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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 %
Equity Energy
0.890
7
14
23
Real Estate
0.070
87
89
Natural Resources
0.790
75
61
10
Consumer Cyclical
0.780
11
38
18
Consumer Cyclical
0.760
53
35
31
Consumer Defensive
0.750
39
56
65
Equity Energy
0.850
53
45
32
Equity Precious Metals
0.760
46
55
50
Consumer Cyclical
0.770
76
78
60
Natural Resources
0.800
55
61
40
Consumer Cyclical
0.880
4
4
71
Consumer Cyclical
0.730
25
8
1
Communications
0.810
23
20
19
Natural Resources
1.000
Equity Precious Metals
1.210
55
46
15
Infrastructure
0.950
63
Technology
2.010
24
84
100
Equity Precious Metals
0.930
5
22
36
Natural Resources
1.250
98
99
91
Utilities
0.730
35
57
39
Infrastructure
0.510
40
55
Infrastructure
0.800
Natural Resources
0.730
16
7
Energy Limited Partnership
1.100
22
Equity Precious Metals
1.480
34
54
12
Communications
0.900
100
Miscellaneous Sector
0.900
Utilities
1.370
85
82
93
Natural Resources
0.920
90
Infrastructure
0.880
Infrastructure
0.980
37
59
Global Real Estate
0.960
48
69
Global Real Estate
0.990
70
45
83
Energy Limited Partnership
2.230
86
69
Real Estate
0.700
88
93
Global Real Estate
1.140
27
33
27
Equity Energy
1.450
67
50
51
Health
1.000
24
37
31
Real Estate
0.770
48
Equity Energy
2.010
37
23
Energy Limited Partnership
1.530
79
73
Utilities
1.020
99
95
70
Technology
1.230
68
91
91
Financial
1.320
72
62
83
Natural Resources
1.350
50
49
39
Equity Energy
1.500
41
55
36
Equity Energy
1.570
72
73
66
Infrastructure
1.000
55
32
Global Real Estate
0.940
80
87
69
Global Real Estate
1.230
64
79
70
Equity Precious Metals
1.200
12
10
19
Health
1.070
56
76
89
Real Estate
2.030
82
79
86
Energy Limited Partnership
2.190
58
64
62
Energy Limited Partnership
1.690
92
95

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