Skip to Content
Morningstar
Get 14 Days Free

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 %
1919 Financial Services Fund
Financial
1.460
50
42
14
AAM/Phocas Real Estate Fund
Real Estate
0.910
22
25
18
AB Global Real Estate Investment Fund
Global Real Estate
1.190
38
42
28
AB Global Real Estate Investment Fund II
Global Real Estate
0.720
32
29
18
AMG Managers CenterSquare Real Estate Fd
Real Estate
1.120
55
62
37
Aberdeen Global Infrastructure Fund
Infrastructure
0.990
22
1
47
Aberdeen International Rl Estt Eq Fd
Global Real Estate
1.400
95
63
100
Aberdeen Realty Income & Growth Fund
Real Estate
1.050
65
47
36
Alger Health Sciences Fund
Health
1.040
31
17
53
AlphaCentric LifeSci Healthcare Fund
Health
1.480
—
—
—
Altegris/AACA Opportunistic Real Estt Fd
Real Estate
1.540
3
2
—
American Century Global Gold Fund
Equity Precious Metals
0.690
51
55
41
American Century Global Real Estate Fund
Global Real Estate
0.910
12
16
—
American Century NT Global Real Estt Fd
Global Real Estate
0.010
7
13
—
American Century Real Estate Fund
Real Estate
1.160
54
61
39
American Century Utilities Fund
Utilities
0.670
94
100
87
BNY Mellon Global Real Estate Scs
Global Real Estate
1.050
21
31
23
BNY Mellon Natural Resources Fund
Natural Resources
1.000
66
65
52
BNY Mellon Technology Growth Fd
Technology
1.200
60
63
68
Baron FinTech Fund
Technology
0.950
—
—
—
Baron Health Care Fund
Health
0.850
—
—
—
Baron Real Estate Fund
Real Estate
1.080
1
1
1
Baron Real Estate Income Fund
Real Estate
0.800
2
—
—
Berkshire Focus Fund
Technology
1.930
7
10
10
Black Oak Emerging Technology Fund
Technology
1.120
60
78
86
BlackRock Energy Opportunities Fund
Equity Energy
0.910
26
20
46
BlackRock Health Sciences Opps Port
Health
1.110
24
33
33
BlackRock Natural Resources Trust Fund
Natural Resources
1.000
72
77
65
BlackRock Real Estate Securities Fund
Real Estate
0.760
14
19
—
BlackRock Technology Opportunities Fund
Technology
0.930
6
7
7
Calvert Global Water Fund
Natural Resources
1.240
32
51
25
Cannabis Growth Fund
Miscellaneous Sector
1.370
—
—
—
Catalyst Energy Infrastructure Fund
Energy Limited Partnership
1.430
62
36
—
Cavanal Hill World Energy Fund
Equity Energy
0.940
1
1
—
Center Coast Brookfield Midstream Foc Fd
Energy Limited Partnership
1.210
93
92
71
Centre Global Infrastructure Fund
Infrastructure
1.200
85
—
—
ClearBridge Global Infrastructure Inc Fd
Infrastructure
1.010
6
15
—
Cohen & Steers Global Infrastructure Fd
Infrastructure
0.940
28
32
24
Cohen & Steers Global Realty Shares
Global Real Estate
0.900
19
20
21
Cohen & Steers Instl Realty Shares
Real Estate
0.750
9
9
11
Cohen & Steers International Realty Fund
Global Real Estate
1.000
53
16
56
Cohen & Steers MLP & Energy Opp Fd
Energy Limited Partnership
0.910
53
37
—
Cohen & Steers Real Estate Securities Fd
Real Estate
1.130
14
10
4
Cohen & Steers Realty Shares Fund
Real Estate
0.880
11
13
14
Columbia Global Technology Growth Fund
Technology
0.970
51
32
18
Columbia Real Estate Equity Fund
Real Estate
1.010
58
68
55
Columbia Seligman Comms & Info Fd
Technology
1.230
23
38
33
Columbia Seligman Global Technology Fund
Technology
1.310
25
36
25
Commonwealth Real Estate Securities Fund
Real Estate
2.730
85
30
90
Cushing® NextGen Infrastructure Fund
Energy Limited Partnership
1.250
1
—
—
DFA Global Real Estate Securities Port
Global Real Estate
0.240
24
42
13
DFA International Real Estate Securities
Global Real Estate
0.270
84
92
80
DFA Real Estate Securities Portfolio
Real Estate
0.180
23
33
21
DWS Communications Fund
Communications
1.670
48
50
34
DWS Health and Wellness Fund
Health
0.870
72
74
70
DWS RREEF Global Infrastructure Fund
Infrastructure
1.080
40
83
27
DWS RREEF Global Real Estate Secs Fd
Global Real Estate
0.950
25
30
20
DWS RREEF Real Estate Securities Fund
Real Estate
0.630
27
32
21
DWS Science and Technology Fund
Technology
0.900
57
64
71
Davis Financial Fund
Financial
0.960
63
66
75
Davis Real Estate Fund
Real Estate
0.970
67
39
55
Delaware Healthcare Fund
Health
1.020
74
50
54
DoubleLine Colony Rl Estt Inc Fd
Real Estate
0.640
—
—
—
Dunham Real Estate Stock Fund
Real Estate
1.200
4
3
3
EIP Growth and Income Fund (NEW)
Energy Limited Partnership
1.260
4
31
1
Eagle MLP Strategy Fund
Energy Limited Partnership
1.420
58
49
—
Eaton Vance Real Estate Fund
Real Estate
1.010
74
81
60
Eaton Vance Worldwide Health Sciences Fd
Health
1.230
49
82
79
Ecofin Global Renewables Infras Fd
Infrastructure
1.000
—
—
—
Emerald Banking and Finance Fund
Financial
1.480
15
8
1
EuroPac Gold Fund
Equity Precious Metals
1.460
40
12
—
Eventide Exponential Technologies Fund
Technology
1.430
—
—
—
Eventide Healthcare & Life Sciences Fund
Health
1.310
4
4
—
Fidelity Advisor® Biotechnology Fund
Health
0.750
59
36
7
Fidelity Advisor® Communications EquipFd
Technology
1.150
100
98
98
Fidelity Advisor® Consumer Disctnry Fd
Consumer Cyclical
0.790
43
28
33
Fidelity Advisor® Energy Fund
Equity Energy
1.400
62
47
44
Fidelity Advisor® Financial Services Fd
Financial
0.800
27
32
50
Fidelity Advisor® Global Real Estate Fd
Global Real Estate
1.160
33
—
—
Fidelity Advisor® Health Care Fund
Health
0.740
25
30
25
Fidelity Advisor® Industrials Fund
Industrials
0.780
84
90
78
Fidelity Advisor® Real Estate Fund
Real Estate
0.860
79
86
77
Fidelity Advisor® Semiconductors Fund
Technology
0.810
22
15
7
Fidelity Advisor® Technology Fund
Technology
0.740
26
21
32
Fidelity Advisor® Utilities Fund
Utilities
0.790
64
15
27
Fidelity® Agricultural Productivity Fund
Natural Resources
1.000
—
—
—
Fidelity® Disruptive Automation Fund
Technology
0.000
—
—
—
Fidelity® Disruptive Communications Fund
Communications
0.000
—
—
—
Fidelity® Disruptive Finance Fund
Financial
0.000
—
—
—
Fidelity® Disruptive Medicine Fund
Health
0.000
—
—
—
Fidelity® Disruptive Technology Fund
Technology
0.000
—
—
—
Fidelity® Flex Real Estate Fund
Real Estate
0.000
68
—
—
Fidelity® Global Commodity Stock Fund
Natural Resources
0.950
54
45
64
Fidelity® Infrastructure Fund
Infrastructure
1.000
—
—
—
Fidelity® International Real Estate Fund
Global Real Estate
1.000
17
6
7
Fidelity® Real Estate Income Fund
Real Estate
0.730
71
22
75
Fidelity® Real Estate Index Fund
Real Estate
0.070
86
89
—
Fidelity® Real Estate Investment Port
Real Estate
0.740
66
73
42
Fidelity® SAI Real Estate Index Fund
Real Estate
0.070
83
87
—
Fidelity® Select Air Transportation Port
Industrials
0.850
97
97
67

Sponsor Center