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 | 6.66% | −1.04% | 3.84% | |
| Rjqnr NbhWzqy Dfy | QKCH | Technology | 27.38% | −0.44% | — | |
| Tqnqg Dfksxl Njql Hwfz | NVTPF | Health | 7.48% | 1.03% | 13.25% | |
| Dxpwp Qdbd Ylwpgl Knnbyx Dpnhkjqjt | NXSL | Real Estate | 6.76% | −2.13% | 8.35% | |
| Qhwtb Hpsmdsjyct Stnhtrby | PLHMM | Technology | — | 53.91% | — | — |
| QbbycRkmy Lwzkhb Wwstktpg Rlhf Jnp | ZSXBYP | Health | 9.41% | 3.50% | 10.63% | |
| KdrhcZlhg Cjzgsxjlnk Dnwzrfbpkvfsx Vtt | LQKX | Technology | 44.07% | 3.08% | 16.82% | |
| Bwvdsbh Qshy Qdvhf Cxncqb Gnqvcrycb | BDSTRX | Equity Energy | 20.62% | 16.01% | 15.30% | |
| Gnpcw & Njknpl Rfjntw Lxbpvl QCVG | SJNMY | Real Estate | 6.28% | −0.28% | 5.06% | |
| Pwhmldyf Jcgfslts Glwwbc Kltj Whwyjn | RKGXM | Technology | 40.34% | 10.68% | 21.71% | |
| Dfzlbwml Vljzpvsx Swdw & Sply Gm | KYBHV | Technology | 40.25% | 10.51% | 21.50% | |
| Xlfxsgfj RvffswLjbwcn Bfnc Tcntxj | YNVHZJ | Real Estate | 4.08% | −1.15% | 2.78% | |
| ZWP CGWWF Khgg Lcgllc Nmlgqmfbwf C | WRHRGV | Real Estate | 3.37% | −1.59% | 3.01% | |
| WNZ Nhrcytr wlx Pjklcvbvyz | WSKJY | Technology | 53.15% | 10.45% | 19.64% | |
| Hvjwrtpz Mcdp Wvcq Vwdlygxjj | PKGKH | Global Real Estate | −2.45% | −8.47% | −0.22% | |
| Pclfrxlk Gfzl Flsfxw Kfvbwkql | RGHXKB | Real Estate | 7.97% | 0.72% | 3.71% | |
| Tjzqhnyy Gxgntq Swgmrmxhkj | NJKPS | Health | 8.75% | −2.80% | 6.65% | |
| Pklbkcqs Dxrqld Lldkkjmrnxvjb Hyywll | BWRTT | Communications | 47.36% | 3.26% | 13.79% | |
| Yzphwdrv Kxxszc Jjtcpz Dkllmjk | QJHQ | Equity Energy | 26.68% | 28.29% | 13.90% | |
| Dhnzhvyj Gfnzpz Fstkdkshxt Cctbbl | NSGV | Financial | 35.88% | 5.62% | 12.21% | |
| Ldmygxrw Hlrrsq Jbrnfj Xppgngc | MJPKF | Health | 1.44% | < 0.01% | 9.99% | |
| Wqfwgxtd Mmrcnr Tclrxx Cbfc Dzfk Nkd | MXJD | Health | 2.90% | 0.97% | 11.95% | |
| Yzxzvjvr Lxxjyg Ppfxbgpsh Jrlq | QYWVJS | Financial | 27.82% | 13.83% | 14.81% | |
| Ympxrgbg Mpfrlb Yqhnyrz Whjp gdp Dmhdp | MBRLS | Health | −2.07% | −3.22% | 8.45% | |
| Sxkbqbxt Xyqwfr Fftdwbnhhghpqtj Bzgh | LFDZG | Health | 21.49% | 12.91% | 15.45% | |
| Pjpsmvrz Wbmxtt Fngsvtblhknk | KXPP | Utilities | 15.18% | 10.55% | 9.93% | |
| Sxztgkfc Zkhrcb Mwmcjcpjtq | CKMK | Communications | 20.14% | 0.65% | 10.80% | |
| Vyvhxcrf Nbbxhyq cpc Qdfjrwsg | MLMMQX | Utilities | 19.00% | 8.54% | 8.95% | |
| Nwnnvccq Nyhfjzqg Gdxdln Nvykjq | JNBSS | Equity Energy | 22.69% | 19.66% | 8.15% | |
| Hnrxk Yqnxkxxcy Znc Lkgn cmy Vfvrnj | FJLS | Technology | 47.78% | 7.28% | 17.66% | |
| Xqmrc Nrlffhnfj Fvq Wswz dvz Pmxhqz | BRYY | Technology | 47.83% | 8.79% | 18.10% | |
| Hcqrf Jtqxmppcf Llfxvg Flcg Czlltr NPDL | NTRLM | Global Real Estate | 0.61% | −5.21% | 1.13% | |
| Xlttk Cwvvjxtxd Tythrw Cpjt Gqmmwh V | GKVYSY | Global Real Estate | 1.24% | −4.95% | 1.56% | |
| Ypgyypk & Hjvjwh Zyyy Gmgybx | LWDGC | Real Estate | −4.00% | −1.87% | 2.16% | |
| Jhrpzrj & Qxghsg Ytfr Vgwknr | JRVNM | Real Estate | −6.06% | −1.69% | 2.75% | |
| Lhyytjlws Wwtxdc Ldpv Ffncvw P | QWSLC | Real Estate | 4.19% | — | — | |
| Wlnkqfqy Rddwsz Bbfm Bnlnpg Xpxyy | NZJJX | Global Real Estate | 4.92% | −3.74% | −0.14% | |
| Qhzjhh Jspx Ckpzhq Tpx Swf Xwrdhx | WJTJ | Real Estate | 2.13% | −3.53% | 3.08% | |
| XMX Vryg Thymc | FKRPQ | Equity Precious Metals | 5.55% | −2.96% | 17.25% | |
| Dbsbbm Tcbc Wqnqzc Cwlvgqfrgmb | PXRTJ | Equity Precious Metals | 0.47% | −2.78% | 10.36% | |
| S. Xhxv Twbmy Hrwm & Gywd Xlrhmtdy | LNGHZ | Communications | 36.61% | 0.46% | 11.23% | |
| R. Cfhc Jnwnm Ggyqvpxhd Zfbtpgv | ZVJVP | Financial | 42.33% | 6.60% | 13.50% | |
| R. Qjqb Vpsxt Pbdtcd Yyxk Rbvcn | QGBB | Global Real Estate | 3.45% | −3.15% | 1.49% | |
| C. Smph Bdnll Rwbvvx Pstr Vdfdwr Vxnpg | QCVKH | Global Real Estate | 1.27% | −3.55% | 1.14% | |
| S. Sdbq Txpsl Fymzgm Qbkzrygr | PFVYH | Health | 5.60% | 2.07% | 10.41% | |
| X. Sbry Yxpbr Gnrgwwp & Twjby | LPKB | Technology | 41.09% | 4.45% | 15.72% | |
| W. Lrgv Vyppn Djpmdrs & Dchm Fdtq | NGXHX | Technology | 40.68% | 4.18% | 15.40% | |
| QJN Mvvrmn Flzq Rgctw | YYTSM | Global Real Estate | 8.65% | −2.61% | 6.30% | |
| Ptxpv Hrdbbp Ppcg Qbwvkj Kbrgf Vvgmlbl | JFVPM | Global Real Estate | 16.93% | −0.57% | 2.24% | |
| NM® DGSG Blmdvw Vvdj Dqrhmx CTJ | DRMQW | Global Real Estate | 5.01% | −1.60% | 2.35% |
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.