The Best Industrials Equities Mutual Funds

Number of Funds: 12
Avg. Expense Ratio: 0.82%
Avg. Yield: 3.52%
Avg. 1 Year Return: 24.02%
Median Risk/Return Score: 34 / 100

11 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ASGI	Abrdn Global Infrastructure Income Fund	Infrastructure Equities, Industrials Equities	Jul 29, 2020	1.65%	12.43%	—	11.14%	35
FCLAX	Fidelity Advisor Industrials Fund Class A	Industrials Equities	Sep 3, 1996	1.02%	18.50%	14.06%	1.46%	33
FCLCX	Fidelity Advisor Industrials Fund Class C	Industrials Equities	Nov 3, 1997	1.77%	17.97%	13.30%	1.86%	31
FCLIX	Fidelity Advisor Industrials Fund I Class	Industrials Equities	Sep 3, 1996	0.75%	18.66%	14.33%	1.33%	34
FCLTX	Fidelity Advisor Industrials Fund Class M	Industrials Equities	Sep 3, 1996	1.27%	18.33%	13.78%	1.53%	32
FCYIX	Fidelity Select Industrials Portfolio	Industrials Equities	Jul 7, 1999	0.69%	—	—	—	—
FIDRX	Fidelity Select Industrials Portfolio	Industrials Equities	Sep 3, 1996	0.68%	—	—	0.00%	—
FIKEX	Fidelity Advisor Industrials Fund Class Z	Industrials Equities	Oct 2, 2018	0.63%	18.75%	—	1.33%	34
FSDAX	Fidelity Select Defense & Aerospace Portfolio	Aerospace & Defense, Industrials Equities	May 8, 1984	0.63%	13.36%	15.76%	2.01%	28
FSRFX	Fidelity Select Transportation Portfolio	Industrials Equities	Sep 29, 1986	0.69%	17.23%	12.74%	7.94%	56
VINAX	Vanguard Industrials Index Fund Admiral Shares	Industrials Equities	May 8, 2006	0.10%	15.98%	13.85%	0.90%	34

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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Time Period

Best Industrials Equities Mutual funds by Risk/Return Score

The top Industrials Equities Mutual funds by PortfoliosLab Risk/Return Score are FSRFX (56) and ASGI (35). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
FSRFX	Fidelity Select Transportation Portfolio	56	—	Sep 1986
ASGI	Abrdn Global Infrastructure Income Fund	35	—	Jul 2020
FIKEX	Fidelity Advisor Industrials Fund Class Z	34	—	Oct 2018
VINAX	Vanguard Industrials Index Fund Admiral Shares	34	9.10B	May 2006
FCLIX	Fidelity Advisor Industrials Fund I Class	34	—	Sep 1996

Best-Performing Industrials Equities Mutual funds Over 5 Years

The top Industrials Equities Mutual funds is FSDAX (18.46%). Across the lineup, Industrials Equities Mutual funds show an average 1-year return of 24.02% and an average 5-year return of 15.02%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
FSDAX	Fidelity Select Defense & Aerospace Portfolio	18.46%	—	May 1984
FCLIX	Fidelity Advisor Industrials Fund I Class	17.37%	—	Sep 1996
FCLAX	Fidelity Advisor Industrials Fund Class A	17.06%	—	Sep 1996
FCLTX	Fidelity Advisor Industrials Fund Class M	16.74%	—	Sep 1996
FIKEX	Fidelity Advisor Industrials Fund Class Z	16.55%	—	Oct 2018

Lowest-Cost Industrials Equities Mutual funds

The top Industrials Equities Mutual funds is VINAX (0.10%). With an average expense ratio of 0.82%, Industrials 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
VINAX	Vanguard Industrials Index Fund Admiral Shares	0.10%	9.10B	May 2006
FIKEX	Fidelity Advisor Industrials Fund Class Z	0.63%	—	Oct 2018
FSDAX	Fidelity Select Defense & Aerospace Portfolio	0.63%	—	May 1984
FIDRX	Fidelity Select Industrials Portfolio	0.68%	—	Sep 1996
FCYIX	Fidelity Select Industrials Portfolio	0.69%	—	Jul 1999

Highest-Yield Industrials Equities Mutual funds

The top Industrials Equities Mutual funds is ASGI (11.14%). Across the lineup, Industrials Equities Mutual funds show an average dividend yield of 3.52%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
ASGI	Abrdn Global Infrastructure Income Fund	11.14%	—	Jul 2020
FSRFX	Fidelity Select Transportation Portfolio	7.94%	—	Sep 1986
FSDAX	Fidelity Select Defense & Aerospace Portfolio	2.01%	—	May 1984
FCLCX	Fidelity Advisor Industrials Fund Class C	1.86%	—	Nov 1997
FCLTX	Fidelity Advisor Industrials Fund Class M	1.53%	—	Sep 1996

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