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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
0.790
77
62
7
Consumer Cyclical
0.780
26
27
23
Consumer Cyclical
0.760
46
32
32
Consumer Defensive
0.750
58
60
67
Equity Energy
0.850
58
42
36
Equity Precious Metals
0.760
61
80
50
Consumer Cyclical
0.770
76
73
56
Natural Resources
0.800
65
68
35
Consumer Cyclical
0.880
7
24
87
Consumer Cyclical
0.730
14
1
1
Communications
0.810
22
20
19
Natural Resources
1.000
Equity Precious Metals
1.210
47
75
15
Infrastructure
0.950
44
Equity Precious Metals
0.930
5
45
37
Natural Resources
1.170
96
97
90
Utilities
0.730
37
57
35
Infrastructure
0.510
35
65
Infrastructure
0.800
Natural Resources
0.730
12
7
Energy Limited Partnership
1.100
21
Equity Precious Metals
1.480
45
74
14
Communications
0.900
99
Miscellaneous Sector
0.900
Utilities
1.370
89
85
93
Natural Resources
0.920
90
Infrastructure
0.980
30
Global Real Estate
0.960
49
82
Global Real Estate
0.990
78
56
87
Energy Limited Partnership
2.230
81
74
Real Estate
0.700
87
93
Global Real Estate
1.140
29
39
28
Equity Energy
1.450
50
46
50
Health
1.000
33
39
29
Real Estate
0.770
34
Equity Energy
2.010
44
18
Energy Limited Partnership
1.530
80
70
Utilities
1.020
100
96
77
Technology
1.230
73
88
91
Financial
1.320
89
75
85
Natural Resources
1.350
50
52
32
Equity Energy
1.050
7
Equity Energy
1.500
39
43
25
Equity Energy
1.450
67
67
63
Infrastructure
1.000
54
34
Global Real Estate
0.910
78
84
66
Global Real Estate
1.230
63
71
69
Equity Precious Metals
1.200
13
9
21
Health
1.070
58
76
89
Real Estate
1.980
88
79
85
Energy Limited Partnership
2.190
70
67
62
Energy Limited Partnership
1.690
96
93
Energy Limited Partnership
1.140
19
15
39
Energy Limited Partnership
0.890
46
58
28
Technology
1.090
70
74
84
Equity Energy
1.350
79
77
62

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