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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
61
53
34
Real Estate
0.910
23
28
17
Global Real Estate
1.130
51
45
34
Global Real Estate
0.700
45
31
25
Infrastructure
1.000
55
23
53
Global Real Estate
1.380
77
55
100
Technology
1.220
9
21
33
Natural Resources
0.940
7
29
9
Equity Precious Metals
0.680
31
41
43
Global Real Estate
0.910
10
15
Global Real Estate
0.010
6
8
Real Estate
1.160
33
46
33
Global Real Estate
1.050
39
39
29
Natural Resources
0.980
71
71
50
Technology
1.200
29
52
65
Technology
0.950
Health
0.850
Real Estate
1.080
1
2
1
Real Estate
0.800
Technology
1.950
2
4
4
Equity Energy
0.910
19
17
47
Natural Resources
1.000
73
77
62
Infrastructure
1.100
76
81
Global Real Estate
0.950
89
87
Natural Resources
1.240
19
39
24
Miscellaneous Sector
1.370
Energy Limited Partnership
1.430
64
49
Equity Energy
0.930
4
12
Energy Limited Partnership
1.210
85
86
Infrastructure
1.140
Infrastructure
1.010
10
Global Real Estate
0.900
22
22
26
Global Real Estate
1.000
16
16
49
Energy Limited Partnership
0.900
42
29
Real Estate
0.890
10
13
12
Real Estate
1.010
45
45
55
Energy Limited Partnership
1.250
Global Real Estate
0.240
36
29
12
Global Real Estate
0.270
76
85
73
Communications
1.670
39
46
41
Infrastructure
1.080
50
72
24
Global Real Estate
0.950
30
29
27
Technology
0.930
33
56
68
Financial
0.940
60
60
60
Real Estate
0.980
67
50
76
Health
1.020
51
17
36
Real Estate
0.640
Energy Limited Partnership
1.260
2
4
1
Energy Limited Partnership
1.420
61
56
Real Estate
1.000
78
78
72
Infrastructure
1.000
Energy Limited Partnership
0.760
Equity Precious Metals
1.500
66
21
Energy Limited Partnership
1.250
19
Consumer Cyclical
0.800
24
28
33
Equity Energy
1.400
47
43
35
Global Real Estate
1.160
25
Natural Resources
1.000
Communications
0.000
Financial
0.000
Real Estate
0.000
60
Natural Resources
0.920
50
60
64

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