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 | 4.19% | 81 | 57 | 54 | 0.260% | $3,000 | No Load | Limited |
| Vanguard Health Care Inv | VGHCX | Health | 47.43 Bil | 0.81% | 6 | 17 | 47 | 0.340% | $3,000 | No Load | Open |
| Fidelity Select Semiconductors | FSELX | Technology | 16.76 Bil | 0.08% | 1 | 1 | 1 | 0.650% | — | No Load | Open |
| T. Rowe Price Health Sciences | PRHSX | Health | 14.66 Bil | — | 44 | 25 | 7 | 0.800% | $2,500 | No Load | Open |
| Fidelity Select Technology | FSPTX | Technology | 13.80 Bil | — | 18 | 11 | 20 | 0.640% | — | No Load | Open |
| Columbia Seligman Tech & Info Adv | SCIOX | Technology | 12.12 Bil | — | 20 | 16 | 16 | 0.950% | $2,000 | No Load | Open |
| Fidelity Select Software & IT Svcs Port | FSCSX | Technology | 11.01 Bil | — | 37 | 39 | 42 | 0.640% | — | No Load | Open |
| T. Rowe Price Science & Tech Adv | PASTX | Technology | 8.85 Bil | — | 55 | 49 | 52 | 1.080% | $2,500 | No Load | Open |
| Lazard Global Listed Infrastructure Open | GLFOX | Infrastructure | 8.76 Bil | 2.85% | 7 | 7 | 3 | 1.220% | $2,500 | No Load | Open |
| T. Rowe Price Science & Tech | PRSCX | Technology | 8.66 Bil | — | 55 | 47 | 49 | 0.840% | $2,500 | No Load | Open |
| BlackRock Health Sciences Opps Svc | SHISX | Health | 8.19 Bil | 0.19% | 29 | 22 | 9 | 1.140% | $5,000 | No Load | Open |
| T. Rowe Price Comm & Tech Investor | PRMTX | Communications | 8.13 Bil | 0.17% | 40 | 21 | 1 | 0.770% | $2,500 | No Load | Open |
| Fidelity Select Health Care | FSPHX | Health | 7.42 Bil | — | 56 | 28 | 34 | 0.650% | — | No Load | Open |
| Cohen & Steers Real Estate Securities F | CREFX | Real Estate | 7.28 Bil | 3.26% | 30 | 14 | — | 0.750% | — | No Load | Limited |
| Janus Henderson Glb Tech and Innovt D | JNGTX | Technology | 6.64 Bil | — | 31 | 31 | 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 | — | 31 | 31 | 31 | 0.920% | $2,500 | No Load | Open |
| Vanguard Energy Inv | VGENX | Equity Energy | 5.74 Bil | 3.73% | 78 | 76 | 47 | 0.460% | $3,000 | No Load | Open |
| Cohen & Steers Realty Shares L | CSRSX | Real Estate | 5.56 Bil | 3.24% | 27 | 13 | 9 | 0.880% | $10,000 | No Load | Open |
| Fidelity Select Medical Tech and Devcs | FSMEX | Health | 5.53 Bil | — | 65 | 50 | 2 | 0.650% | — | No Load | Open |
| Janus Henderson Global Life Sciences S | JFNSX | Health | 5.37 Bil | — | 12 | 10 | 14 | 1.180% | $2,500 | No Load | Open |
| Janus Henderson Global Life Sciences D | JNGLX | Health | 5.37 Bil | 0.12% | 10 | 6 | 9 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Global Life Sciences T | JAGLX | Health | 5.37 Bil | 0.07% | 12 | 7 | 11 | 0.920% | $2,500 | No Load | Open |
| BlackRock Technology Opportunities Svc | BSTSX | Technology | 5.01 Bil | — | 61 | 33 | 26 | 1.170% | $5,000 | No Load | Open |
| Fidelity Real Estate Income | FRIFX | Real Estate | 4.49 Bil | 4.95% | 3 | 22 | 57 | 0.730% | — | No Load | Open |
| Fidelity Select Biotechnology | FBIOX | Health | 4.33 Bil | 0.81% | 69 | 66 | 69 | 0.660% | — | No Load | Open |
| T. Rowe Price Global Technology | PRGTX | Technology | 4.16 Bil | — | 81 | 70 | 58 | 0.950% | $2,500 | No Load | Open |
| Columbia Global Technology Growth Adv | CTYRX | Technology | 3.02 Bil | — | 15 | 23 | 19 | 0.940% | $2,000 | No Load | Open |
| Fidelity Select Retailing | FSRPX | Consumer Cyclical | 2.88 Bil | 0.30% | 57 | 35 | 9 | 0.720% | — | No Load | Open |
| Nuveen Real Estate Sec Sel Retail | TCREX | Real Estate | 2.73 Bil | 2.84% | 91 | 45 | 17 | 0.770% | $2,500 | No Load | Open |
| Nuveen Real Estate Sec Sel Premier | TRRPX | Real Estate | 2.73 Bil | 2.96% | 90 | 42 | 15 | 0.630% | — | No Load | Open |
| Nuveen Real Estate Sec Sel Advisor | TIRHX | Real Estate | 2.71 Bil | 2.99% | 89 | 41 | — | 0.600% | — | No Load | Open |
| iShares Developed Real Estate Idx Inv A | BARDX | Global Real Estate | 2.68 Bil | 3.16% | 55 | 62 | — | 0.490% | $1,000 | No Load | Open |
| T. Rowe Price New Era | PRNEX | Natural Resources | 2.62 Bil | 2.74% | 32 | 82 | 73 | 0.750% | $2,500 | No Load | Open |
| VALIC Company I Science & Technology | VCSTX | Technology | 2.56 Bil | — | 48 | 44 | 46 | 0.930% | — | No Load | Open |
| Fidelity Select Energy Portfolio | FSENX | Equity Energy | 2.40 Bil | 1.84% | 10 | 22 | 22 | 0.730% | — | No Load | Open |
| Fidelity Real Estate Index | FSRNX | Real Estate | 2.38 Bil | 3.13% | 75 | 87 | 79 | 0.070% | — | No Load | Open |
| Fidelity Real Estate Investment Port | FRESX | Real Estate | 2.34 Bil | 2.44% | 56 | 70 | 52 | 0.720% | — | No Load | Open |
| Columbia Seligman Global Tech Adv | CCHRX | Technology | 2.18 Bil | — | 19 | 14 | 11 | 1.020% | $2,000 | No Load | Open |
| Fidelity Select Enterprise Tech Svcs | FBSOX | Technology | 1.81 Bil | < 0.01% | 77 | 90 | 85 | 0.730% | — | No Load | Open |
| Baron Real Estate Retail | BREFX | Real Estate | 1.71 Bil | 0.06% | 56 | 1 | 1 | 1.310% | $2,000 | No Load | Open |
| Fidelity Select Defense & Aerospace | FSDAX | Industrials | 1.59 Bil | 0.57% | 45 | 75 | 53 | 0.680% | — | No Load | Open |
| Goldman Sachs MLP Energy Infras Inv | GLPIX | Energy Limited Partnership | 1.58 Bil | 6.39% | 24 | 68 | 70 | 2.190% | — | No Load | Open |
| Goldman Sachs MLP Energy Infras P | GMNPX | Energy Limited Partnership | 1.58 Bil | 6.23% | 23 | 63 | — | 2.070% | — | No Load | Open |
| Invesco Technology Investor | FTCHX | Technology | 1.56 Bil | — | 57 | 56 | 73 | 1.000% | $1,000 | No Load | Limited |
| Eventide Healthcare & Life Sciences N | ETNHX | Health | 1.55 Bil | — | 81 | 79 | 10 | 1.510% | $1,000 | No Load | Open |
| DWS Science and Technology S | KTCSX | Technology | 1.53 Bil | — | 17 | 26 | 40 | 0.710% | $2,500 | No Load | Open |
| Gabelli Utilities AAA | GABUX | Utilities | 1.49 Bil | 12.31% | 88 | 92 | 99 | 1.430% | $1,000 | No Load | Open |
| Fidelity Select Communication Services | FBMPX | Communications | 1.47 Bil | — | 2 | 4 | 10 | 0.800% | — | No Load | Open |
| Fidelity Select Health Care Svcs Port | FSHCX | Health | 1.41 Bil | 0.37% | 44 | 7 | 5 | 0.680% | — | 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.