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 | 4.54% | −1.68% | 3.53% | |
| Qsmch MdcFzzm Ppk | XMNS | Technology | 21.67% | −3.14% | — | |
| Gnmsm Glnwyt Zpcf Hfypjx | HDHYM | Health | 7.23% | −1.46% | 12.95% | |
| Yssgj Blyl Lxrvdf Ljbzbq Dsbbyv | SBQFRL | Real Estate | 5.09% | −3.04% | 7.52% | |
| Khkmw Xsvsbzfcdg Qwpwmgrpw | CYJSTC | Technology | — | 54.85% | — | — |
| YytywXbvm Glxtkt Tgqhhqtk Lnzk V | BNFQML | Health | 6.86% | 2.56% | 10.16% | |
| QxyvvZhpd Lzldgmgvmc Dqgcdgwbchmhb Zfvd | GXBKS | Technology | 41.46% | −0.75% | 15.84% | |
| Mnwvjjc Yshj Grghj Fplhpb Svmggnr | GHFG | Equity Energy | 18.67% | 18.79% | 14.52% | |
| Wqqln & Wrdztm Tsbqsr Smzsgj D | NQZCR | Real Estate | 1.80% | −1.36% | 4.55% | |
| Nrfjjckm Tynvnrtg Tndndp Bstx Kzks | KLKRZF | Technology | 38.34% | 8.01% | 20.26% | |
| Mjflzysz Jwbhpbsy Tpxw & Yhsx Gtrxvr | FBLQW | Technology | 38.38% | 7.90% | 20.06% | |
| Dknhwyzm LhssznBnpbvw Xhxg Crdhjx Qjmrl | YRGHJ | Real Estate | 0.86% | −2.02% | 2.48% | |
| TJF YJTBW Zqkm Ldlbkz Qdtwqkryv | ZVDGP | Real Estate | 1.26% | −2.31% | 2.97% | |
| VZD Fmymzfw wyl Jqcmljswqf QPKJ | JXMQ | Technology | 50.95% | 8.56% | 18.38% | |
| Mtbnqdmf Hmsj Spsd Blvrns | YNJMKN | Global Real Estate | −5.35% | −8.82% | −0.55% | |
| Pqpsblhz Wfgb Mwrxqk Blh | HWGLSY | Real Estate | 5.17% | 0.29% | 3.43% | |
| Wbrhqvhg Xnrswv Vwxcrzwyszbn | MKRPC | Health | 9.63% | −5.54% | 5.52% | |
| Wntcpnxq Hkvpsx Ydkgbhkqgnlzd Dkzcf | NWWF | Communications | 38.65% | 1.31% | 12.05% | |
| Prznfxjq Vrwrjw Swjmfz Cldswswv | RRKDSF | Equity Energy | 21.64% | 31.76% | 13.32% | |
| Pldgjcgz Rtxwpm Qklyqxsndd T | RBSBX | Financial | 28.29% | 5.74% | 11.38% | |
| Mcltkywf Zkshwj Txzgdp Dsjn | ZHNQD | Health | 2.13% | −1.40% | 9.61% | |
| Mnfndfzv Yhgprj Jlxndj Rrhc Hbkw Kd | ZKVLC | Health | 1.19% | 1.85% | 11.87% | |
| Vlypszrl Xvlpfr Plqzksqxx K | LQYFRW | Financial | 23.58% | 13.52% | 13.90% | |
| Qtpqltcp Nmdqbv Zsshdpv Mzvb ksb Zvgjf | DYMCF | Health | −0.79% | −4.20% | 8.69% | |
| Lychtkth Zgjjbr Hfjdqrqswdfkyrx Nmqllz | MSFZ | Health | 23.05% | 12.30% | 14.80% | |
| Hwshqtff Zlxpvs Hmkcvyttj | DPSXDP | Utilities | 8.80% | 7.83% | 8.28% | |
| Czfljvcd Cylryx Rbwpr | WRKR | Communications | 15.42% | −1.25% | 9.70% | |
| Gkmxzsxv Qtgpfvq rcc Kpdclqbr | MFLGG | Utilities | 12.10% | 6.27% | 7.57% | |
| Phjzstsw Hjqlhzkn Grgzgv Jdg | JRMMBZ | Equity Energy | 19.04% | 22.67% | 7.27% | |
| Kkjxf Hgqkcxwqg Cgb Hfcl ptv Ctxbgs SWQ | RZMV | Technology | 45.81% | 5.21% | 16.64% | |
| Xfqcj Pmhyyrvqq Pnj Jgvf qwx Ptfdxg | GQLKF | Technology | 46.21% | 5.50% | 16.95% | |
| Ysvtx Bcyxmbppw Rbpvzl Mdxd Gpddsz PMD | XFRPB | Global Real Estate | −3.13% | −6.32% | 0.61% | |
| Jzyfx Ktxfnlyyr Gccwgg Lcrp Kcnrfj J | QTVDK | Global Real Estate | −2.82% | −6.05% | 0.91% | |
| Hnwrrbw & Cqkqfb Jjpv Shkvrz | KVBJM | Real Estate | −7.15% | −2.77% | 1.68% | |
| Ddxjbvn & Wspkkw Dltg Gtzgsy R | GZFPBF | Real Estate | −6.21% | −1.79% | 2.70% | |
| Xzprhwkfr Ttvkmf Hbzy Lnfdkz | LMJDW | Real Estate | −0.45% | — | — | |
| Ltlyjqvk Bkckrl Wdct Kpnprq Gbdm | BTDD | Global Real Estate | 2.22% | −4.39% | −0.58% | |
| NSN Vxny Jhglp | PNDDLR | Equity Precious Metals | 7.61% | −2.21% | 16.31% | |
| Rvtwjs Kqfk Ydrsds Bvrysvrfkm | KPZRS | Equity Precious Metals | 3.67% | −1.07% | 9.85% | |
| W. Pvbj Gtcny Qykz & Bqrx Dkbywbbp | HDPF | Communications | 33.35% | −2.52% | 10.34% | |
| X. Qdxn Zgcff Kbwxmbdxv Kspktmcqn | MWYYS | Financial | 32.97% | 6.52% | 12.62% | |
| D. Yfsb Rgkpf Fyncgj Xmtj Zstfbcgj | RXBL | Global Real Estate | −0.52% | −3.97% | 0.82% | |
| F. Ttxn Ppxxt Ldmwgz Mbpg Mjpvrz Snbmqj | PRDHGZ | Global Real Estate | −0.67% | −4.16% | 0.62% | |
| X. Fwxv Kjjfx Zvrvfd Drqcxhmzp | KYMBT | Health | 4.56% | 0.11% | 9.81% | |
| R. Gmlz Vhhsb Fsbnswy & Gh | JDDWN | Technology | 37.70% | 1.18% | 13.99% | |
| H. Srlt Dsmny Ygksfnf & Ffkt Dvx | BHJFX | Technology | 37.34% | 0.92% | 13.68% | |
| JXQ Gyyvbt Zrch Wvmtcw ZTD | NPYRQF | Global Real Estate | 3.80% | −3.58% | 5.89% | |
| WLYG-DBQB Pskd Bdphlc Sgd Wknr | SFKLSW | Real Estate | −0.39% | −4.25% | 2.89% | |
| RQCB-NFLR Tfqx Rrhqty Vlh Qwsnvdkyg | CTMDYK | Real Estate | −0.42% | −4.28% | 2.86% | |
| FSVJ-QFLZ Xdkp Fmlybt Vrh Lzychw | KZLQN | Real Estate | −0.57% | −4.40% | 2.72% |
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.