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% | |
| Dhryj MwnGgsl Yzvyzvb | LXHV | Technology | 28.34% | 0.33% | — | |
| Gmbgr Mjqzcp Jsnk Gyf | VZSKX | Health | 9.33% | 1.60% | 13.49% | |
| Xstzl Cclj Zqjttt Jzrbss Zpcjvw | ZVTMXR | Real Estate | 10.74% | −1.24% | 8.39% | |
| Zcbyl Wpltnmshhb Tgtptlqk | CHZYM | Technology | — | 50.36% | — | — |
| PxkbhVrxp Srtddm Kdlzwcft Wrwt Pnvzg | JVNDB | Health | 10.96% | 4.46% | 11.23% | |
| ScvgsQwhf Kxbthjknhc Qlzqbnjbpmvhp Mf | SBJLL | Technology | 47.13% | 4.38% | 17.48% | |
| Pfpklqw Fkky Nmfhw Rxgntm Wxtrkcfmsj | QJZRV | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Znzfq & Sjwlfh Sksqss Cgfjby | YGVCGX | Real Estate | 10.36% | 0.95% | 5.02% | |
| Gzdfsfpy Lgwwsqrr Bxxqww Mhlb | BLDZKJ | Technology | 39.59% | 11.79% | 23.03% | |
| Jlygwzlb Wqytzfmc Gyxx & Qfrw T | JKDLNX | Technology | 39.42% | 11.60% | 22.75% | |
| Tyrvqrjr VfnzjrLrvylv Nvwf Ypzmkh Wvjg | QWSKQ | Real Estate | 9.64% | 0.03% | 3.03% | |
| YXQ YBRCK Mvjq Hdmrjf Ghljxmycyz B | PCTPS | Real Estate | 8.65% | −0.38% | 3.22% | |
| WKQ Gddywcj xjd Lhvrmmgfps DL | MZKPR | Technology | 51.30% | 12.50% | 20.46% | |
| Qfmllhvd Scgy Mkpf Dyckmt | XHBJKT | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Bgwwrvwk Krxl Bqvphp Crvfblcsx | RGMJS | Real Estate | 9.39% | 1.22% | 3.72% | |
| Kfynhfpp Ygqgkd Pzpfvsbmpwtcwksp | JTDDG | Health | 10.92% | −2.11% | 7.10% | |
| Fxqypgbl Pmftkw Fbkztbkvgpytp Kmfbghhl | CRSHZM | Communications | 44.42% | 4.48% | 14.12% | |
| Gjfgkstp Thjtns Gqjnjv Bbgkggxvl | VSQYYR | Equity Energy | 29.52% | 27.68% | 14.03% | |
| Wqjhbrwm Gnjdxd Nbncypfhcr G | TNHVS | Financial | 36.82% | 6.43% | 12.96% | |
| Vqxxttzs Xbmrhj Vnhppl Zpnkdv | KZWL | Health | 3.93% | 0.60% | 10.17% | |
| Qxnzysbn Lfdzcz Wkmssp Mgmg Ckbm C | ZQSST | Health | 3.73% | 1.95% | 12.17% | |
| Lgxmpzqj Rllgwc Ltwhylzfd Pwmzmgc | LJJRPM | Financial | 31.83% | 15.16% | 15.18% | |
| Nknkjtzd Nrwvpy Jcyphxb Lhsz zgj Zqpcx | KRCW | Health | 3.05% | −1.10% | 9.03% | |
| Fwthgfcb Pwdqms Txktljjvypbmvsh Z | LQFMRF | Health | 25.06% | 13.13% | 15.92% | |
| Pgqmvbcx Bvtlmn Jqtqtbt | DXMC | Utilities | 21.76% | 11.72% | 10.09% | |
| Xrzcwfjx Jncgwt Qhvbfdv | LSKKD | Communications | 24.47% | 1.48% | 11.56% | |
| Gqyshslf Ckprhxj zxw Rtgcly | VHNH | Utilities | 24.37% | 9.46% | 8.94% | |
| Gcqrmnkn Kqxgwczj Dldhpb Scmbnq | RGGWS | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Xpbtt Bylqvcyby Nlf Qxkl fgr Thtqhc TZ | MSSX | Technology | 50.21% | 9.53% | 18.60% | |
| Wzjlq Jkdgpvjkk Rrs Gpsn zst Tvbxm | RCMHH | Technology | 46.94% | 9.79% | 18.86% | |
| Cpkqp Trkdyqppr Qhldfm Ktqz Mykxgf XVW | SZCF | Global Real Estate | 4.80% | −4.14% | 1.40% | |
| Rkvng Dqfhzgqss Vrdkjr Kppf Djsswg QYC | PZJZKF | Global Real Estate | 5.13% | −3.87% | 1.69% | |
| Dbydxtx & Dnzmtn Xncp Zckwmf | FNFQ | Real Estate | −0.16% | −0.71% | 2.25% | |
| Fxqbtbw & Qqnfvp Kbmg Hxllgj | XYDMSB | Real Estate | 0.92% | 0.29% | 3.28% | |
| Ljxkjxkjv Kjghry Ymtx Rvqcsv H | NKHV | Real Estate | 9.55% | — | — | |
| Pdzyqtsm Hjymfg Dhmp Jwxdxp Kgtvrrnp | TBSK | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Cbklmp Yyvp Vbjwnq Tdw Sfw Znkpktbj | JKKJHS | Real Estate | 7.61% | −2.33% | 3.35% | |
| BSP Hkrl Wqmwq | JDPH | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
| Ksqkqn Bknm Lrmwjk Hxrqmrbh | SPRYVB | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
| Q. Mysm Twzpn Ckdr & Dxpc Hpxlnttv | LGMTMP | Communications | 37.15% | 1.02% | 11.74% | |
| N. Btsh Kxwbn Jjmmmbgqk Hgzth | GMSQKQ | Financial | 43.14% | 7.31% | 14.03% | |
| M. Wzsq Vrjnw Qvnxkp Fhpb Zshbj | BLBLVH | Global Real Estate | 7.41% | −2.09% | 1.65% | |
| J. Szyp Lgdtd Srhhhq Cbwz Mwzxcy W | WVHG | Global Real Estate | 7.20% | −2.29% | 1.44% | |
| N. Khkc Dpxng Gxscyg Htmqfsjhzk | DSFBT | Health | 8.07% | 2.54% | 10.83% | |
| R. Grvn Nlhhd Fxbxdxp & Z | YJVQ | Technology | 40.75% | 5.45% | 16.98% | |
| G. Jkcy Wkltb Ytdlshn & Wxfh Tgvjmk | QDMQ | Technology | 42.19% | 4.62% | 16.14% | |
| VQM Hcpgch Gmlb Bytpcz | PSCX | Global Real Estate | 12.98% | −1.58% | 6.69% | |
| Rdgbh Cmqdlq Clbw Dlqlrh Yrbdn Psqbvwkcfrn | JRBDZ | Global Real Estate | 21.37% | 1.09% | 3.07% | |
| PL® MNWT Rxkdkz Tgss Gzlflf QJ | NRDRR | 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.