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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
50
37
14
Real Estate
0.910
20
16
14
Global Real Estate
1.130
43
38
28
Global Real Estate
0.700
37
28
19
Infrastructure
1.000
30
3
42
Global Real Estate
1.380
88
67
100
Technology
1.220
16
25
30
Natural Resources
0.940
11
38
9
Equity Precious Metals
0.690
58
61
49
Global Real Estate
0.910
12
19
Global Real Estate
0.010
7
17
Real Estate
1.160
53
62
40
Global Real Estate
1.050
26
29
27
Natural Resources
0.980
66
70
51
Technology
1.200
48
54
69
Technology
0.950
Health
0.850
Real Estate
1.080
1
2
1
Real Estate
0.800
3
Technology
1.950
2
8
4
Equity Energy
0.910
17
15
46
Natural Resources
1.000
82
77
61
Infrastructure
1.100
76
85
Global Real Estate
0.950
89
85
Natural Resources
1.240
19
42
25
Miscellaneous Sector
1.370
Energy Limited Partnership
1.430
67
40
Equity Energy
0.940
1
1
Energy Limited Partnership
1.210
89
91
71
Infrastructure
1.140
Global Real Estate
0.900
21
23
26
Global Real Estate
1.000
18
12
45
Energy Limited Partnership
0.900
57
32
Real Estate
0.890
11
15
18
Real Estate
1.010
45
56
53
Energy Limited Partnership
1.250
1
Global Real Estate
0.240
35
33
13
Global Real Estate
0.270
68
61
66
Communications
1.670
39
39
37
Infrastructure
1.080
66
89
24
Global Real Estate
0.950
25
30
27
Technology
0.930
54
65
72
Financial
0.940
62
65
65
Real Estate
0.980
71
44
57
Health
1.020
71
28
44
Real Estate
0.640
Energy Limited Partnership
1.260
4
8
1
Energy Limited Partnership
1.420
65
55
Real Estate
1.000
79
84
64
Infrastructure
1.000
Equity Precious Metals
1.500
38
12
Energy Limited Partnership
1.250
19
Consumer Cyclical
0.790
25
17
33
Equity Energy
1.400
54
50
38
Global Real Estate
1.160
30
Natural Resources
1.000
Communications
0.000
Financial
0.000
Real Estate
0.000
70
Natural Resources
0.950
52
42
61
Infrastructure
1.000

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