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The Top Performing Sector Mutual Funds of 2014

Shauna O'Brien

|

positive trading numbers
Sector-focused mutual funds allow investors to gain exposure to specific sectors without purchasing individual stocks. These funds can be a great opportunity for investors if a sector is outperforming, but they can also carry more risk as these funds are less diversified. Below, we highlight some of the best performing sector mutual funds of 2014. *All Data as of Nov. 30.

Fidelity Select Electronics Portfolio (FSELX)

The Fidelity Select Electronics Portfolio (FSELX) fund was launched in 1985 and is managed by Stephen Barwikowski. The fund’s holdings are primarily in the technology sector. The fund currently has approximately $2 billion in assets under management (AUM). YTD, this fund is up 35%.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
INTC Intel 9.23% +44%
BRCM Broadcom 8.40% +47%
TXN Texas Instruments 6.41% +25%
Intel (INTC) – Shares of Intel are up nearly 80% in the last year-and-a-half as many investors continue to have confidence in the company.

Broadcom (BRCM) – Broadcom surged in May after it announced that it was seeking strategic alternatives for its Cellular Baseband Business. In 2014, its stock price rose 47%.

Texas Instruments (TXN) – TXN dipped in October, but surged after releasing its Q3 financial results. In 2014, the stock rose about 25%.

Janus Global Life Sciences (JAGLX)

The Janus Global Life Sciences (JAGLX) fund was launched in 1998 and is managed by Andrew Acker. The majority of the funds holdings are based in the healthcare sector. This fund currently has $3.1 billion in assets under management (AUM) and is up 23% YTD.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
GILD Gilead Sciences 3.36% +30%
VRX Valeant Pharmaceuticals 2.68% +21%
CELG Celgene Corp 2.57% +35%
Gilead Sciences (GILD) – GILD surged with biotech in 2014. This upside was partially offset by news that Express Scripts had chosen AbbVie’s Hepatitis C Drug Over Gilead.

Valeant Pharmaceuticals (VRX) – After a volatile year, Valeant ended 2014 close to all time highs.

Celgene Corp (CELG) – In 2014, Celgene jumped with biotech. The stock rose over 35% in 2014.

Fidelity Select Transportation (FSRFX)

The Fidelity Select Transportation (FSRFX) fund was launched in 1986 and is managed by Matthew Moulis. The fund’s holdings are primarily in the industrials sector, specifically the transportation industry. This fund currently has $1.1 billion in assets under management (AUM) and is up 30% YTD.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
UNP Union Pacific 18.29% +50%
UPS United Parcel Service 11.91% +7%
DAL Delta Air Lines 5.99% +76%
Union Pacific (UNP) – Despite a couple of dips, Union Pacific jumped 50% in 2014 – benefiting from low energy prices.

United Parcel Service (UPS) – Although UPS dipped in the beginning of 2014, the low energy prices resulted in the company finishing the year near all time highs.

Delta Air Lines (DAL) – Like many of its peers in the airline industry, Delta surged in 2014.

The Bottom Line

The funds above were a part of the best performing mutual funds so far in 2014. For a complete list, click here.

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positive trading numbers

The Top Performing Sector Mutual Funds of 2014

Shauna O'Brien

|

Sector-focused mutual funds allow investors to gain exposure to specific sectors without purchasing individual stocks. These funds can be a great opportunity for investors if a sector is outperforming, but they can also carry more risk as these funds are less diversified. Below, we highlight some of the best performing sector mutual funds of 2014. *All Data as of Nov. 30.

Fidelity Select Electronics Portfolio (FSELX)

The Fidelity Select Electronics Portfolio (FSELX) fund was launched in 1985 and is managed by Stephen Barwikowski. The fund’s holdings are primarily in the technology sector. The fund currently has approximately $2 billion in assets under management (AUM). YTD, this fund is up 35%.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
INTC Intel 9.23% +44%
BRCM Broadcom 8.40% +47%
TXN Texas Instruments 6.41% +25%
Intel (INTC) – Shares of Intel are up nearly 80% in the last year-and-a-half as many investors continue to have confidence in the company.

Broadcom (BRCM) – Broadcom surged in May after it announced that it was seeking strategic alternatives for its Cellular Baseband Business. In 2014, its stock price rose 47%.

Texas Instruments (TXN) – TXN dipped in October, but surged after releasing its Q3 financial results. In 2014, the stock rose about 25%.

Janus Global Life Sciences (JAGLX)

The Janus Global Life Sciences (JAGLX) fund was launched in 1998 and is managed by Andrew Acker. The majority of the funds holdings are based in the healthcare sector. This fund currently has $3.1 billion in assets under management (AUM) and is up 23% YTD.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
GILD Gilead Sciences 3.36% +30%
VRX Valeant Pharmaceuticals 2.68% +21%
CELG Celgene Corp 2.57% +35%
Gilead Sciences (GILD) – GILD surged with biotech in 2014. This upside was partially offset by news that Express Scripts had chosen AbbVie’s Hepatitis C Drug Over Gilead.

Valeant Pharmaceuticals (VRX) – After a volatile year, Valeant ended 2014 close to all time highs.

Celgene Corp (CELG) – In 2014, Celgene jumped with biotech. The stock rose over 35% in 2014.

Fidelity Select Transportation (FSRFX)

The Fidelity Select Transportation (FSRFX) fund was launched in 1986 and is managed by Matthew Moulis. The fund’s holdings are primarily in the industrials sector, specifically the transportation industry. This fund currently has $1.1 billion in assets under management (AUM) and is up 30% YTD.

Largest Holdings

Symbol Company Portfolio Weight YTD Performance
UNP Union Pacific 18.29% +50%
UPS United Parcel Service 11.91% +7%
DAL Delta Air Lines 5.99% +76%
Union Pacific (UNP) – Despite a couple of dips, Union Pacific jumped 50% in 2014 – benefiting from low energy prices.

United Parcel Service (UPS) – Although UPS dipped in the beginning of 2014, the low energy prices resulted in the company finishing the year near all time highs.

Delta Air Lines (DAL) – Like many of its peers in the airline industry, Delta surged in 2014.

The Bottom Line

The funds above were a part of the best performing mutual funds so far in 2014. For a complete list, click here.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

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