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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
73
81
Global Real Estate
0.730
71
68
55
Energy Limited Partnership
1.530
93
89
Equity Precious Metals
1.410
47
67
50
Real Estate
0.820
35
20
14
Miscellaneous Sector
1.700
44
64
Consumer Defensive
1.050
100
92
Global Real Estate
0.950
26
40
58
Natural Resources
0.700
82
78
60
Real Estate
0.770
62
75
71
Global Real Estate
0.900
2
2
Global Real Estate
1.000
1
9
Global Real Estate
1.150
23
89
42
Energy Limited Partnership
1.160
22
26
14
Energy Limited Partnership
0.940
60
35
9
Energy Limited Partnership
1.230
52
43
Consumer Cyclical
1.880
89
97
100
Natural Resources
1.920
30
81
94
Equity Precious Metals
1.820
13
11
8
Equity Precious Metals
1.930
34
97
87
Equity Precious Metals
1.120
65
50
73
Technology
0.990
81
84
71
Technology
2.140
1
99
100
Global Real Estate
0.860
62
50
45
Global Real Estate
0.870
10
23
34
Real Estate
0.930
19
35
45
Natural Resources
1.380
21
75
82
Equity Precious Metals
1.340
45
52
35
Equity Energy
0.410
82
74
53
Health
0.300
30
39
42
Real Estate
0.080
52
55
Real Estate
0.260
56
60
42
Global Real Estate
0.500
60
Natural Resources
1.480
1
78
86
Global Real Estate
1.150
10
6
2
Global Real Estate
1.250
90
75
76
Energy Limited Partnership
1.150
1
1
Natural Resources
0.940
92
57
26
Real Estate
1.100
15
22
Global Real Estate
1.100
66
72
90
Energy Limited Partnership
1.070
55
64
46
Technology
1.950
42
63
86
Infrastructure
0.990
35
35
19
Real Estate
1.010
69
66
32
Global Real Estate
0.140
54
48

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