Sector Equity Funds
Equity funds that focus on stocks in a specific sector, such as energy, real estate, or precious metals.
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Name
|
Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Health Care Invstor | GTHIX | Health | 1.36 Bil | — | 32 | 49 | 74 | 1.060% | $1,000 | No Load | Open |
| Fidelity Select Pharmaceuticals Port | FPHAX | Health | 1.34 Bil | 0.68% | 1 | 1 | 29 | 0.700% | — | No Load | Open |
| Fidelity Select Gold | FSAGX | Equity Precious Metals | 1.30 Bil | 0.56% | 74 | 86 | 67 | 0.700% | — | No Load | Open |
| Fidelity Select Utilities | FSUTX | Utilities | 1.25 Bil | 1.94% | 5 | 1 | 1 | 0.690% | — | No Load | Open |
| Victory Science & Technology | USSCX | Technology | 1.16 Bil | — | 79 | 79 | 84 | 0.970% | $3,000 | No Load | Open |
| DWS RREEF Real Estate Securities S | RRREX | Real Estate | 1.05 Bil | 2.08% | 61 | 45 | 24 | 0.750% | $2,500 | No Load | Open |
| Fidelity Global Commodity Stock | FFGCX | Natural Resources | 1.02 Bil | 1.81% | 22 | 28 | 59 | 0.860% | — | No Load | Open |
| Invesco Real Estate Investor | REINX | Real Estate | 972.11 Mil | 2.25% | 81 | 81 | 72 | 1.240% | $1,000 | No Load | Limited |
| Northern Multi-Mgr Glbl Listed Infra | NMFIX | Infrastructure | 970.66 Mil | 2.79% | 59 | 61 | 75 | 0.960% | $2,500 | No Load | Open |
| Northern Global Real Estate Index | NGREX | Global Real Estate | 950.87 Mil | 2.53% | 47 | 63 | 57 | 0.470% | $2,500 | No Load | Open |
| Fidelity Telecom and Utilities | FIUIX | Utilities | 908.69 Mil | 2.07% | 16 | 12 | 35 | 0.750% | — | No Load | Open |
| Fidelity Select Tech Hardware | FDCPX | Technology | 906.13 Mil | 0.47% | 41 | 34 | 64 | 0.700% | — | No Load | Open |
| Sprott Gold Equity Investor | SGDLX | Equity Precious Metals | 888.68 Mil | — | 36 | 76 | 83 | 1.490% | $1,000 | No Load | Open |
| Fidelity Select Materials | FSDPX | Natural Resources | 884.53 Mil | 1.33% | 59 | 42 | 52 | 0.710% | — | No Load | Open |
| Fidelity Select Brokerage & Inv Mgmt | FSLBX | Financial | 839.97 Mil | 1.16% | 12 | 3 | 7 | 0.700% | — | No Load | Open |
| DWS RREEF Global Infrastructure S | TOLSX | Infrastructure | 829.94 Mil | 2.37% | 67 | 51 | 82 | 1.110% | $2,500 | No Load | Open |
| Empower Real Estate Index Inv | MXREX | Real Estate | 809.84 Mil | 1.72% | 35 | 78 | 75 | 0.650% | — | No Load | Open |
| Schwab Health Care | SWHFX | Health | 804.48 Mil | 0.80% | 12 | 29 | 50 | 0.790% | — | No Load | Open |
| T. Rowe Price Real Estate | TRREX | Real Estate | 804.06 Mil | 2.65% | 34 | 77 | 81 | 0.880% | $2,500 | No Load | Open |
| T. Rowe Price Real Estate Advisor | PAREX | Real Estate | 804.06 Mil | 2.25% | 40 | 79 | 85 | 1.170% | $2,500 | No Load | Open |
| American Century Global Real Estate Inv | ARYVX | Global Real Estate | 779.34 Mil | 2.52% | 5 | 7 | 4 | 1.120% | $2,500 | No Load | Open |
| American Century Global Real Estate G | ACIWX | Global Real Estate | 767.67 Mil | 3.63% | — | — | — | 0.010% | — | No Load | Open |
| Fidelity Select Construction & Housing | FSHOX | Consumer Cyclical | 759.75 Mil | 0.76% | 7 | 7 | 4 | 0.770% | — | No Load | Open |
| Goldman Sachs Technology Opps Inv | GISTX | Technology | 748.03 Mil | — | 37 | 45 | 46 | 0.920% | — | No Load | Open |
| Goldman Sachs Technology Opps P | GSJPX | Technology | 746.04 Mil | — | 36 | 45 | — | 0.880% | — | No Load | Open |
| Goldman Sachs Technology Opps Svc | GITSX | Technology | 746.04 Mil | — | 41 | 53 | 54 | 1.390% | — | No Load | Open |
| Fidelity Select Financials Port | FIDSX | Financial | 693.37 Mil | 1.93% | 28 | 13 | 32 | 0.720% | — | No Load | Open |
| Neuberger Berman Real Estate E | NREEX | Real Estate | 688.11 Mil | 3.17% | — | — | — | 0.080% | — | No Load | Open |
| Neuberger Berman Real Estate Tr | NBRFX | Real Estate | 688.11 Mil | 2.20% | 86 | 42 | 25 | 1.400% | $1,000 | No Load | Limited |
| Fidelity Natural Resources Fund | FNARX | Equity Energy | 677.64 Mil | 1.23% | 51 | 12 | 10 | 0.770% | — | No Load | Open |
| American Century Global Gold Inv | BGEIX | Equity Precious Metals | 661.86 Mil | 1.34% | 23 | 70 | 39 | 0.660% | $2,500 | No Load | Open |
| Fidelity Select Insurance Port | FSPCX | Financial | 651.85 Mil | 1.00% | 1 | 7 | 5 | 0.730% | — | No Load | Open |
| American Century Real Estate Inv | REACX | Real Estate | 651.43 Mil | 2.34% | 34 | 50 | 54 | 1.150% | $2,500 | No Load | Open |
| Fidelity Select Leisure | FDLSX | Consumer Cyclical | 645.16 Mil | 0.42% | 10 | 47 | 30 | 0.740% | — | No Load | Open |
| Fidelity Select Chemicals | FSCHX | Natural Resources | 608.16 Mil | 1.06% | 75 | 65 | 38 | 0.700% | — | No Load | Open |
| Fidelity Select Industrials Portfolio | FCYIX | Industrials | 572.42 Mil | 0.21% | 27 | 48 | 64 | 0.690% | — | No Load | Open |
| Fidelity Select Transportation | FSRFX | Industrials | 571.81 Mil | 1.77% | 63 | 63 | 71 | 0.700% | — | No Load | Open |
| Victory Precious Metals and Minerals | USAGX | Equity Precious Metals | 528.57 Mil | 2.20% | 45 | 54 | 63 | 1.180% | $3,000 | No Load | Open |
| Fidelity Environment & Alternative Engy | FSLEX | Industrials | 509.44 Mil | 0.38% | 60 | 30 | 61 | 0.790% | — | No Load | Open |
| Invesco Energy Inv | FSTEX | Equity Energy | 501.10 Mil | 1.88% | 25 | 46 | 67 | 1.230% | $1,000 | No Load | Limited |
| Fidelity Select Consumer Discret Port | FSCPX | Consumer Cyclical | 500.84 Mil | 0.04% | 42 | 55 | 40 | 0.760% | — | No Load | Open |
| Fidelity Intl Real Estate | FIREX | Global Real Estate | 476.87 Mil | 1.94% | 94 | 67 | 50 | 0.950% | — | No Load | Open |
| Frontier MFG Core Infrastructure Service | FCIVX | Infrastructure | 450.04 Mil | 3.18% | 68 | 74 | — | 0.650% | $10,000 | No Load | Open |
| Hennessy Gas Utility Investor | GASFX | Utilities | 429.38 Mil | 2.29% | 58 | 69 | 94 | 1.000% | $2,500 | No Load | Open |
| Goehring & Rozencwajg Resources Retail | GRHAX | Natural Resources | 394.73 Mil | 2.70% | 9 | 12 | — | 1.250% | $3,000 | No Load | Open |
| Russell Inv Global Real Estate Secs S | RRESX | Global Real Estate | 391.74 Mil | 2.05% | 63 | 56 | 58 | 1.090% | — | No Load | Open |
| Russell Inv Global Real Estate Secs M | RETTX | Global Real Estate | 391.74 Mil | 2.16% | 60 | 51 | — | 0.990% | — | No Load | Open |
| Janus Henderson Global Real Estate T | JERTX | Global Real Estate | 390.69 Mil | 2.67% | 75 | 33 | 9 | 1.100% | $2,500 | No Load | Open |
| Janus Henderson Global Real Estate D | JNGSX | Global Real Estate | 390.69 Mil | 2.73% | 75 | 32 | 9 | 1.030% | $2,500 | No Load | Limited |
| Janus Henderson Global Real Estate S | JERSX | Global Real Estate | 390.69 Mil | 2.42% | 79 | 40 | 17 | 1.380% | $2,500 | No Load | Open |
Sector Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.