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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco Health Care Invstor | GTHIX | Health | 1.35 Bil | — | 34 | 53 | 76 | 1.060% | $1,000 | No Load | Open |
Fidelity Select Pharmaceuticals Port | FPHAX | Health | 1.34 Bil | 0.72% | 1 | 1 | 40 | 0.700% | — | No Load | Open |
Fidelity Select Gold | FSAGX | Equity Precious Metals | 1.30 Bil | 0.60% | 66 | 78 | 69 | 0.700% | — | No Load | Open |
Fidelity Select Utilities | FSUTX | Utilities | 1.25 Bil | 2.15% | 5 | 1 | 1 | 0.690% | — | No Load | Open |
Victory Science & Technology | USSCX | Technology | 1.16 Bil | — | 78 | 76 | 85 | 0.970% | $3,000 | No Load | Open |
DWS RREEF Real Estate Securities S | RRREX | Real Estate | 1.05 Bil | 2.18% | 62 | 43 | 26 | 0.750% | $2,500 | No Load | Open |
Fidelity Global Commodity Stock | FFGCX | Natural Resources | 1.02 Bil | 1.89% | 30 | 27 | 64 | 0.860% | — | No Load | Open |
Invesco Real Estate Investor | REINX | Real Estate | 995.71 Mil | 2.36% | 82 | 83 | 74 | 1.240% | $1,000 | No Load | Limited |
Northern Multi-Mgr Glbl Listed Infra | NMFIX | Infrastructure | 979.59 Mil | 2.94% | 58 | 67 | 73 | 0.960% | $2,500 | No Load | Open |
Northern Global Real Estate Index | NGREX | Global Real Estate | 959.34 Mil | 2.62% | 50 | 62 | 56 | 0.470% | $2,500 | No Load | Open |
Fidelity Telecom and Utilities | FIUIX | Utilities | 908.69 Mil | 2.29% | 16 | 13 | 37 | 0.750% | — | No Load | Open |
Fidelity Select Tech Hardware | FDCPX | Technology | 906.13 Mil | 0.50% | 49 | 33 | 64 | 0.700% | — | No Load | Open |
Fidelity Select Materials | FSDPX | Natural Resources | 884.53 Mil | 1.37% | 68 | 45 | 46 | 0.710% | — | No Load | Open |
Sprott Gold Equity Investor | SGDLX | Equity Precious Metals | 877.33 Mil | — | 37 | 53 | 73 | 1.490% | $1,000 | No Load | Open |
DWS RREEF Global Infrastructure S | TOLSX | Infrastructure | 856.97 Mil | 2.48% | 63 | 43 | 81 | 1.110% | $2,500 | No Load | Open |
Fidelity Select Brokerage & Inv Mgmt | FSLBX | Financial | 839.97 Mil | 1.22% | 10 | 3 | 7 | 0.700% | — | No Load | Open |
Empower Real Estate Index Inv | MXREX | Real Estate | 819.17 Mil | 1.80% | 33 | 80 | 79 | 0.650% | — | No Load | Open |
Schwab Health Care | SWHFX | Health | 806.60 Mil | 0.83% | 16 | 31 | 51 | 0.790% | — | No Load | Open |
T. Rowe Price Real Estate Advisor | PAREX | Real Estate | 800.13 Mil | 2.36% | 42 | 83 | 87 | 1.170% | $2,500 | No Load | Open |
T. Rowe Price Real Estate | TRREX | Real Estate | 800.13 Mil | 2.79% | 34 | 82 | 83 | 0.880% | $2,500 | No Load | Open |
American Century Global Real Estate G | ACIWX | Global Real Estate | 793.02 Mil | 3.79% | — | — | — | 0.010% | — | No Load | Open |
American Century Global Real Estate Inv | ARYVX | Global Real Estate | 793.02 Mil | 2.62% | 5 | 6 | 4 | 1.120% | $2,500 | No Load | Open |
Fidelity Select Construction & Housing | FSHOX | Consumer Cyclical | 759.75 Mil | 0.77% | 7 | 7 | 5 | 0.770% | — | No Load | Open |
Goldman Sachs Technology Opps P | GSJPX | Technology | 744.27 Mil | — | 34 | 37 | — | 0.880% | — | No Load | Open |
Goldman Sachs Technology Opps Svc | GITSX | Technology | 744.27 Mil | — | 37 | 44 | 49 | 1.390% | — | No Load | Open |
Goldman Sachs Technology Opps Inv | GISTX | Technology | 744.27 Mil | — | 34 | 39 | 47 | 0.920% | — | No Load | Open |
Fidelity Select Financials Port | FIDSX | Financial | 693.37 Mil | 1.99% | 28 | 15 | 29 | 0.720% | — | No Load | Open |
Neuberger Berman Real Estate Tr | NBRFX | Real Estate | 692.14 Mil | 2.32% | 83 | 31 | 26 | 1.400% | $1,000 | No Load | Limited |
Neuberger Berman Real Estate E | NREEX | Real Estate | 692.14 Mil | 3.34% | — | — | — | 0.080% | — | No Load | Open |
Fidelity Natural Resources Fund | FNARX | Equity Energy | 677.64 Mil | 1.25% | 51 | 9 | 10 | 0.770% | — | No Load | Open |
American Century Global Gold Inv | BGEIX | Equity Precious Metals | 657.54 Mil | 1.43% | 28 | 54 | 40 | 0.660% | $2,500 | No Load | Open |
Fidelity Select Insurance Port | FSPCX | Financial | 651.85 Mil | 1.06% | 3 | 7 | 5 | 0.730% | — | No Load | Open |
Fidelity Select Leisure | FDLSX | Consumer Cyclical | 645.16 Mil | 0.42% | 10 | 38 | 38 | 0.740% | — | No Load | Open |
American Century Real Estate Inv | REACX | Real Estate | 644.21 Mil | 2.46% | 37 | 56 | 57 | 1.150% | $2,500 | No Load | Open |
Fidelity Select Chemicals | FSCHX | Natural Resources | 608.16 Mil | 1.10% | 80 | 70 | 40 | 0.700% | — | No Load | Open |
Fidelity Select Industrials Portfolio | FCYIX | Industrials | 572.42 Mil | 0.21% | 16 | 44 | 71 | 0.690% | — | No Load | Open |
Fidelity Select Transportation | FSRFX | Industrials | 571.81 Mil | 1.78% | 60 | 63 | 61 | 0.700% | — | No Load | Open |
Victory Precious Metals and Minerals | USAGX | Equity Precious Metals | 534.63 Mil | 2.32% | 37 | 53 | 60 | 1.180% | $3,000 | No Load | Open |
Fidelity Environment & Alternative Engy | FSLEX | Industrials | 509.44 Mil | 0.41% | 72 | 53 | 75 | 0.790% | — | No Load | Open |
Invesco Energy Inv | FSTEX | Equity Energy | 502.89 Mil | 1.91% | 31 | 56 | 63 | 1.230% | $1,000 | No Load | Limited |
Fidelity Select Consumer Discret Port | FSCPX | Consumer Cyclical | 500.84 Mil | 0.04% | 52 | 54 | 42 | 0.760% | — | No Load | Open |
Fidelity Intl Real Estate | FIREX | Global Real Estate | 476.87 Mil | 1.99% | 95 | 64 | 49 | 0.950% | — | No Load | Open |
Frontier MFG Core Infrastructure Service | FCIVX | Infrastructure | 459.08 Mil | 3.34% | 68 | 58 | — | 0.650% | $10,000 | No Load | Open |
Hennessy Gas Utility Investor | GASFX | Utilities | 444.00 Mil | 2.37% | 40 | 68 | 94 | 1.000% | $2,500 | No Load | Open |
Russell Inv Global Real Estate Secs S | RRESX | Global Real Estate | 391.29 Mil | 2.14% | 63 | 60 | 61 | 1.090% | — | No Load | Open |
Russell Inv Global Real Estate Secs M | RETTX | Global Real Estate | 391.29 Mil | 2.25% | 61 | 56 | — | 0.990% | — | No Load | Open |
Janus Henderson Global Real Estate D | JNGSX | Global Real Estate | 390.69 Mil | 2.84% | 73 | 25 | 8 | 1.030% | $2,500 | No Load | Limited |
Janus Henderson Global Real Estate S | JERSX | Global Real Estate | 390.69 Mil | 2.52% | 76 | 39 | 14 | 1.380% | $2,500 | No Load | Open |
Janus Henderson Global Real Estate T | JERTX | Global Real Estate | 390.69 Mil | 2.78% | 73 | 27 | 10 | 1.100% | $2,500 | No Load | Open |
Fidelity Select Banking | FSRBX | Financial | 373.37 Mil | 3.05% | 62 | 63 | 49 | 0.720% | — | 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.