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 | 9.62% | 0.10% | 4.13% | |
Ltkdd YkzZqcy Ygzyhcscp | ZQJXMF | Technology | 29.82% | 0.02% | — | |
Rmjsn Mgxtvn Tnqf Fnchl | YSNKMT | Health | 9.72% | 1.65% | 13.35% | |
Qtlbn Xbtm Rjydcw Ngzdxk Qwdthkv | LXKBDY | Real Estate | 11.68% | −1.24% | 8.27% | |
Kgcxf Xwqsdhykxz Njnccls | YCSJ | Technology | — | 55.24% | — | — |
XmsrwGbxt Nrptqf Khzgqnhd Xcxm W | CYXHQ | Health | 10.96% | 4.46% | 11.23% | |
DmdnxZdyf Snrnpklhxz Clrylmnbtbqwl Wfz | MYNYGR | Technology | 47.13% | 4.38% | 17.48% | |
Ttvbsyy Cyyf Qjgrh Gsqthv Mwwjyp | CBNVGJ | Equity Energy | 22.24% | 16.36% | 15.65% | |
Mknrv & Twnrqr Qlyrhf Mrvwwg MTD | XRCXQ | Real Estate | 11.57% | 0.94% | 4.96% | |
Rpvmtmzs Wvwhldwv Qftcpz Dtmc Cxq | DDNL | Technology | 42.56% | 11.74% | 22.74% | |
Grstymxv Kpgrfbqs Vmgd & Nyrb W | GVPR | Technology | 40.88% | 11.52% | 22.57% | |
Txtqgmkd ChndsmMsmjys Ddxm Czxyky Mp | MMMZM | Real Estate | 10.89% | < 0.01% | 2.97% | |
SCW RWGHW Qyzv Rbthkh Plvmrtwvt | PQZZ | Real Estate | 5.36% | −0.84% | 3.16% | |
BYG Dgvhtqj sfg Rzyxnsnfbl | RGFHN | Technology | 55.32% | 12.57% | 20.57% | |
Lgzwxjhg Cwvz Zxnk Crtllf | NRCBQZ | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Qhbltzbt Hlqk Rpghvb Jbtd | BFNJFQ | Real Estate | 7.97% | 0.98% | 3.66% | |
Nwgmjyrc Snydpz Jcsgpyjytjhrn | ZNNJNR | Health | 9.28% | −2.39% | 7.10% | |
Qnnrxkhg Ptcygf Bdmphnxgyjnrm Rjrdm | YFCNY | Communications | 45.11% | 4.20% | 14.08% | |
Rbrpdgxr Gfgjmm Zxbrmm Srwmbxmmghqw | PBLLW | Equity Energy | 30.44% | 27.99% | 13.37% | |
Qxbsqxhf Txfcsd Nbjmbgbzdy Csgfjs | FRGW | Financial | 40.37% | 6.38% | 12.78% | |
Rwwnkwcw Bqylcx Prgdwr Zblnjw | VBBPM | Health | 1.50% | 0.46% | 10.37% | |
Lvwpvpfw Wvfspy Pqbskn Xhrc Gbxc K | TCSCBC | Health | 4.90% | 1.87% | 12.24% | |
Pydmqpyx Tzwgsc Cxbvjcmmc Jqxx | PNCD | Financial | 31.63% | 14.69% | 14.86% | |
Dzjhcmps Tjpdfx Hwdbcqn Llht mpl Qd | VXMP | Health | 3.05% | −1.10% | 9.03% | |
Cvqvskmv Dkwqnv Pcfdrfhtcrjzlkg L | YXTKYR | Health | 25.18% | 13.72% | 16.38% | |
Mzcblxkf Ccybzn Ylyxwnhzhrh | QGKVJ | Utilities | 19.51% | 11.60% | 10.38% | |
Vvggjpxm Vqczyb Hwzbvhsbb | WZRXW | Communications | 24.47% | 1.48% | 11.56% | |
Gxfttxhz Qbndxtc hbd Qyvtllvcsfgr | XWRNKR | Utilities | 24.25% | 9.12% | 9.02% | |
Fvjwhmxp Rwqxldml Khhpsw Ymwpj | MLMPS | Equity Energy | 25.71% | 19.21% | 7.46% | |
Tpgkt Tsfdcrbkw Wcg Jvkm mvb Qyntxn CWHD | MSPS | Technology | 50.21% | 9.53% | 18.60% | |
Kkjzy Llrsmrzgb Tqb Kpjz kzz Ngzdlq CDNB | BLPT | Technology | 49.50% | 9.02% | 18.72% | |
Xdrzq Wwhsqsvvt Zvqtkg Kjlq Jxgqvz G | SSHHV | Global Real Estate | 2.41% | −4.56% | 1.22% | |
Tfgjf Hjzqzyhpq Gtsbsh Zrvw Fgynwk ZHQ | BNPTQ | Global Real Estate | 5.51% | −3.78% | 1.61% | |
Trjczfv & Stvprb Rzwz Qqjdyw | FPRWP | Real Estate | −2.02% | −0.88% | 2.25% | |
Xmgdstw & Nmdjhq Phgy Rqtlbf X | RHRRG | Real Estate | −3.24% | −0.31% | 3.02% | |
Jcftpqsyy Qndzfh Xkjq Rzvdts | TCSDVW | Real Estate | 5.10% | — | — | |
Rrvjsrzt Jpnnpp Yszc Dlfcqc Lz | GNYXR | Global Real Estate | 7.13% | −2.98% | 0.02% | |
Dzkcyp Ykwd Pnyzvc Jgr Cmn Pyqbwqgh | MLMFP | Real Estate | 4.14% | −2.86% | 3.23% | |
CHG Ndyf Gzq | DZYC | Equity Precious Metals | 9.00% | −2.92% | 16.23% | |
Slxrqn Cvpd Pstdmd Tqfyxswpp | ZCLYG | Equity Precious Metals | 7.86% | −2.17% | 10.60% | |
K. Rkwh Thgxm Gzkh & Btcz Yzvkftqy | LLLW | Communications | 38.45% | 0.74% | 11.44% | |
V. Djlt Pxssy Bgypbqrng Wvjxprk | QRGHV | Financial | 46.09% | 7.15% | 13.82% | |
Z. Yjvn Typwg Ldkjtg Xzsz Kxtwkz | HHYYV | Global Real Estate | 5.39% | −2.16% | 1.62% | |
P. Zgzj Rwcyf Mshvlw Sgnl Djbchn Sgj | VKTM | Global Real Estate | 4.23% | −2.84% | 1.23% | |
T. Nlvx Vvxsf Lkzsrp Dlxfscvh | LCQHJ | Health | 7.63% | 2.68% | 11.08% | |
Q. Bkbg Kpbmt Jfhwddc & Bhzmyx | TZGMDB | Technology | 43.13% | 5.55% | 16.62% | |
S. Ldsg Cmfyq Tgzzbmm & Ywxn Hxczsk | VCTKH | Technology | 42.19% | 4.62% | 16.14% | |
PLT Gywhgs Yckr Dppjfk M | JTQT | Global Real Estate | 11.20% | −1.75% | 6.57% | |
Tgxhd Kchgxb Cwpx Qrxhdq Pmzmp Zzlmlnxt | LTJJ | Global Real Estate | 20.36% | 0.42% | 2.62% | |
SB® XNDK Jhgbpb Vfsh Fzqrqt W | TCMDG | Global Real Estate | 7.41% | −0.83% | 2.52% |
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.