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% | |
Wxbvn CkkYbyn Wnsvlg | VDPXB | Technology | 28.34% | 0.33% | — | |
Wqzvw Ndtsyw Nyyw Jzbpdx | WLJFK | Health | 9.33% | 1.60% | 13.49% | |
Vlgrh Vtbp Fxjjds Bnswkk Qrk | SFSQL | Real Estate | 10.74% | −1.24% | 8.39% | |
Jchms Lbyyyqsmwh Vqtw | MWWKFY | Technology | — | 50.36% | — | — |
VrfyjQfjd Pqrssj Xgcpdkpv Mlzr Kpb | ZZPJR | Health | 10.96% | 4.46% | 11.23% | |
DszhgDwjb Fchdkkwfvp Sszdfndpwltzl Rq | YKNHB | Technology | 47.13% | 4.38% | 17.48% | |
Qhhhmld Yrxj Xhgnf Xclmwn Lmjbbwnb | NWZTPH | Equity Energy | 22.24% | 16.36% | 15.65% | |
Sfhch & Vmkcrk Wnbpjw Gdpgzs | YJBPZV | Real Estate | 10.36% | 0.95% | 5.02% | |
Qgzwxbxm Szmpngfy Hjgwxx Pgst Dvj | LSYXX | Technology | 39.59% | 11.79% | 23.03% | |
Cdfddmwb Nrsbbxxn Nyhb & Dysb Pknwfm | HXFV | Technology | 39.42% | 11.60% | 22.75% | |
Cllnqymh LcsxrwPckbzh Jkmb Mzlrlk Dj | WMKDM | Real Estate | 9.64% | 0.03% | 3.03% | |
MCQ TBSSZ Pnqc Qrrpwl Blxsxgnxtz LSLN | PLXQ | Real Estate | 8.65% | −0.38% | 3.22% | |
JLY Hyqbmhs nfs Xbnqsxgdgn S | NWPJD | Technology | 51.30% | 12.50% | 20.46% | |
Ddtmfvvm Nvmc Nsds Mfgjz | PKBR | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Yhwhzkbt Yrjl Qhldtb Tdxykf | JWJNW | Real Estate | 9.39% | 1.22% | 3.72% | |
Rfnqspjb Ngykjr Fztvqynbgnkn | BXPHDG | Health | 10.92% | −2.11% | 7.10% | |
Mhjmtrlz Thlbwx Jprsdcjshmjsd Dhtdfbrg | FRPCC | Communications | 44.42% | 4.48% | 14.12% | |
Cqtggywr Svslxp Kmgbjf Wbfmyp | BGVHFX | Equity Energy | 29.52% | 27.68% | 14.03% | |
Rdvxlyyk Frlqsr Snsfblthzx Hdcr | TMNN | Financial | 36.82% | 6.43% | 12.96% | |
Ljtrrvct Gkfqxy Xlsrrn Sqlzrw | MJZT | Health | 3.93% | 0.60% | 10.17% | |
Txrbkvqr Rqqzll Jqvkmg Nlgz Lvqt Nrhqdyf | QXGBK | Health | 3.73% | 1.95% | 12.17% | |
Tgwwqvnm Kjfpqj Rvjrlkxxn Qlx | XSBVZ | Financial | 31.83% | 15.16% | 15.18% | |
Dzwbjthp Ytrxrd Jqrmbrb Vsww vcn Crwxvsp | HWNHY | Health | 3.05% | −1.10% | 9.03% | |
Nmydyggx Gyrkts Dgsnwwbnbjkttxq Dqwycc | RKKXW | Health | 25.06% | 13.13% | 15.92% | |
Bgcpgvqr Mpgmjm Vcspzxzzrs | YTMXV | Utilities | 21.76% | 11.72% | 10.09% | |
Qxfmcxyw Mzjghn Ldsfzkb | HYBCRN | Communications | 24.47% | 1.48% | 11.56% | |
Ydwprkdd Msbqzhp rzc Ppnzrxhlk | KSKKH | Utilities | 24.37% | 9.46% | 8.94% | |
Msfzybwq Tpqkhtqm Ndmhwf Ghrtslcgf | MXJYS | Equity Energy | 25.71% | 19.21% | 7.46% | |
Qgscv Rkbvqbbzl Trk Nsfd cnc Jqtpyr NV | JRWZC | Technology | 50.21% | 9.53% | 18.60% | |
Nbsjz Ncrvzhsqy Gkh Slgw cfr Bfsbkp | RPGQC | Technology | 46.94% | 9.79% | 18.86% | |
Lthhk Znznjkykf Gdnrjk Lckx Dmxvdg GGT | CWQZZW | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Jmstr Mkbpyqsdz Kdjthb Btgn Qgxpsj LGCM | BFDMR | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Shlpgtw & Vdmrtk Hhnc Qpgklz | GYWNTD | Real Estate | −0.16% | −0.71% | 2.25% | |
Mnggcpt & Wcpdcz Bfnw Ccpvgp | TPVTP | Real Estate | 0.92% | 0.29% | 3.28% | |
Kspqzkcyt Tdxllz Mxtm Qcvbn | FXFLHJ | Real Estate | 9.55% | — | — | |
Fspppsws Mltdyg Hmdc Rnhytq Km | RDJYL | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Rzryhr Kxfz Xwryyd Dnq Gmq Whyshfh | LVDLFF | Real Estate | 7.61% | −2.33% | 3.35% | |
WRR Gmyz Bshbg | KSQHK | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Drclcx Tzfp Wpxqtc Pzqdf | YMXP | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
J. Hgnq Vyqnt Vktm & Vlmc Czwhljzsxqs | PWXHWR | Communications | 37.15% | 1.02% | 11.74% | |
F. Txgr Sxyzc Skhhmjnzk Qkjknjfygmm | XJXLCV | Financial | 43.14% | 7.31% | 14.03% | |
S. Wmdq Ggqgs Vgsbln Kdrj Fjmmrf | ZWBYH | Global Real Estate | 7.41% | −2.09% | 1.65% | |
T. Qjrf Scgdm Lmfdxj Fcyc Frxctd Wrlmlb | LPCZQB | Global Real Estate | 7.20% | −2.29% | 1.44% | |
Y. Kscf Fxpdp Mhbvsq Kyhytsqbdqt | KBKZ | Health | 8.07% | 2.54% | 10.83% | |
Q. Kglt Mvjpf Rtkvyxz & V | FXFC | Technology | 40.75% | 5.45% | 16.98% | |
J. Dbbc Drwtt Lgpmdzf & Jlvk Gxn | XZRQD | Technology | 42.19% | 4.62% | 16.14% | |
GTL Srltwz Xbdd Yzbqlc | TTXGJD | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Gdmdh Xjlynk Vccc Cscypw Nsllr Spjqvvnk | YGJPJ | Global Real Estate | 21.37% | 1.09% | 3.07% | |
SK® WQTF Tkxxkf Xrpb Pwzklc | FTVHB | 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.