Technology Medalist Funds
ETFs and mutual funds in this sector focus on companies engaged in the design, development, and support of computer operating systems and applications. Technology companies also provide consulting services and are engaged in the manufacturing of computer equipment and components, data storage products, networking products, and semiconductors. Here we narrow the list to 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
| |
|---|---|---|---|---|---|---|---|---|
| Alger AI Enablers & Adopters ETF
ALAI
| — | 0.580% | 21.89% | — | — | $2.46B | ||
| Alger AI Enablers & Adopters Fund Class A
AIFAX
| — | 0.850% | 21.78% | — | — | $27.28M | ||
| Alger AI Enablers & Adopters Fund Class I
AIFIX
| — | 0.840% | 21.74% | — | — | $27.28M | ||
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SCLDDQ
| — | 0.610% | 21.96% | — | — | $27.28M | ||
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YSZXHV
| — | 0.610% | 22.07% | — | — | $27.28M | ||
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WTDQSG
| 0.830% | 25.74% | 35.74% | 11.67% | $7.52B | |||
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FSPYRX
| 0.800% | 58.30% | 47.62% | 24.91% | $29.42B | |||
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WWPTC
| 0.300% | 25.84% | 40.57% | 17.55% | $833.06M | |||
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PGBVC
| 0.910% | 56.42% | 55.05% | 33.92% | $7.88B | |||
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ZJDYDK
| 1.660% | 55.23% | 53.90% | 32.92% | $7.88B | |||
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KKKBXS
| 0.660% | 56.80% | 55.45% | 34.27% | $7.88B | |||
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XTPWK
| 1.160% | 56.03% | 54.67% | 33.59% | $7.88B | |||
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KBRBT
| 0.540% | 56.98% | 55.63% | 34.43% | $7.88B | |||
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RYMKH
| 0.640% | — | — | — | $39.31B | |||
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VWQJWD
| 0.530% | — | — | — | $39.31B | |||
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HJHK
| 0.390% | 48.61% | 35.20% | 10.69% | $156.85M | |||
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CBYZ
| 0.084% | 29.27% | 34.53% | 18.93% | $22.15B | |||
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LRKNQ
| 0.600% | 55.60% | 54.50% | 34.04% | $48.01B | |||
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LMHLC
| 0.670% | 62.98% | 46.23% | 23.69% | $4.20B | |||
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RQKCYG
| 0.610% | 40.74% | 39.29% | 19.40% | $39.31B | |||
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MHNQ
| 0.600% | 89.83% | 52.62% | 27.64% | $1.18B | |||
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JCT
| 0.500% | 12.46% | 33.04% | 14.25% | $79.83M | |||
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FWQP
| — | 0.150% | 25.01% | — | — | $143.13M | ||
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ZGVD
| 0.400% | 45.64% | 37.44% | 15.75% | $150.31M | |||
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CKFH
| 0.190% | 68.84% | 52.27% | 28.57% | $2.96B |
United States