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Morningstar

Sector Equity Funds

Equity funds that focus on stocks in a specific sector, such as energy, real estate, or precious metals.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Fidelity Select Consumer Staples PortFDFAXConsumer Defensive1.39 Bil1.98%4146660.690%—No LoadOpen
Fidelity Select GoldFSAGXEquity Precious Metals1.39 Bil0.56%7086690.700%—No LoadOpen
Invesco Health Care InvstorGTHIXHealth1.39 Bil—3049691.060%$1,000No LoadOpen
Fidelity Select Health Care Svcs PortFSHCXHealth1.38 Bil0.37%371780.680%—No LoadOpen
Victory Science & TechnologyUSSCXTechnology1.19 Bil—7679820.970%$3,000No LoadOpen
DWS RREEF Real Estate Securities SRRREXReal Estate1.07 Bil2.08%5440240.750%$2,500No LoadOpen
Fidelity Global Commodity StockFFGCXNatural Resources1.06 Bil1.81%2732600.860%—No LoadOpen
Fidelity Telecom and UtilitiesFIUIXUtilities1.00 Bil2.07%1612360.750%—No LoadOpen
Invesco Real Estate InvestorREINXReal Estate980.47 Mil2.25%8381721.240%$1,000No LoadLimited
Northern Multi-Mgr Glbl Listed InfraNMFIXInfrastructure953.40 Mil2.79%5762710.960%$2,500No LoadOpen
Fidelity Select Tech HardwareFDCPXTechnology948.95 Mil0.47%4735650.700%—No LoadOpen
Northern Global Real Estate IndexNGREXGlobal Real Estate948.33 Mil2.53%4761550.470%$2,500No LoadOpen
Fidelity Select MaterialsFSDPXNatural Resources900.82 Mil1.33%5852500.710%—No LoadOpen
Fidelity Select Brokerage & Inv MgmtFSLBXFinancial874.18 Mil1.16%8190.700%—No LoadOpen
Sprott Gold Equity InvestorSGDLXEquity Precious Metals863.17 Mil—3361761.490%$1,000No LoadOpen
DWS RREEF Global Infrastructure STOLSXInfrastructure832.70 Mil2.37%6948711.110%$2,500No LoadOpen
Empower Real Estate Index InvMXREXReal Estate826.22 Mil1.72%3378740.650%—No LoadOpen
Schwab Health CareSWHFXHealth823.75 Mil0.80%927460.790%—No LoadOpen
T. Rowe Price Real Estate AdvisorPAREXReal Estate800.19 Mil2.25%3981871.170%$2,500No LoadOpen
T. Rowe Price Real EstateTRREXReal Estate800.19 Mil2.65%4078810.880%$2,500No LoadOpen
American Century Global Real Estate GACIWXGlobal Real Estate787.49 Mil3.63%———0.010%—No LoadOpen
American Century Global Real Estate InvARYVXGlobal Real Estate787.49 Mil2.52%5661.120%$2,500No LoadOpen
Fidelity Select Construction & HousingFSHOXConsumer Cyclical769.28 Mil0.76%6790.770%—No LoadOpen
Goldman Sachs Technology Opps PGSJPXTechnology768.27 Mil—3742—0.880%—No LoadOpen
Goldman Sachs Technology Opps SvcGITSXTechnology768.27 Mil—3847531.390%—No LoadOpen
Goldman Sachs Technology Opps InvGISTXTechnology768.27 Mil—3747430.920%—No LoadOpen
Fidelity Select Financials PortFIDSXFinancial713.55 Mil1.93%2514320.720%—No LoadOpen
Fidelity Select Insurance PortFSPCXFinancial701.80 Mil1.00%1750.730%—No LoadOpen
Neuberger Berman Real Estate TrNBRFXReal Estate688.64 Mil2.20%8339241.400%$1,000No LoadLimited
Neuberger Berman Real Estate ENREEXReal Estate688.64 Mil3.17%———0.080%—No LoadOpen
Fidelity Natural Resources FundFNARXEquity Energy685.54 Mil1.23%4722170.770%—No LoadOpen
American Century Real Estate InvREACXReal Estate654.29 Mil2.34%2947481.150%$2,500No LoadOpen
American Century Global Gold InvBGEIXEquity Precious Metals639.48 Mil1.34%1769370.660%$2,500No LoadOpen
Fidelity Select LeisureFDLSXConsumer Cyclical636.13 Mil0.42%947320.740%—No LoadOpen
Fidelity Select ChemicalsFSCHXNatural Resources623.11 Mil1.06%7480380.700%—No LoadOpen
Fidelity Select Industrials PortfolioFCYIXIndustrials599.87 Mil0.21%1546740.690%—No LoadOpen
Fidelity Select TransportationFSRFXIndustrials554.15 Mil1.77%6765690.700%—No LoadOpen
Fidelity Environment & Alternative EngyFSLEXIndustrials538.35 Mil0.38%5926610.790%—No LoadOpen
Victory Precious Metals and MineralsUSAGXEquity Precious Metals515.47 Mil2.20%3551661.180%$3,000No LoadOpen
Fidelity Intl Real EstateFIREXGlobal Real Estate483.66 Mil1.94%9270620.950%—No LoadOpen
Fidelity Select Consumer Discret PortFSCPXConsumer Cyclical482.23 Mil0.04%3754420.760%—No LoadOpen
Invesco Energy InvFSTEXEquity Energy482.04 Mil1.88%3154631.230%$1,000No LoadLimited
Hennessy Gas Utility InvestorGASFXUtilities435.95 Mil2.29%4169941.000%$2,500No LoadOpen
Frontier MFG Core Infrastructure ServiceFCIVXInfrastructure428.28 Mil3.18%6874—0.650%$10,000No LoadOpen
Janus Henderson Global Real Estate DJNGSXGlobal Real Estate401.03 Mil2.73%7634151.030%$2,500No LoadLimited
Janus Henderson Global Real Estate SJERSXGlobal Real Estate401.03 Mil2.42%7944241.380%$2,500No LoadOpen
Janus Henderson Global Real Estate TJERTXGlobal Real Estate401.03 Mil2.67%7737161.100%$2,500No LoadOpen
Goehring & Rozencwajg Resources RetailGRHAXNatural Resources396.36 Mil2.70%810—1.250%$3,000No LoadOpen
Russell Inv Global Real Estate Secs SRRESXGlobal Real Estate391.35 Mil2.05%6356611.090%—No LoadOpen
Russell Inv Global Real Estate Secs MRETTXGlobal Real Estate391.35 Mil2.16%6152—0.990%—No LoadOpen

Sector Equity Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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