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 69 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% | 11.00B | Oct 2004 | FSTEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | FSTEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 73. There are 45 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | FSTEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | FSTEX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | FSTEX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | FSTEX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | FSTEX vs FRNRX |
Top Performing FSTEX Alternatives (YTD)
FSTEX is at 32.80% YTD. There are 7 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | FSTEX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | FSTEX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | FSTEX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | FSTEX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | FSTEX vs VENAX |
Lowest Volatility Alternatives to FSTEX
FSTEX has 20.23% 1-year volatility. There are 76 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | FSTEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | FSTEX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | FSTEX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | FSTEX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | FSTEX vs CSUIX |
Lowest Drawdown Alternatives to FSTEX
FSTEX has a 1-year max drawdown of -16.54%. There are 85 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 | -4.51% | — | Aug 2006 | FSTEX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | FSTEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | FSTEX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | FSTEX vs MLPOX |
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 | 38 | 11.50% | — | Oct 2020 | FSTEX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | FSTEX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | FSTEX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | FSTEX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | FSTEX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | FSTEX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | FSTEX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | FSTEX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | FSTEX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | FSTEX vs VADDX |
Often Compared With FSTEX
Investors most often compare FSTEX with FTHNX, ALARX, MMUFX. These 20 comparison targets span 7 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