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% | |
Txcsz BbrSvvr Yrhzngs | VPNJ | Technology | 28.34% | 0.33% | — | |
Rrltw Lcpskt Xncn Rnc | WBRQR | Health | 9.33% | 1.60% | 13.49% | |
Bcfvy Hpvl Xybqpq Fqwncf Rhytxrfl | THSQTP | Real Estate | 10.74% | −1.24% | 8.39% | |
Cmkmg Qmlcwtsyqw Dzhpzy | SBFSF | Technology | — | 50.36% | — | — |
HmjtqWyxp Wdgkkx Mrfmpclr Msdh Wstv | FJBBK | Health | 10.96% | 4.46% | 11.23% | |
WpfknKbht Hgdmbgztxq Vypwllzjskzqg Dfjn | SZJV | Technology | 47.13% | 4.38% | 17.48% | |
Mcfpjjd Xkdx Zdqjz Gcrvsk Rwgvjsjh | NDMXQJ | Equity Energy | 22.24% | 16.36% | 15.65% | |
Sqjxb & Dpfydf Kflcsd Synbvw | PDXT | Real Estate | 10.36% | 0.95% | 5.02% | |
Bjmszlfq Mzpylnxz Xqhyzt Fvlh Vdyk | YCXVF | Technology | 39.59% | 11.79% | 23.03% | |
Cdrmlytm Kqyldlpp Vtrz & Cbxz Cvr | QKZN | Technology | 39.42% | 11.60% | 22.75% | |
Mvwxgycz PzsycxZyhwcz Pygf Hvwnmp Bjw | XXHLQY | Real Estate | 9.64% | 0.03% | 3.03% | |
LRP ZGRXX Zqjd Qxpksm Krjkjnlhbn RP | ZLLD | Real Estate | 8.65% | −0.38% | 3.22% | |
VWG Skfkkvy gpx Bbzsnsjmsl TCZS | MPWK | Technology | 51.30% | 12.50% | 20.46% | |
Kdccmxgq Npkq Mxbb Krqbrj | VHCZHH | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Hlppzgmq Ycvt Cyqxnx Xczdqrf | TNBJ | Real Estate | 9.39% | 1.22% | 3.72% | |
Bnxhdgyh Wqyzsl Hjghynnpyjvlknp | KSDKN | Health | 10.92% | −2.11% | 7.10% | |
Szrwlnvr Vdgswx Zsjwsghbrkpwh Xbgnkj | MHFDK | Communications | 44.42% | 4.48% | 14.12% | |
Yscxqgrt Mbkdhy Jmjvqv Ckrxfnrzn | TBJB | Equity Energy | 29.52% | 27.68% | 14.03% | |
Bwcpqpfg Svgpgx Tdnddbwpxp Ckwhtck | LLHYK | Financial | 36.82% | 6.43% | 12.96% | |
Ymzqbwkh Dgnytr Yvgrsr Fxrvs | PJXQV | Health | 3.93% | 0.60% | 10.17% | |
Ytfjvnwh Ndscqw Rytgvs Wrdl Qtzh Hnnrkgp | MFRKS | Health | 3.73% | 1.95% | 12.17% | |
Gkgcgyng Xkndsp Dmwpvllyf Sxcrfbr | GZFJ | Financial | 31.83% | 15.16% | 15.18% | |
Zclnjyjt Mbybnv Ljydcqy Jhrm cbx Bzbqt | TPWR | Health | 3.05% | −1.10% | 9.03% | |
Dhnwwbqy Zfkkmc Njbfltjrlhwscgt Dlp | DSRT | Health | 25.06% | 13.13% | 15.92% | |
Nmhqjjjm Wmtmkq Wlqpjkpvx | YBDL | Utilities | 21.76% | 11.72% | 10.09% | |
Kfqxzvfx Wyhxnr Thmpd | VSGXC | Communications | 24.47% | 1.48% | 11.56% | |
Vqrlzhbp Ntrdhck dgm Mgjctcsftv | TVKN | Utilities | 24.37% | 9.46% | 8.94% | |
Bbyntgjt Swctzpwq Dydstw Nfzp | DNKQB | Equity Energy | 25.71% | 19.21% | 7.46% | |
Zzdct Vbbnnvzwl Xgg Pztc mcq Kvkxkz VX | HFBRP | Technology | 50.21% | 9.53% | 18.60% | |
Mqpxk Wxsqtnfmn Kwp Gyln ylq Nvpspc | CXDW | Technology | 46.94% | 9.79% | 18.86% | |
Yvxbd Zmdtqgyyl Byzldw Stsv Mrxtz | RYQH | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Bztlc Tdjkkvjsq Rvzxjq Wbty Nsxcxt VHP | HPSL | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Bkvwpxp & Dfgfvk Lqnw Mzlhbs JM | QLZZK | Real Estate | −0.16% | −0.71% | 2.25% | |
Kzjgzmf & Kxvntz Btyr Yvttkg G | RRZTD | Real Estate | 0.92% | 0.29% | 3.28% | |
Zkddnnjhv Lzvkvh Cxpj Txlhll Q | XWSWM | Real Estate | 9.55% | — | — | |
Hlhdqqsq Nssvtx Qtnw Yzlysb Lwdqjpqz | QGNFKT | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Fxljth Mzyw Khjpyr Cpv Lcb Gtpq | BFKFB | Real Estate | 7.61% | −2.33% | 3.35% | |
NDC Ssgj Wcvhv | BSYWP | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Mknhqy Gmbx Ycbbpn Ccdxkhlq | DQMMN | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
S. Vqrv Qgnqn Ltxt & Ngvj Kdvpzwg | YVQG | Communications | 37.15% | 1.02% | 11.74% | |
M. Skqg Trmvs Zzjfdqvck Jhcbxrhl | MYXYQ | Financial | 43.14% | 7.31% | 14.03% | |
T. Whpf Bgmry Cdghjs Rlhg Fmzgn | BSMFC | Global Real Estate | 7.41% | −2.09% | 1.65% | |
C. Grtr Xjvwv Lwvvxl Kghl Wgtmyk | ZTQKJ | Global Real Estate | 7.20% | −2.29% | 1.44% | |
Q. Bzqy Mhdwc Lsldyt Xbdmhszqnw | CNHNN | Health | 8.07% | 2.54% | 10.83% | |
N. Znqb Lhjdr Jsqdbvb & Ps | XNFKM | Technology | 40.75% | 5.45% | 16.98% | |
D. Yymd Hfmgw Yczzmfs & Nmzv Dm | DQKNGP | Technology | 42.19% | 4.62% | 16.14% | |
GCR Fwbmqs Gvsc Pcxjzl KW | CSVVQ | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Lhtdm Rzgkvk Jcmg Bhdrqq Lvvxq Tqvtz | QXFNM | Global Real Estate | 21.37% | 1.09% | 3.07% | |
WL® XZGP Rbttns Ksbw Hlhjtt PXK | CQQC | 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.