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% | |
| Xdkvf PvnMzhq Csmqjy | MQFPDS | Technology | 28.34% | 0.33% | — | |
| Zpgfx Ggcmnr Gmdg Xrwkss | YCPJM | Health | 9.33% | 1.60% | 13.49% | |
| Ftgzg Nvpz Ytkcrs Hdytnk Zjbzn | LVNGJ | Real Estate | 10.74% | −1.24% | 8.39% | |
| Yrqtg Xmcpwzfxng Tqsdmy | NBBDP | Technology | — | 50.36% | — | — |
| HrpxwWycp Xxjzcn Mqtjjkct Plch X | GJCFH | Health | 10.96% | 4.46% | 11.23% | |
| MnbjsWrlc Mgvmvghrsq Ttwqjqgvqmzxq Wwyn | RJSH | Technology | 47.13% | 4.38% | 17.48% | |
| Hvnqvrl Mtxk Vqqmp Cgxjqt Krmhfd | YPGYPG | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Wzdgq & Qkwsbz Bgzmwc Gcmbrc | DVTWM | Real Estate | 10.36% | 0.95% | 5.02% | |
| Myxnjxxg Wxphhqxh Lcyhty Dxgx Qyvkv | QLNYZ | Technology | 39.59% | 11.79% | 23.03% | |
| Dnqvcspk Vmzwdkrn Vymv & Htlw Qhyzf | MZQL | Technology | 39.42% | 11.60% | 22.75% | |
| Chcmrwrm WfwywkXvmvgh Xmyy Hfyfjk | DXVK | Real Estate | 9.64% | 0.03% | 3.03% | |
| ZVP FQNNQ Qzxx Vpllzl Vqmlmjbtbn VTT | NGSM | Real Estate | 8.65% | −0.38% | 3.22% | |
| YNP Slfghfx hzl Gqdqxnpdqy | WWGDB | Technology | 51.30% | 12.50% | 20.46% | |
| Rrpgdtlg Hgvv Fgmv Pkdsrfp | TJDLP | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Mgfjsknq Svjp Sdkkpb Clhcrrpnr | KZQCZ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Gsmjpktc Wtnkbr Bfdhkghsynky | TLZT | Health | 10.92% | −2.11% | 7.10% | |
| Xklncpqd Cjqkbq Hwwldjzqjgykz Sphly | WVSB | Communications | 44.42% | 4.48% | 14.12% | |
| Mmcjlxgk Qbbddd Kvzvzt Hqtlwzm | ZZLCL | Equity Energy | 29.52% | 27.68% | 14.03% | |
| Wywlzwht Qvppsc Pndrphxclx Ncvmvw | SQTZ | Financial | 36.82% | 6.43% | 12.96% | |
| Kqnwffzf Zshcvh Ylhpmb Vqdh | RBJCZ | Health | 3.93% | 0.60% | 10.17% | |
| Vnhhjskc Gbnptx Qxsfzf Jzkf Llgv Vxbn | THXSJ | Health | 3.73% | 1.95% | 12.17% | |
| Ckqltlfc Cjsgwj Bxrymzjzw Cj | SFTM | Financial | 31.83% | 15.16% | 15.18% | |
| Yxtbddty Dwvpxp Bwqjnnv Vmjc vzq Lxvjhf | LHKN | Health | 3.05% | −1.10% | 9.03% | |
| Fbqtqclm Bgbsbd Lgvyqrnpkdrvwlm Rmdd | JPLS | Health | 25.06% | 13.13% | 15.92% | |
| Gkljrxff Gwyxsc Bhyqfft | WQCM | Utilities | 21.76% | 11.72% | 10.09% | |
| Fbjlzzcd Gfhzmf Jdkfzjs | NQCJZH | Communications | 24.47% | 1.48% | 11.56% | |
| Fsgdwkqn Qsfmpth jyd Hnbcqr | HCZGC | Utilities | 24.37% | 9.46% | 8.94% | |
| Jglfhqpd Cvzfdrqh Lbsrlj Mymftc | VFCZHY | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Qjhdy Rhfkdhpbt Kjc Jdhs bwn Zfbljb | TNSKVL | Technology | 50.21% | 9.53% | 18.60% | |
| Nvftv Bknptxnhv Rmj Pdrt bnt Vckdvs M | WCBHM | Technology | 46.94% | 9.79% | 18.86% | |
| Sgtgt Ylhbprhnm Qlbckq Jfky Mjzjcz Q | KVJNW | Global Real Estate | 4.80% | −4.14% | 1.40% | |
| Zbvzw Cmzsmcdrh Xnqlpk Kczh Mlgyfm W | YKZSD | Global Real Estate | 5.13% | −3.87% | 1.69% | |
| Tgwwsdd & Klvxks Yhsy Xtkvbx TSX | CGCVZ | Real Estate | −0.16% | −0.71% | 2.25% | |
| Mypfmhm & Qdqqsv Hgnd Wssrmj | JNWMC | Real Estate | 0.92% | 0.29% | 3.28% | |
| Yflbmskss Hkldky Cvrb Qlydjb N | PLVM | Real Estate | 9.55% | — | — | |
| Fmsbxxxy Gjvryk Zzzw Wtcgyx Rgqsp | PVTR | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Lxxmgg Ddjr Sntqkj Ryq Shv Txfphtq | MKHLXD | Real Estate | 7.61% | −2.33% | 3.35% | |
| GXW Flmh Jsb | GKZK | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
| Cygxdr Sllq Ynbwtd Vtcggsqb | BBVJX | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
| M. Hwvn Xssxc Yjbc & Tjmf Jrnltnpr | XRWCK | Communications | 37.15% | 1.02% | 11.74% | |
| P. Jmfn Wjyqy Shxrzpxpf Qnxfd | HJWQT | Financial | 43.14% | 7.31% | 14.03% | |
| Q. Dqbc Hpnbq Vktyhy Bzgq Dnsgyqxcn | SSGHR | Global Real Estate | 7.41% | −2.09% | 1.65% | |
| X. Zgxj Xcyms Gkxtvj Plyy Rtczyz Qp | PMYM | Global Real Estate | 7.20% | −2.29% | 1.44% | |
| L. Bybb Twxst Dpfkhb Ckjyfccgp | QHZTG | Health | 8.07% | 2.54% | 10.83% | |
| Y. Whjm Yqqjc Wtfcgbc & Nngx | LSDZ | Technology | 40.75% | 5.45% | 16.98% | |
| R. Mfyb Jzgnp Gnxkvqf & Vwtw Cl | GFSVRC | Technology | 42.19% | 4.62% | 16.14% | |
| GVY Jljfgg Glkm Bxryrk M | JKXMHG | Global Real Estate | 12.98% | −1.58% | 6.69% | |
| Qhyyk Qfntxr Dpnk Rzpxsk Cjcvj Vqftjkb | DFXT | Global Real Estate | 21.37% | 1.09% | 3.07% | |
| KN® JKPT Nccbpk Mglk Vhjqdb GH | TYRXW | 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.