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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
53
56
36
Real Estate
0.900
13
20
9
Global Real Estate
1.120
48
40
27
Global Real Estate
0.720
42
32
19
Equity Precious Metals
1.090
71
50
42
Equity Precious Metals
0.670
59
36
37
Real Estate
1.140
48
47
50
Utilities
0.660
99
100
87
Global Real Estate
1.050
18
22
22
Natural Resources
0.960
9
7
29
Technology
1.150
61
62
75
Health
0.800
Technology
0.950
Health
0.850
1
Real Estate
1.050
1
1
1
Real Estate
0.800
3
Technology
0.950
Technology
1.900
74
33
57
Equity Energy
0.910
53
36
43
Natural Resources
0.940
50
51
64
Infrastructure
1.000
57
72
76
Global Real Estate
0.950
68
76
31
Infrastructure
1.000
Natural Resources
1.240
85
74
43
Energy Limited Partnership
1.430
48
60
Equity Energy
0.900
1
7
Energy Limited Partnership
1.210
95
81
61
Infrastructure
1.200
99
Global Real Estate
0.900
23
17
14
Global Real Estate
1.000
75
40
57
Energy Limited Partnership
0.900
63
28
Real Estate
0.880
15
15
12
Real Estate
1.010
42
51
54
Real Estate
1.020
53
57
37
Energy Limited Partnership
1.250
44
Global Real Estate
0.240
26
29
12
Global Real Estate
0.270
84
84
76
Communications
1.580
65
39
52
Infrastructure
1.030
14
42
36
Global Real Estate
0.950
19
19
15
Technology
0.880
37
43
69
Financial
0.940
59
54
55
Real Estate
0.950
61
34
53
Health
0.980
65
43
41
Equity Energy
1.400
77
79
67
Global Real Estate
1.480
42
47
Natural Resources
1.840
97
97
86
Real Estate
1.370
81
75
70
Energy Limited Partnership
1.250
6
6
1
Energy Limited Partnership
1.430
21
37
Global Real Estate
1.510
13
16
8
Equity Energy
0.900
Infrastructure
0.960
Equity Precious Metals
1.400
89
58
Consumer Cyclical
0.770
40
30
35
Equity Energy
1.380
33
48
34
Global Real Estate
1.050
24
20
Natural Resources
1.000
Communications
0.000
Financial
0.000

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