Energy Medalist Funds
Energy sector funds and ETFs help you gain exposure to companies that produce or refine oil and gas, oil field services and equipment companies, and pipeline operators. This sector also includes companies engaged in the mining of coal. We narrowed this list to those that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
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
| |
|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Energy Index ETF
FENY
| 0.084% | 40.61% | 14.15% | 22.54% | $2.09B | |||
| Fidelity Natural Resources Fund
FNARX
| 0.690% | 35.71% | 18.12% | 22.90% | $1.05B | |||
| iShares Global Energy ETF
IXC
| 0.370% | 42.74% | 16.03% | 20.75% | $3.02B | |||
LOCK|Cj#J@ $.H. ?jrB@p <?&
MXKP
| 0.370% | 41.98% | 14.64% | 21.31% | $1.67B | |||
LOCK|ym^D< s.D. b^b & yM> c#J^ynCk>PG & #^^F@WdkhT bG!H
GDKR
| 0.370% | 48.68% | 14.59% | 21.33% | $756.68M | |||
LOCK|C/&&N!ZB RTl>>J ml>v$> $$l@ %PKk% B! | 0.290% | 42.32% | 14.49% | 21.82% | $2.09B | |||
LOCK|byN gNbp<d® $<#T® F&F® ?$y & @^& R%pD!lx&y^S & @#m$yd&xKM >$h$%l
FPMY
| 0.350% | 39.80% | 10.14% | 15.90% | $3.82B | |||
LOCK|YXM#m@ sd#k^% @ns!K fVR! Q&P#fwW ?gzC>fP!W
XYSLL
| 0.090% | 40.48% | 14.12% | 22.49% | $13.27B | |||
LOCK|^>t%?& y%wb?% G%#p! Rb>& ?R^ Q#Q@stZ?C
GJMJ
| 0.090% | 42.98% | 14.86% | 22.21% | $13.27B | |||
LOCK|?q&#Pr N%?Z#D c@s#Bw$T!lkPG HdH# f%$#t#? ^cv#hZ>
GXSVG
| 0.370% | 26.28% | 18.60% | 18.36% | $7.38B | |||
LOCK|KSg?V% d!?!TC ?SmN&!Gm%>j@< qG$? K&>Slv&Y rb^%$W#M&
NWMRY
| 0.450% | 26.16% | 18.74% | 18.04% | $7.38B |
United States