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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 %
Global Real Estate
1.480
46
74
Natural Resources
1.770
94
94
88
Technology
1.950
68
78
81
Real Estate
0.820
33
37
28
Real Estate
0.780
38
57
48
Technology
2.500
1
2
7
Global Real Estate
1.440
5
7
3
Global Real Estate
1.100
7
1
8
Natural Resources
1.100
Infrastructure
1.310
Health
1.390
86
88
96
Global Real Estate
1.000
Health
0.710
Global Real Estate
0.980
5
12
4
Technology
1.170
71
67
53
Utilities
1.010
27
21
81
Energy Limited Partnership
1.470
84
77
45
Real Estate
0.830
49
68
52
Energy Limited Partnership
1.350
65
57
86
Real Estate
1.100
63
46
30
Natural Resources
0.000
52
Equity Precious Metals
3.770
97
100
100
Infrastructure
0.950
Infrastructure
0.970
33
37
8
Global Real Estate
1.010
94
99
93
Global Real Estate
0.900
16
68
8
Global Real Estate
1.010
17
20
Global Real Estate
0.470
65
56
60
Global Real Estate
0.940
35
38
47
Infrastructure
0.980
93
55
Infrastructure
0.970
51
51
53
Global Real Estate
1.050
12
Equity Precious Metals
2.290
2
19
3
Global Real Estate
1.450
73
80
65
Global Real Estate
0.940
24
40
31
Energy Limited Partnership
1.670
44
53
Natural Resources
1.380
86
81
78
Technology
0.800
Utilities
0.830
11
21
43
Real Estate
1.110
72
44
Global Real Estate
1.050
2
3
Real Estate
1.000
6
15
22
Health
2.500
2
2
74
Real Estate
1.500
79
88
77
Global Real Estate
0.940
36
25
15
Technology
0.850
15
14
14
Energy Limited Partnership
1.260
52
Technology
0.940
83
76
56
Global Real Estate
1.100
52
60
44
Financial
1.480
81
61
83
Natural Resources
1.480
29
34
43
Health
1.480
82
65
34
Consumer Defensive
1.470
77
66
63
Technology
1.480
12
18
60
Equity Energy
1.480
63
61
52
Equity Energy
1.480
86
88
81
Financial
1.480
49
66
80
Health
1.470
61
62
72
Technology
1.470
71
72
71
Consumer Cyclical
1.480
77
82
60
Equity Precious Metals
1.380
12
28
24
Real Estate
1.720
68
51
92
Consumer Cyclical
1.470
27
51
52
Technology
1.470
52
61
71
Communications
1.480
88
78
94
Industrials
1.480
8
25
11
Utilities
1.480
85
81
65
Real Estate
0.950
45
56
51
Real Estate
1.140
41
49
47
Global Real Estate
1.150
88
52
82
Energy Limited Partnership
1.300
31
10
Natural Resources
3.970
98
97
86

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