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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
0.390
76
27
Global Real Estate
1.050
70
58
63
Financial
11.170
55
96
Energy Limited Partnership
1.560
86
82
Equity Precious Metals
1.400
93
83
62
Consumer Defensive
1.050
7
Global Real Estate
0.950
45
70
40
Natural Resources
0.720
87
85
61
Real Estate
0.780
94
94
83
Global Real Estate
0.900
1
1
Global Real Estate
1.000
43
9
Global Real Estate
1.150
97
49
33
Energy Limited Partnership
1.130
33
24
12
Energy Limited Partnership
1.010
38
34
23
Energy Limited Partnership
0.940
55
41
Energy Limited Partnership
1.330
20
9
Natural Resources
2.110
62
74
80
Equity Precious Metals
1.600
10
24
8
Equity Precious Metals
1.830
55
69
80
Equity Precious Metals
1.190
34
63
65
Technology
1.040
54
69
26
Technology
2.200
18
100
94
Global Real Estate
0.850
56
46
38
Global Real Estate
0.870
39
67
52
Natural Resources
1.380
88
90
78
Equity Precious Metals
1.340
49
39
33
Equity Energy
0.330
62
32
32
Health
0.320
81
84
65
Real Estate
0.080
27
Real Estate
0.260
29
45
31
Global Real Estate
0.500
63
Natural Resources
1.480
100
99
91
Technology
1.140
40
30
50
Natural Resources
0.940
15
45
11
Global Real Estate
1.150
8
14
1
Global Real Estate
1.250
40
19
24
Energy Limited Partnership
1.160
43
43
Equity Precious Metals
1.090
50
78
36
Real Estate
1.100
44
45
Technology
1.960
68
87
88
Global Real Estate
0.140
50
64

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