Energy Sector: Overview and Funds

The energy sector is comprised of companies that are involved in the production and refinement of oil and gas products. Companies in this sector do not distribute or transmit gas as a utility -- these types of companies are classified in the utilities sector. Instead, energy companies participate in the exploration, drilling, production, refinement, transportation or storage of oil, gas and other consumable fuels. Companies that produce drilling equipment or provide related services are also classified in this sector.

Energy Equipment and Services

Companies in this industry mainly provide drilling services, produce drills or drilling equipment or own drilling rigs for use in oil and gas exploration. Examples of companies in this industry are Halliburton, FMC Technologies, Transocean, Baker Hughes and Diamond Offshore Drilling.

IndustrySub-IndustryDescription

Energy Equipment and Services

Oil and Gas DrillingCompanies that own drilling rigs or contract drilling services for drilling wells or other projects.
Oil and Gas Equipment and ServicesCompanies that produce equipment and services for exploration, drilling, or production of oil and gas. This includes drilling rigs and drills.

Oil, Gas and Consumable Fuels

Companies in this industry are engaged in the exploration, production, refinement, marketing, storage or transportation of oil, gas and other consumable fuels, such as coal. This includes companies that own or operate gas pipelines and companies that refine oil and gas into gasoline products. Companies in this industry include ConocoPhillips, ExxonMobil, Chevron, Phillips 66, Kinder Morgan and Chesapeake Energy.

IndustrySub-IndustryDescription
Oil, Gas and Consumable FuelsIntegrated Oil and GasCompanies that explore for and produce oil and gas and participate in at least one of the following activities: refining, marketing, transportation, or chemical manufacturing.
Oil and Gas Exploration and ProductionCompanies that explore for and produce oil and gas and that cannot be classified in any other other sub-industries.
Oil and Gas Refining and MarketingCompanies that refine and market oil and gas for sale, but do not necessarily explore for or produce oil and gas.
Oil and Gas Storage and TransportationCompanies that store and/or transport oil and gas, but do not necessarily produce oil and gas. This includes oil pipelines and shipping services.
Coal and Consumable FuelsCompanies that produce and mine coal, coal related products, and other consumable fuels for energy purposes. This excludes companies that produce industrial gases (classified in the industrials sector) and companies that mine for coking coal, which is a key input used in the production of steel (classified in the materials sector).

Energy Sector ETFs and Mutual Funds

Below, we list over 200 mutual funds, index funds and ETFs that follow the energy sector. Before purchasing a fund, you should always research and fully understand the fund. This means knowing the fund’s underlying components, historical returns, loads and charges and investment strategy. The expense ratios for the funds listed below range from 0.10% to 8.48%.

Name

SymbolExpense Ratio

Vanguard Energy ETF

VDE0.10%

Vanguard Energy Index Adm

VENAX0.10%

Fidelity® MSCI Energy ETF FENY

FENY0.12%

Energy Select Sector SPDR

XLE0.14%

PowerShares S&P SmallCap Energy ETF

PSCE0.29%

Vanguard Energy Adm

VGELX0.31%

SPDR S&P Oil & Gas Exploration & Production ETF

XOP0.35%

Market Vectors Oil Services ETF

OIH0.35%

SPDR S&P North American Natural Resources ETF

NANR0.35%

SPDR S&P Oil & Gas Equip & Service

XES0.35%

Vanguard Energy Inv

VGENX0.37%

iShares MSCI Global Energy Producers ETF

FILL0.39%

Guggenheim S&P 500® Equal Wt Energy ETF

RYE0.40%

SPDR S&P International Energy Sector ETF

IPW0.40%

iShares U.S. Energy ETF

IYE0.43%

iShares U.S. Oil & Gas Exploration & Production ETF

IEO0.43%

iShares U.S. Oil Equipment & Services ETF

IEZ0.43%

iShares Global Energy ETF

IXC0.47%

Market Vectors Unconventional Oil & Gas ETF

FRAK0.54%

Market Vectors Coal ETF

KOL0.59%

Market Vectors® Oil Refiners ETF

CRAK0.59%

First Trust ISE-Revere Natural Gas ETF

FCG0.60%

PowerShares DWA Energy Momentum ETF

PXI0.60%

PowerShares Dynamic Oil & Gas Svcs ETF

PXJ0.63%

First Trust Energy AlphaDEX® ETF

FXN0.64%

PowerShares Dynamic Engy Explr&Prdtn ETF

PXE0.64%

Global X China Energy ETF

CHIE0.65%

Guggenheim Canadian Energy Income ETF

ENY0.70%

IQ Global Oil Small Cap ETF

IOIL0.76%

Fidelity® Select Energy

FSENX0.79%

Fidelity® Select Energy Service Port

FSESX0.79%

Invesco Energy R5

IENIX0.79%

Oppenheimer SteelPath MLP Select 40 I

OSPSX0.80%

Fidelity® Select Natural Resources Port

FNARX0.82%

Fidelity® Select Natural Gas

FSNGX0.82%

BlackRock Natural Resources Instl

MAGRX0.83%

Fidelity Advisor® Energy I

FANIX0.85%

ALPS/Alerian MLP Infras Index I

ALRIX0.85%

Oppenheimer SteelPath MLP Select 40 Y

MLPTX0.87%

Oppenheimer SteelPath MLP Select 40 W

MLPYX0.87%

Invesco Energy Y

IENYX0.91%

Ivy Energy R6

IENRX0.93%

BlackRock All-Cap Engy & Res Instl

BACIX0.96%

Tortoise MLP & Pipeline Instl

TORIX0.99%

Cavanal Hill World Energy Institutional

AIWEX1.00%

Advisory Research MLP & Energy Infras I

MLPPX1.00%

Westwood MLP and Strategic Energy Instl

WMLPX1.00%

Putnam Global Energy Y

PGEIX1.02%

Goldman Sachs MLP Energy Infras Instl

GMLPX1.03%

Oppenheimer SteelPath MLP Income I

OSPMX1.05%

Salient MLP & Energy Infrastructure IIR6

SMRPX1.05%

BlackRock Energy & Resources Instl

SGLSX1.07%

Ivy Energy I

IVEIX1.09%

Waddell & Reed Energy Y

WEGYX1.09%

Baron Energy and Resources Institutional

BENIX1.10%

Oppenheimer SteelPath Panoramic I

EESIX1.10%

BlackRock Natural Resources Inv A

MDGRX1.10%

Tortoise North American Engy Indep Instl

TNPIX1.10%

Tortoise Select Opportunity Instl

TOPIX1.10%

Advisory Research MLP & Equity I

INFEX1.10%

Fidelity Advisor® Energy A

FANAX1.11%

Cohen & Steers MLP & Energy Opp I

MLOIX1.11%

Cohen & Steers MLP & Energy Opp Z

MLOZX1.11%

Oppenheimer SteelPath MLP Select 40 A

MLPFX1.12%

Oppenheimer SteelPath MLP Income Y

MLPZX1.13%

Advisory Research MLP & Energy Income I

INFIX1.15%

ClearBridge Energy MLP & Infras IS

LCPSX1.15%

Invesco Energy Inv

FSTEX1.16%

Invesco Energy A

IENAX1.16%

Goldman Sachs MLP Energy Infras IR

GLPIX1.18%

ClearBridge Energy MLP & Infras I

LCPIX1.18%

Oppenheimer SteelPath MLP Alpha I

OSPAX1.19%

Salient MLP & Energy Infrastructure II I

SMLPX1.20%

Center Coast MLP Focus Instl

CCCNX1.22%

Transamerica MLP & Energy Income I

TMLPX1.23%

Tortoise MLP & Pipeline Investor

TORTX1.24%

ALPS/Alerian MLP Infras Index A

ALERX1.25%

MainStay Cushing® MLP Premier I

CSHZX1.25%

Invesco MLP R5

ILPFX1.25%

Invesco MLP R6

ILPQX1.25%

Invesco MLP Y

ILPYX1.25%

Prudential Jennison MLP Z

PRPZX1.25%

Cavanal Hill World Energy A

AAWEX1.26%

Putnam Global Energy A

PGEAX1.27%

Oppenheimer SteelPath MLP Alpha Y

MLPOX1.27%

Cavanal Hill World Energy Investor

APWEX1.28%

Oppenheimer SteelPath Panoramic Y

EESYX1.30%

Virtus Select MLP and Energy I

VLPIX1.30%

Ivy Energy Y

IEYYX1.34%

Baron Energy and Resources Retail

BENFX1.35%

Fidelity Advisor® Energy T

FAGNX1.35%

Rydex Energy Inv

RYEIX1.35%

Tortoise North American Engy Indep Inv

TNPTX1.35%

Tortoise Select Opportunity Investor

TOPTX1.35%

Advisory Research MLP & Equity A

INFJX1.35%

Rydex Energy Services Inv

RYVIX1.36%

BlackRock Energy & Resources Inv A

SSGRX1.37%

BlackRock All-Cap Engy & Res Investor A

BACAX1.38%

BlackRock All-Cap Engy & Res Svc

BACSX1.38%

Oppenheimer SteelPath MLP Income A

MLPDX1.38%

Calvert Global Energy Solutions I

CAEIX1.40%

Deutsche MLP & Energy Infras Instl

DMPIX1.40%

Eagle MLP Strategy I

EGLIX1.40%

Advisory Research MLP & Energy Income A

INFRX1.40%

Catalyst MLP & Infrastructure I

MLXIX1.40%

Guinness Atkinson Global Energy

GAGEX1.41%

MainGate MLP I

IMLPX1.41%

ICON Energy S

ICENX1.42%

BP Capital TwinLine MLP I

BPMIX1.43%

Goldman Sachs MLP Energy Infras A

GLPAX1.43%

Integrity Williston Bsn/Md-N Amer Stk A

ICPAX1.44%

Salient MLP & Energy Infrastructure II A

SMAPX1.45%

Cohen & Steers MLP & Energy Opp A

MLOAX1.46%

Center Coast MLP Focus A

CCCAX1.47%

Ivy Energy A

IEYAX1.48%

Oppenheimer SteelPath MLP Alpha Plus I

OSPPX1.48%

MainStay Cushing® Royalty Energy Inc I

CURZX1.49%

MainStay Cushing® MLP Premier A

CSHAX1.50%

MainStay Cushing® MLP Premier Investor

CSHNX1.50%

Deutsche MLP & Energy Infras S

DMPSX1.50%

Invesco MLP A

ILPAX1.50%

Prudential Jennison MLP A

PRPAX1.50%

Spirit of America Energy A

SOAEX1.51%

Putnam Global Energy R

PGETX1.52%

Oppenheimer SteelPath MLP Alpha A

MLPAX1.52%

Transamerica MLP & Energy Income A

TMLAX1.52%

BP Capital TwinLine Energy I

BPEIX1.54%

ClearBridge Energy MLP & Infras A

LCPAX1.54%

Oppenheimer SteelPath Panoramic A

EESAX1.55%

Waddell & Reed Energy A

WEGAX1.55%

Virtus Select MLP and Energy A

VLPAX1.55%

Calvert Global Energy Solutions Y

CGAYX1.60%

Rydex Energy A

RYENX1.60%

Rydex Energy Services A

RYESX1.60%

Cohen & Steers MLP & Energy Opp R

MLORX1.61%

Deutsche MLP & Energy Infras A

DMPAX1.65%

Eagle MLP Strategy A

EGLAX1.65%

Catalyst MLP & Infrastructure A

MLXAX1.65%

ICON Energy A

ICEAX1.66%

MainGate MLP A

AMLPX1.66%

Oppenheimer SteelPath MLP Alpha Plus Y

MLPNX1.67%

Ivy Energy R

IYEFX1.69%

Goldman Sachs MLP Energy Infras R

GLPRX1.70%

MainStay Cushing® Royalty Energy Inc A

CURAX1.73%

BP Capital TwinLine MLP A

BPMAX1.75%

Invesco MLP R

ILPRX1.75%

Dreyfus MLP Y

DMFYX1.76%

ProFunds Oil Equipment Svc & Dist Inv

OEPIX1.77%

Putnam Global Energy M

PGENX1.77%

Dreyfus MLP I

DMFIX1.77%

MainStay Cushing® Royalty Energy Inc Inv

CURNX1.82%

Calvert Global Energy Solutions A

CGAEX1.85%

Fidelity Advisor® Energy C

FNRCX1.85%

Rydex Energy H

RYEAX1.85%

ALPS/Alerian MLP Infras Index C

ALRCX1.85%

Rydex Energy Services H

RYVAX1.86%

BP Capital TwinLine Energy A

BPEAX1.87%

Oppenheimer SteelPath MLP Select 40 C

MLPEX1.87%

BlackRock Natural Resources Inv C

MCGRX1.88%

Invesco Energy C

IEFCX1.91%

Invesco Energy B

IENBX1.91%

Fidelity Advisor® Energy B

FANRX1.92%

Oppenheimer SteelPath MLP Alpha Plus A

MLPLX1.92%

Integrity Williston Bsn/Md-N Amer Stk C

ICPUX1.94%

BlackRock Natural Resources Inv B

MBGRX1.94%

Guinness Atkinson Alternative Energy

GAAEX1.98%

Tortoise MLP & Pipeline C

TORCX1.99%

Putnam Global Energy C

PGECX2.02%

Putnam Global Energy B

PGEDX2.02%

Dreyfus MLP A

DMFAX2.03%

Cavanal Hill World Energy C

ACWEX2.04%

Ivy Energy C

IEYCX2.09%

BlackRock Energy & Resources Inv C

SSGDX2.09%

BlackRock All-Cap Engy & Res Investor B

BACBX2.10%

BlackRock All-Cap Engy & Res Investor C

BACCX2.10%

BlackRock Energy & Resources Inv B

SSGPX2.10%

Tortoise North American Engy Indep C

TNPCX2.10%

Tortoise Select Opportunity C

TOPCX2.10%

Advisory Research MLP & Equity C

INFKX2.10%

Cohen & Steers MLP & Energy Opp C

MLOCX2.11%

Oppenheimer SteelPath MLP Income C

MLPRX2.13%

Advisory Research MLP & Energy Income C

INFFX2.15%

BP Capital TwinLine MLP C

BPMCX2.18%

Goldman Sachs MLP Energy Infras C

GLPCX2.18%

Salient MLP & Energy Infrastructure II C

SMFPX2.20%

Center Coast MLP Focus C

CCCCX2.22%

MainStay Cushing® MLP Premier C

CSHCX2.25%

Invesco MLP C

ILPCX2.25%

ClearBridge Energy MLP & Infras C

LCPCX2.25%

Prudential Jennison MLP C

PRPCX2.25%

Spirit of America Energy C

SACEX2.26%

Oppenheimer SteelPath MLP Alpha C

MLPGX2.27%

Transamerica MLP & Energy Income C

TMCLX2.27%

Ivy Energy B

IEYBX2.29%

Oppenheimer SteelPath Panoramic C

EESCX2.30%

Virtus Select MLP and Energy C

VLPCX2.30%

Rydex Energy C

RYECX2.35%

Rydex Energy Services C

RYVCX2.36%

Deutsche MLP & Energy Infras C

DMPCX2.40%

Eagle MLP Strategy C

EGLCX2.40%

Catalyst MLP & Infrastructure C

MLXCX2.40%

MainGate MLP C

MLCPX2.41%

ICON Energy C

ICEEX2.43%

Waddell & Reed Energy C

WEGCX2.43%

BP Capital TwinLine Energy C

BPECX2.45%

James Alpha Yorkville MLP I

JMLPX2.50%

MainStay Cushing® Royalty Energy Inc C

CURCX2.53%

Oppenheimer SteelPath MLP Alpha Plus C

MLPMX2.67%

James Alpha Yorkville MLP A

JAMLX2.75%

Dreyfus MLP C

DMFCX2.76%

ProFunds Oil Equipment Svc & Dist Svc

OEPSX2.77%

Waddell & Reed Energy B

WEGBX2.81%

Calvert Global Energy Solutions C

CGACX2.85%

James Alpha Yorkville MLP C

MLPCX3.50%

Highland Energy MLP C

HEFCX7.48%

Highland Energy MLP A

HEFAX8.23%

Highland Energy MLP Y

HEFYX8.48%

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