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%———$756,853.00
 Fidelity Advisor Consumer Staples Fund - Class A
FDAGX
0.970%10.71%5.12%4.36%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class C
FDCGX
1.720%9.88%4.34%3.58%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class I
FDIGX
0.710%11.00%5.40%4.63%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class M
FDTGX
1.220%10.43%4.86%4.09%$1.19B
 Fidelity Advisor Consumer Staples Fund - Class Z
FIJCX
0.580%11.14%5.53%4.77%$1.19B
 Fidelity MSCI Consumer Staples Index ETF
FSTA
0.084%4.30%8.53%6.35%$1.36B
 Fidelity Select Consumer Staples Portfolio
FDFAX
0.680%11.03%5.43%4.66%$1.19B
 First Trust Consumer Staples AlphaDEX® Fund
FXG
0.630%−7.03%0.44%2.28%$200.97M
 First Trust Nasdaq Food & Beverage ETF
FTXG
0.600%0.34%−1.30%−0.22%$23.13M
 Global X Purecap MSCI Consumer Staples ETF
GXPS
— 0.150%6.38%——$72.78M
 Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
0.600%−1.58%9.45%4.65%$76.86M
 Invesco Food & Beverage ETF
PBJ
0.630%−0.37%3.49%2.84%$84.16M
 Invesco S&P 500® Equal Weight Consumer Staples ETF
RSPS
0.400%0.26%1.15%1.12%$422.87M
 Invesco S&P SmallCap Consumer Staples ETF
PSCC
0.290%1.89%0.19%1.20%$32.90M
 iShares Global Consumer Staples ETF
KXI
0.380%3.64%7.12%4.11%$1.10B
 iShares US Consumer Staples ETF
IYK
0.370%6.13%7.07%5.91%$1.60B
 JNL/Mellon Consumers Staples Sect A
0.650%4.18%8.15%5.55%$362.68M
 JNL/Mellon Consumers Staples Sect I
0.300%4.57%8.51%5.91%$362.68M
 Portfolio Building Block World Consumer Staples ETF
PBCS
——0.140%———$966,005.00
 Rydex Consumer Products Fund Class A
RYPDX
1.640%−1.11%2.20%1.47%$28.04M
 Rydex Consumer Products Fund Class C
RYCPX
2.380%−1.85%1.43%0.72%$28.04M
 Rydex Consumer Products Fund Class H
RYCAX
1.630%−1.12%2.19%1.47%$28.04M
 Rydex Consumer Products Fund Class Investor
RYCIX
1.390%−0.86%2.45%1.73%$28.04M
 State Street® Consumer Staples Select Sector SPDR® ETF
XLP
0.080%5.47%8.18%5.84%$13.17B

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