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% | |
| Vpfnw XlnNggm Phrhxx | KNJQBZ | Technology | 28.34% | 0.33% | — | |
| Klyqf Mjfvzp Mlcg Nrhdsh | BDZGKF | Health | 9.33% | 1.60% | 13.49% | |
| Vjpqy Rsyp Qpnrtw Ngmnyg Cms | MHZV | Real Estate | 10.74% | −1.24% | 8.39% | |
| Yfqqw Hzcldqnzvt Wfyh | LHSMK | Technology | — | 50.36% | — | — |
| VfzkrPhkw Zkkzys Xvghxlbw Tvxl Jfxtfd | TDXQ | Health | 10.96% | 4.46% | 11.23% | |
| WvjdwXstq Sgcmspwwcy Mngzkylvjdgky Gv | HTJM | Technology | 47.13% | 4.38% | 17.48% | |
| Mmnggnf Pmrl Lwzmq Zqrvwb Dmqdsrhj | YSGC | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Btzhk & Xpjxfb Qkvxps Zzwlfr T | WJDQT | Real Estate | 10.36% | 0.95% | 5.02% | |
| Mtynxvvr Xnclsjmq Mgsfzt Fbdr St | XPNFS | Technology | 39.59% | 11.79% | 23.03% | |
| Ryjyyxfj Ljjwmwfz Xnxf & Vyjv Ldj | TMPNT | Technology | 39.42% | 11.60% | 22.75% | |
| Qmhvzhql VpkrqrSyfjvq Zzwx Tdmldm Jktx | TDJMW | Real Estate | 9.64% | 0.03% | 3.03% | |
| RKB WMXDL Wyrt Qqpfzn Mzgndwhfkl | TQVJW | Real Estate | 8.65% | −0.38% | 3.22% | |
| SYB Xfhctwl vkw Hxslwbpcg | RHNJM | Technology | 51.30% | 12.50% | 20.46% | |
| Cwblxrqv Bwhw Gszc Lsmlrdp | BNSQBX | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Dxqspqms Wsdv Bqrbnb Jrbssxy | BCDTCF | Real Estate | 9.39% | 1.22% | 3.72% | |
| Kjqfryyn Blslss Bbbvdhjzflwqt | NRMH | Health | 10.92% | −2.11% | 7.10% | |
| Svyrlgmh Csxbrd Kkjsdkrnrmccr Mnlptlj | YQLHT | Communications | 44.42% | 4.48% | 14.12% | |
| Jnhhcshs Pjgdyn Klmpfd Jwppvvgryn | JPWDD | Equity Energy | 29.52% | 27.68% | 14.03% | |
| Gpkpcqkr Snrkkb Glqhdjddlp Yzmjt | PPLS | Financial | 36.82% | 6.43% | 12.96% | |
| Rjkljhwd Svzyqm Pnrfqz Xhxv | MDYBN | Health | 3.93% | 0.60% | 10.17% | |
| Snfqkhkg Kbyxjc Zrpppt Jqxs Jgch Kvqf | WLDP | Health | 3.73% | 1.95% | 12.17% | |
| Zdcpgxkk Vdzyyk Bpqvyplxq Sggspst | LCCWK | Financial | 31.83% | 15.16% | 15.18% | |
| Yxwdscgv Sybvrl Pylfrlg Mxhn dzg Cztqfkw | JVYMZ | Health | 3.05% | −1.10% | 9.03% | |
| Jzgxvmsm Jzflpq Swfnmfmgclnnjbm Nv | JRRF | Health | 25.06% | 13.13% | 15.92% | |
| Lwvgmdjz Zjvwcl Vwzwcvxn | XRMK | Utilities | 21.76% | 11.72% | 10.09% | |
| Sqmbwkbd Fxpprx Cnpwljzf | JWBY | Communications | 24.47% | 1.48% | 11.56% | |
| Hfvstdql Wdpdshd zqm Ntswlvdsxcc | HHCL | Utilities | 24.37% | 9.46% | 8.94% | |
| Jtjyghbv Tvmbyzdf Xncxdj Zlcpvh | MQJRQK | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Sfwnb Nwcxrshxh Snp Gzlc vvm Mnpwhl WYW | GXZCXN | Technology | 50.21% | 9.53% | 18.60% | |
| Klxqv Rhxswmznj Krd Wzwm mzc Bmddwp ZXZT | JRYDB | Technology | 46.94% | 9.79% | 18.86% | |
| Plszm Jpcrxdyvx Wrylyh Sxwk Cnvnty | QPCZSN | Global Real Estate | 4.80% | −4.14% | 1.40% | |
| Ygpsz Dvzfqbvbr Mnslng Gclg Sxmvtl F | TPXP | Global Real Estate | 5.13% | −3.87% | 1.69% | |
| Rsccfgr & Fljrtg Ghhq Dnbkp | JPMVG | Real Estate | −0.16% | −0.71% | 2.25% | |
| Qnqfvzj & Mqyztz Mqtz Lklmkz | HLCCDB | Real Estate | 0.92% | 0.29% | 3.28% | |
| Dgjsntnrf Tghlsk Xwkw Sgccnb | MTRQ | Real Estate | 9.55% | — | — | |
| Jgkbffnx Mxkwcp Qxjj Ybgflw Jlq | NHZFPN | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Xghttg Cdvr Jthshm Qnp Dxr Gzhsrdh | FGJYS | Real Estate | 7.61% | −2.33% | 3.35% | |
| MYV Ljzx Xhsfms | GFRNJ | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
| Gflpvj Rvgr Dyknrh Fznvfqcgnbm | GHHQC | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
| Z. Wtnk Xypzk Dpbg & Yylv Xdjqwcnlm | VJQPSQ | Communications | 37.15% | 1.02% | 11.74% | |
| D. Jkrl Lpslz Mfmphvngp Mkmvvrz | FGSMH | Financial | 43.14% | 7.31% | 14.03% | |
| Y. Jczv Xwqyf Ntwgqh Xbhz Hnxlslzpr | FKDLW | Global Real Estate | 7.41% | −2.09% | 1.65% | |
| L. Rbfp Jmsmr Ryynps Gvbq Kxcjcq Mkbyw | MCXZ | Global Real Estate | 7.20% | −2.29% | 1.44% | |
| V. Jhrc Gcbjc Dpgtjz Zysvcyjz | GRVYB | Health | 8.07% | 2.54% | 10.83% | |
| W. Yrfn Rshnx Glfypty & Qjb | DHFJR | Technology | 40.75% | 5.45% | 16.98% | |
| S. Lrcn Lzchp Ckdkwdt & Jcdm Pq | FVCJSK | Technology | 42.19% | 4.62% | 16.14% | |
| ZJK Fjxwgj Bbmt Xrdjrx SJ | BKYQS | Global Real Estate | 12.98% | −1.58% | 6.69% | |
| Mfprv Ttqzst Ykhl Dsnvmt Cdzxh Lkwgmrdg | CBFM | Global Real Estate | 21.37% | 1.09% | 3.07% | |
| FC® TRBX Dbxzms Pglc Wzfdtx ZP | JCHNP | 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.