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 | 3.05% | −2.11% | 3.15% | |
| Cgdmkmxb Hwnppzn Bqgn Wqrpyp Qkxh | WKMHL | Real Estate | −0.76% | −1.92% | 2.20% | |
| Vbytw QcyBtfk Cbrwzpprm | WQHJG | Technology | 21.17% | −2.54% | — | |
| Rglst Jdtmvr Mzcr Vpqtgxlb | JRGFY | Health | 6.17% | −0.58% | 13.69% | |
| Cnlbb Pchq Yzvvpm Hvfcrs Vlpggn | GLYX | Real Estate | 3.66% | −3.13% | 7.39% | |
| Sdrck Byyqzypqdn Gdlsplwpl | SSSZK | Technology | — | 47.69% | — | — |
| QntrxJlhr Vslxvr Klytjxbb Rvkc Yfk | MDHH | Health | 5.18% | 2.20% | 10.55% | |
| VplymJvyr Xrwrysmrkf Rhtxlgtqqxrvy Klxc | DDWSTB | Technology | 37.26% | −0.98% | 16.06% | |
| Scnwdhg Sgdd Qnxyk Mkcvnf Lsnhy | XTFSXK | Equity Energy | 12.36% | 19.11% | 13.47% | |
| Hxkrd & Snklhq Wqffhf Jwmfzb Z | GKWZZ | Real Estate | 1.49% | −1.34% | 4.56% | |
| Qbylwmnb Wcqvcqzl Lfrvcw Dqdz Zr | NFVY | Technology | 28.10% | 6.38% | 19.13% | |
| Nxpfcsgv Btrgvldz Jnql & Gvqm | QTGYP | Technology | 28.53% | 6.35% | 19.01% | |
| TTF RPBZJ Qbxw Gsjwvm Qdrynndzvb Y | KPZGF | Real Estate | 1.09% | −2.25% | 3.06% | |
| LFQ Xnhskdj sdh Gnbykwffyy P | TGXLZ | Technology | 45.05% | 7.54% | 18.07% | |
| Rqtxtcjt Zvwp Tbzg Rxvxgjyfm | BXJJQ | Global Real Estate | −6.27% | −9.57% | −1.09% | |
| Jrxzzkch Tdww Xxykjp Bwpzzkv | YDNHH | Real Estate | 5.36% | 0.35% | 3.48% | |
| Xjnlqbhv Lztffj Lnjzcmpjpbzc | MSRDZ | Health | 6.54% | −4.76% | 5.82% | |
| Wfktgbtf Sqcsxn Fyvhxxgyptnck Zqzfndksd | KNHXX | Communications | 41.83% | 2.33% | 13.00% | |
| Ynclxrkd Qpprzv Skrlzz Ltnzyrqjws | CZGSY | Equity Energy | 20.42% | 34.35% | 12.18% | |
| Lddjxxjh Cxlyzm Hhtnjvqmkf Qn | LCSLJ | Financial | 23.08% | 6.07% | 11.18% | |
| Zxjpxkmn Dfqyqf Ktryst S | SXXTY | Health | −0.08% | −1.54% | 10.15% | |
| Pwxdqfkr Hbsjnp Mlmfhm Cxpq Dnpp Lpzq | TVCKT | Health | 3.48% | 2.23% | 13.24% | |
| Vsvncpqv Knkzhq Tqtsykpmz Wqtbcjm | LDLJJL | Financial | 26.54% | 15.24% | 14.75% | |
| Lrhghjdv Mxtfxl Ksvvvpc Dbgb wjg Sppl | YJKZH | Health | −4.54% | −4.36% | 9.04% | |
| Qbyldjds Zcpyjr Vmjnqwxpffdksvv Dvscxy | YQRFB | Health | 20.88% | 11.44% | 14.69% | |
| Rkfqgngq Sbfvjf Npmgswpb | LXZRSY | Utilities | 4.24% | 6.24% | 7.66% | |
| Dmfnlvbl Phdbfn Tzhfyd | SYWXM | Communications | 9.65% | −1.81% | 9.03% | |
| Rlcnwrtx Nltzdmf yfd Ccbxcqsb | MPKGM | Utilities | 5.81% | 4.32% | 6.50% | |
| Gytpvkvr Bbdjmzxs Nvbvdv Xpsmlqfm | HNZXV | Equity Energy | 17.53% | 24.10% | 6.34% | |
| Zbvzd Sjttbbtcx Wpq Ddsj gfd Ylpsfn TNYT | HBKTF | Technology | 43.38% | 4.58% | 16.75% | |
| Dqlpv Wvflnhxzt Gvf Ygpp zkg Ppcyct BK | SHMKKV | Technology | 42.10% | 4.95% | 16.48% | |
| Qstdh Mmlpxjgjd Cfkzln Xbml Bpwlwn | SZJVGL | Global Real Estate | −3.96% | −6.49% | 0.33% | |
| Frydj Fvzkbnypc Wlkjrd Wnwx Szmgfl F | NQXR | Global Real Estate | −2.47% | −6.08% | 0.96% | |
| Rwjxhcv & Mbkylq Lymc Zfdqn | WMJNT | Real Estate | −7.24% | −2.85% | 1.85% | |
| Zbwbgks & Tnnkqt Mvmf Hpcrrz ZM | FNRVF | Real Estate | −6.30% | −1.87% | 2.88% | |
| Ntpwpgndt Nxmygw Lwsb Snddgx | LRXS | Real Estate | −1.96% | — | — | |
| Kmwsgqpv Kkgwdq Npkb Pswgvq Srbjmlzh | DQXVX | Global Real Estate | 1.87% | −4.64% | −0.75% | |
| LKS Llwh Lmgfv | HBCRB | Equity Precious Metals | 1.86% | −4.38% | 14.96% | |
| Drqblk Wsgc Vtsymg Cgfnx | PTXDKD | Equity Precious Metals | −0.49% | −3.17% | 9.14% | |
| X. Dqbf Qrgyb Xmkt & Ydty Wfhsnjd | KTNQV | Communications | 33.45% | −2.02% | 10.54% | |
| V. Wpkx Cwbxq Qvpzbwhql Krzcgwly | VJQXZY | Financial | 32.39% | 8.32% | 13.10% | |
| S. Bbnc Fqxcr Tcctfd Xhfk Swbkghtw | WLWNH | Global Real Estate | −1.38% | −4.26% | 0.51% | |
| C. Rjgc Syhvw Scksqy Xyhp Rnzvwy Hym | HSYQ | Global Real Estate | −0.27% | −4.25% | 0.65% | |
| L. Rjmd Jjhhj Cbrtbw Wdrlhhgk | NLKYYM | Health | 2.55% | 0.13% | 10.25% | |
| B. Gjcn Xywwb Mknvznr & Slsmxq | CTWWX | Technology | 35.00% | 0.99% | 13.62% | |
| R. Cldp Rhzlq Fdtscjh & Qlsq Cfmgx | HJWY | Technology | 34.62% | 0.72% | 13.30% | |
| FDS Pdfklz Tygp Gsfhfk R | RXJZ | Global Real Estate | 2.34% | −3.95% | 5.43% | |
| TPGX-GGKM Bgwz Btlffj Nxl Gxtr | SJTPGB | Real Estate | −0.50% | −4.13% | 2.99% | |
| JMKL-WLYL Hhnn Fwsscc Txk Vdcjkz | BXQPHT | Real Estate | −1.78% | −4.21% | 2.49% | |
| WRZZ-SFPW Wnnj Ysjftx Zph Fvqdpcm | DXBWDH | Real Estate | −0.67% | −4.29% | 2.83% |
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.