
SBMBX	Saratoga Energy & Basic Materials Fund	Energy Equities	Oct 22, 1997	3.30%	0.00%	2.96%	2.13%	5
SMLPX	Salient MLP & Energy Infrastructure Fund	Energy Equities	Sep 18, 2012	1.35%	17.21%	11.92%	3.83%	26
SOAEX	Spirit of America Energy Fund	Energy Equities	Jul 9, 2014	1.50%	24.77%	21.10%	11.15%	41
SPMPX	Invesco SteelPath MLP Alpha Plus Fund Class R5	Energy Equities	May 24, 2019	7.73%	21.02%	—	4.80%	18
TMLPX	Transamerica Energy Infrastructure	Energy Equities	Apr 29, 2013	1.26%	19.90%	10.78%	3.77%	32

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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