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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%
49%
52%
37%
Real Estate
0.900%
40%
41%
14%
Global Real Estate
1.120%
44%
43%
30%
Global Real Estate
0.740%
39%
34%
19%
Health
1.000%
71%
57%
57%
Technology
1.230%
45%
39%
40%
Equity Precious Metals
1.090%
31%
42%
35%
Utilities
1.050%
68%
47%
60%
Equity Precious Metals
0.660%
80%
51%
45%
Global Real Estate
0.910%
5%
5%
10%
Real Estate
1.140%
66%
39%
46%
Utilities
0.650%
95%
87%
88%
Global Real Estate
1.050%
12%
19%
17%
Natural Resources
0.960%
7%
1%
8%
Technology
1.060%
75%
79%
84%
Health
0.800%
Technology
0.950%
49%
Health
0.850%
4%
Real Estate
1.050%
1%
1%
1%
Real Estate
0.800%
3%
2%
Technology
0.950%
Technology
1.900%
99%
89%
97%
Technology
1.010%
17%
25%
56%
Equity Energy
0.910%
55%
45%
42%
Infrastructure
0.950%
Natural Resources
0.870%
25%
28%
61%
Real Estate
0.750%
30%
17%
8%
Infrastructure
1.000%
32%
54%
96%
Global Real Estate
0.950%
59%
70%
38%
Infrastructure
1.000%
Global Real Estate
0.950%
Natural Resources
1.240%
94%
78%
46%
Energy Limited Partnership
1.430%
29%
52%
Equity Energy
0.910%
10%
7%
Energy Limited Partnership
1.210%
95%
95%
76%
Infrastructure
1.180%
93%
Infrastructure
0.950%
6%
5%
Infrastructure
0.890%
14%
15%
6%
Global Real Estate
0.900%
22%
19%
13%
Real Estate
0.750%
12%
4%
4%
Global Real Estate
1.000%
81%
68%
73%
Energy Limited Partnership
0.900%
51%
51%
Real Estate
0.880%
14%
7%
6%
Real Estate
1.010%
21%
34%
40%
Technology
1.180%
12%
13%
14%
Real Estate
1.020%
28%
61%
30%
Global Real Estate
0.240%
21%
15%
9%
Global Real Estate
0.270%
84%
82%
81%
Real Estate
0.180%
33%
20%
16%
Communications
1.580%
86%
73%
52%
Health
1.040%
42%
41%
52%
Infrastructure
1.030%
19%
30%
53%
Global Real Estate
0.950%
26%
20%
21%
Real Estate
0.610%
56%
23%
22%
Technology
0.880%
49%
41%
66%
Financial
0.940%
48%
49%
46%
Real Estate
0.950%
71%
68%
61%
Equity Energy
1.240%
75%
77%
69%
Global Real Estate
1.300%
18%
36%
Health
0.960%
61%
47%
29%
Natural Resources
1.330%
75%
96%
85%
Technology
1.920%
72%
64%
81%
Real Estate
1.200%
15%
36%
46%
Real Estate
0.650%
78%
Real Estate
1.370%
95%
92%
89%
Energy Limited Partnership
1.250%
38%
8%
1%
Energy Limited Partnership
1.400%
3%
24%
34%
Global Real Estate
1.360%
22%
20%
15%
Infrastructure
0.960%
Real Estate
0.700%
78%
77%
82%
Equity Precious Metals
1.400%
78%
65%
Consumer Cyclical
0.750%
58%
48%
37%
Equity Energy
1.310%
35%
43%
25%
Global Real Estate
0.950%
32%
23%
Industrials
0.750%
63%
68%
65%
Real Estate
0.860%
80%
82%
84%
Technology
0.710%
15%
18%
17%
Utilities
0.760%
10%
2%
2%
Natural Resources
0.950%
Communications
0.000
Financial
0.000
Industrials
0.790%
61%
62%
73%

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