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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
0.850
57
30
25
Technology
1.930
72
77
81
Global Real Estate
1.000
13
7
3
Natural Resources
1.000
86
Infrastructure
1.010
Miscellaneous Sector
1.710
1
1
1
Health
1.390
51
64
86
Real Estate
1.000
8
Health
0.660
11
Global Real Estate
0.940
7
9
1
Technology
1.120
67
57
55
Utilities
0.990
16
48
72
Energy Limited Partnership
1.450
29
69
33
Real Estate
0.830
12
27
39
Energy Limited Partnership
1.360
64
46
60
Real Estate
1.100
55
56
23
Natural Resources
0.010
88
Equity Precious Metals
3.830
100
93
100
Infrastructure
0.950
85
Global Real Estate
0.900
Infrastructure
0.970
73
73
48
Global Real Estate
1.000
86
88
89
Energy Limited Partnership
1.250
61
Global Real Estate
0.900
44
46
16
Global Real Estate
1.010
16
14
Real Estate
1.390
26
11
22
Miscellaneous Sector
0.900
Global Real Estate
0.470
68
66
64
Global Real Estate
0.910
39
31
39
Infrastructure
0.960
82
100
63
Infrastructure
0.960
38
27
23
Global Real Estate
1.040
10
Equity Precious Metals
2.190
8
8
14
Global Real Estate
1.450
81
81
73
Global Real Estate
0.920
47
36
36
Energy Limited Partnership
1.190
28
27
Natural Resources
1.310
14
24
75
Technology
0.800
43
Utilities
0.820
13
15
6
Real Estate
1.100
82
84
Global Real Estate
1.040
4
1
Real Estate
1.000
31
13
18
Health
2.500
93
62
99
Real Estate
1.500
88
86
83
Global Real Estate
0.940
47
32
21
Technology
0.830
25
28
30
Infrastructure
1.420
97
54
34
Energy Limited Partnership
1.250
15
Technology
0.900
67
54
44
Global Real Estate
1.080
56
55
59
Financial
1.360
66
83
81
Natural Resources
1.360
57
53
47
Health
1.360
72
83
77
Consumer Defensive
1.360
76
81
73
Technology
1.360
4
13
8
Equity Energy
1.360
56
65
59
Equity Energy
1.360
90
89
87
Financial
1.360
61
45
67
Health
1.350
46
40
58
Technology
1.360
91
92
92
Consumer Cyclical
1.360
88
90
89
Equity Precious Metals
1.280
12
16
28
Real Estate
1.620
84
88
92
Consumer Cyclical
1.360
43
34
58
Technology
1.360
45
43
55
Communications
1.360
84
69
75
Industrials
1.350
14
61
25
Utilities
1.360
81
75
75
Real Estate
0.750
59
51
51
Real Estate
1.140
33
36
33
Natural Resources
4.430
97
100
90
Global Real Estate
0.390
73
81

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