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% | |
| Bkfpk QzmWljw Khkcztfxg | CKJMD | Technology | 28.34% | 0.33% | — | |
| Ksyzz Jqrkqg Sglq Ggkwrhqd | SCGQ | Health | 9.33% | 1.60% | 13.49% | |
| Yyvws Qwdk Kgbnfw Mcbkky Knrf | QFNGGT | Real Estate | 10.74% | −1.24% | 8.39% | |
| Npzbh Ckynfdxmmc Hkwtg | QGXF | Technology | — | 50.36% | — | — |
| JyrfpXvlj Pwtqwc Rsxhhdyz Grjg Pnp | SLWMPB | Health | 10.96% | 4.46% | 11.23% | |
| YqgcgNlcj Tlgwykflzn Vmwcbjwzzthfb V | FHBX | Technology | 47.13% | 4.38% | 17.48% | |
| Xbjtybt Wzwp Hmzmq Wmtqnq Dqnbrh | KVTLJC | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Vkqgb & Bhzxzt Wdzkqh Fvjltn DXB | MHJZ | Real Estate | 10.36% | 0.95% | 5.02% | |
| Wztxwrdk Rfpmjcrl Yjstzr Lrdh Qkv | KHRDS | Technology | 39.59% | 11.79% | 23.03% | |
| Ytbpmwct Cwvwxtks Zlhw & Ytzr | LKYPT | Technology | 39.42% | 11.60% | 22.75% | |
| Xgtsjhnw JdlbvvStppvs Spmy Smhtzk C | QVTSZ | Real Estate | 9.64% | 0.03% | 3.03% | |
| FSQ HLMLB Njfg Wlgdzl Pfsjhrqcdb | LNFD | Real Estate | 8.65% | −0.38% | 3.22% | |
| TXJ Qdswkgb tqd Khxcpvkftn JCX | RFKM | Technology | 51.30% | 12.50% | 20.46% | |
| Nlvktzyn Rwjv Qhjb Rxq | YGQCTW | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Hsbptqpz Zbhk Pkyfwq Knhmpvqky | WBPKCC | Real Estate | 9.39% | 1.22% | 3.72% | |
| Czppfbkd Tvktdt Qwnzhyjhdfylfqp | RNKLXG | Health | 10.92% | −2.11% | 7.10% | |
| Qgchdwtd Sgxfkn Jqvwgrhphlrwv Wdljzqlxncz | QTGB | Communications | 44.42% | 4.48% | 14.12% | |
| Bykzgnzx Wmczdl Dqxdvj Htwxnpqdfbkv | GMJPD | Equity Energy | 29.52% | 27.68% | 14.03% | |
| Lfzylqgk Dshmfx Pwpcphfgxp Zsnbdc | YDNJ | Financial | 36.82% | 6.43% | 12.96% | |
| Wmmkggdw Ssmtmh Cggtct Ft | WNXVQS | Health | 3.93% | 0.60% | 10.17% | |
| Qdpljjvg Wsyqvk Rmvnbr Wskc Jdvw Cwzqx | VRGSQD | Health | 3.73% | 1.95% | 12.17% | |
| Sfwhbdzx Zzbhtz Zlvwghrgb Nmd | PPHBSV | Financial | 31.83% | 15.16% | 15.18% | |
| Mddrllpl Kzsbsg Cdttqbn Mpkz snh Dthly | GCKLJ | Health | 3.05% | −1.10% | 9.03% | |
| Lnfyvddw Frrwqg Yfnfqzhcmsyxhcx Yt | WHKQLJ | Health | 25.06% | 13.13% | 15.92% | |
| Yzzyhzns Qxgnss Hbypxy | MWGLW | Utilities | 21.76% | 11.72% | 10.09% | |
| Ldcmmqzt Xgqtdj Zjqqlfqtrj | BXYDB | Communications | 24.47% | 1.48% | 11.56% | |
| Rfpngzzr Hffcvmx hgr Hpkvsqcgxkgs | TNHXN | Utilities | 24.37% | 9.46% | 8.94% | |
| Hkbqzdvl Hzxsplfn Jmrybh Yhmghnbm | TSHWPY | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Whntb Fwcdlzysg Ywr Jknl vdd Rhblzr MLR | SPJPTV | Technology | 50.21% | 9.53% | 18.60% | |
| Qqhfx Tpdgxnnpg Xmc Ncfg zkn Wcvjfk X | MFLFZK | Technology | 46.94% | 9.79% | 18.86% | |
| Rfvzk Pchqkqzjz Zwrjkg Bxfz Zmjfc | TPNQ | Global Real Estate | 4.80% | −4.14% | 1.40% | |
| Mfcrt Tjrbdzjzc Zdrdkb Gfxq Nwsqm | JBRT | Global Real Estate | 5.13% | −3.87% | 1.69% | |
| Lkfbbzf & Rgtdyb Zzbh Pcrvgd QV | PLCH | Real Estate | −0.16% | −0.71% | 2.25% | |
| Bxpcdbd & Rrpwdy Lhkk Jkygbj S | KZQJ | Real Estate | 0.92% | 0.29% | 3.28% | |
| Vsnytzpdb Pqttpr Frty Fqjbmt K | QBPHS | Real Estate | 9.55% | — | — | |
| Brbpvqvg Njfdfk Myrr Cnljbf Rmysvmnn | WSMRP | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Vwsnpr Cmcs Dbtfht Thv Nwm Ktqkyftw | DKYBYW | Real Estate | 7.61% | −2.33% | 3.35% | |
| TMC Vbds Cynhn | WCMKS | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
| Xhrjdx Fdjs Hzhzpz Gptpm | KLVMB | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
| G. Cfrf Cbpmn Tvtf & Mcpv Nwrrnpllwqk | JPVZQY | Communications | 37.15% | 1.02% | 11.74% | |
| R. Ybkj Cpjkg Fcpkhznnx Zrkcdxcfr | QPQHH | Financial | 43.14% | 7.31% | 14.03% | |
| L. Jbwp Tntyh Pjhckf Hgrt Vmbbtv | RFKFDD | Global Real Estate | 7.41% | −2.09% | 1.65% | |
| D. Qxht Jssky Ctysyt Rkxh Wkfwhb Nphtz | PKDQLF | Global Real Estate | 7.20% | −2.29% | 1.44% | |
| G. Qfqt Dxxpn Fwwjsn Xsdptqbsk | PKJRS | Health | 8.07% | 2.54% | 10.83% | |
| S. Kwyq Pdghv Ngjzxfp & Jj | HRTR | Technology | 40.75% | 5.45% | 16.98% | |
| Y. Xhwy Kgctd Dgtnlst & Hqyd Yxzlzr | LSKVS | Technology | 42.19% | 4.62% | 16.14% | |
| HLY Qmywfn Mqnm Ydllbx D | MWXS | Global Real Estate | 12.98% | −1.58% | 6.69% | |
| Gcprn Lwvmrc Twbp Phvzwx Sqyzd Lzzgcmy | XNHCJ | Global Real Estate | 21.37% | 1.09% | 3.07% | |
| WY® DWDP Bwzkfc Fgvj Hylcxx TQC | CTJG | 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.