Morningstar

Consumer Defensive Funds

Funds and ETFs in this sector focus on companies that manufacture food, beverages, household and personal products, packaging, or tobacco. Consumer defensive companies also provide education & training services.
Screen With Investor
Name
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Adjusted Expense Ratio
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Fund Size
Corgi Coffee & Energy Drinks ETF
BREW
——0.350%———$815,403.00
 Fidelity Advisor Consumer Staples Fund - Class A
FDAGX
0.970%18.96%9.55%6.03%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class C
FDCGX
1.720%18.06%8.73%5.23%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class I
FDIGX
0.710%19.26%9.83%6.31%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class M
FDTGX
1.220%18.66%9.27%5.76%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class Z
FIJCX
0.580%19.41%9.97%6.44%$1.19B
 Fidelity MSCI Consumer Staples Index ETF
FSTA
0.084%13.11%12.77%7.63%$1.36B
 Fidelity Select Consumer Staples Portfolio
FDFAX
0.680%19.32%9.87%6.33%$1.19B
 First Trust Consumer Staples AlphaDEX® Fund
FXG
0.630%−1.74%4.31%3.34%$207.82M
 First Trust Nasdaq Food & Beverage ETF
FTXG
0.600%5.94%3.11%0.56%$22.40M
 Global X Purecap MSCI Consumer Staples ETF
GXPS
— 0.150%14.55%——$72.41M
 Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
—0.600%4.55%13.80%6.02%$80.37M
 Invesco Food & Beverage ETF
PBJ
—0.630%6.97%6.82%3.93%$105.93M
 Invesco S&P 500® Equal Weight Consumer Staples ETF
RSPS
—0.400%7.16%5.63%2.59%$247.88M
 Invesco S&P SmallCap Consumer Staples ETF
PSCC
0.290%12.34%3.96%2.73%$37.36M
 iShares Global Consumer Staples ETF
KXI
0.380%10.26%11.45%5.37%$1.17B
 iShares US Consumer Staples ETF
IYK
0.370%13.30%11.21%7.16%$1.34B
 JNL/Mellon Consumers Staples Sect A
0.650%12.24%12.61%6.67%$392.62M
 JNL/Mellon Consumers Staples Sect I
0.300%12.68%13.01%7.04%$392.62M
 Portfolio Building Block World Consumer Staples ETF
PBCS
——0.140%———$1.06M
 Rydex Consumer Products Fund Class A
RYPDX
1.640%6.83%6.92%2.93%$34.46M
 Rydex Consumer Products Fund Class C
RYCPX
2.380%6.04%6.12%2.16%$34.46M
 Rydex Consumer Products Fund Class H
RYCAX
1.630%6.83%6.92%2.93%$34.46M
 Rydex Consumer Products Fund Class Investor
RYCIX
1.390%7.10%7.19%3.19%$34.46M
 State Street S&P 500 Consumer Staples Market Sector SPDR ETF
XLPM
——0.120%———$517,060.00

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