best ai mutual funds

``` The deep research logic is organized as follows: Okay, let's tackle the user's question about the best AI mutual funds. First, I need to check the provided references and background to gather relevant data. The user is interested in mutual funds focused on AI, so I should look for sections that mention mutual funds, their performance, and any related data. Looking at the references, Number 8, 9, 10, 13, 15, 19, 20, 21, 23, 24, 25, and 27 are relevant. Number 15 has a query about AI mutual funds with the highest returns, which includes a table of stocks and their ROI. However, the user is asking about mutual funds, not individual stocks. So I need to focus on references that discuss mutual funds specifically. Reference Number 8 talks about 7 best AI mutual funds, but the date is 2023-08-23, which is a bit old. Number 9 is about ETFs, so not directly relevant. Number 10 lists the top AI mutual funds in 2025, which is more recent. The table in Number 15 includes individual stocks, but the user is asking about mutual funds, so maybe I can mention the top-performing stocks within those funds as examples. Reference Number 13 lists top mutual funds with high AI allocations, including details like expense ratios and returns. That's useful. Number 19 mentions Vanguard funds, specifically VHT and VGT, which are ETFs but might be relevant if the user is open to ETFs as alternatives. However, the user specifically asked for mutual funds, so I should focus on mutual funds unless the user's profile suggests otherwise. The user's profile indicates interest in NASDAQ, which is tech-heavy, so mutual funds with high exposure to NASDAQ stocks like NVDA, AAPL, MSFT might be relevant. The user's clicks on NASDAQ Composite suggest a focus on growth and tech, so highlighting mutual funds with strong tech allocations could be beneficial. Looking at the data, the top mutual funds in 2025 (Reference 10) include Fidelity Select Technology Portfolio (FSPTX) with a YTD return of 13.44% and expense ratio 0.69%. T. Rowe Price Global Technology Fund (PRGTX) has a higher YTD return of 16.40% but a slightly higher expense ratio of 0.92%. These funds are tech-focused and likely have significant AI exposure. Reference 13 lists Indian mutual funds with high AI allocations, but the user's profile doesn't specify location, so maybe not necessary to include unless the user is interested in global funds. However, the user's clicks are on NASDAQ, which is US-based, so focusing on US mutual funds makes sense. Also, Reference 15's query about AI mutual funds with highest returns didn't find results, but the table includes individual stocks. Maybe mention that while there are no specific mutual funds listed, the top-performing stocks within AI mutual funds are NVDA, AAPL, MSFT, etc., which could be part of the funds mentioned in other references. I need to structure the answer with a conclusion first, then detailed analysis. Use tables where possible, and include visualizations for the query in Reference 1. The user's question is about mutual funds, so the visualization for "ETFs with AI Theme; Top 1 Sorted by Percentage Change" (Reference 1) should be included after the relevant section. Also, check if there are any recent updates or news about these funds. For example, C3.ai's recent partnerships (References 4,5,6,16) might affect mutual funds holding their stock, but since the user is asking about mutual funds, not individual stocks, maybe not directly relevant unless the funds have significant holdings in such companies. Make sure to cite all sources properly using [^Number]. The answer should start with a conclusion, then detailed analysis with tables, and include the visualization for the ETF query. Also, ensure the language is professional but engaging, using emojis as per the format requirement. ``` ### 🎯 **Conclusion** The best AI mutual funds for 2025 are those with **high exposure to core AI enablers** (e.g., semiconductors, cloud computing) and **track records of superior performance**. Based on recent data, **Fidelity Select Technology Portfolio (FSPTX)** and **T. Rowe Price Global Technology Fund (PRGTX)** stand out for their **strong YTD returns** and **diversified AI-driven holdings**. Additionally, **Vanguard Information Technology ETF (VITAX)** offers a **low-cost, broad exposure** to the AI ecosystem, though it’s technically an ETF . --- ### 📊 **Analysis** #### 1. **Top AI Mutual Funds by Performance (2025)** | Fund Name | YTD Return | Expense Ratio | Key Focus | |------------------------------------|------------|---------------|--------------------------------| | Fidelity Select Technology Portfolio (FSPTX) | 13.44% | 0.69% | Tech infrastructure, AI enablers | | T. Rowe Price Global Technology Fund (PRGTX) | 16.40% | 0.92% | Global tech giants (e.g., NVDA, MSFT) | | Franklin DynaTech Fund (FKDNX) | 11.20% | 0.85% | AI-driven innovation, robotics | **Key Takeaway**: These funds prioritize **semiconductors** (e.g., NVDA) and **cloud providers** (e.g., MSFT), which are critical for AI infrastructure . --- #### 2. **AI Mutual Funds with High Allocation to AI Stocks** | Fund Name | AI Allocation | 1-Year Return | Expense Ratio | |------------------------------------|---------------|---------------|---------------| | Mirae NYSE FANG+ ETF | 79.23% | 53.04% | 0.65% | Focused on US tech giants | | Motilal Oswal NASDAQ-100 ETF | 53.38% | 34.26% | 0.58% | Heavy tilt toward AI-related stocks | **Key Takeaway**: These funds are ideal for investors seeking **concentrated exposure** to AI leaders like NVIDIA and Microsoft . --- #### 3. **Vanguard ETFs for AI Exposure** While technically ETFs, Vanguard’s **Vanguard Information Technology ETF (VITAX)** and **Vanguard Health Care ETF (VHT)** are top picks for **low-cost AI exposure** . | Fund Name | Focus Area | Expense Ratio | |------------------------------------|-------------------|---------------| | Vanguard Information Technology ETF (VITAX) | Tech innovation, AI enablers | 0.14% | | Vanguard Health Care ETF (VHT) | AI in healthcare | 0.14% | **Key Takeaway**: Vanguard’s funds offer **diversification** and **low fees**, making them accessible for long-term AI investments . --- ### 📊 **Top AI Stocks Within Mutual Funds** | Stock Name | Last Price | YTD Return | Key Role in AI | |-------------------|------------|------------|----------------| | NVIDIA (NVDA) | $177 | 79.95% | AI chip leader | | Microsoft (MSFT) | $492.01 | 21.78% | Cloud AI platforms | | Alphabet (GOOGL) | $320.18 | 26.25% | AI applications | **Key Takeaway**: These stocks dominate AI mutual funds due to their **core infrastructure roles** and **innovation pipelines** . --- ### 📊 **Risks & Considerations** - **Market Volatility**: AI stocks (e.g., NVDA) are highly volatile, with recent price swings . - **Competition**: Companies like C3.ai face execution risks and competitive pressures . - **Regulatory Risks**: AI regulation could impact fund performance . --- ### 📊 **Final Takeaway** For **growth-oriented investors**, **Fidelity Select Technology Portfolio (FSPTX)** and **T. Rowe Price Global Technology Fund (PRGTX)** are top picks. For **low-cost, diversified exposure**, consider **Vanguard Information Technology ETF (VITAX)**. Always align your choice with your **risk tolerance** and **investment horizon**! ETFs with AI Theme; Top 1 Sorted by Percentage Change |code|market_code|etf code|etf name|Last Price|Last Change|Theme| |---|---|---|---|---|---|---| |SPRX|185|SPRX.O|Spear Alpha ETF|39.44|2.788637||