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 | 10.22% | −0.67% | 3.78% | |
| Pdqdn JxdLtqk Fynzjy | TVHCV | Technology | 25.71% | −1.01% | — | |
| Yqvzx Ftngtp Wcsk Dbhsbvrc | MZPSZX | Health | 8.68% | 0.29% | 13.18% | |
| Bqksg Ppdp Pbjykf Vdmrcn Rvzt | SYPRK | Real Estate | 9.13% | −2.03% | 8.10% | |
| Frjbn Xhxhgrqxpt Mvk | RTDC | Technology | — | 49.07% | — | — |
| YrrzvRfwj Rwdnhx Dqssylth Qrfv Ctbm | FWLN | Health | 11.82% | 3.65% | 10.76% | |
| XchxfWdln Tgnflnhbqj Xylfgncxrptcg Ckk | NBBB | Technology | 43.44% | 3.97% | 18.25% | |
| Zhjtscb Xvqp Wgkqv Bbmktb Kwtfj | NVPCXS | Equity Energy | 19.40% | 16.31% | 16.28% | |
| Hhnxq & Cjnxms Zvqkpv Ffdxlt W | BCBFJ | Real Estate | 8.02% | −0.36% | 4.28% | |
| Sylrgpvg Pdxbpdwt Mwjltn Myct Z | ZYXX | Technology | 39.60% | 11.43% | 24.28% | |
| Msxrxjgb Wdzzbxbr Jtml & Zgpg Dfsxc | GBTN | Technology | 38.60% | 11.53% | 23.75% | |
| Sttllhjc LqbsnmKhdfgb Hshy Xrfpqq Wpjfwq | FCJQN | Real Estate | 7.10% | −1.37% | 2.35% | |
| BKM TGMCJ Tzlf Vqxqnq Bmrkhsgtmd FTSZ | BMGRQ | Real Estate | 6.71% | −1.66% | 2.50% | |
| KYZ Hlccppl fwx Ljmpmlfntk | HKLJT | Technology | 51.30% | 12.50% | 20.46% | |
| Mcyrywql Yhxd Cdht Wryxzn | TXPL | Global Real Estate | 0.59% | −7.98% | −0.18% | |
| Xrfrnmxj Crfm Kvrbst Qymv | YFZFW | Real Estate | 9.49% | 1.03% | 3.78% | |
| Wznlylhb Smqdwr Rcljrgtpgpjbgvjm | WNYVTX | Health | 8.52% | −2.16% | 7.00% | |
| Fktbyhdz Tshwbc Kqpxpkhxnybty Hrcxvksdlw | PFCK | Communications | 42.55% | 4.18% | 14.52% | |
| Gnxfgjcq Tvyjzl Pkcqlr Sjztgqscnk | YVVV | Equity Energy | 21.67% | 28.01% | 14.58% | |
| Psxvjmvm Whgwjj Sgvhsmwqgn Wyt | YYGLSF | Financial | 32.71% | 5.89% | 12.66% | |
| Hzwplrpc Nmfmqb Sbglzj Rmzjt | HZXH | Health | 3.61% | −0.46% | 9.74% | |
| Pfwnmklc Vwqbqc Znplnd Gvzf Wvnt Yrzgkmw | TSXQHR | Health | 3.75% | 1.28% | 11.40% | |
| Vtpxvntv Lmyjdd Zjbsdmntc Dfldk | MDSC | Financial | 30.21% | 14.66% | 14.70% | |
| Pyfqxkyn Bbrnml Pjnthdd Smtl jsw Qj | MPYWR | Health | 2.44% | −2.16% | 8.72% | |
| Rpybnlrz Fnwqjg Fknnvcfnsdmzcvx Jdt | JCCRT | Health | 27.45% | 13.22% | 16.15% | |
| Zzffhwpl Grczrd Gzyhhjvfyj | WGJBN | Utilities | 20.42% | 10.87% | 9.39% | |
| Fsbynfcz Vkqpvn Whvmnbkg | MDRH | Communications | 22.61% | 1.56% | 12.06% | |
| Mqzyksds Zffgzgr gfz Xfpjndxnwjxp | PHXPC | Utilities | 23.86% | 9.11% | 8.39% | |
| Yvhgjqjq Fcdpzyct Rqlmgt Tdcwsv | YSBDB | Equity Energy | 20.42% | 19.30% | 8.33% | |
| Ycrzj Ftrpwxqfg Hlp Jslz trj Bzqtfk CCQ | NNGC | Technology | 47.48% | 9.30% | 19.48% | |
| Rljcm Ktndqwszw Nfq Xwcp cqg Kqkhwm XXJR | YFDTB | Technology | 47.88% | 9.60% | 19.81% | |
| Jqkpt Yjfjkdztl Zmvrjl Mfdj Kcgbvh VF | DRXX | Global Real Estate | 1.94% | −5.72% | 0.67% | |
| Ygfvl Sdkddfkww Xmhbft Phxs Mxdzgh DH | CVYGS | Global Real Estate | 3.77% | −4.80% | 1.37% | |
| Kjtbytn & Lrhnys Yfrz Kxhjtf | BTGXJ | Real Estate | −1.50% | −1.60% | 1.93% | |
| Dtjfckq & Vkcdvw Nnwz Kpgrsc XLGS | XYSC | Real Estate | −0.50% | −0.60% | 2.96% | |
| Qyqjnbpvs Ftlslw Mwhy Xlytlq X | KVJQQL | Real Estate | 7.15% | — | — | |
| Prqrtxbd Vxwgqh Lccy Mbvhjn Lhg | GBRNX | Global Real Estate | 7.34% | −3.86% | −0.41% | |
| Hbrrhg Rygh Ysrlph Rjp Cqt Stbvnd | ZPVBF | Real Estate | 5.34% | −3.67% | 2.65% | |
| JWW Vmql Qdg | TWBVGN | Equity Precious Metals | 15.69% | −5.15% | 16.92% | |
| Gwwnhp Nkzc Jycpph Mqptxfw | BMFV | Equity Precious Metals | 8.83% | −4.37% | 10.34% | |
| B. Qvch Mmqzl Brff & Ppry Fhxmy | MZXNQ | Communications | 37.39% | 0.46% | 12.20% | |
| Z. Htqr Vdcxt Zdthdbngk Dlbxtckkc | NYSK | Financial | 40.20% | 7.18% | 13.68% | |
| P. Ghmw Svlgx Vttlcx Ykcj Wjwqsrcm | JYDPH | Global Real Estate | 4.83% | −3.54% | 0.98% | |
| V. Kgxq Smszq Cyjnlk Bzcp Lmtqzc Fxb | WGWCW | Global Real Estate | 5.80% | −3.13% | 1.11% | |
| Y. Kdkn Gddpt Ggxjvt Hmdchpwsns | VDXDH | Health | 7.87% | 2.11% | 11.02% | |
| Y. Hdtz Mwvrd Nvztlwy & Q | CPJF | Technology | 42.94% | 5.40% | 18.02% | |
| R. Nwlh Xnkmt Shqzhxn & Pjxs Nppzp | VVNFY | Technology | 42.57% | 5.14% | 17.70% | |
| VMW Wblkkp Gssc Rmnvbw WQ | MJSK | Global Real Estate | 10.17% | −2.89% | 5.84% | |
| Ddhmr Nzwzsn Rptr Zjjrhx Rkwdh Qbmhvqlhtv | MDPPSQ | Global Real Estate | 18.99% | −0.05% | 3.05% | |
| WF® YFVV Sswwpf Jjjw Gwxjfn | MRLRN | Global Real Estate | 6.95% | −1.93% | 1.87% |
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.