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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
60
45
33
Real Estate
0.910
27
22
12
Global Real Estate
1.190
45
42
25
Global Real Estate
0.720
41
29
16
Infrastructure
0.990
18
1
15
Global Real Estate
1.400
92
80
100
Equity Precious Metals
0.690
68
45
59
Global Real Estate
0.910
5
15
10
Global Real Estate
0.010
4
12
Real Estate
1.160
59
64
55
Global Real Estate
1.050
28
26
26
Natural Resources
1.000
57
59
46
Technology
1.200
58
50
71
Technology
0.950
Health
0.850
1
Real Estate
1.080
1
1
1
Real Estate
0.800
3
Technology
1.930
31
4
29
Equity Energy
0.910
24
20
46
Infrastructure
1.000
Natural Resources
0.940
79
77
63
Infrastructure
1.000
82
98
Global Real Estate
0.930
75
91
Natural Resources
1.240
20
45
31
Miscellaneous Sector
1.240
Energy Limited Partnership
1.430
60
61
Equity Energy
0.940
1
1
Energy Limited Partnership
1.210
89
73
71
Infrastructure
1.200
99
Global Real Estate
0.900
21
19
17
Global Real Estate
1.000
48
21
50
Energy Limited Partnership
0.910
61
39
Real Estate
0.880
18
14
13
Real Estate
1.010
54
52
56
Energy Limited Partnership
1.250
9
Global Real Estate
0.240
27
38
20
Global Real Estate
0.270
83
94
84
Communications
1.630
47
42
34
Infrastructure
1.100
30
64
43
Global Real Estate
0.950
21
22
20
Technology
0.900
46
46
74
Financial
0.960
61
63
74
Real Estate
0.970
71
48
62
Health
0.980
80
56
54
Equity Energy
1.400
78
78
67
Global Real Estate
1.480
48
57
Natural Resources
1.840
96
98
87
Real Estate
0.640
Real Estate
1.200
6
23
17
Energy Limited Partnership
1.260
2
8
1
Energy Limited Partnership
1.430
46
50
Global Real Estate
1.440
17
7
5
Equity Energy
0.900
Infrastructure
1.000
Equity Precious Metals
1.460
86
38
Consumer Cyclical
0.770
57
37
36
Equity Energy
1.380
53
58
41
Global Real Estate
1.050
30
21
Natural Resources
1.000
Communications
0.000
Financial
0.000

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