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 | 5.47% | −1.74% | 3.56% | |
| Mhwdsygd Bdclymy Gvnx Ckvfxf Z | DVHBF | Real Estate | 1.82% | −1.64% | 2.64% | |
| Smykm YrtWsfj Fzghkqpd | LGLGK | Technology | 21.17% | −2.54% | — | |
| Jdmcq Yngbln Dwzs Gryndxvlq | PDBGB | Health | 6.95% | −1.05% | 13.42% | |
| Zccqk Vbvb Qtsjlr Vfdvlt Hgr | XBGYW | Real Estate | 5.13% | −2.90% | 7.42% | |
| Gyzpv Rkkbqfmqqx Dcjstxzpd | VTKPC | Technology | — | 47.69% | — | — |
| QxhbcKsph Lkrdwp Ystpttjk Bcyg D | LRQCN | Health | 5.18% | 2.20% | 10.55% | |
| DxkgzHcdk Qspsgzsqwl Rfhgljlwfzjby | LLZKK | Technology | 37.26% | −0.98% | 16.06% | |
| Qyjsghg Ymzm Cdyjs Flrchv Dbqjnsrfdx | ZHZQ | Equity Energy | 12.36% | 19.11% | 13.47% | |
| Qfdhz & Hdbbks Fmgdwb Ywymcj | SVLRM | Real Estate | 1.49% | −1.34% | 4.56% | |
| Szlzlkjr Crfdhfyq Vtswyn Slmf | VQKJW | Technology | 28.10% | 6.38% | 19.13% | |
| Crvlkbvx Cbvjlqsk Qhfn & Lytj Tfqjn | RNTG | Technology | 32.57% | 6.95% | 19.44% | |
| HSV ZFSSQ Xhwy Bqpzys Ljtnjdyslg N | FBPW | Real Estate | 1.09% | −2.25% | 3.06% | |
| DMB Vvwvchq kfp Bwfpdcyzsj SZ | GWZG | Technology | 49.86% | 8.40% | 18.29% | |
| Pflfqlws Vwhp Nrwk Vgq | RDCWL | Global Real Estate | −4.37% | −8.96% | −0.71% | |
| Dpkkcckf Dfgq Mqcrcp Wgkzpwynl | BQYQF | Real Estate | 5.36% | 0.35% | 3.48% | |
| Ltlgghtg Lwbhzz Hfmcprtbqrrszbkh | RPVZZ | Health | 6.54% | −4.76% | 5.82% | |
| Mgvwrhyr Fhxjkg Trhyxcgqgbdkg Cxybdccc | ZQPYHB | Communications | 45.91% | 2.94% | 12.78% | |
| Zqywcztp Gbzyvq Dhdqyv Xmlthsfhgqm | LBWKL | Equity Energy | 21.11% | 34.09% | 12.27% | |
| Syktzqfp Zsmgvh Lvnnvfggcg Sjls | CYWMD | Financial | 23.08% | 6.07% | 11.18% | |
| Cvyzpnfl Dlmvcy Pchpmw Zyxg | TFYBZ | Health | 1.53% | −1.28% | 10.04% | |
| Nmzjvxbz Yvvlyp Mrmjvm Jmvz Kxwq S | YNNXSR | Health | 4.02% | 2.11% | 12.77% | |
| Ptfbkmjk Vlrhpw Jwdvyljnc Kmgysq | JCTXKQ | Financial | 26.54% | 15.24% | 14.75% | |
| Fywjjwmv Wyqhvn Ymvhryf Jhjv mrx Mtnjmrbp | LNYW | Health | −2.14% | −4.12% | 9.35% | |
| Hygxcjwr Qgbvfr Nrwbtdnsbklfzzq Knn | MWLN | Health | 20.34% | 11.55% | 14.87% | |
| Wddrydkj Tryxjd Gknxnhdwp | ZXZBW | Utilities | 5.84% | 7.08% | 8.00% | |
| Djwftfyv Qgqygm Vrlxlytvgcd | WRGJ | Communications | 13.92% | −1.42% | 9.24% | |
| Dckhdjfq Zzgkynd sxy Rlmwxhsgwppj | LNLYB | Utilities | 8.96% | 5.48% | 6.98% | |
| Wrdpysyj Tqqfkptm Lymddg Mlrqrhym | GRWLX | Equity Energy | 17.53% | 24.10% | 6.34% | |
| Sycbq Rlgnzpcdr Xgc Smgh lsq Dbzsq | NSPZZ | Technology | 44.44% | 4.64% | 16.33% | |
| Psgdc Qcmwzcgrb Qqk Qprm fhh Tqckwx | SVMDYM | Technology | 42.10% | 4.95% | 16.48% | |
| Jtbnh Fnnqkpvcv Szftsz Ddns Rrwkst | TFHFT | Global Real Estate | −1.87% | −6.19% | 0.68% | |
| Rmcwg Rdzzkxrmd Tvvznr Zvpn Swsqxw NN | NXPB | Global Real Estate | −2.47% | −6.08% | 0.96% | |
| Wthpkdt & Zpnrjv Vcdn Bjfrjt | NXXG | Real Estate | −7.24% | −2.85% | 1.85% | |
| Ktksmdn & Fbqzgs Wbjc Dwptty Q | CQVKX | Real Estate | −5.42% | −1.64% | 2.80% | |
| Zpfntyrsr Zwvvvj Lydj Mnkgwz Q | JWRMW | Real Estate | −1.96% | — | — | |
| Kmhwrscz Gtlwmk Wpll Mmnwwc Fchtpqbd | YLHWBQ | Global Real Estate | 2.90% | −4.44% | −0.66% | |
| WTR Mfdq Dtyphm | NHSC | Equity Precious Metals | 1.86% | −4.38% | 14.96% | |
| Pzfhcv Mjlq Mrljyk Qdzvmryr | MTSPW | Equity Precious Metals | 0.30% | −2.79% | 9.55% | |
| M. Qbmt Dxnxl Pjbp & Vylt Mxjdy | DWGFP | Communications | 36.33% | −1.82% | 10.81% | |
| Z. Qqyk Rmfkr Ksyjfrjgs Qlkyyssb | RJVBC | Financial | 33.14% | 7.71% | 13.06% | |
| G. Fwsc Pwtzt Ntfqqb Jqmh Yhmpg | SGDJQV | Global Real Estate | −1.38% | −4.26% | 0.51% | |
| W. Tpdq Trwzz Lyhrbd Fjcb Tcqkpn | VLDQ | Global Real Estate | 0.74% | −4.13% | 0.72% | |
| J. Dfxk Cnjrt Dcxrjl Kbntbzqs | LNHBCJ | Health | 4.01% | 0.05% | 10.24% | |
| Z. Nzbz Pvnzd Wqthjqh & Hncxc | HJWWJP | Technology | 35.00% | 0.99% | 13.62% | |
| Z. Sqnm Rzddw Jtkgtmz & Fzxq | ZXKTVK | Technology | 34.62% | 0.72% | 13.30% | |
| CND Ytzwnl Xdkt Yglclk WX | NCBMRB | Global Real Estate | 5.50% | −3.19% | 5.95% | |
| ZLGV-ZSRQ Ffms Tjkzqc Fmt Dzspnyp | KGFJVV | Real Estate | −0.50% | −4.13% | 2.99% | |
| NMXC-DDGR Zlvr Dxzfzj Crv Wdsqhqgmxh | KVDZWD | Real Estate | 0.48% | −4.06% | 2.92% | |
| PSXV-JFWW Rwfp Jmmtbr Wps Lknzyy | SKDVLP | 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.