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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 %
1919 Financial Services Fund
Financial
1.370
50
37
14
AAM/Phocas Real Estate Fund
Real Estate
0.910
20
16
14
AB Global Real Estate Investment Fund
Global Real Estate
1.130
43
38
28
AB Global Real Estate Investment Fund II
Global Real Estate
0.700
37
28
19
AMG Managers CenterSquare Real Estate Fd
Real Estate
1.100
57
58
35
Aberdeen Global Infrastructure Fund
Infrastructure
1.000
30
3
42
Aberdeen International Rl Estt Eq Fd
Global Real Estate
1.380
88
67
100
Aberdeen Realty Income & Growth Fund
Real Estate
1.030
61
43
24
Alger Health Sciences Fund
Health
1.120
20
13
41
AllianzGI Health Sciences Fund
Health
1.470
54
61
69
AllianzGI Technology Fund
Technology
1.220
16
25
30
AllianzGI Water Fund
Natural Resources
0.940
11
38
9
AlphaCentric LifeSci Healthcare Fund
Health
1.480
—
—
—
Altegris/AACA Opportunistic Real Estt Fd
Real Estate
1.540
2
1
—
American Century Global Gold Fund
Equity Precious Metals
0.690
58
61
49
American Century Global Real Estate Fund
Global Real Estate
0.910
12
19
—
American Century NT Global Real Estt Fd
Global Real Estate
0.010
7
17
—
American Century Real Estate Fund
Real Estate
1.160
53
62
40
American Century Utilities Fund
Utilities
0.670
85
91
87
BNY Mellon Global Real Estate Scs
Global Real Estate
1.050
26
29
27
BNY Mellon Natural Resources Fund
Natural Resources
0.980
66
70
51
BNY Mellon Technology Growth Fd
Technology
1.200
48
54
69
Baron FinTech Fund
Technology
0.950
—
—
—
Baron Health Care Fund
Health
0.850
—
—
—
Baron Real Estate Fund
Real Estate
1.080
1
2
1
Baron Real Estate Income Fund
Real Estate
0.800
3
—
—
Berkshire Focus Fund
Technology
1.950
2
8
4
Black Oak Emerging Technology Fund
Technology
1.180
76
78
88
BlackRock Energy Opportunities Fund
Equity Energy
0.910
17
15
46
BlackRock Health Sciences Opps Port
Health
1.130
34
26
35
BlackRock Natural Resources Trust Fund
Natural Resources
1.000
82
77
61
BlackRock Real Estate Securities Fund
Real Estate
0.760
22
24
—
BlackRock Technology Opportunities Fund
Technology
0.930
4
2
4
Brookfield Global Listed Infras Fd
Infrastructure
1.100
76
85
—
Brookfield Global Listed Real Est Fund
Global Real Estate
0.950
89
85
—
Calvert Global Water Fund
Natural Resources
1.240
19
42
25
Cannabis Growth Fund
Miscellaneous Sector
1.370
—
—
—
Catalyst Energy Infrastructure Fund
Energy Limited Partnership
1.430
67
40
—
Cavanal Hill World Energy Fund
Equity Energy
0.940
1
1
—
Center Coast Brookfield Midstream Foc Fd
Energy Limited Partnership
1.210
89
91
71
Centre Global Infrastructure Fund
Infrastructure
1.140
—
—
—
ClearBridge Global Infrastructure Inc Fd
Infrastructure
1.010
3
—
—
Cohen & Steers Global Infrastructure Fd
Infrastructure
0.940
31
22
45
Cohen & Steers Global Realty Shares
Global Real Estate
0.900
21
23
26
Cohen & Steers Instl Realty Shares
Real Estate
0.750
9
10
12
Cohen & Steers International Realty Fund
Global Real Estate
1.000
18
12
45
Cohen & Steers MLP & Energy Opp Fd
Energy Limited Partnership
0.900
57
32
—
Cohen & Steers Real Estate Securities Fd
Real Estate
1.120
13
9
5
Cohen & Steers Realty Shares Fund
Real Estate
0.890
11
15
18
Columbia Global Technology Growth Fund
Technology
0.970
43
33
16
Columbia Real Estate Equity Fund
Real Estate
1.010
45
56
53
Columbia Seligman Comms & Info Fd
Technology
1.230
54
52
56
Columbia Seligman Global Technology Fund
Technology
1.320
53
48
54
Commonwealth Real Estate Securities Fund
Real Estate
2.630
81
42
93
Cushing® NextGen Infrastructure Fund
Energy Limited Partnership
1.250
1
—
—
DFA Global Real Estate Securities Port
Global Real Estate
0.240
35
33
13
DFA International Real Estate Securities
Global Real Estate
0.270
68
61
66
DFA Real Estate Securities Portfolio
Real Estate
0.180
25
27
21
DWS Communications Fund
Communications
1.670
39
39
37
DWS Health and Wellness Fund
Health
0.870
69
67
65
DWS RREEF Global Infrastructure Fund
Infrastructure
1.080
66
89
24
DWS RREEF Global Real Estate Secs Fd
Global Real Estate
0.950
25
30
27
DWS RREEF Real Estate Securities Fund
Real Estate
0.630
20
22
22
DWS Science and Technology Fund
Technology
0.930
54
65
72
Davis Financial Fund
Financial
0.940
62
65
65
Davis Real Estate Fund
Real Estate
0.980
71
44
57
Delaware Healthcare Fund
Health
1.020
71
28
44
DoubleLine Colony Rl Estt Inc Fd
Real Estate
0.640
—
—
—
Dunham Real Estate Stock Fund
Real Estate
1.420
4
3
2
EIP Growth and Income Fund (NEW)
Energy Limited Partnership
1.260
4
8
1
Eagle MLP Strategy Fund
Energy Limited Partnership
1.420
65
55
—
Eaton Vance Real Estate Fund
Real Estate
1.000
79
84
64
Eaton Vance Worldwide Health Sciences Fd
Health
1.230
53
73
73
Ecofin Global Renewables Infras Fd
Infrastructure
1.000
—
—
—
Emerald Banking and Finance Fund
Financial
1.480
54
47
4
EuroPac Gold Fund
Equity Precious Metals
1.500
38
12
—
Eventide Exponential Technologies Fund
Technology
1.430
—
—
—
Eventide Healthcare & Life Sciences Fund
Health
1.310
4
8
—
FS Energy Total Return Fund
Energy Limited Partnership
1.250
19
—
—
Fidelity Advisor® Biotechnology Fund
Health
0.750
35
67
10
Fidelity Advisor® Communications EquipFd
Technology
1.150
99
98
99
Fidelity Advisor® Consumer Disctnry Fd
Consumer Cyclical
0.790
25
17
33
Fidelity Advisor® Energy Fund
Equity Energy
1.400
54
50
38
Fidelity Advisor® Financial Services Fd
Financial
0.800
39
35
60
Fidelity Advisor® Global Real Estate Fd
Global Real Estate
1.160
30
—
—
Fidelity Advisor® Health Care Fund
Health
0.740
25
26
23
Fidelity Advisor® Industrials Fund
Industrials
0.780
66
89
67
Fidelity Advisor® Real Estate Fund
Real Estate
0.860
77
82
70
Fidelity Advisor® Semiconductors Fund
Technology
0.810
51
18
11
Fidelity Advisor® Technology Fund
Technology
0.740
18
12
20
Fidelity Advisor® Utilities Fund
Utilities
0.790
19
8
21
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
70
—
—
Fidelity® Global Commodity Stock Fund
Natural Resources
0.950
52
42
61
Fidelity® Infrastructure Fund
Infrastructure
1.000
—
—
—

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