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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
39
Global Real Estate
1.050
66
56
63
Financial
11.170
67
98
Energy Limited Partnership
1.560
95
88
Equity Precious Metals
1.400
87
70
65
Miscellaneous Sector
1.670
44
64
Consumer Defensive
1.050
7
1
Global Real Estate
0.950
44
65
42
Natural Resources
0.720
88
84
61
Real Estate
0.780
92
94
83
Global Real Estate
0.900
1
7
Global Real Estate
1.000
34
1
Global Real Estate
1.150
96
51
33
Energy Limited Partnership
1.130
33
28
17
Energy Limited Partnership
0.940
56
35
6
Energy Limited Partnership
1.330
31
13
Natural Resources
2.110
54
76
81
Equity Precious Metals
1.600
10
14
6
Equity Precious Metals
1.830
16
79
78
Equity Precious Metals
1.190
61
49
72
Technology
1.040
57
74
44
Technology
2.200
27
100
94
Global Real Estate
0.850
54
41
37
Global Real Estate
0.870
29
51
50
Natural Resources
1.380
85
90
79
Equity Precious Metals
1.340
57
38
30
Equity Energy
0.330
68
56
44
Health
0.320
59
83
64
Real Estate
0.080
33
Real Estate
0.260
37
53
33
Global Real Estate
0.500
61
Natural Resources
1.480
95
98
89
Technology
1.140
44
28
51
Natural Resources
0.940
12
46
13
Global Real Estate
1.150
10
14
2
Global Real Estate
1.250
45
21
34
Energy Limited Partnership
1.160
45
26
Equity Precious Metals
1.090
79
84
49
Real Estate
1.100
26
34
Technology
1.950
65
86
86
Global Real Estate
0.140
56
70

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