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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
47
50
32
Real Estate
0.910
9
21
8
Global Real Estate
1.190
45
38
25
Global Real Estate
0.720
40
26
16
Global Real Estate
1.400
92
92
99
Equity Precious Metals
1.090
79
62
49
Equity Precious Metals
0.670
90
40
50
Global Real Estate
0.010
4
1
Real Estate
1.160
56
51
51
Utilities
0.660
87
100
82
Global Real Estate
1.050
30
30
27
Natural Resources
1.000
48
57
50
Technology
1.150
54
51
69
Health
0.800
Technology
0.950
Health
0.850
2
Real Estate
1.080
1
1
1
Real Estate
0.800
3
Technology
0.950
Technology
1.930
29
11
21
Equity Energy
0.910
32
19
48
Infrastructure
1.000
Natural Resources
0.940
80
77
65
Infrastructure
1.000
58
80
78
Global Real Estate
0.930
75
92
43
Natural Resources
1.240
39
38
30
Energy Limited Partnership
1.430
55
66
Equity Energy
0.900
1
1
Energy Limited Partnership
1.210
90
81
67
Infrastructure
1.200
99
Global Real Estate
0.900
22
19
20
Global Real Estate
1.000
77
40
66
Energy Limited Partnership
0.910
59
34
Real Estate
0.880
15
13
11
Real Estate
1.010
32
44
46
Energy Limited Partnership
1.250
2
Global Real Estate
0.240
23
32
19
Global Real Estate
0.270
85
89
83
Communications
1.630
44
39
34
Infrastructure
1.030
17
46
36
Global Real Estate
0.950
18
20
14
Technology
0.900
39
46
68
Financial
0.960
74
51
72
Real Estate
0.970
72
49
60
Health
0.980
75
58
49
Equity Energy
1.400
80
79
66
Global Real Estate
1.480
53
58
Natural Resources
1.840
97
95
86
Real Estate
1.200
56
61
46
Energy Limited Partnership
1.260
5
6
1
Energy Limited Partnership
1.430
37
51
Global Real Estate
1.510
14
18
10
Equity Energy
0.900
Infrastructure
1.000
Equity Precious Metals
1.460
85
59
Consumer Cyclical
0.770
40
37
43
Equity Energy
1.380
43
57
32
Global Real Estate
1.050
28
22
Natural Resources
1.000
Communications
0.000

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