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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 %
Real Estate
0.000
69
60
Natural Resources
0.930
17
19
60
Infrastructure
1.000
Global Real Estate
0.970
34
15
7
Equity Energy
0.820
14
20
18
Real Estate
0.070
86
81
76
Natural Resources
0.740
85
88
18
Consumer Cyclical
0.730
47
34
34
Consumer Defensive
0.730
59
73
75
Equity Energy
0.770
29
45
21
Financial
0.810
93
50
67
Equity Precious Metals
0.760
58
61
50
Consumer Cyclical
0.730
55
39
46
Natural Resources
0.750
54
69
35
Consumer Cyclical
0.800
1
13
41
Consumer Cyclical
0.700
39
18
1
Communications
0.770
1
12
19
Natural Resources
1.000
Equity Precious Metals
1.220
51
59
27
Infrastructure
0.950
74
57
Equity Precious Metals
0.900
7
35
29
Natural Resources
1.250
98
98
93
Utilities
0.720
30
43
43
Infrastructure
0.500
25
27
12
Infrastructure
0.800
96
Natural Resources
0.720
28
2
38
Energy Limited Partnership
1.090
4
Equity Precious Metals
1.490
35
51
14
Communications
0.930
95
93
Miscellaneous Sector
0.900
Utilities
1.360
88
95
99
Natural Resources
0.920
18
77
Infrastructure
0.880
Infrastructure
0.980
37
49
Global Real Estate
0.960
46
54
Energy Limited Partnership
1.090
79
68
Real Estate
0.700
79
73
Global Real Estate
1.080
28
27
37
Equity Energy
1.450
73
64
59
Health
0.990
36
57
34
Real Estate
0.770
37
Equity Energy
2.610
21
50
Utilities
1.000
76
87
75
Energy Limited Partnership
1.510
76
74
Technology
1.230
76
85
98
Financial
1.320
86
74
90
Natural Resources
1.280
63
68
41
Equity Energy
1.500
66
74
46
Equity Energy
1.570
53
65
64
Infrastructure
1.020
44
32
Global Real Estate
0.940
76
72
68
Global Real Estate
1.190
63
73
80
Equity Precious Metals
1.050
13
10
15
Health
1.020
60
64
80
Real Estate
2.030
83
77
83
Energy Limited Partnership
2.820
67
64
46
Energy Limited Partnership
1.660
86
95
87
Energy Limited Partnership
1.140
33
31
32
Energy Limited Partnership
0.900
60
48
22

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