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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
1.360%
79%
62%
41%
Real Estate
0.900%
70%
40%
22%
Global Real Estate
1.190%
27%
41%
32%
Global Real Estate
0.740%
19%
29%
23%
Health
1.050%
81%
68%
60%
Technology
1.230%
70%
59%
47%
Equity Precious Metals
1.090%
73%
33%
37%
Utilities
1.050%
85%
46%
68%
Real Estate
1.510%
Equity Precious Metals
0.660%
94%
55%
48%
Global Real Estate
0.910%
16%
5%
6%
Real Estate
1.150%
84%
53%
48%
Utilities
0.650%
96%
91%
95%
Global Real Estate
1.050%
8%
18%
15%
Natural Resources
0.910%
12%
1%
21%
Technology
1.060%
73%
74%
74%
Health
0.650%
Technology
0.950%
74%
Health
0.850%
11%
Real Estate
1.070%
1%
1%
1%
Real Estate
0.800%
17%
2%
Technology
0.950%
Technology
1.940%
100%
92%
93%
Technology
1.030%
16%
28%
62%
Equity Energy
0.910%
84%
42%
36%
Infrastructure
0.950%
Natural Resources
0.870%
29%
28%
66%
Real Estate
0.750%
37%
15%
8%
Infrastructure
1.000%
57%
54%
96%
Global Real Estate
0.950%
49%
69%
38%
Infrastructure
1.000%
Global Real Estate
0.950%
Natural Resources
1.240%
89%
74%
48%
Energy Limited Partnership
1.430%
40%
48%
Equity Energy
0.910%
76%
7%
Energy Limited Partnership
1.210%
58%
95%
82%
Infrastructure
1.180%
69%
95%
Infrastructure
0.950%
23%
5%
Infrastructure
0.860%
57%
22%
13%
Global Real Estate
0.900%
28%
22%
13%
Real Estate
0.750%
28%
5%
4%
Global Real Estate
1.000%
92%
77%
75%
Energy Limited Partnership
0.900%
59%
55%
Real Estate
0.880%
31%
6%
6%
Real Estate
1.000%
28%
23%
30%
Technology
1.180%
11%
16%
17%
Real Estate
1.120%
76%
61%
34%
Infrastructure
1.330%
Global Real Estate
0.220%
11%
12%
10%
Global Real Estate
0.270%
66%
83%
82%
Real Estate
0.180%
53%
23%
19%
Communications
1.530%
86%
73%
52%
Health
1.040%
49%
38%
53%
Infrastructure
1.040%
62%
31%
68%
Global Real Estate
0.950%
43%
25%
18%
Real Estate
0.610%
76%
33%
20%
Technology
0.880%
50%
34%
53%
Financial
0.950%
35%
45%
40%
Real Estate
0.950%
69%
73%
58%
Equity Energy
1.240%
56%
78%
67%
Global Real Estate
1.300%
17%
41%
Health
0.960%
66%
55%
35%
Natural Resources
1.330%
43%
94%
85%
Technology
1.920%
68%
56%
88%
Real Estate
1.200%
41%
35%
43%
Real Estate
0.650%
54%
Real Estate
1.010%
100%
91%
87%
Energy Limited Partnership
1.250%
93%
8%
7%
Energy Limited Partnership
1.400%
16%
13%
38%
Global Real Estate
1.360%
21%
26%
15%
Infrastructure
0.900%
Real Estate
0.650%
48%
76%
80%
Equity Precious Metals
1.400%
49%
65%
Consumer Cyclical
0.750%
68%
49%
37%
Equity Energy
1.310%
46%
41%
31%
Financial
0.760%
21%
24%
32%
Global Real Estate
0.950%
33%
23%
Industrials
0.750%
68%
73%
81%
Real Estate
0.860%
94%
82%
84%
Technology
0.710%
15%
14%
12%
Utilities
0.760%
10%
20%
2%
Natural Resources
0.950%
Industrials
0.790%
54%
60%
62%
Natural Resources
0.920%
34%
26%
60%
Infrastructure
0.950%

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