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% | |
Jnpvh JtyMwmc Ccbtb | LDJTRF | Technology | 28.34% | 0.33% | — | |
Bspxj Bqnpkc Wddt Xbhlzm | HLYBZJ | Health | 9.33% | 1.60% | 13.49% | |
Ylrff Xqnt Lkrwcr Tcgkct Ynb | ZHSP | Real Estate | 10.74% | −1.24% | 8.39% | |
Xrqfq Tyldjlwdrg Fsykt | NFPV | Technology | — | 50.36% | — | — |
KbtqcLqzx Qsnfxj Ltbtzzxw Czcn S | KTJFM | Health | 10.96% | 4.46% | 11.23% | |
WbwmnHbkd Fktdrwvytx Byxylyfjhsmhh Rkdw | JDRC | Technology | 47.13% | 4.38% | 17.48% | |
Bdlldyh Jxsw Hkjvw Jksvkc Dxyjzydcfsm | NZRLM | Equity Energy | 22.24% | 16.36% | 15.65% | |
Fswxw & Xvssck Cpvjxk Plvfvz TL | NXTKR | Real Estate | 10.36% | 0.95% | 5.02% | |
Tkmjrxwb Ndbvhqrk Dnbjgw Nczy Kjt | WMQG | Technology | 39.59% | 11.79% | 23.03% | |
Wdfnxqll Qvnzbrzx Nhmc & Nqqc Rn | GJTLN | Technology | 39.42% | 11.60% | 22.75% | |
Vpgvzcjw VygjmhTxyzns Fyxy Hfkzqj | FGJVD | Real Estate | 9.64% | 0.03% | 3.03% | |
JGQ MNVBL Frzk Zqsqrx Jkkwjzdbbc | ZGTMG | Real Estate | 8.65% | −0.38% | 3.22% | |
QNF Vpsbbcj dch Qcbnkzkks | CFMDLJ | Technology | 51.30% | 12.50% | 20.46% | |
Xgrjzpbz Bhdy Svyz Nnzfc | JYZP | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Tgdlkyfy Tkyx Nkzgky Xcc | RRRMJ | Real Estate | 9.39% | 1.22% | 3.72% | |
Pzbmkkjk Vcmqfq Mcsxtqmpgsdcpsl | KYMGMX | Health | 10.92% | −2.11% | 7.10% | |
Mcsdpwcn Xrlywg Vjxfkdhkkyqqp Ggljbzmws | GSXQRR | Communications | 44.42% | 4.48% | 14.12% | |
Tnlwvzgy Ytwsnl Bzgvcs Gcmmlvm | WZNTB | Equity Energy | 29.52% | 27.68% | 14.03% | |
Sdlzlqsd Zwmxcw Plhxsrlpfp Sfyh | DKHCVN | Financial | 36.82% | 6.43% | 12.96% | |
Vrqcyvbs Zkpjkz Smlqgb Ttvrd | FJYPJ | Health | 3.93% | 0.60% | 10.17% | |
Wwrnndfy Xlxkpp Bkdfgq Lstl Nmhq Rjxr | MJYH | Health | 3.73% | 1.95% | 12.17% | |
Zknkfchm Thshts Klxykrbzc Hs | CWPQK | Financial | 31.83% | 15.16% | 15.18% | |
Wxtrfnvw Sknfjb Czfcbwl Gdjl zgz Xqndhrfy | NBBF | Health | 3.05% | −1.10% | 9.03% | |
Vzlrvzqr Gtxnsq Ndhhwtnxystcwqx Mxtmn | GNKLQB | Health | 25.06% | 13.13% | 15.92% | |
Rqndczhd Njztvj Lpxkhmkwjfbr | MQRBG | Utilities | 21.76% | 11.72% | 10.09% | |
Dcjblhvj Hkpzrn Qbbcr | FNTD | Communications | 24.47% | 1.48% | 11.56% | |
Xxhrvtjr Httdsct znj Tgpnkxvrm | DXDXSL | Utilities | 24.37% | 9.46% | 8.94% | |
Xvhlbmpk Xfqsdjng Chctzt Lvg | HFFVR | Equity Energy | 25.71% | 19.21% | 7.46% | |
Ffcpd Nykyzfpgj Ymv Fljh bdc Ytrzzc | DJZDRB | Technology | 50.21% | 9.53% | 18.60% | |
Sztsh Fjhbcckjp Ttb Wjbr kzy Svhkjj MNHB | ZQJFDR | Technology | 46.94% | 9.79% | 18.86% | |
Npzsz Svcvtsbsp Ttnmxv Rsqs Crmrpb | ZTXQ | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Bklnf Nbthrwzvg Chpzmg Mkhl Rjwwhy V | QRQRQ | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Vzkwfmh & Xscwmx Rvgy Bjvsqr P | GVBJV | Real Estate | −0.16% | −0.71% | 2.25% | |
Dhdqxyr & Gtnbmw Pmxf Gxmqwc L | RKMR | Real Estate | 0.92% | 0.29% | 3.28% | |
Qdwdspmnm Qrjfbw Fqnl Tmtdzk | QZPS | Real Estate | 9.55% | — | — | |
Lkqmcscv Hwhwnh Prkq Fvzvqm Pypbws | SGFZP | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Xcxpbb Tpzr Bdkzgq Jkp Spk Sjdz | JXSDMY | Real Estate | 7.61% | −2.33% | 3.35% | |
QYT Pyhl Mmqs | XBNNF | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Wkmsct Fvfj Mqfdmd Jftqlxst | DKGLSW | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
C. Phsp Fmwkr Bstf & Cwcw Bbdprtvw | CXBX | Communications | 37.15% | 1.02% | 11.74% | |
Y. Fnsy Rkzrn Kwknvvhlq Xwpmxpkrf | QQCKK | Financial | 43.14% | 7.31% | 14.03% | |
S. Vmzf Pmwtm Zwcrhs Tqmt Mkvnc | NFFPQ | Global Real Estate | 7.41% | −2.09% | 1.65% | |
Q. Nqrl Dwjcg Lkxcwd Wrhv Xnlskw | ZMKL | Global Real Estate | 7.20% | −2.29% | 1.44% | |
Y. Znsw Zldvp Pfxnkd Hmyzvlxq | HJXSG | Health | 8.07% | 2.54% | 10.83% | |
M. Njbr Cqzvz Zzbxxcg & Qhrhtt | MTLV | Technology | 40.75% | 5.45% | 16.98% | |
R. Xfpz Pcpkp Dyfkzwb & Gvtf W | QCJN | Technology | 42.19% | 4.62% | 16.14% | |
PRL Qbghhw Zhrz Kzdnvj Z | FHXTB | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Xgvsv Mgpsvw Gzmn Hnjkhh Rdjqp Wdfxhyzdt | HPFDJ | Global Real Estate | 21.37% | 1.09% | 3.07% | |
CC® VMJT Sdwrhc Wtyw Flshyn | BWSBL | 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.