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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
82
72
Global Real Estate
1.050
70
68
60
Infrastructure
0.960
94
99
Energy Limited Partnership
1.530
88
88
Equity Precious Metals
1.410
70
74
64
Miscellaneous Sector
1.700
44
64
Consumer Defensive
1.050
82
29
Global Real Estate
0.950
28
47
40
Natural Resources
0.700
93
89
67
Real Estate
0.770
71
72
71
Global Real Estate
0.900
1
9
Global Real Estate
1.000
17
14
Global Real Estate
1.150
66
92
33
Energy Limited Partnership
1.160
30
29
14
Energy Limited Partnership
0.940
52
27
5
Energy Limited Partnership
1.230
32
20
Natural Resources
1.920
21
67
88
Equity Precious Metals
1.820
19
17
10
Equity Precious Metals
1.930
30
93
87
Equity Precious Metals
1.120
54
42
70
Technology
0.990
86
88
67
Technology
2.200
5
100
100
Global Real Estate
0.860
62
56
43
Global Real Estate
0.870
18
32
39
Real Estate
0.930
21
31
43
Natural Resources
1.380
37
93
83
Equity Precious Metals
1.340
36
43
32
Equity Energy
0.330
81
72
51
Health
0.320
51
63
51
Real Estate
0.080
49
Real Estate
0.260
52
58
40
Global Real Estate
0.500
44
Natural Resources
1.480
3
93
85
Technology
1.150
46
25
28
Natural Resources
0.940
72
57
21
Global Real Estate
1.250
70
42
44
Energy Limited Partnership
1.150
2
13
Real Estate
1.100
29
32
Technology
1.950
49
66
80
Infrastructure
0.990
20
15
25
Global Real Estate
1.370
98
97
99
Real Estate
1.010
62
53
26
Global Real Estate
0.140
55
51

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