Invesco Energy Fund (FSTEX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSTEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSTEX
FSTEX charges 1.36% annually. There are 65 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | FSTEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | FSTEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | FSTEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | FSTEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | FSTEX vs PRNEX |
Best Risk-Adjusted Alternatives to FSTEX
FSTEX has a PortfoliosLab risk / return rank of 34. There are 68 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | FSTEX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | FSTEX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | FSTEX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | FSTEX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | FSTEX vs EIPIX |
Top Performing FSTEX Alternatives (YTD)
FSTEX is at 22.77% YTD. There are 31 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | FSTEX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | FSTEX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | FSTEX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | FSTEX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | FSTEX vs MLOZX |
Lowest Volatility Alternatives to FSTEX
FSTEX has 19.70% 1-year volatility. There are 70 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | FSTEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | FSTEX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | FSTEX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | FSTEX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | FSTEX vs DHIVX |
Lowest Drawdown Alternatives to FSTEX
FSTEX has a 1-year max drawdown of -16.54%. There are 81 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | FSTEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | FSTEX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | FSTEX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | FSTEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | FSTEX vs SBMBX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 59 | 18.33% | — | Oct 2020 | FSTEX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | FSTEX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.27% | — | Jun 2005 | FSTEX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | FSTEX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | FSTEX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 12.28% | — | Oct 1968 | FSTEX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 35 | 7.85% | — | Feb 1988 | FSTEX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 27.70% | — | Jun 1999 | FSTEX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.57% | — | Aug 1960 | FSTEX vs ACEIX | |
| Invesco Global Fund | Global Equities | 19 | 8.22% | — | Dec 1969 | FSTEX vs OPPAX |
Often Compared With FSTEX
Investors most often compare FSTEX with FTHNX, ALARX, MMUFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FSTEX with Any Fund or Stock
Compare FSTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSTEX with funds that move differently
Invesco Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSTEX.
Explore FSTEX Diversifiers