The Best Technology Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Technology Equities mutual funds.
- Number of Funds
- 80
- Avg. Expense Ratio
- 1.11%
- Avg. Yield
- 6.62%
- Avg. 1 Year Return
- 66.71%
- Median Risk/Return Score
- 74 / 100
The Best Technology Equities Mutual Funds
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC Global Technology Fund ETF Series | Technology Equities | Mar 8, 2023 | 1.02% | 19.42% | — | 0.00% | 64 |
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 Technology Equities Mutual funds by Risk/Return Score
The top Technology Equities Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and FDCPX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | |
| Rydex Electronics Fund | 97 | — | Mar 1998 | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 |
Best-Performing Technology Equities Mutual funds Over 5 Years
The top Technology Equities Mutual funds is FSELX (45.84%).
Across the lineup, Technology Equities Mutual funds show an average 1-year return of 66.71% and an average 5-year return of 17.60%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Semiconductors Portfolio | 45.84% | — | Jul 1985 | |
| Fidelity Advisor Semiconductors Fund Class I | 42.85% | — | Dec 2000 | |
| Fidelity Advisor Semiconductors Fund Class A | 42.49% | — | Dec 2000 | |
| Fidelity Advisor Semiconductors Fund Class M | 42.13% | — | Dec 2000 | |
| Fidelity Advisor Semiconductors Fund Class C | 41.42% | — | Dec 2000 |
Lowest-Cost Technology Equities Mutual funds
The top Technology Equities Mutual funds is VITAX (0.09%).
With an average expense ratio of 1.11%, Technology 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 Information Technology Index Fund Admiral... | 0.09% | 144.20B | Mar 2004 | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 |
Highest-Yield Technology Equities Mutual funds
The top Technology Equities Mutual funds is FSCSX (21.31%).
Across the lineup, Technology Equities Mutual funds show an average dividend yield of 6.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Software & IT Services Portfolio | 21.31% | — | Jul 1985 | |
| Invesco Technology Fund | 18.60% | — | Jan 1984 | |
| Hennessy Technology Fund | 17.57% | — | Jan 2002 | |
| John Hancock Variable Insurance Trust Science & Te... | 15.93% | — | Dec 1996 | |
| ICON Health and Information Technology Fund | 15.92% | — | Feb 1997 |
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