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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Real Estate Index Investor | VGSIX | Real Estate | 63.59 Bil | 3.94% | 68 | 55 | 55 | 0.260% | $3,000 | No Load | Limited |
Vanguard Health Care Inv | VGHCX | Health | 47.17 Bil | 0.76% | 12 | 36 | 43 | 0.340% | $3,000 | No Load | Open |
Fidelity Select Semiconductors | FSELX | Technology | 16.47 Bil | 0.08% | 1 | 1 | 2 | 0.690% | — | No Load | Open |
T. Rowe Price Health Sciences | PRHSX | Health | 15.19 Bil | — | 42 | 32 | 12 | 0.800% | $2,500 | No Load | Open |
Fidelity Select Technology | FSPTX | Technology | 14.31 Bil | < 0.01% | 21 | 12 | 26 | 0.700% | — | No Load | Open |
Fidelity Select Software & IT Svcs Port | FSCSX | Technology | 12.40 Bil | — | 26 | 38 | 41 | 0.690% | — | No Load | Open |
Columbia Seligman Tech & Info Adv | SCIOX | Technology | 12.09 Bil | — | 23 | 19 | 21 | 0.950% | $2,000 | No Load | Open |
T. Rowe Price Science & Tech Adv | PASTX | Technology | 8.97 Bil | — | 56 | 48 | 57 | 1.080% | $2,500 | No Load | Open |
T. Rowe Price Science & Tech | PRSCX | Technology | 8.97 Bil | — | 55 | 46 | 54 | 0.840% | $2,500 | No Load | Open |
Lazard Global Listed Infrastructure Open | GLFOX | Infrastructure | 8.90 Bil | 2.67% | 3 | 10 | 3 | 1.220% | $2,500 | No Load | Open |
BlackRock Health Sciences Opps Svc | SHISX | Health | 8.46 Bil | 0.18% | 32 | 28 | 10 | 1.140% | $5,000 | No Load | Open |
T. Rowe Price Comm & Tech Investor | PRMTX | Communications | 8.35 Bil | 0.16% | 27 | 19 | 1 | 0.770% | $2,500 | No Load | Open |
Fidelity Select Health Care | FSPHX | Health | 7.92 Bil | — | 53 | 38 | 36 | 0.690% | — | No Load | Open |
Cohen & Steers Real Estate Securities F | CREFX | Real Estate | 7.18 Bil | 3.06% | 22 | 10 | — | 0.750% | — | No Load | Limited |
Janus Henderson Glb Tech and Innovt D | JNGTX | Technology | 6.46 Bil | — | 28 | 33 | 33 | 0.810% | $2,500 | No Load | Limited |
Janus Henderson Glb Tech and Innovt S | JATSX | Technology | 6.46 Bil | — | 29 | 34 | 35 | 1.180% | $2,500 | No Load | Open |
Janus Henderson Glb Tech and Innovt T | JAGTX | Technology | 6.46 Bil | — | 28 | 33 | 34 | 0.920% | $2,500 | No Load | Open |
Fidelity Select Medical Tech and Devcs | FSMEX | Health | 5.87 Bil | — | 59 | 47 | 2 | 0.700% | — | No Load | Open |
Cohen & Steers Realty Shares L | CSRSX | Real Estate | 5.51 Bil | 2.99% | 13 | 10 | 6 | 0.880% | $10,000 | No Load | Open |
Vanguard Energy Inv | VGENX | Equity Energy | 5.40 Bil | 4.14% | 78 | 75 | 54 | 0.460% | $3,000 | No Load | Open |
BlackRock Technology Opportunities Svc | BSTSX | Technology | 5.28 Bil | — | 61 | 34 | 35 | 1.170% | $5,000 | No Load | Open |
Janus Henderson Global Life Sciences S | JFNSX | Health | 5.23 Bil | — | 26 | 10 | 23 | 1.180% | $2,500 | No Load | Open |
Janus Henderson Global Life Sciences D | JNGLX | Health | 5.23 Bil | 0.12% | 21 | 9 | 14 | 0.800% | $2,500 | No Load | Limited |
Janus Henderson Global Life Sciences T | JAGLX | Health | 5.23 Bil | 0.06% | 23 | 9 | 21 | 0.920% | $2,500 | No Load | Open |
Fidelity Select Biotechnology | FBIOX | Health | 4.92 Bil | 0.41% | 73 | 69 | 79 | 0.720% | — | No Load | Open |
Fidelity Real Estate Income | FRIFX | Real Estate | 4.57 Bil | 4.97% | 45 | 44 | 71 | 0.730% | — | No Load | Open |
T. Rowe Price Global Technology | PRGTX | Technology | 4.40 Bil | — | 76 | 65 | 61 | 0.950% | $2,500 | No Load | Open |
Columbia Global Technology Growth Adv | CTYRX | Technology | 3.09 Bil | — | 14 | 27 | 25 | 0.940% | $2,000 | No Load | Open |
Fidelity Select Retailing | FSRPX | Consumer Cyclical | 3.08 Bil | 0.29% | 28 | 26 | 9 | 0.720% | — | No Load | Open |
TIAA-CREF Real Estate Sec Retail | TCREX | Real Estate | 2.89 Bil | 2.53% | 84 | 32 | 14 | 0.770% | $2,500 | No Load | Open |
TIAA-CREF Real Estate Sec Premier | TRRPX | Real Estate | 2.89 Bil | 2.63% | 83 | 28 | 9 | 0.630% | — | No Load | Open |
TIAA-CREF Real Estate Sec Advisor | TIRHX | Real Estate | 2.89 Bil | 2.66% | 82 | 27 | — | 0.600% | — | No Load | Open |
iShares Developed Real Estate Idx Inv A | BARDX | Global Real Estate | 2.69 Bil | 2.78% | 56 | 64 | — | 0.490% | $1,000 | No Load | Open |
VALIC Company I Science & Technology | VCSTX | Technology | 2.66 Bil | — | 47 | 43 | 50 | 0.930% | — | No Load | Open |
Fidelity Real Estate Investment Port | FRESX | Real Estate | 2.60 Bil | 2.28% | 24 | 67 | 43 | 0.720% | — | No Load | Open |
T. Rowe Price New Era | PRNEX | Natural Resources | 2.59 Bil | 2.95% | 28 | 80 | 75 | 0.740% | $2,500 | No Load | Open |
Fidelity Real Estate Index | FSRNX | Real Estate | 2.53 Bil | 2.93% | 64 | 86 | 75 | 0.070% | — | No Load | Open |
Columbia Seligman Global Tech Adv | CCHRX | Technology | 2.19 Bil | — | 22 | 18 | 17 | 1.020% | $2,000 | No Load | Open |
Fidelity Select Energy Portfolio | FSENX | Equity Energy | 2.14 Bil | 1.92% | 6 | 20 | 25 | 0.730% | — | No Load | Open |
Fidelity Select Enterprise Tech Svcs | FBSOX | Technology | 2.07 Bil | < 0.01% | 71 | 83 | 76 | 0.730% | — | No Load | Open |
Baron Real Estate Retail | BREFX | Real Estate | 1.81 Bil | 0.05% | 78 | 1 | 1 | 1.330% | $2,000 | No Load | Open |
Eventide Healthcare & Life Sciences N | ETNHX | Health | 1.64 Bil | — | 81 | 80 | 48 | 1.510% | $1,000 | No Load | Open |
Goldman Sachs MLP Energy Infras P | GMNPX | Energy Limited Partnership | 1.64 Bil | 6.52% | 25 | 56 | — | 2.210% | — | No Load | Open |
Goldman Sachs MLP Energy Infras Inv | GLPIX | Energy Limited Partnership | 1.64 Bil | 6.69% | 26 | 60 | 66 | 2.340% | — | No Load | Open |
Invesco Technology Investor | FTCHX | Technology | 1.59 Bil | — | 52 | 57 | 73 | 1.000% | $1,000 | No Load | Limited |
Fidelity Select Defense & Aerospace | FSDAX | Industrials | 1.57 Bil | 0.61% | 60 | 88 | 62 | 0.750% | — | No Load | Open |
DWS Science and Technology S | KTCSX | Technology | 1.57 Bil | — | 14 | 24 | 42 | 0.710% | $2,500 | No Load | Open |
Fidelity Select Health Care Svcs Port | FSHCX | Health | 1.55 Bil | 0.34% | 31 | 6 | 4 | 0.730% | — | No Load | Open |
Fidelity Select Communication Services | FBMPX | Communications | 1.52 Bil | — | 2 | 4 | 9 | 0.800% | — | No Load | Open |
Fidelity Select Consumer Staples Port | FDFAX | Consumer Defensive | 1.50 Bil | 1.86% | 45 | 53 | 62 | 0.730% | — | 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.