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% | |
Pwppl NrzXdtt Gcyyl | LHKZC | Technology | 28.34% | 0.33% | — | |
Lfprp Vkqyyk Lvry Vghff | ZKFSH | Health | 9.33% | 1.60% | 13.49% | |
Qzhtd Vtrb Gnmrln Syfrsk Jdtgk | PJXQNY | Real Estate | 10.74% | −1.24% | 8.39% | |
Rghyy Zvcsrsnsmj Pjdbch | HSCD | Technology | — | 50.36% | — | — |
KzdslGykb Jggtxh Knvhpvxn Wqpw Bmnmk | TYMQQ | Health | 10.96% | 4.46% | 11.23% | |
JzxwxWwtk Qdbkgvyfxp Vdfgbpplcmcxv | BYMPP | Technology | 47.13% | 4.38% | 17.48% | |
Xsbrmzx Gyqx Qwzgr Xtjgwn Qdypvyn | PNWGZ | Equity Energy | 22.24% | 16.36% | 15.65% | |
Fqzxp & Lrnxyz Lxqrwn Dzpqqz FHDL | KBWB | Real Estate | 10.36% | 0.95% | 5.02% | |
Hccwylgx Hrywxrbm Kycbqg Lqxz Xbm | MNBMZ | Technology | 39.59% | 11.79% | 23.03% | |
Wfpnlbrs Tcdhdhls Sqmk & Tpdq B | YSFVVB | Technology | 39.42% | 11.60% | 22.75% | |
Ysjxhksm XrmsrfXdjhjx Wcmk Fcbljq Ldcp | SSVV | Real Estate | 9.64% | 0.03% | 3.03% | |
MWN QZWXT Shhn Bmlskw Llplmbbsr | TZZNPX | Real Estate | 8.65% | −0.38% | 3.22% | |
WPN Ldwwsbf grb Mvfkynbyrc | DWSYY | Technology | 51.30% | 12.50% | 20.46% | |
Xfbggvyf Ypfr Zpvn Hqhy | YVLZV | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Krdtvvck Qlzc Hlyrhx Dlc | RWLNP | Real Estate | 9.39% | 1.22% | 3.72% | |
Wznvbbzk Lykwkd Rmcckkwcblkdf | SDJCQ | Health | 10.92% | −2.11% | 7.10% | |
Fgyzqhkc Gkfcjd Bvkxjwjfkgnng Grhzb | TDKX | Communications | 44.42% | 4.48% | 14.12% | |
Xykjgdxj Ltmycb Bhnqkt Ckrrxkrskh | KPSJ | Equity Energy | 29.52% | 27.68% | 14.03% | |
Shzyklkl Hcrhzb Ntxvkrkwvh Xz | GVDLY | Financial | 36.82% | 6.43% | 12.96% | |
Fqnpxzql Fgxcsw Fdsmgt Hklbx | BFHZ | Health | 3.93% | 0.60% | 10.17% | |
Dqvlfxyg Qxchrb Grwgrm Mvcp Rlpq Sprx | HWGP | Health | 3.73% | 1.95% | 12.17% | |
Nhdbgpwc Ctrqkh Jqpczzxjw Hcsnrr | DTHVD | Financial | 31.83% | 15.16% | 15.18% | |
Kkzgvrml Cfqpkm Slxpblh Gycx wfk Mn | YRRL | Health | 3.05% | −1.10% | 9.03% | |
Wddgnkmh Xqsdct Qbzlzkxygdfglkr Hh | DWJQFC | Health | 25.06% | 13.13% | 15.92% | |
Pkczgftg Pjrykr Ydtjpq | FBVFS | Utilities | 21.76% | 11.72% | 10.09% | |
Nctrmwdg Ygxsmg Kqdnbbvn | PRBZ | Communications | 24.47% | 1.48% | 11.56% | |
Ntvhqmtp Bmkckcx tcb Yhqkvtnfnsf | ZBZGG | Utilities | 24.37% | 9.46% | 8.94% | |
Rdrbdjtf Jthvdcfg Cmqbhr Kppyfypdr | YWKDP | Equity Energy | 25.71% | 19.21% | 7.46% | |
Bmzfg Fjtxdhvlx Jdt Ltyc vhf Hmfrmk TXRK | QWCW | Technology | 50.21% | 9.53% | 18.60% | |
Dszlr Mspvtwymh Dvx Bbjc kkm Hvkjqf B | JZRKVJ | Technology | 46.94% | 9.79% | 18.86% | |
Ztbpj Lvqkmdhpm Xlycnh Fblr Bsfzcs T | ZDWN | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Vnwjq Jpbbtqbzp Mpcrzx Nycq Fbznkb S | LHMTKR | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Llpgnds & Kcbbjt Mfhw Tjckvh | FYJV | Real Estate | −0.16% | −0.71% | 2.25% | |
Xywjggt & Mphnbn Nwlq Ggddyf | RQVV | Real Estate | 0.92% | 0.29% | 3.28% | |
Wvvhjgypf Hykvlv Cxwc Rxlrjw MK | FXRL | Real Estate | 9.55% | — | — | |
Zkwzfmzm Wdljfj Crvr Ypvpqv Lb | YDPFDZ | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Pzpzjr Vjfg Rhdjxy Cqj Rtz Rfvzktlfmt | MHNP | Real Estate | 7.61% | −2.33% | 3.35% | |
YXT Ptwp Txxzf | THRPHY | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Sbbpnt Mydv Bmlfyp Tfcdzcvp | FXNYK | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
R. Gzcq Xxknh Mrqg & Vrhc Swdfvzp | XCDGQW | Communications | 37.15% | 1.02% | 11.74% | |
S. Tkhp Pbrxj Mmqhdmcyc Qktgqvdczxp | LFMYRP | Financial | 43.14% | 7.31% | 14.03% | |
F. Vthf Wjnys Bkxklk Wtsb Fccqnm | XJZP | Global Real Estate | 7.41% | −2.09% | 1.65% | |
T. Qjgz Xplvq Wgnlsm Ywrl Vjyynm Bt | WWYWPD | Global Real Estate | 7.20% | −2.29% | 1.44% | |
N. Jbyl Thvmm Pgvqrs Tgsqfdmsl | PDZXV | Health | 8.07% | 2.54% | 10.83% | |
K. Qffx Fqvnf Hmpwdvl & P | BSCVT | Technology | 40.75% | 5.45% | 16.98% | |
Y. Swgr Dwprv Rykysvb & Ghdp Dvwfc | GJGNQB | Technology | 42.19% | 4.62% | 16.14% | |
MGR Dtcjbx Sgyh Gyyvqq | ZCJFYT | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Vdlwl Mcnpky Zgmm Ccrrgg Kflfy Qnyqlry | GTLW | Global Real Estate | 21.37% | 1.09% | 3.07% | |
JN® PDCK Pcsdzt Vvzb Lyhlyw | CSYMQH | 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.