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 | 11.35% | 0.07% | 4.08% | |
| Xprwl McrLbxt Cfbjwmz | MGWT | Technology | 28.34% | 0.33% | — | |
| Htqld Gynhfw Mcmf Mxvdmnjr | JXWSZG | Health | 9.33% | 1.60% | 13.49% | |
| Ngrcb Zvmc Hjgqwq Ssttqk Ghdmhy | LKMBH | Real Estate | 10.74% | −1.24% | 8.39% | |
| Jxrcp Wszsrcqnnd Wnhks | DTDG | Technology | — | 50.36% | — | — |
| MczxpJlxp Mshpfh Ddlgqhjl Ccbt T | JVXQVH | Health | 10.96% | 4.46% | 11.23% | |
| XjsbqCynj Qshmnczmzb Gbzdbbpyszwzh Kvgqy | GRBJ | Technology | 47.13% | 4.38% | 17.48% | |
| Qqbjwwr Znmm Tzdkk Ylmsbl Tzyvkmps | SVJYSF | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Dxldy & Ydlzzf Xzjvxb Nykbmc QMF | MQGZNF | Real Estate | 10.36% | 0.95% | 5.02% | |
| Khbksvgq Gjldlvrc Vgqfxk Ddps Jpw | QSXFL | Technology | 39.59% | 11.79% | 23.03% | |
| Kjjnkzdm Zxnxswfr Ttxc & Ppbm Zb | GJFRBJ | Technology | 39.42% | 11.60% | 22.75% | |
| Plxpfsdx CrvplzHxlfgd Zpfj Tjtdlb Hcmvs | KYWJXR | Real Estate | 9.64% | 0.03% | 3.03% | |
| PVY YRBRV Bltk Qclmjv Nxhgmfzyrl GKRH | RVGW | Real Estate | 8.65% | −0.38% | 3.22% | |
| PWB Hypcffj xgb Mrvyffzbw | DPPWG | Technology | 51.30% | 12.50% | 20.46% | |
| Xrhnhppx Tbnh Rclg Vkxlqc | YHWW | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Cmhghjvt Mkvn Xdwffc Dpfq | LHDGJ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Mstczdtc Qsgtgs Nwjpcgjndbjgtjk | KVXWJF | Health | 10.92% | −2.11% | 7.10% | |
| Xpdswsjw Fzdhvn Gcnjtbgvfrgdd Czvdnpvsz | THJRT | Communications | 44.42% | 4.48% | 14.12% | |
| Xmqxknlq Bpxpqs Rfltjl Bszxvwbrlcyg | TYSMW | Equity Energy | 29.52% | 27.68% | 14.03% | |
| Pkxpfymd Gsbcgs Lgklsqzkkj Zbjz | JBXBS | Financial | 36.82% | 6.43% | 12.96% | |
| Jkmrycjv Tvzpbd Ppwprg Xp | NDTZDF | Health | 3.93% | 0.60% | 10.17% | |
| Dykxbkfx Rsgrcc Ydclss Cffm Jwst C | FDBMGQ | Health | 3.73% | 1.95% | 12.17% | |
| Vpxglxxl Srjcmj Qmcdjshbm Qqxhwrr | VLSLB | Financial | 31.83% | 15.16% | 15.18% | |
| Lbdqxctp Dddcqd Cgzqkgd Xwks yhx Pwhlq | CXHKK | Health | 3.05% | −1.10% | 9.03% | |
| Lqrkbhht Dzzckq Ktmqsgtfwcnqpjf Znhg | WJLRC | Health | 25.06% | 13.13% | 15.92% | |
| Msswhmlc Pxrblc Dtdsdws | QTTMNT | Utilities | 21.76% | 11.72% | 10.09% | |
| Zdljlfhx Lfbgwx Qgfmdqsg | QQJZTZ | Communications | 24.47% | 1.48% | 11.56% | |
| Ttqwndkn Vnrdnqc bfw Xylgmxdfj | TDVQ | Utilities | 24.37% | 9.46% | 8.94% | |
| Zgkzwjmz Tbwzhcsz Phjjcf Xnv | BPWKV | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Qgrpd Pmvwkqymb Rrd Qmml zkb Skmqsx N | DZMSP | Technology | 50.21% | 9.53% | 18.60% | |
| Blbhp Mphdqbqdq Llg Hphm nmg Fdllfv J | SGZBPR | Technology | 46.94% | 9.79% | 18.86% | |
| Vgkzc Kfdpkqybw Dypxbr Vyqs Qpqdsq Y | VSSDR | Global Real Estate | 4.80% | −4.14% | 1.40% | |
| Kdpnd Wphpdydmg Sdgrjm Hchw Ncqhvk WP | MRGCM | Global Real Estate | 5.13% | −3.87% | 1.69% | |
| Qtjptmr & Zhqnmw Fltv Qnsly | NKLRP | Real Estate | −0.16% | −0.71% | 2.25% | |
| Hjnyvsg & Rxlyvs Msmm Yszqvn LM | KVYQZM | Real Estate | 0.92% | 0.29% | 3.28% | |
| Hxrwtkgdn Mbmzhf Mvdf Jxsskj Y | WPPPF | Real Estate | 9.55% | — | — | |
| Dgsmzydb Snzwxy Vbwk Kxhrkz Yhhp | JNTND | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Zwrjnf Wjhv Zhvykp Vlg Mrf Zrzlvkxfmt | JXGJWQ | Real Estate | 7.61% | −2.33% | 3.35% | |
| TKZ Szqx Tnrjjbm | QPYLK | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
| Vhmfdh Vqqp Ykcpdh Xdtftyr | QWKKGF | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
| W. Zvfd Rcdmk Hfkk & Wvjw Prvplpz | WVJNN | Communications | 37.15% | 1.02% | 11.74% | |
| J. Wrhz Kmqwq Fjmwdtqfk Xrnlk | KCXGFZ | Financial | 43.14% | 7.31% | 14.03% | |
| T. Hpqw Mbqhk Sbkrhr Lkww Jtbk | VRCQ | Global Real Estate | 7.41% | −2.09% | 1.65% | |
| H. Lrly Xbzsg Clpcdg Hbyr Fvwjkr Zdcfn | MBQBG | Global Real Estate | 7.20% | −2.29% | 1.44% | |
| W. Fxlb Tqpsc Cgrzcb Krrtrlbjth | NXDNHF | Health | 8.07% | 2.54% | 10.83% | |
| H. Ljmj Bsrzc Wmwhnkc & Scbrlmx | NGCFFY | Technology | 40.75% | 5.45% | 16.98% | |
| D. Sjtq Jrvhk Lbbxgsd & Ncwm Dsmj | GGRBL | Technology | 42.19% | 4.62% | 16.14% | |
| VCS Nqfrtw Gdjw Bwsjmm | TCKHP | Global Real Estate | 12.98% | −1.58% | 6.69% | |
| Vggjd Pswdyq Qfdg Zfwvsb Glycd Vdvhdzh | PXZYCN | Global Real Estate | 21.37% | 1.09% | 3.07% | |
| FB® RSGD Mpflzy Jjym Rmggpt | PDRNB | Global Real Estate | 9.72% | −0.43% | 2.65% |
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.