Industrials Medalist Funds
Industrials sector ETFs and mutual funds help you gain exposure to companies that manufacture machinery, hand-held tools, and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation and logistic services. Here we highlight those that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Industrials Index ETF
FIDU
| 0.084% | 9.01% | 19.32% | 12.78% | $2.32B | |||
| Gabelli Commercial Aerospace & Defense ETF
GCAD
| 0.100% | 9.15% | 28.47% | — | $42.28M | |||
| State Street® Industrial Select Sector SPDR® ETF
XLI
| 0.080% | 10.87% | 20.15% | 12.87% | $30.15B | |||
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BGBNS
| 0.090% | 9.17% | 19.39% | 12.69% | $8.56B | |||
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XJY
| 0.090% | 10.41% | 19.80% | 12.58% | $8.56B |