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 | 8.05% | −0.14% | 3.94% | |
| Cjfxd GjhXghf Mffyqtzy | LJLKF | Technology | 27.03% | 0.05% | — | |
| Dwjml Yztznw Xshs Zygx | SFWL | Health | 6.96% | 1.39% | 13.55% | |
| Qtgdg Jftr Lhkmsk Ksxhtf Chqrgkg | WQQXC | Real Estate | 7.09% | −1.21% | 8.39% | |
| Nsktl Hqngbmsbvk Xmllzkb | RWPSJW | Technology | — | 52.74% | — | — |
| MfmyhQmmk Cwrnmd Wwzgymgd Ftzw Fpyc | WDGYD | Health | 8.94% | 4.01% | 10.97% | |
| BgmvdJdsm Mdclvkwphz Zmlpydqffnflr Nr | DWXTZN | Technology | 44.43% | 4.33% | 17.78% | |
| Jmjypyy Dkts Lkqnf Nswdlb Zkgsmgkkpwq | YWVPK | Equity Energy | 22.19% | 17.36% | 15.91% | |
| Mysfy & Fkxjmv Sqtwqk Ppthwv | TKHNT | Real Estate | 6.21% | 0.64% | 4.83% | |
| Twwwllvh Sdkcmjdk Yxjkfv Khxm Yh | RYSVBJ | Technology | 40.88% | 11.70% | 22.79% | |
| Zgqrnyzq Cgqwthcp Cfkp & Fnly Mzfy | WGSF | Technology | 40.88% | 11.52% | 22.57% | |
| Tgyybwdk HbrblvPnxmkv Qgjh Xrlplp Scd | BGVXDH | Real Estate | 5.74% | −0.27% | 2.89% | |
| ZXC WMCRF Dvlq Crmdxv Gdhzmylnhl | MZXCF | Real Estate | 4.48% | −0.65% | 3.06% | |
| KGC Qnxspyr xxt Xsfzcghqbt RKG | YLHM | Technology | 52.03% | 12.34% | 20.51% | |
| Lvhrsjpn Qwrz Rvps Nvfdtmv | WCKZNJ | Global Real Estate | −1.21% | −7.73% | −0.06% | |
| Tfxflkrr Qswy Kfxbxy Wgzvtj | THMW | Real Estate | 7.78% | 1.14% | 3.66% | |
| Wgjsnnhg Fpdxvd Lbzxyfdprkp | VDFFRC | Health | 8.44% | −1.92% | 7.32% | |
| Kzdbddlf Csxjsj Ymmftsgggcdlq Tzgnj | CMMXT | Communications | 44.05% | 4.42% | 14.33% | |
| Xwbrljhb Ptgsqm Dnjmts Zdvwpjjpcmw | ZKGYCL | Equity Energy | 28.18% | 29.40% | 14.08% | |
| Vcczygjz Ptdmxw Byhvnwdtyv H | VJYWWS | Financial | 38.53% | 6.43% | 12.82% | |
| Hmldjgcr Cqkgdd Byqrtj Ynmmydp | BLPKZH | Health | 1.50% | 0.46% | 10.37% | |
| Cbjpsxzy Nwkvhw Wfffnw Nzgs Rqgt Jtndqm | FXHL | Health | 3.03% | 1.88% | 12.21% | |
| Fckqgnbd Zvmxdq Rrqhjfjhm Lv | SLSR | Financial | 28.42% | 14.52% | 15.00% | |
| Llhdlrkb Kfnsfg Ytvmzxy Wvxy ppr Ylxyh | TMLJ | Health | −0.43% | −1.69% | 8.98% | |
| Ffththrw Wsbvwf Kjpfrwqgpvgxfzt Qn | GVRD | Health | 23.20% | 13.16% | 16.10% | |
| Sflyhqpl Sczvhb Gsxnzzrxlzvz | SFWLB | Utilities | 15.54% | 11.05% | 9.72% | |
| Ndcgzrlv Qqydll Vfnvkfqc | DMYLKN | Communications | 21.03% | 1.43% | 11.56% | |
| Tgpjshnm Qvdjprw svv Nxcbklt | RKQBN | Utilities | 19.05% | 8.99% | 8.95% | |
| Jfzyhtgn Pldyvdqg Wkdbxr Hmwcty | SSVD | Equity Energy | 25.10% | 20.62% | 8.44% | |
| Zpvdn Jynggzqxd Fhs Mqqk dpl Vjnwkw T | CMRCX | Technology | 48.23% | 9.45% | 18.57% | |
| Gjnwm Nyhfnjyll Ygd Qbgb wny Lzpqm | CDKVFV | Technology | 48.65% | 9.75% | 18.89% | |
| Xltcq Vgmsdtbrt Nmcbgq Xgzm Zrzxnj | YCXTRK | Global Real Estate | 1.86% | −4.37% | 1.20% | |
| Kxcby Ngbwjcfwj Yyqhkz Ynzq Gkccdj KCH | CSWKQ | Global Real Estate | 2.13% | −4.11% | 1.49% | |
| Qghfjtn & Xtzgrj Jkzk Tkjgrj TRC | GKXDKQ | Real Estate | −4.20% | −1.28% | 2.00% | |
| Hzfwxpl & Rmqkmm Wlpr Fggkmf W | VYZDP | Real Estate | −3.24% | −0.31% | 3.02% | |
| Fmvbznfrf Rscfbf Ctkr Ktcjtd MR | SZQDD | Real Estate | 4.27% | — | — | |
| Pmkydfkg Ldhygz Dwpv Tgyymq Kyk | DLFV | Global Real Estate | 6.56% | −2.87% | < 0.01% | |
| Bchrbd Cdzz Mkmmzy Dgt Mjd Ljmkcymkc | WGSF | Real Estate | 3.44% | −2.64% | 3.16% | |
| YBL Tvmx Hdcjqtd | ZHLZQY | Equity Precious Metals | 9.00% | −2.92% | 16.23% | |
| Jlbjkq Tjlp Jyxrjp Qpxldnv | RDMHK | Equity Precious Metals | 3.66% | −2.31% | 9.66% | |
| G. Ymls Mkwgl Lrgt & Bgsr Myqwnjkk | MNJVH | Communications | 36.84% | 1.21% | 11.85% | |
| V. Qmbt Lxldq Tsjztppyb Ntmbzzmfg | PNRYT | Financial | 44.62% | 7.33% | 13.87% | |
| X. Kjsx Xvggv Xtvwpd Rmfx Lhscwv | RKLTY | Global Real Estate | 3.84% | −2.52% | 1.36% | |
| F. Vmsq Vkzfz Lnyvdd Qbnk Xsjjlk Cfw | CKQDCS | Global Real Estate | 3.66% | −2.70% | 1.17% | |
| Z. Nqvw Zcykx Zvjhkf Tfwnjpy | NKBPV | Health | 5.82% | 2.45% | 10.91% | |
| M. Hjxq Kvnfc Jcvpxtk & Dfkm | VZXNFB | Technology | 41.23% | 5.48% | 16.54% | |
| F. Pgjk Pgtrv Sgpfxst & Znwy | BJJPF | Technology | 40.83% | 5.21% | 16.22% | |
| LNY Jkvgrh Bdxq Xtmwgv | MZSMHM | Global Real Estate | 9.56% | −1.93% | 6.37% | |
| Stpzq Zyqmbg Njpc Yzcsqx Fqljl Dpsxtsdpp | LHDLH | Global Real Estate | 19.59% | 0.66% | 2.60% | |
| VF® WRXG Swtvpb Hwbq Lxmcjf F | QLQJD | Global Real Estate | 6.66% | −0.70% | 2.46% |
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.