Sector Equity Funds
Equity funds that focus on stocks in a specific sector, such as energy, real estate, or precious metals.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Investor | VGSIX | Real Estate | 64.91 Bil | 3.85% | 80 | 58 | 57 | 0.260% | $3,000 | No Load | Limited |
| Vanguard Health Care Inv | VGHCX | Health | 47.43 Bil | 0.79% | 6 | 22 | 43 | 0.340% | $3,000 | No Load | Open |
| Fidelity Select Semiconductors | FSELX | Technology | 17.07 Bil | 0.07% | 1 | 1 | 1 | 0.650% | — | No Load | Open |
| Fidelity Select Technology | FSPTX | Technology | 14.63 Bil | < 0.01% | 20 | 13 | 20 | 0.640% | — | No Load | Open |
| T. Rowe Price Health Sciences | PRHSX | Health | 14.51 Bil | — | 45 | 29 | 7 | 0.800% | $2,500 | No Load | Open |
| Columbia Seligman Tech & Info Adv | SCIOX | Technology | 12.32 Bil | — | 19 | 15 | 12 | 0.950% | $2,000 | No Load | Open |
| Fidelity Select Software & IT Svcs Port | FSCSX | Technology | 12.07 Bil | — | 33 | 39 | 42 | 0.640% | — | No Load | Open |
| T. Rowe Price Science & Tech Adv | PASTX | Technology | 8.79 Bil | — | 56 | 49 | 54 | 1.080% | $2,500 | No Load | Open |
| T. Rowe Price Science & Tech | PRSCX | Technology | 8.79 Bil | — | 55 | 47 | 50 | 0.840% | $2,500 | No Load | Open |
| Lazard Global Listed Infrastructure Open | GLFOX | Infrastructure | 8.73 Bil | 2.76% | 7 | 7 | 3 | 1.220% | $2,500 | No Load | Open |
| BlackRock Health Sciences Opps Svc | SHISX | Health | 8.19 Bil | 0.18% | 30 | 21 | 10 | 1.140% | $5,000 | No Load | Open |
| T. Rowe Price Comm & Tech Investor | PRMTX | Communications | 8.16 Bil | 0.16% | 39 | 12 | 1 | 0.770% | $2,500 | No Load | Open |
| Fidelity Select Health Care | FSPHX | Health | 7.91 Bil | — | 54 | 31 | 31 | 0.650% | — | No Load | Open |
| Cohen & Steers Real Estate Securities F | CREFX | Real Estate | 7.28 Bil | 3.03% | 29 | 13 | — | 0.750% | — | No Load | Limited |
| Janus Henderson Glb Tech and Innovt D | JNGTX | Technology | 6.64 Bil | — | 29 | 30 | 30 | 0.810% | $2,500 | No Load | Limited |
| Janus Henderson Glb Tech and Innovt S | JATSX | Technology | 6.64 Bil | — | 32 | 31 | 34 | 1.180% | $2,500 | No Load | Open |
| Janus Henderson Glb Tech and Innovt T | JAGTX | Technology | 6.64 Bil | — | 30 | 31 | 32 | 0.920% | $2,500 | No Load | Open |
| Fidelity Select Medical Tech and Devcs | FSMEX | Health | 5.91 Bil | — | 64 | 48 | 2 | 0.650% | — | No Load | Open |
| Vanguard Energy Inv | VGENX | Equity Energy | 5.74 Bil | 3.78% | 81 | 78 | 52 | 0.460% | $3,000 | No Load | Open |
| Cohen & Steers Realty Shares L | CSRSX | Real Estate | 5.56 Bil | 2.99% | 26 | 12 | 7 | 0.880% | $10,000 | No Load | Open |
| Janus Henderson Global Life Sciences S | JFNSX | Health | 5.37 Bil | — | 14 | 11 | 12 | 1.180% | $2,500 | No Load | Open |
| Janus Henderson Global Life Sciences D | JNGLX | Health | 5.37 Bil | 0.12% | 13 | 8 | 10 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Global Life Sciences T | JAGLX | Health | 5.37 Bil | 0.06% | 13 | 9 | 11 | 0.920% | $2,500 | No Load | Open |
| BlackRock Technology Opportunities Svc | BSTSX | Technology | 5.08 Bil | — | 63 | 34 | 26 | 1.170% | $5,000 | No Load | Open |
| Fidelity Select Biotechnology | FBIOX | Health | 4.91 Bil | 0.41% | 68 | 69 | 72 | 0.660% | — | No Load | Open |
| Fidelity Real Estate Income | FRIFX | Real Estate | 4.63 Bil | 4.93% | 5 | 28 | 62 | 0.730% | — | No Load | Open |
| T. Rowe Price Global Technology | PRGTX | Technology | 4.24 Bil | — | 80 | 71 | 60 | 0.950% | $2,500 | No Load | Open |
| Fidelity Select Retailing | FSRPX | Consumer Cyclical | 3.13 Bil | 0.28% | 61 | 42 | 8 | 0.720% | — | No Load | Open |
| Columbia Global Technology Growth Adv | CTYRX | Technology | 3.07 Bil | — | 15 | 23 | 15 | 0.940% | $2,000 | No Load | Open |
| T. Rowe Price New Era | PRNEX | Natural Resources | 2.73 Bil | 2.72% | 27 | 76 | 72 | 0.740% | $2,500 | No Load | Open |
| TIAA-CREF Real Estate Sec Retail | TCREX | Real Estate | 2.72 Bil | 2.58% | 91 | 45 | 19 | 0.770% | $2,500 | No Load | Open |
| TIAA-CREF Real Estate Sec Premier | TRRPX | Real Estate | 2.72 Bil | 2.69% | 90 | 42 | 15 | 0.630% | — | No Load | Open |
| TIAA-CREF Real Estate Sec Advisor | TIRHX | Real Estate | 2.72 Bil | 2.72% | 89 | 41 | — | 0.600% | — | No Load | Open |
| iShares Developed Real Estate Idx Inv A | BARDX | Global Real Estate | 2.64 Bil | 2.68% | 54 | 61 | — | 0.490% | $1,000 | No Load | Open |
| VALIC Company I Science & Technology | VCSTX | Technology | 2.61 Bil | — | 50 | 43 | 47 | 0.930% | — | No Load | Open |
| Fidelity Real Estate Investment Port | FRESX | Real Estate | 2.58 Bil | 2.25% | 53 | 71 | 52 | 0.720% | — | No Load | Open |
| Fidelity Real Estate Index | FSRNX | Real Estate | 2.57 Bil | 2.88% | 75 | 87 | 79 | 0.070% | — | No Load | Open |
| Fidelity Select Energy Portfolio | FSENX | Equity Energy | 2.35 Bil | 1.72% | 6 | 24 | 27 | 0.730% | — | No Load | Open |
| Columbia Seligman Global Tech Adv | CCHRX | Technology | 2.23 Bil | — | 18 | 13 | 11 | 1.020% | $2,000 | No Load | Open |
| Fidelity Select Enterprise Tech Svcs | FBSOX | Technology | 2.00 Bil | < 0.01% | 75 | 87 | 80 | 0.730% | — | No Load | Open |
| Baron Real Estate Retail | BREFX | Real Estate | 1.89 Bil | 0.05% | 58 | 1 | 1 | 1.330% | $2,000 | No Load | Open |
| Fidelity Select Defense & Aerospace | FSDAX | Industrials | 1.61 Bil | 0.59% | 42 | 74 | 55 | 0.680% | — | No Load | Open |
| Goldman Sachs MLP Energy Infras P | GMNPX | Energy Limited Partnership | 1.61 Bil | 6.18% | 24 | 60 | — | 2.070% | — | No Load | Open |
| Goldman Sachs MLP Energy Infras Inv | GLPIX | Energy Limited Partnership | 1.61 Bil | 6.34% | 25 | 67 | 70 | 2.190% | — | No Load | Open |
| Invesco Technology Investor | FTCHX | Technology | 1.57 Bil | — | 57 | 56 | 72 | 1.000% | $1,000 | No Load | Limited |
| Fidelity Select Health Care Svcs Port | FSHCX | Health | 1.55 Bil | 0.34% | 34 | 5 | 4 | 0.680% | — | No Load | Open |
| DWS Science and Technology S | KTCSX | Technology | 1.55 Bil | — | 16 | 25 | 40 | 0.710% | $2,500 | No Load | Open |
| Fidelity Select Communication Services | FBMPX | Communications | 1.53 Bil | — | 2 | 3 | 9 | 0.800% | — | No Load | Open |
| Eventide Healthcare & Life Sciences N | ETNHX | Health | 1.50 Bil | — | 80 | 81 | 21 | 1.510% | $1,000 | No Load | Open |
| Gabelli Utilities AAA | GABUX | Utilities | 1.48 Bil | 12.10% | 88 | 90 | 100 | 1.390% | $1,000 | No Load | Open |
Sector Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.