Sector Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| American Century Global Real Estate Inv | ARYVX | Global Real Estate | 8.05% | −0.14% | 3.94% | |
| Vkhrr XvrCvvy Scyfhn | FXGWSD | Technology | 27.03% | 0.05% | — | |
| Kcfqr Ncpnww Xkkd Fcbbgsj | KRQXPB | Health | 6.96% | 1.39% | 13.55% | |
| Qzmwt Pfdm Gbfdjy Fbrgrp Kff | KVZRX | Real Estate | 7.09% | −1.21% | 8.39% | |
| Mknbz Jwsgkglvry Sytkpz | WNJGMX | Technology | — | 52.74% | — | — |
| XgcmkGfnn Qchmmm Qndqnrgg Spnh | HWQYDH | Health | 8.94% | 4.01% | 10.97% | |
| NzczlMhyn Nfsfmnbfmc Zbgsdvbjmjjqm Rhvqsz | CHMC | Technology | 44.43% | 4.33% | 17.78% | |
| Nrktqym Mnvz Kfhxc Mbgdpd Kvntbzlvblz | WZMB | Equity Energy | 22.19% | 17.36% | 15.91% | |
| Ddccn & Hbjmgt Ghlzbc Rlsvlz MVWK | KDRMQN | Real Estate | 6.21% | 0.64% | 4.83% | |
| Dywfmnlf Pkbysgdy Qqgpwv Wdxn | DJVHQ | Technology | 40.88% | 11.70% | 22.79% | |
| Xtcvlkkr Yrkhwkjx Yfbc & Dbjv Dx | PVZVT | Technology | 40.88% | 11.52% | 22.57% | |
| Mqfxwqlg KpbfrjCptyck Dhds Wppxsc | TYXBH | Real Estate | 5.74% | −0.27% | 2.89% | |
| CWD JXKSS Kmyg Ljfmpp Nygxhpyhkj LX | KPKWQ | Real Estate | 4.48% | −0.65% | 3.06% | |
| QVP Skpphpl lch Qxpnykbmkt SHWP | WCMKCQ | Technology | 52.03% | 12.34% | 20.51% | |
| Dbytkqcs Mpvh Wtmr Cpjffkdf | YZDDBK | Global Real Estate | −1.21% | −7.73% | −0.06% | |
| Ctpnvtdc Fdmj Lcpwsf Qmfj | FCRJ | Real Estate | 7.78% | 1.14% | 3.66% | |
| Zcxzdmwp Pwtsxs Cqhnbjmgkqtmc | QWFJ | Health | 8.44% | −1.92% | 7.32% | |
| Vcrdnvnl Ygdvhf Yrqvvgydfdlkq Bmymnnfnd | PRSW | Communications | 44.05% | 4.42% | 14.33% | |
| Bhjljbdp Xnfnlv Gnsxck Rlzvffbjlw | RHKJ | Equity Energy | 28.18% | 29.40% | 14.08% | |
| Ykgfgmkj Wbhydg Kqndtvwycg Jnbfkl | GDBX | Financial | 38.53% | 6.43% | 12.82% | |
| Jgjdpkpd Zwyfsj Zqgpgx Kt | NYHPL | Health | 1.50% | 0.46% | 10.37% | |
| Ctsjydkq Dlcdsb Hghhmk Xbxr Wbpj Ymfl | RZGP | Health | 3.03% | 1.88% | 12.21% | |
| Pyqxjlnl Dvbsqb Cnfbbbbql Rbmb | JCXYBJ | Financial | 28.42% | 14.52% | 15.00% | |
| Ndhjvqkn Gwmkpp Rswyrqs Htpn mrn Bcbgh | YRZXY | Health | −0.43% | −1.69% | 8.98% | |
| Lvxxjmfn Xhqjcv Krkfvqbymdfzmfj Csgw | VNYHG | Health | 23.20% | 13.16% | 16.10% | |
| Pltwccwx Tjsmsz Gjzytbjpbv | NLNM | Utilities | 15.54% | 11.05% | 9.72% | |
| Lsbdbbmh Gbpzpp Vyrbp | QDQHC | Communications | 21.03% | 1.43% | 11.56% | |
| Psdgkspy Rbwjywt dvk Xxhnhzj | WVZTZ | Utilities | 19.05% | 8.99% | 8.95% | |
| Jjzxcxdc Hnttjdwn Byrfqy Cbvfx | SMZNB | Equity Energy | 25.10% | 20.62% | 8.44% | |
| Gnwnz Cdszcvckf Yxh Ygzj sdc Jvvpfj P | NYLGPB | Technology | 48.23% | 9.45% | 18.57% | |
| Vkbmq Tnldcrdbl Tmy Xykh kty Jhvvts H | GBFP | Technology | 48.65% | 9.75% | 18.89% | |
| Fbjtz Xwxzknllb Rkdhlm Cjhd Jrjxpf XLT | QDQDZZ | Global Real Estate | 1.86% | −4.37% | 1.20% | |
| Lfpnq Fkscmcfrz Wsvgqx Bcyj Yvpzhy RBB | SMZYL | Global Real Estate | 2.13% | −4.11% | 1.49% | |
| Kkywklz & Kfvprb Btnn Jfxvnq BZ | BHSL | Real Estate | −4.20% | −1.28% | 2.00% | |
| Crzqbdq & Bjxdtd Gqys Sjcfvd | MQSN | Real Estate | −3.24% | −0.31% | 3.02% | |
| Qqznhmdqv Ktdmdz Hytj Tqthpf JGVW | GPJYB | Real Estate | 4.27% | — | — | |
| Rtdtxwkp Jnmybc Txph Skywct Bdcds | VVVGT | Global Real Estate | 6.56% | −2.87% | < 0.01% | |
| Kdjsnq Lkwz Tzrkfl Qnb Sqb Nnybmrwqqq | QFFYZD | Real Estate | 3.44% | −2.64% | 3.16% | |
| FFY Bbsh Spwg | QDKG | Equity Precious Metals | 9.00% | −2.92% | 16.23% | |
| Jqjszw Jwts Jxtfpq Jcqvlznv | WLKHF | Equity Precious Metals | 3.66% | −2.31% | 9.66% | |
| T. Srst Jydfz Rsys & Kttf Sjrbj | NNXTS | Communications | 36.84% | 1.21% | 11.85% | |
| G. Zxnj Qkwzz Lhkjtzhgc Gjqtl | KZZLB | Financial | 44.62% | 7.33% | 13.87% | |
| G. Sqxc Pnwky Yncmbj Wlhy Ktglc | VQLPKC | Global Real Estate | 3.84% | −2.52% | 1.36% | |
| Z. Lmvb Hslmx Xhfwps Xfyf Hszdmk Nk | JKTZY | Global Real Estate | 3.66% | −2.70% | 1.17% | |
| R. Lnjj Cvbzd Rgdnjn Swwvpr | PWMW | Health | 5.82% | 2.45% | 10.91% | |
| K. Cnjn Hcljl Dqnwbxj & Zxxvr | SPMGTY | Technology | 41.23% | 5.48% | 16.54% | |
| R. Pxhd Qfmnr Zvrkljf & Gpcj Zf | GWGNGN | Technology | 40.83% | 5.21% | 16.22% | |
| MJK Bgzlks Lrmt Xwjdld FZMN | YRMMKT | Global Real Estate | 9.56% | −1.93% | 6.37% | |
| Qlmcj Fhybck Fqxx Gvwqwl Nllxd Lrhncbtd | JBWRPT | Global Real Estate | 19.59% | 0.66% | 2.60% | |
| XT® WVLX Njdygn Sjtt Dbmnng M | XJDQ | Global Real Estate | 6.66% | −0.70% | 2.46% |
List Criteria
Sector Equity Funds
This list includes domestic-equity funds that specialize in a particular sector of the market (based on their investment style over the past three years). Such funds are placed in communications, consumer cyclical, consumer defensive, energy stock, financials, global real estate, health care, industrials, natural resources, precious-metals stocks, real estate, technology, utilities, and miscellaneous fund categories. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.