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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 %
Natural Resources
0.930
19
12
60
Infrastructure
1.000
Global Real Estate
0.950
37
36
11
Equity Energy
0.820
63
36
34
Real Estate
0.070
90
84
76
Natural Resources
0.740
65
95
20
Consumer Cyclical
0.730
53
31
35
Consumer Defensive
0.730
67
73
89
Equity Energy
0.770
29
24
18
Financial
0.810
96
82
84
Equity Precious Metals
0.760
73
69
67
Consumer Cyclical
0.730
61
55
40
Natural Resources
0.750
45
83
44
Consumer Cyclical
0.800
1
26
27
Consumer Cyclical
0.700
41
15
5
Natural Resources
0.950
Equity Precious Metals
1.220
8
17
15
Infrastructure
0.950
59
60
Equity Precious Metals
0.900
24
25
38
Natural Resources
1.100
52
96
89
Utilities
0.720
49
41
39
Infrastructure
0.500
64
43
13
Infrastructure
0.800
99
Natural Resources
0.710
25
12
35
Energy Limited Partnership
1.090
11
3
Equity Precious Metals
1.490
39
45
23
Communications
0.930
100
100
Miscellaneous Sector
0.900
Utilities
1.360
90
94
98
Natural Resources
0.920
6
37
Infrastructure
0.880
Infrastructure
0.980
47
32
Global Real Estate
0.960
63
53
Energy Limited Partnership
1.090
80
69
Global Real Estate
1.080
35
27
35
Equity Energy
1.450
81
68
59
Health
0.990
39
49
33
Real Estate
0.770
46
Equity Energy
2.610
22
57
Utilities
1.000
57
82
84
Energy Limited Partnership
1.510
76
85
Technology
1.230
73
69
98
Financial
1.320
91
80
87
Natural Resources
1.280
41
41
26
Equity Energy
1.500
76
73
49
Equity Energy
1.370
44
62
60
Infrastructure
1.020
66
39
Global Real Estate
0.910
73
64
68
Global Real Estate
1.190
32
45
68
Equity Precious Metals
1.050
21
17
24
Health
1.020
69
63
86
Real Estate
1.980
81
75
83
Energy Limited Partnership
2.820
46
59
54
Energy Limited Partnership
1.660
89
90
89
Energy Limited Partnership
1.140
11
10
20
Energy Limited Partnership
0.900
58
52
23
Technology
0.910
68
73
89

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