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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 %
Energy Limited Partnership
1.140
7
14
38
Energy Limited Partnership
0.890
38
50
28
Technology
1.090
68
72
84
Real Estate
0.820
25
33
29
Real Estate
0.780
39
60
49
Technology
2.500
1
10
12
Global Real Estate
1.100
5
1
1
Natural Resources
1.100
Infrastructure
1.010
Miscellaneous Sector
2.070
1
1
1
Health
1.390
57
88
95
Global Real Estate
1.000
Health
0.710
Global Real Estate
0.980
8
12
1
Technology
1.170
72
69
49
Utilities
1.010
19
14
78
Energy Limited Partnership
1.470
78
67
43
Real Estate
0.830
39
64
52
Energy Limited Partnership
1.350
61
61
86
Real Estate
1.100
62
46
23
Natural Resources
0.000
52
Equity Precious Metals
3.770
100
100
100
Infrastructure
0.950
Infrastructure
0.970
35
45
18
Global Real Estate
1.010
97
99
86
Global Real Estate
0.900
32
72
9
Global Real Estate
1.010
17
19
Miscellaneous Sector
0.900
Global Real Estate
0.480
68
64
60
Global Real Estate
0.920
38
36
47
Infrastructure
0.970
86
43
Infrastructure
0.970
54
51
54
Global Real Estate
1.050
12
Equity Precious Metals
2.290
2
9
8
Global Real Estate
1.450
74
83
66
Global Real Estate
0.940
26
34
31
Energy Limited Partnership
1.670
38
41
Natural Resources
1.380
84
81
77
Technology
0.800
27
Utilities
0.830
11
21
12
Real Estate
1.110
73
50
Global Real Estate
1.050
2
2
Real Estate
1.000
8
7
21
Health
2.500
2
4
66
Real Estate
1.500
77
83
75
Global Real Estate
0.940
31
24
15
Technology
0.850
20
13
9
Energy Limited Partnership
1.260
50
Technology
0.940
84
79
64
Global Real Estate
1.100
54
49
44
Financial
1.430
77
64
83
Natural Resources
1.430
28
40
45
Health
1.450
75
51
32
Consumer Defensive
1.450
77
78
63
Technology
1.440
7
18
56
Equity Energy
1.420
68
64
52
Equity Energy
1.420
86
88
81
Financial
1.410
36
57
74
Health
1.460
50
53
69
Technology
1.440
76
72
71
Consumer Cyclical
1.410
84
83
66
Equity Precious Metals
1.360
18
17
22
Real Estate
1.660
77
69
92
Consumer Cyclical
1.430
36
49
49
Technology
1.440
40
57
71
Communications
1.460
83
70
91
Industrials
1.410
12
1
21
Utilities
1.450
88
88
77
Real Estate
0.950
47
59
51
Real Estate
1.140
44
46
44
Global Real Estate
1.150
90
43
85
Energy Limited Partnership
1.300
39
33
Natural Resources
3.970
100
95
86

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