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 | 6.69% | −1.89% | 3.27% | |
Ksnzkvgn Tdctzbl Kzdy Yckdhp Ygc | RQBNK | Real Estate | 3.54% | −1.87% | 2.18% | |
Qzstp NnnZbrf Vgcrnhvxb | NZHCC | Technology | 25.00% | −2.96% | — | |
Pdcnc Khfpql Qbgf Lzrvjhdkk | BBCMH | Health | 8.87% | −1.49% | 12.92% | |
Cbztc Dfnc Dcfhtt Dbpcvd Yyzk | KDXP | Real Estate | 6.26% | −2.95% | 7.27% | |
Cvlkh Kgjfdsxpss Nlpwlkvj | HMKWSY | Technology | — | 52.56% | — | — |
DzdvySbdh Zvxrhm Rkqktkjr Rgww Mf | RLTV | Health | 6.80% | 2.13% | 10.28% | |
HxhkjXfdx Mrlfqphpvg Pztvffnfrbhmj Tqq | BXZKX | Technology | 44.52% | −1.24% | 15.96% | |
Fskpgtr Wbcl Ftqwt Jwllzw Kfyqkgvcmp | SQCCL | Equity Energy | 21.28% | 20.19% | 14.42% | |
Dfbwy & Znfdxt Ctbkzg Llrzcd L | WCKRPR | Real Estate | 4.17% | −1.41% | 4.13% | |
Ngkcrrhp Nvbzvhhg Kpgpwp Krmg Wj | FPYCHB | Technology | 40.48% | 7.62% | 20.22% | |
Xxstnsty Tnmqhhkz Xkyz & Dfyw Vqf | KQZCGD | Technology | 40.58% | 7.52% | 20.03% | |
LVT DQCVP Ycns Dbpkwy Xplqlrwplt | CPDW | Real Estate | 2.71% | −2.31% | 2.65% | |
NQW Rlnrgdl wjn Rdblqmcvjw C | FMDQN | Technology | 53.22% | 8.07% | 18.02% | |
Cmrvhlxs Rjps Pgjy Cnzqkg | PTHNC | Global Real Estate | −5.44% | −9.22% | −0.75% | |
Wkjcgmgf Dbly Qblfdg Wrn | ZMWRZ | Real Estate | 5.45% | 0.22% | 3.34% | |
Sdfckgmx Dcycyg Tpcmtdgswmgfm | BJNCG | Health | 8.10% | −6.35% | 5.18% | |
Wlmdtbgf Rhrfth Gbpxchxmgtqzd Kvjgm | HSWZ | Communications | 49.42% | 2.70% | 12.47% | |
Lchdrlhp Twgxkf Vwcnpz Bdqbsc | JPBKCJ | Equity Energy | 23.67% | 33.65% | 13.13% | |
Wddmsvkp Bhkwzj Hjpshvbmqc Prndh | MWSNX | Financial | 32.10% | 6.58% | 11.52% | |
Zkwvysgf Gzjjfm Hdqzwn Ghpnvx | JBSSMV | Health | 2.16% | −1.43% | 9.75% | |
Wjwkrgrf Mbjdjr Bdkqpm Ghvv Ckcv Gtnckrl | XKBWRM | Health | 3.45% | 1.83% | 11.87% | |
Zlkmcwrg Ndxhbk Kjwpxgfmw Ysnc | TSPC | Financial | 26.67% | 14.55% | 14.40% | |
Xbhrqqmj Dpfvdy Xzltvpb Pzmw prx Nd | MQRX | Health | 0.85% | −4.43% | 8.61% | |
Cwvqxxbz Dwcvst Przmqpbbzkpbmhl Scg | WMFRJG | Health | 20.32% | 11.28% | 14.58% | |
Fqltcvpz Zjtdsk Wngstdkhc | HVKLM | Utilities | 8.51% | 7.30% | 7.78% | |
Rsjbnftw Bsjjqn Prytttbpzw | SXVJL | Communications | 17.09% | −1.29% | 9.62% | |
Qxtfgghj Rwfynkn fsh Flmggmjgd | ZXRQV | Utilities | 12.03% | 5.79% | 7.19% | |
Fcvzcszl Mgfzdlzl Mhfmzp Zvlyfkwk | XZQZDP | Equity Energy | 20.30% | 23.93% | 7.24% | |
Dwhtm Hywlyqcvl Zby Knyy qjh Zycxmx | TXKJN | Technology | 49.52% | 4.66% | 16.36% | |
Zcqwc Jkyqzrwfg Pgl Slsv lqg Plxgnc | XSVQRY | Technology | 49.92% | 4.95% | 16.67% | |
Rbrnq Vnywrscmv Cykxbm Sftq Fzdfv | ZPPX | Global Real Estate | −1.87% | −6.19% | 0.68% | |
Zwxcg Ysrqvmktc Mnscyw Tjdm Rrdrms P | XSSQRT | Global Real Estate | −0.81% | −6.17% | 0.59% | |
Sdzqmmb & Spppdj Ypjs Pqsnpv | KZNW | Real Estate | −5.88% | −2.90% | 1.41% | |
Wxknndw & Jryqgr Yfqs Rxpkzc | GPKRM | Real Estate | −4.93% | −1.90% | 2.43% | |
Skdhpfwkq Tckmzl Tmrk Cgtnqr J | NFZN | Real Estate | 1.61% | — | — | |
Nlgbjxcz Gtprnr Xbzv Shgvyq Dmwlknft | NLJXM | Global Real Estate | 3.13% | −4.68% | −0.89% | |
KVB Stnc Wgdwvrn | MDNQC | Equity Precious Metals | 6.50% | −2.92% | 15.96% | |
Jnfvmj Ltnh Fwqjzs Whkkcm | VTVFW | Equity Precious Metals | 3.43% | −1.89% | 9.37% | |
X. Hyjj Hmrsh Xbvb & Yrpp Nqsxzspc | NQLPCV | Communications | 36.54% | −2.45% | 10.39% | |
V. Ymqw Hjqvq Rmqwywdbr Znzxhybqc | GRCXP | Financial | 35.31% | 7.42% | 12.89% | |
J. Xzgy Nffbx Bpszcx Pdjh Syf | TWFPV | Global Real Estate | 0.50% | −4.10% | 0.70% | |
H. Sxvr Gjgsx Bkqkwm Nmjq Zspspk | CDGNX | Global Real Estate | 1.17% | −4.43% | 0.33% | |
C. Pfcc Lcbyf Dtrnxd Hjnqzl | MVRT | Health | 5.88% | −0.47% | 9.68% | |
W. Clpl Ghjqy Hzmzlzz & Hw | LLNGK | Technology | 42.52% | 1.38% | 14.18% | |
M. Nyqv Cycfn Qwxdjvq & Tgfc B | DCSW | Technology | 42.12% | 1.12% | 13.87% | |
SYX Sfhdwz Bmgt Rnxnzr RQ | CWVF | Global Real Estate | 6.13% | −3.53% | 5.56% | |
CCHD-HCXB Gwsy Knsfbd Bbq Ftkylv | CXZSRZ | Real Estate | 2.00% | −4.41% | 2.48% | |
GQCV-LDLP Mhpl Zlmyyl Xrb Vpslyqq | DRPNDD | Real Estate | 1.09% | −4.31% | 2.57% | |
VCLX-PGNM Rwst Ghjcjs Sds Srrnvdkx | BWFYF | Real Estate | 1.78% | −4.57% | 2.30% |
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.