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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
54
29
22
AAM/Phocas Real Estate Fund
Real Estate
0.910
22
29
25
AB Global Real Estate Investment Fund
Global Real Estate
1.130
42
41
25
AB Global Real Estate Investment Fund II
Global Real Estate
0.700
40
36
19
AMG Managers CenterSquare Real Estate Fd
Real Estate
1.100
33
37
28
Aberdeen Global Infrastructure Fund
Infrastructure
1.000
47
43
35
Aberdeen International Rl Estt Eq Fd
Global Real Estate
1.380
59
74
100
Aberdeen Realty Income & Growth Fund
Real Estate
1.030
56
44
30
Alger Health Sciences Fund
Health
1.120
14
12
46
AllianzGI Health Sciences Fund
Health
1.470
51
52
72
AllianzGI Technology Fund
Technology
1.210
12
37
26
AllianzGI Water Fund
Natural Resources
0.940
1
1
2
AlphaCentric Energy Income Fund
Equity Energy
1.490
—
—
—
AlphaCentric LifeSci Healthcare Fund
Health
1.480
—
—
—
Altegris/AACA Opportunistic Real Estt Fd
Real Estate
1.540
1
1
—
American Beacon ARK Transfmt Innov Fd
Technology
1.010
2
—
—
American Century Global Gold Fund
Equity Precious Metals
0.680
11
34
42
American Century Global Real Estate Fund
Global Real Estate
0.910
7
15
—
American Century NT Global Real Estt Fd
Global Real Estate
0.010
5
12
—
American Century Real Estate Fund
Real Estate
1.160
41
49
42
American Century Utilities Fund
Utilities
0.670
91
82
87
BNY Mellon Global Real Estate Scs
Global Real Estate
1.050
33
33
27
BNY Mellon Natural Resources Fund
Natural Resources
0.980
54
63
47
BNY Mellon Technology Growth Fd
Technology
1.200
50
62
66
Baron FinTech Fund
Technology
0.950
—
—
—
Baron Health Care Fund
Health
0.850
—
—
—
Baron Real Estate Fund
Real Estate
1.080
2
4
1
Baron Real Estate Income Fund
Real Estate
0.800
—
—
—
Berkshire Focus Fund
Technology
1.950
4
13
4
Black Oak Emerging Technology Fund
Technology
1.180
87
90
91
BlackRock Energy Opportunities Fund
Equity Energy
0.910
18
16
45
BlackRock Health Sciences Opps Port
Health
1.130
22
16
39
BlackRock Natural Resources Trust Fund
Natural Resources
0.900
44
70
55
BlackRock Real Estate Securities Fund
Real Estate
0.760
28
26
—
BlackRock Technology Opportunities Fund
Technology
0.930
4
2
8
Brookfield Global Listed Infras Fd
Infrastructure
1.100
88
97
—
Brookfield Global Listed Real Est Fund
Global Real Estate
0.950
90
85
—
Brookfield US Listed Real Estate Fund
Real Estate
0.950
77
84
—
Calvert Global Water Fund
Natural Resources
1.240
16
24
18
Cannabis Growth Fund
Miscellaneous Sector
1.370
—
—
—
Catalyst MLP & Infrastructure Fund
Energy Limited Partnership
1.430
63
74
—
Cavanal Hill World Energy Fund
Equity Energy
0.930
4
7
—
Center Coast Brookfield Energy Infras Fd
Energy Limited Partnership
1.250
—
—
—
Center Coast Brookfield Midstream Foc Fd
Energy Limited Partnership
1.210
91
59
—
Centre Global Infrastructure Fund
Infrastructure
1.140
—
—
—
ClearBridge Global Infrastructure Inc Fd
Infrastructure
1.010
32
—
—
Cohen & Steers Global Infrastructure Fd
Infrastructure
0.940
19
21
53
Cohen & Steers Global Realty Shares
Global Real Estate
0.900
32
21
26
Cohen & Steers Instl Realty Shares
Real Estate
0.750
10
10
9
Cohen & Steers International Realty Fund
Global Real Estate
1.000
16
26
46
Cohen & Steers MLP & Energy Opp Fd
Energy Limited Partnership
0.900
43
33
—
Cohen & Steers Real Estate Securities Fd
Real Estate
1.120
16
10
5
Cohen & Steers Realty Shares Fund
Real Estate
0.890
13
13
14
Columbia Global Energy & Natural Res Fd
Natural Resources
1.090
77
73
59
Columbia Global Infrastructure Fund
Infrastructure
0.880
53
71
37
Columbia Global Technology Growth Fund
Technology
0.990
31
21
11
Columbia Real Estate Equity Fund
Real Estate
1.010
43
41
57
Columbia Seligman Comms & Info Fd
Technology
1.240
70
64
63
Columbia Seligman Global Technology Fund
Technology
1.320
68
62
64
Commonwealth Real Estate Securities Fund
Real Estate
2.630
72
81
94
Cushing® NextGen Infrastructure Fund
Energy Limited Partnership
1.250
—
—
—
DFA Global Real Estate Securities Port
Global Real Estate
0.240
27
18
8
DFA International Real Estate Securities
Global Real Estate
0.270
85
90
67
DFA Real Estate Securities Portfolio
Real Estate
0.180
18
16
12
DWS Communications Fund
Communications
1.670
38
48
43
DWS Health and Wellness Fund
Health
1.070
60
57
66
DWS RREEF Global Infrastructure Fund
Infrastructure
1.080
48
61
19
DWS RREEF Global Real Estate Secs Fd
Global Real Estate
0.950
31
28
25
DWS RREEF MLP & Energy Infras Fund
Energy Limited Partnership
0.600
47
34
—
DWS RREEF Real Estate Securities Fund
Real Estate
0.630
27
19
26
DWS Science and Technology Fund
Technology
0.930
35
53
67
Davis Financial Fund
Financial
0.940
60
55
55
Davis Real Estate Fund
Real Estate
0.980
55
50
76
Delaware Global Real Estate Opps Fund
Global Real Estate
1.150
86
64
38
Delaware Healthcare Fund
Health
1.030
15
12
32
DoubleLine Colony Rl Estt Inc Fd
Real Estate
0.660
—
—
—
Dunham Real Estate Stock Fund
Real Estate
1.420
3
5
7
EIP Growth and Income Fund (NEW)
Energy Limited Partnership
1.260
2
4
1
Eagle MLP Strategy Fund
Energy Limited Partnership
1.420
58
80
—
Eaton Vance Real Estate Fund
Real Estate
1.010
73
72
71
Eaton Vance Worldwide Health Sciences Fd
Health
1.090
43
60
74
Emerald Banking and Finance Fund
Financial
1.420
77
63
44
Emerald Select trueLiberty Income Fund
Energy Limited Partnership
0.800
—
—
—
EuroPac Gold Fund
Equity Precious Metals
1.500
54
20
—
Eventide Exponential Technologies Fund
Technology
1.430
—
—
—
Eventide Healthcare & Life Sciences Fund
Health
1.290
1
8
—
FS Energy Total Return Fund
Energy Limited Partnership
1.250
20
—
—
Fidelity Advisor® Biotechnology Fund
Health
0.760
21
74
3
Fidelity Advisor® Communications EquipFd
Technology
1.120
97
97
96
Fidelity Advisor® Consumer Disctnry Fd
Consumer Cyclical
0.800
25
25
28
Fidelity Advisor® Energy Fund
Equity Energy
1.370
46
35
33
Fidelity Advisor® Financial Services Fd
Financial
0.800
35
45
57
Fidelity Advisor® Global Real Estate Fd
Global Real Estate
1.150
21
—
—
Fidelity Advisor® Health Care Fund
Health
0.760
14
19
11
Fidelity Advisor® Industrials Fund
Industrials
0.780
59
75
54
Fidelity Advisor® Real Estate Fund
Real Estate
0.810
64
65
59
Fidelity Advisor® Semiconductors Fund
Technology
0.830
43
26
15
Fidelity Advisor® Technology Fund
Technology
0.760
22
13
18
Fidelity Advisor® Utilities Fund
Utilities
0.810
17
51
30
Fidelity® Agricultural Productivity Fund
Natural Resources
1.000
—
—
—

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