Skip to Content

Sector Equity Funds

Equity funds that focus on stocks in a specific sector, such as energy, real estate, or precious metals.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Financial
1.460
64
47
18
Real Estate
0.910
32
19
18
Global Real Estate
1.190
48
37
30
Global Real Estate
0.720
42
26
20
Global Real Estate
1.400
92
59
100
Equity Precious Metals
0.690
78
52
38
Global Real Estate
0.910
5
15
10
Global Real Estate
0.010
4
11
Real Estate
1.160
50
65
44
Utilities
0.670
93
100
87
Global Real Estate
1.050
24
30
23
Natural Resources
1.000
63
70
50
Technology
1.200
54
57
70
Technology
0.950
Health
0.850
3
Real Estate
1.080
1
1
1
Real Estate
0.800
3
Technology
1.930
12
8
16
Equity Energy
0.910
33
27
46
Natural Resources
1.000
75
77
65
Infrastructure
1.100
87
98
Global Real Estate
0.950
75
86
Natural Resources
1.240
26
50
27
Energy Limited Partnership
1.430
67
52
Equity Energy
0.940
1
1
Energy Limited Partnership
1.210
89
89
82
Infrastructure
1.200
91
Global Real Estate
0.900
16
16
20
Global Real Estate
1.000
35
12
57
Energy Limited Partnership
0.910
68
36
Real Estate
0.880
15
13
16
Real Estate
1.010
56
68
53
Energy Limited Partnership
1.250
1
Global Real Estate
0.240
25
43
14
Global Real Estate
0.270
82
92
82
Communications
1.630
40
50
34
Infrastructure
1.100
34
70
24
Global Real Estate
0.950
21
27
21
Technology
0.900
46
54
69
Financial
0.960
54
61
68
Real Estate
0.970
72
49
52
Health
1.020
81
54
52
Equity Energy
1.400
79
78
65
Global Real Estate
1.480
51
60
Natural Resources
1.770
95
95
88
Real Estate
0.640
Energy Limited Partnership
1.260
2
18
1
Energy Limited Partnership
1.420
53
50
Infrastructure
1.000
Equity Precious Metals
1.460
78
25
Consumer Cyclical
0.790
50
31
32
Equity Energy
1.400
60
47
41
Global Real Estate
1.160
28
Natural Resources
1.000
Communications
0.000
Financial
0.000
Real Estate
0.000
67
Natural Resources
0.950
59
50
64
Infrastructure
1.000

Sponsor Center

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.