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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
50
42
14
Real Estate
0.910
22
25
18
Global Real Estate
1.190
38
42
28
Global Real Estate
0.720
32
29
18
Infrastructure
0.990
22
1
47
Global Real Estate
1.400
95
63
100
Equity Precious Metals
0.690
51
55
41
Global Real Estate
0.910
12
16
Global Real Estate
0.010
7
13
Real Estate
1.160
54
61
39
Utilities
0.670
94
100
87
Global Real Estate
1.050
21
31
23
Natural Resources
1.000
66
65
52
Technology
1.200
60
63
68
Technology
0.950
Health
0.850
Real Estate
1.080
1
1
1
Real Estate
0.800
2
Technology
1.930
7
10
10
Equity Energy
0.910
26
20
46
Natural Resources
1.000
72
77
65
Infrastructure
1.100
74
74
Global Real Estate
0.950
71
79
Natural Resources
1.240
32
51
25
Miscellaneous Sector
1.370
Energy Limited Partnership
1.430
62
36
Equity Energy
0.940
1
1
Energy Limited Partnership
1.210
93
92
71
Infrastructure
1.200
85
Global Real Estate
0.900
19
20
21
Global Real Estate
1.000
53
16
56
Energy Limited Partnership
0.910
53
37
Real Estate
0.880
11
13
14
Real Estate
1.010
58
68
55
Energy Limited Partnership
1.250
1
Global Real Estate
0.240
24
42
13
Global Real Estate
0.270
84
92
80
Communications
1.670
48
50
34
Infrastructure
1.100
40
83
27
Global Real Estate
0.950
25
30
20
Technology
0.900
57
64
71
Financial
0.960
63
66
75
Real Estate
0.970
67
39
55
Health
1.020
74
50
54
Real Estate
0.640
Energy Limited Partnership
1.260
4
31
1
Energy Limited Partnership
1.420
58
49
Real Estate
1.010
74
81
60
Infrastructure
1.000
Equity Precious Metals
1.460
40
12
Consumer Cyclical
0.790
43
28
33
Equity Energy
1.400
62
47
44
Global Real Estate
1.160
33
Natural Resources
1.000
Communications
0.000
Financial
0.000
Real Estate
0.000
68
Natural Resources
0.950
54
45
64
Infrastructure
1.000
Real Estate
0.070
86
89

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