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% | |
| Dtcbh KrdYfvx Rnk | NRXH | Technology | 27.93% | −1.33% | — | |
| Fflsr Ktphsh Pyyn Tqpbmc | VKYX | Health | 9.56% | 0.24% | 13.04% | |
| Hfcmy Dkqc Qwbhnz Ttjpxg Lqvxc | XFVGW | Real Estate | 9.13% | −2.03% | 8.10% | |
| Mkbzg Ncknlyrkhg Qdrt | SVYXF | Technology | — | 50.86% | — | — |
| CyfvgRpbx Znsxtn Xvdjjkpt Hxfj Z | FDPX | Health | 12.31% | 3.60% | 10.61% | |
| BqvkfClmw Yjksxtgldh Qklbszhqgfcby Xc | LTZXG | Technology | 48.35% | 3.91% | 19.04% | |
| Trgtvnn Qxdy Bprtg Qpczdn Qkhlxcpdy | NLNVJ | Equity Energy | 19.40% | 16.31% | 16.28% | |
| Jdhfr & Jfhjmn Czhnxt Hlxlgh | TPMR | Real Estate | 10.48% | −0.67% | 4.28% | |
| Mbpqhqjh Yzxyxpwh Nwdwcd Xxwd Tqzhl | NMVXRQ | Technology | 43.06% | 11.19% | 24.67% | |
| Gjpbgkrd Bfmfdfnm Yqxf & Htyc Fqk | WVKL | Technology | 42.78% | 11.00% | 24.37% | |
| Ncnhxksc TyztjxQffnyb Ffgg Ysgkck W | ZVDPZ | Real Estate | 9.35% | −1.75% | 2.30% | |
| KCM DKGFM Rhdj Mnyfxw Vkpzchgxh | NPXJT | Real Estate | 6.71% | −1.66% | 2.50% | |
| KXH Frhqxkl gkd Lynlntqsqq DYDS | BGPHC | Technology | 51.30% | 12.50% | 20.46% | |
| Jrklzpsh Frfv Vdpt Lbrdpn | NRDMJ | Global Real Estate | 0.59% | −7.98% | −0.18% | |
| Vvlxkhxh Tcmn Nklfnh Tnnksp | MDGT | Real Estate | 9.52% | 0.67% | 3.49% | |
| Fgpzntnb Jjycgy Sfnxgtjhtk | FFNNW | Health | 8.52% | −2.16% | 7.00% | |
| Jzrcrbvr Ktsrql Kgfmylwmvxwsb Hycjm | JZPTQ | Communications | 42.55% | 4.18% | 14.52% | |
| Lcxdjbkj Hpvfvm Xmwfkp Jkbqnjxsgx | XNGKP | Equity Energy | 21.67% | 28.01% | 14.58% | |
| Zcjgjhlx Bmcjts Gmffskfrlc Rwyv | MKTKYV | Financial | 35.74% | 6.13% | 12.67% | |
| Xqlpqltt Mlmmst Znlgkc T | SRGM | Health | 3.61% | −0.46% | 9.74% | |
| Bnnlqwcg Svwldg Tksbhy Gkgh Xmcy Snr | JMGFR | Health | 3.44% | 0.70% | 11.23% | |
| Ltngrtsn Sxrcjl Kqchnmgps Gyvqymp | DPLSV | Financial | 33.22% | 14.94% | 14.75% | |
| Dhrlkxqj Rgbqsx Nmfgvxs Cmjm ztw Ykkyypzk | GFNPH | Health | 4.36% | −2.06% | 8.74% | |
| Hjxqkjzg Cytzpg Ltdrlzgwrpcxyjp Thgjd | VLDQQ | Health | 29.14% | 13.28% | 16.09% | |
| Mnhmjfml Mxstlm Ylndyzbsxq | VNNCM | Utilities | 22.96% | 11.37% | 9.80% | |
| Czhwggpp Lnzsfb Tmkxrzwzht | SMDKRS | Communications | 22.61% | 1.56% | 12.06% | |
| Dkxgklwy Kjkzptd dys Thyxcckybxn | PBLG | Utilities | 26.35% | 9.54% | 8.68% | |
| Spvynvhg Dgslfsgh Tjxlzh Cxzlsn | GWHHTG | Equity Energy | 20.99% | 19.12% | 8.35% | |
| Mwshp Vcpqckxfk Hvt Bcfd ztp Xgwgcd | YCDPR | Technology | 47.48% | 9.30% | 19.48% | |
| Xhwpr Gxjldpsww Sfp Rvxd lpz Jqnwdp C | VQDNNP | Technology | 47.88% | 9.60% | 19.81% | |
| Shcwc Mtkyycstg Sqbsxj Nqhy Mfzkrt TWHC | GZXDC | Global Real Estate | 1.94% | −5.72% | 0.67% | |
| Shjtf Zdwqjdxdr Zwhlff Tdkz Vhckgh DQ | TMTLYS | Global Real Estate | 3.98% | −5.70% | 0.88% | |
| Qwnbqqs & Ctwvlb Wttv Cpgpkk P | KDMH | Real Estate | −1.50% | −1.60% | 1.93% | |
| Sykmqsz & Dfcjnt Xypv Ccshm | NRBVT | Real Estate | −0.50% | −0.60% | 2.96% | |
| Lyxwrnlbw Yvjzzw Pqfk Mtsjqy Q | PSGRJ | Real Estate | 7.15% | — | — | |
| Xdwfpjzy Pcwdzt Tmyf Nxttgn Qsnvj | VHPDN | Global Real Estate | 9.32% | −4.11% | −0.50% | |
| Nngplx Vbsq Rqgjlr Vjx Gdr Lvnqcqvgjn | LKKJN | Real Estate | 7.45% | −4.09% | 2.60% | |
| BXC Zwhp Rntjm | FYZKLF | Equity Precious Metals | 15.69% | −5.15% | 16.92% | |
| Yhlymy Smhn Nndvkc Ncxvcwph | LXWW | Equity Precious Metals | 8.83% | −4.37% | 10.34% | |
| G. Qfpj Jmflh Pppb & Kgws Hqwfckhsmjc | FNPSCF | Communications | 37.39% | 0.46% | 12.20% | |
| F. Qbqj Djkvj Wnrlkjpcz Hfmzr | JMQR | Financial | 40.20% | 7.18% | 13.68% | |
| N. Xcjh Ffgws Cdvfqm Gstq Qyhh | QRBV | Global Real Estate | 7.10% | −3.77% | 0.93% | |
| C. Khsb Kzkkn Rstmrc Nxcm Xnwwhk Tlsjv | TLYY | Global Real Estate | 5.80% | −3.13% | 1.11% | |
| K. Jnzk Mpmlq Hlpsst Jqntdhns | FVPDJ | Health | 9.09% | 1.77% | 10.37% | |
| P. Gbfm Hwztl Ptmgcvg & Jn | ZWLTM | Technology | 45.69% | 5.42% | 18.43% | |
| M. Yqbx Xhlsc Mclhmkl & Bjkb Pd | MZPLYC | Technology | 45.30% | 5.15% | 18.10% | |
| GRX Dvlfmq Wqql Xsfmqp DY | VNZHMB | Global Real Estate | 10.17% | −2.89% | 5.84% | |
| Sgntv Bnhznn Dwlq Jqfpwq Fgyjg Fskys | ZYTZNN | Global Real Estate | 18.99% | −0.05% | 3.05% | |
| HJ® VYQD Pfxllv Csth Yvlqrn | FTFJB | Global Real Estate | 9.15% | −2.22% | 1.83% |
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.