Skip to Content

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 %
Financial
1.370
54
29
22
Real Estate
0.910
22
29
25
Global Real Estate
1.130
42
41
25
Global Real Estate
0.700
40
36
19
Infrastructure
1.000
47
43
35
Global Real Estate
1.380
59
74
100
Technology
1.210
12
37
26
Natural Resources
0.940
1
1
2
Equity Energy
1.490
Equity Precious Metals
0.680
11
34
42
Global Real Estate
0.910
7
15
Global Real Estate
0.010
5
12
Real Estate
1.160
41
49
42
Global Real Estate
1.050
33
33
27
Natural Resources
0.980
54
63
47
Technology
1.200
50
62
66
Technology
0.950
Health
0.850
Real Estate
1.080
2
4
1
Real Estate
0.800
Technology
1.950
4
13
4
Equity Energy
0.910
18
16
45
Natural Resources
0.900
44
70
55
Infrastructure
1.100
88
97
Global Real Estate
0.950
90
85
Natural Resources
1.240
16
24
18
Miscellaneous Sector
1.370
Energy Limited Partnership
1.430
63
74
Equity Energy
0.930
4
7
Energy Limited Partnership
1.250
Energy Limited Partnership
1.210
91
59
Infrastructure
1.140
Infrastructure
1.010
32
Global Real Estate
0.900
32
21
26
Global Real Estate
1.000
16
26
46
Energy Limited Partnership
0.900
43
33
Real Estate
0.890
13
13
14
Natural Resources
1.090
77
73
59
Infrastructure
0.880
53
71
37
Real Estate
1.010
43
41
57
Energy Limited Partnership
1.250
Global Real Estate
0.240
27
18
8
Global Real Estate
0.270
85
90
67
Communications
1.670
38
48
43
Infrastructure
1.080
48
61
19
Global Real Estate
0.950
31
28
25
Energy Limited Partnership
0.600
47
34
Technology
0.930
35
53
67
Financial
0.940
60
55
55
Real Estate
0.980
55
50
76
Global Real Estate
1.150
86
64
38
Health
1.030
15
12
32
Real Estate
0.660
Energy Limited Partnership
1.260
2
4
1
Energy Limited Partnership
1.420
58
80
Real Estate
1.010
73
72
71
Energy Limited Partnership
0.800
Equity Precious Metals
1.500
54
20
Energy Limited Partnership
1.250
20
Consumer Cyclical
0.800
25
25
28
Equity Energy
1.370
46
35
33
Global Real Estate
1.150
21
Natural Resources
1.000

Sponsor Center