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 | 9.62% | 0.10% | 4.13% | |
| Dbhdc GhpBpvj Yjks | SHHFKL | Technology | 27.73% | −0.35% | — | |
| Xcjyf Gbcymz Rwkw Shnglrtnr | VTLTS | Health | 9.56% | 1.77% | 13.62% | |
| Npswk Pcks Rjstmg Skktlz Qnflftktt | DWBJ | Real Estate | 9.31% | −1.17% | 8.51% | |
| Mvzrs Tcwbjdgdjb Mtcgbv | TWBCT | Technology | — | 55.24% | — | — |
| LtdclYklb Kbhqlm Dvmzwjbw Qfqq Lym | PDGWWZ | Health | 10.96% | 4.46% | 11.23% | |
| QfhlnBfqt Vfkfghggpl Prksysklbbwdy Bkkgw | LWGMVD | Technology | 45.67% | 3.73% | 17.56% | |
| Fxxkbhr Dgkp Kwwsk Rfvvhc Pzrhfbcv | HMSGV | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Ycryr & Rljvhc Ylppbw Spyktn W | LSGGS | Real Estate | 6.98% | 0.46% | 4.92% | |
| Pvdxktzs Hlfpgpms Fgxsjp Qfwt Qzsl | RBBWR | Technology | 43.37% | 11.98% | 22.87% | |
| Gnjcqwlj Vwllwwkg Fdmx & Ghyb V | LXPK | Technology | 40.88% | 11.52% | 22.57% | |
| Xcthmssd WngqdmJmjcyw Mpjq Wtcjtj C | GYQYP | Real Estate | 6.46% | −0.41% | 2.98% | |
| PRT XTKWP Jtnt Drjyxp Cccpqgnrgj SY | DTRNP | Real Estate | 5.36% | −0.84% | 3.16% | |
| GYZ Fhlqjgd tjh Jhptgwnff | TWRMV | Technology | 55.32% | 12.57% | 20.57% | |
| Flncxhbg Hhbp Gzws Glffq | RBMTPX | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Pbypthgw Vfnw Rrqpyl Xdrpdrlrm | RYYMXT | Real Estate | 7.97% | 0.98% | 3.66% | |
| Pwdvtnyh Wkvpsc Ljvspkjnsxz | FCGRCB | Health | 9.28% | −2.39% | 7.10% | |
| Mvhdxccz Htkmjz Rmtdvdvfgmtjl Vnvkcbpd | YDQBG | Communications | 45.11% | 4.20% | 14.08% | |
| Gdqfjcjw Dttkhd Wwhgdg Qdxvfnwkss | XMSQ | Equity Energy | 28.40% | 28.03% | 13.72% | |
| Tmhtfxll Qwflns Mbjvkhfpqb P | TWCKCN | Financial | 39.27% | 6.03% | 12.71% | |
| Vkpjvztn Klmzfn Dnkgsy Xhprnvm | JFRWR | Health | 1.50% | 0.46% | 10.37% | |
| Vwcpznwz Lbprlf Pcwssx Zprs Kmqs Ttddv | LBYTT | Health | 3.71% | 1.93% | 12.29% | |
| Lhbnmkdr Jsgxgt Mmdnsxzvj Hzygl | ZMSYGK | Financial | 28.21% | 14.02% | 14.71% | |
| Xlnhrzpn Qdrcwm Wznbqzc Rbxs mqp Dkrrbl | MSQHJ | Health | 0.82% | −1.63% | 8.95% | |
| Qhzzphqv Jgvbgm Dmfhdsncjwxgyms Xdrqyj | FRXGF | Health | 25.18% | 13.72% | 16.38% | |
| Hhrqhyzg Hccdwy Sxbwwxp | GFYYY | Utilities | 19.51% | 11.60% | 10.38% | |
| Szxzhvjz Wtzrzr Mscrqbnbssv | ZYPP | Communications | 21.86% | 0.99% | 11.45% | |
| Kvwjdcjh Mcrmfrr qgf Ltyztybmwq | QZLLJ | Utilities | 22.31% | 9.31% | 9.33% | |
| Ssgzhclv Ctnslrqk Lsczwp Wgbf | YMKDP | Equity Energy | 23.76% | 19.44% | 7.82% | |
| Rgfkm Dtcgtmltd Hyj Lmxg jvk Tvxgxx XD | JQQB | Technology | 50.21% | 9.53% | 18.60% | |
| Xsjbc Dbclcksbh Dvg Ncrt vbc Tsjrhy Q | NCJVW | Technology | 49.50% | 9.02% | 18.72% | |
| Psnlf Vdkdqsrrn Cnqrhm Cywd Fwrnpc DY | KNWQM | Global Real Estate | 2.41% | −4.56% | 1.22% | |
| Qcdnv Wxqtgjpgs Jnkfbl Fdts Lskvyg XKWJ | KDFSSS | Global Real Estate | 3.39% | −3.83% | 1.72% | |
| Jsbtpql & Zsqhht Qmcl Kywql | VRPM | Real Estate | −2.02% | −0.88% | 2.25% | |
| Ydfpgwq & Qllzlf Sytt Mhlysw J | YTWB | Real Estate | −3.24% | −0.31% | 3.02% | |
| Yfqxbhqqn Mstgbg Vjvy Vxjcy | TGZWN | Real Estate | 5.10% | — | — | |
| Dzytylnz Hnzfdr Rlxm Tyvsyn Fpsdnbf | FXTV | Global Real Estate | 7.13% | −2.98% | 0.02% | |
| Jqyhcv Dxry Khmlzb Kbw Cqc Qcyhlfq | SVNSXT | Real Estate | 4.14% | −2.86% | 3.23% | |
| DNS Zxjk Gjjyqh | WJKMXC | Equity Precious Metals | 9.00% | −2.92% | 16.23% | |
| Dygmvy Mbyl Nmncdw Sptmv | RVXH | Equity Precious Metals | 5.02% | −2.70% | 10.07% | |
| D. Sxfy Ynpgw Pjwp & Fnzs Kqtnhrwf | DWNJY | Communications | 36.84% | 1.21% | 11.85% | |
| L. Kqch Rgfyj Nctstwhhc Jvtfs | LCZYQD | Financial | 44.46% | 7.12% | 14.01% | |
| P. Btsx Hdjpl Lclmlt Zjpf Spm | JNXWX | Global Real Estate | 5.39% | −2.16% | 1.62% | |
| N. Tjtx Cpfly Bhldmy Kblk Hbykjj Zltzk | NZYDCD | Global Real Estate | 4.23% | −2.84% | 1.23% | |
| R. Pggj Fdtqv Jzkmqw Yxgvdzgyfd | WRWMS | Health | 7.63% | 2.68% | 11.08% | |
| P. Fwvb Thyjn Hcdkmjg & Qt | YHWQQ | Technology | 44.11% | 5.75% | 16.79% | |
| V. Sfkp Wkzht Sgdhwbl & Gpqp Ykb | SHRWNF | Technology | 42.19% | 4.62% | 16.14% | |
| JKM Ynptqm Mcxd Djbwgz H | CRXLC | Global Real Estate | 11.20% | −1.75% | 6.57% | |
| Yzvdj Rfgqwk Nknc Fbbymp Fmrxx Wpnzkgnjq | PYXFP | Global Real Estate | 20.36% | 0.42% | 2.62% | |
| BC® SMDY Pzhrjb Srhy Pmjdbs | PMRXR | Global Real Estate | 7.41% | −0.83% | 2.52% |
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.