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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
61
53
34
AAM/Phocas Real Estate Fund
Real Estate
0.910
23
28
17
AB Global Real Estate Investment Fund
Global Real Estate
1.130
51
45
34
AB Global Real Estate Investment Fund II
Global Real Estate
0.700
45
31
25
AMG Managers CenterSquare Real Estate Fd
Real Estate
1.100
36
47
41
Aberdeen Global Infrastructure Fund
Infrastructure
1.000
55
23
53
Aberdeen International Rl Estt Eq Fd
Global Real Estate
1.380
77
55
100
Aberdeen Realty Income & Growth Fund
Real Estate
1.030
59
33
32
Alger Health Sciences Fund
Health
1.120
8
10
38
AllianzGI Health Sciences Fund
Health
1.470
49
56
69
AllianzGI Technology Fund
Technology
1.220
9
21
33
AllianzGI Water Fund
Natural Resources
0.940
7
29
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
0.680
31
41
43
American Century Global Real Estate Fund
Global Real Estate
0.910
10
15
—
American Century NT Global Real Estt Fd
Global Real Estate
0.010
6
8
—
American Century Real Estate Fund
Real Estate
1.160
33
46
33
American Century Utilities Fund
Utilities
0.670
87
87
85
BNY Mellon Global Real Estate Scs
Global Real Estate
1.050
39
39
29
BNY Mellon Natural Resources Fund
Natural Resources
0.980
71
71
50
BNY Mellon Technology Growth Fd
Technology
1.200
29
52
65
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
—
—
—
Berkshire Focus Fund
Technology
1.950
2
4
4
Black Oak Emerging Technology Fund
Technology
1.180
82
85
91
BlackRock Energy Opportunities Fund
Equity Energy
0.910
19
17
47
BlackRock Health Sciences Opps Port
Health
1.130
15
16
31
BlackRock Natural Resources Trust Fund
Natural Resources
1.000
73
77
62
BlackRock Real Estate Securities Fund
Real Estate
0.760
28
26
—
BlackRock Technology Opportunities Fund
Technology
0.930
2
2
5
Brookfield Global Listed Infras Fd
Infrastructure
1.100
76
81
—
Brookfield Global Listed Real Est Fund
Global Real Estate
0.950
89
87
—
Calvert Global Water Fund
Natural Resources
1.240
19
39
24
Cannabis Growth Fund
Miscellaneous Sector
1.370
—
—
—
Catalyst MLP & Infrastructure Fund
Energy Limited Partnership
1.430
64
49
—
Cavanal Hill World Energy Fund
Equity Energy
0.930
4
12
—
Center Coast Brookfield Midstream Foc Fd
Energy Limited Partnership
1.210
85
86
—
Centre Global Infrastructure Fund
Infrastructure
1.140
—
—
—
ClearBridge Global Infrastructure Inc Fd
Infrastructure
1.010
10
—
—
Cohen & Steers Global Infrastructure Fd
Infrastructure
0.940
7
30
41
Cohen & Steers Global Realty Shares
Global Real Estate
0.900
22
22
26
Cohen & Steers Instl Realty Shares
Real Estate
0.750
9
11
9
Cohen & Steers International Realty Fund
Global Real Estate
1.000
16
16
49
Cohen & Steers MLP & Energy Opp Fd
Energy Limited Partnership
0.900
42
29
—
Cohen & Steers Real Estate Securities Fd
Real Estate
1.120
14
11
4
Cohen & Steers Realty Shares Fund
Real Estate
0.890
10
13
12
Columbia Global Technology Growth Fund
Technology
0.990
35
27
18
Columbia Real Estate Equity Fund
Real Estate
1.010
45
45
55
Columbia Seligman Comms & Info Fd
Technology
1.230
77
67
68
Columbia Seligman Global Technology Fund
Technology
1.320
74
64
68
Commonwealth Real Estate Securities Fund
Real Estate
2.630
69
63
93
Cushing® NextGen Infrastructure Fund
Energy Limited Partnership
1.250
—
—
—
DFA Global Real Estate Securities Port
Global Real Estate
0.240
36
29
12
DFA International Real Estate Securities
Global Real Estate
0.270
76
85
73
DFA Real Estate Securities Portfolio
Real Estate
0.180
20
23
19
DWS Communications Fund
Communications
1.670
39
46
41
DWS Health and Wellness Fund
Health
0.870
54
61
65
DWS RREEF Global Infrastructure Fund
Infrastructure
1.080
50
72
24
DWS RREEF Global Real Estate Secs Fd
Global Real Estate
0.950
30
29
27
DWS RREEF Real Estate Securities Fund
Real Estate
0.630
24
23
24
DWS Science and Technology Fund
Technology
0.930
33
56
68
Davis Financial Fund
Financial
0.940
60
60
60
Davis Real Estate Fund
Real Estate
0.980
67
50
76
Delaware Healthcare Fund
Health
1.020
51
17
36
DoubleLine Colony Rl Estt Inc Fd
Real Estate
0.640
—
—
—
Dunham Real Estate Stock Fund
Real Estate
1.420
3
3
3
EIP Growth and Income Fund (NEW)
Energy Limited Partnership
1.260
2
4
1
Eagle MLP Strategy Fund
Energy Limited Partnership
1.420
61
56
—
Eaton Vance Real Estate Fund
Real Estate
1.000
78
78
72
Eaton Vance Worldwide Health Sciences Fd
Health
1.090
40
64
78
Ecofin Global Renewables Infras Fd
Infrastructure
1.000
—
—
—
Emerald Banking and Finance Fund
Financial
1.480
72
71
20
Emerald Select trueLiberty Income Fund
Energy Limited Partnership
0.760
—
—
—
EuroPac Gold Fund
Equity Precious Metals
1.500
66
21
—
Eventide Exponential Technologies Fund
Technology
1.430
—
—
—
Eventide Healthcare & Life Sciences Fund
Health
1.290
6
6
—
FS Energy Total Return Fund
Energy Limited Partnership
1.250
19
—
—
Fidelity Advisor® Biotechnology Fund
Health
0.750
66
71
10
Fidelity Advisor® Communications EquipFd
Technology
1.150
96
98
96
Fidelity Advisor® Consumer Disctnry Fd
Consumer Cyclical
0.800
24
28
33
Fidelity Advisor® Energy Fund
Equity Energy
1.400
47
43
35
Fidelity Advisor® Financial Services Fd
Financial
0.800
46
43
57
Fidelity Advisor® Global Real Estate Fd
Global Real Estate
1.160
25
—
—
Fidelity Advisor® Health Care Fund
Health
0.740
15
18
19
Fidelity Advisor® Industrials Fund
Industrials
0.780
66
74
65
Fidelity Advisor® Real Estate Fund
Real Estate
0.860
63
67
57
Fidelity Advisor® Semiconductors Fund
Technology
0.810
45
16
8
Fidelity Advisor® Technology Fund
Technology
0.740
18
8
22
Fidelity Advisor® Utilities Fund
Utilities
0.790
52
36
37
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
60
—
—
Fidelity® Global Commodity Stock Fund
Natural Resources
0.920
50
60
64

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