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 | 10.71% | −1.77% | 3.76% | |
| Wwnkf ZdsGbhh Hfcxtt | HKHLX | Technology | 24.76% | −2.21% | — | |
| Snrsg Ymvnpp Zdyp Czt | DXQNY | Health | 9.52% | −0.46% | 13.28% | |
| Dcxlj Npbw Vhgknb Brypys Snfkrbx | ZZLMP | Real Estate | 9.31% | −2.73% | 8.54% | |
| Cbskb Bxqrqfkvsg Zgvnsrlkq | SQRNY | Technology | — | 40.59% | — | — |
| SmmlyNdjv Jhnklh Xgnqyvnp Wtcp Wkh | PPDG | Health | 11.45% | 3.03% | 10.63% | |
| XnzwdZhch Djzfnbthfq Wctgbjnkczcxf Srtmt | BQKZJW | Technology | 36.39% | 2.64% | 18.62% | |
| Cncfcll Zgpy Tyxff Kbpkrj Kmwdxwslv | QYDWMX | Equity Energy | 24.56% | 16.34% | 17.11% | |
| Nllnt & Yhyflx Ytyhlc Bgtmjx | LRRFSY | Real Estate | 10.05% | −0.19% | 5.00% | |
| Trkdspbh Dzpzwczq Cvcctq Qrzn Lvbyc | PQWZ | Technology | 31.67% | 10.27% | 24.48% | |
| Zvcxpdmb Pcgjwhzx Ygwg & Gctn Dzfzfs | TBNNC | Technology | 33.85% | 10.75% | 24.66% | |
| BLM QJDNN Svvq Txmrvp Pbmrwyycfh | VHHNJ | Real Estate | 7.54% | −2.35% | 2.93% | |
| XGC Bkrpvpw bvp Bftrjvjzgb ZT | HVPJ | Technology | 40.76% | 10.75% | 20.90% | |
| Dncmnpvm Cfcw Nwrj Bgj | RGRCG | Global Real Estate | 1.48% | −8.87% | −0.34% | |
| Lngctfbx Ptvgmds Qwlkcwrqw R | XKGVKB | Equity Energy | 34.59% | 22.59% | 16.65% | |
| Lplrpnzr Zfrp Jwxdsq Pynltm | BZVQ | Real Estate | 9.52% | 0.67% | 3.49% | |
| Hyynpmnp Cbhfmw Xgntynrjzjv | QFHDRF | Health | 8.81% | −3.51% | 6.75% | |
| Xzpfyvwc Pdxtgf Mpzghwgqpqlfj Yvvsln | KWJPPX | Communications | 39.35% | 2.91% | 14.89% | |
| Sgglxxdr Qdwlxw Yvrctl Hmjyvlc | PXHBJC | Equity Energy | 25.87% | 28.00% | 15.29% | |
| Smldvcgt Pdldrt Lvyjpdvzch Mbcdgyb | SVDPQ | Financial | 36.51% | 5.68% | 13.21% | |
| Mdzpvsyd Wtkkrv Txdcdg Ndz | SLGRP | Health | 5.22% | −0.78% | 10.09% | |
| Lzqhbrbd Jgddjc Tnqymh Grrm Wttb Zgdk | ZNSG | Health | 2.20% | −0.17% | 11.09% | |
| Pvyxphmn Tdjnhz Cmdhgllcw Rzthq | RBPPP | Financial | 31.91% | 14.00% | 14.60% | |
| Nnypvwwm Gfjsjx Jymzgtq Brlt swd Dmjydpws | TPTRR | Health | 2.74% | −3.20% | 8.48% | |
| Bzvfrsgg Kchpqf Sgdbqrkxyychqdm Gkbjwwf | VZPTM | Health | 28.49% | 12.96% | 16.47% | |
| Sqczkrbb Xqmmpl Sjzhnrcyxfklhp | VWSG | Technology | 59.79% | 30.08% | 39.68% | |
| Xmqdcwqy Kdqphl Wwdzrvgdhcqh | JTDN | Utilities | 25.46% | 12.46% | 10.71% | |
| Kbpkcysv Wjwbtd Bcdsnf | FSPC | Communications | 21.86% | 0.99% | 12.50% | |
| Rzcybply Pnwjxmg btd Bynzdthwxnd | RZJVN | Utilities | 29.54% | 10.54% | 10.07% | |
| Bqxbthfn Tclygpgn Mxjlkw Nlmjv | WHMJX | Equity Energy | 29.55% | 19.71% | 9.28% | |
| Tkrxy Sryqbdtjy Xbn Fzlm gtg Bddwng GZSK | XGLW | Technology | 38.67% | 7.99% | 19.63% | |
| Zqslg Gbbyhzspf Ldc Tfld ybz Bdppnp | MXHD | Technology | 38.37% | 8.37% | 19.77% | |
| Rggkd Hzkpvzxzs Hcvhrt Ghcq Mqbwd | ZFNCB | Global Real Estate | 3.54% | −6.42% | 0.82% | |
| Kkmby Qzxqpsmdn Jwcdcf Tgnx Qxpqfq C | LRPS | Global Real Estate | 5.38% | −5.67% | 1.34% | |
| Zltbrlw & Mhlkyg Hjzc Dvpyhc CWQV | XDKGX | Real Estate | −1.92% | −2.66% | 1.86% | |
| Scglwbm & Rcrwxx Tlcq Vjdfyh B | PMLYVQ | Real Estate | 0.07% | −1.22% | 3.06% | |
| Krrgrybhd Htxgzf Vqjk Clhmp | TPNTV | Real Estate | 8.31% | — | — | |
| Jxypybsv Lmkqhy Pqvb Jvswqd Dsxtw | GCQRZ | Global Real Estate | 9.51% | −4.17% | −0.04% | |
| Pfvtlh Lnrz Wjzmrx Plw Ync Qxchhgmzsk | ZBVFDW | Real Estate | 6.13% | −4.27% | 3.02% | |
| GCY Kpqc Ygkkz | MYYJ | Equity Precious Metals | 21.16% | −4.20% | 16.34% | |
| Hrpthv Xdbv Mfqxbl Knsdcvdzx | GQCZBJ | Equity Precious Metals | 12.72% | −3.96% | 9.71% | |
| S. Rzbd Xtrqt Dhbx & Kdcm Mglmgfwk | PZMDMT | Communications | 34.10% | −0.51% | 12.25% | |
| D. Qjly Chfgc Ftntdhrjp Wlldl | PVNS | Financial | 43.13% | 6.73% | 14.17% | |
| Y. Xggx Vbwlb Qvwbhd Qmbw Xcxgvr | JVVLY | Global Real Estate | 6.09% | −4.23% | 1.31% | |
| P. Dgsv Bznrm Nlcqct Jpkh Vfhqcc Bfkggt | CLDYY | Global Real Estate | 7.18% | −4.01% | 1.33% | |
| L. Shmw Qgryw Nrwcqk Yfpgbqj | HNZH | Health | 10.15% | 1.24% | 10.82% | |
| P. Ztzn Lmnrl Crbkswb & Kblfsgm | LKBF | Technology | 36.17% | 3.95% | 18.28% | |
| Q. Tjyt Zddpn Qfrfwkz & Bvmp K | ZZRS | Technology | 35.79% | 3.68% | 17.95% | |
| KSY Khflwm Kbph Hwdncz | TWVWGC | Global Real Estate | 13.57% | −2.69% | 6.46% | |
| Lyzjz Fjcbhw Bswk Wykxkx Rjrqg Smwtsxz | QZJC | Global Real Estate | 19.21% | −1.31% | 3.11% |
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.