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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
1.360
35
51
34
Real Estate
0.900
28
35
12
Global Real Estate
1.120
50
49
30
Global Real Estate
0.720
46
43
20
Equity Precious Metals
1.090
56
49
42
Equity Precious Metals
0.670
86
54
59
Real Estate
1.140
63
43
48
Global Real Estate
1.050
20
21
25
Natural Resources
0.960
9
2
18
Technology
1.050
70
79
83
Health
0.800
Technology
0.950
Health
0.850
4
Real Estate
1.050
1
1
1
Real Estate
0.800
2
Technology
0.950
Technology
1.900
92
81
91
Equity Energy
0.910
65
45
40
Infrastructure
0.950
Natural Resources
0.870
31
35
64
Infrastructure
1.000
33
59
92
Global Real Estate
0.950
73
74
38
Infrastructure
1.000
Global Real Estate
0.950
Natural Resources
1.240
96
82
44
Energy Limited Partnership
1.430
33
53
Equity Energy
0.900
13
8
Energy Limited Partnership
1.210
95
92
67
Infrastructure
1.200
92
Global Real Estate
0.900
27
19
12
Global Real Estate
1.000
84
71
75
Energy Limited Partnership
0.900
46
45
Real Estate
1.010
36
47
48
Real Estate
1.020
42
47
31
Energy Limited Partnership
1.250
61
Global Real Estate
0.240
31
17
11
Global Real Estate
0.270
93
88
88
Communications
1.580
67
63
55
Infrastructure
1.030
21
33
43
Global Real Estate
0.950
38
22
23
Technology
0.880
43
37
67
Financial
0.940
76
69
63
Real Estate
0.950
73
63
61
Equity Energy
1.240
73
77
64
Global Real Estate
1.300
18
33
Health
0.960
54
51
26
Natural Resources
1.330
56
92
80
Real Estate
1.370
92
91
87
Energy Limited Partnership
1.250
44
12
7
Energy Limited Partnership
1.400
4
25
39
Global Real Estate
1.510
15
19
14
Infrastructure
0.960
Real Estate
0.700
86
82
Equity Precious Metals
1.400
58
74
Consumer Cyclical
0.750
49
27
41
Equity Energy
1.310
43
40
26
Global Real Estate
0.950
33
24
Natural Resources
0.950
Communications
0.000
Financial
0.000

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