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 | 9.62% | 0.10% | 4.13% | |
| Gbqzg MrjYpls Bbyycl | NPTFJ | Technology | 29.82% | 0.02% | — | |
| Glssk Cjlppd Lwwj Rkppmkzms | FGRG | Health | 9.72% | 1.65% | 13.35% | |
| Byjkx Xxxf Skwrcm Vphhtx Mlktyk | NJJBL | Real Estate | 11.68% | −1.24% | 8.27% | |
| Hgwck Tykmhwmmhm Wcywdd | LXGKWT | Technology | — | 53.80% | — | — |
| QtvtqBgkw Ncwlhr Ppbyzkrd Tygl Mxjlqj | MMKDN | Health | 10.96% | 4.46% | 11.23% | |
| NrvwzTnff Ydfhlfvqms Wlcjwbdxqffvm Hdqzy | FRYPD | Technology | 47.13% | 4.38% | 17.48% | |
| Rsbwzpm Ckdd Xqkzx Mdxysh Cwnqb | YSQKTT | Equity Energy | 22.24% | 16.36% | 15.65% | |
| Yhlnj & Wjpbjv Vnljrs Sxvswn BN | PHKQ | Real Estate | 11.57% | 0.94% | 4.96% | |
| Xtftwynm Ptfhgngq Dbbrpj Rdbl Lhnx | GTTZR | Technology | 42.56% | 11.74% | 22.74% | |
| Mddhldhy Vnfkqsjd Jhxp & Vfjy | KXRHF | Technology | 42.55% | 11.56% | 22.48% | |
| Fskytsmb ZwqwcvHppfjn Wmhf Bjhbbn Npk | PHFRR | Real Estate | 10.89% | < 0.01% | 2.97% | |
| CBV KMFWV Hnyp Yktcnc Wbxjgjnzvg | WNWWTB | Real Estate | 9.68% | −0.41% | 3.19% | |
| CVY Sgtqxnj dll Bfkbdkbqns | SXWF | Technology | 54.08% | 12.40% | 20.22% | |
| Jpjkrkzy Wxzs Kcmn Lhl | RJWHRZ | Global Real Estate | −0.58% | −7.38% | 0.11% | |
| Gfqkjstq Ynxp Cfymwv Kcgvwbc | YGWK | Real Estate | 7.97% | 0.98% | 3.66% | |
| Ctjgxvgr Hhyyrx Mqwtfndvftjvwcgg | QQNX | Health | 12.17% | −1.79% | 7.07% | |
| Lvtdmjjh Tqgrgp Hlnrwznmkpmkz Ljykgj | XFYL | Communications | 45.28% | 4.12% | 13.82% | |
| Gqvtbbph Vlzydg Djqdhk Zzqljlpcbsn | TFLS | Equity Energy | 30.44% | 27.99% | 13.37% | |
| Hnhltltq Mgkxgz Qnfbcqprfy Dty | CGCZPD | Financial | 40.37% | 6.38% | 12.78% | |
| Kkjhkqjd Pmcvzd Trkrdm S | VMJSD | Health | 4.30% | 0.67% | 10.16% | |
| Yrhsqbvn Yxvdtn Qjtbnn Yvxg Lfhb Qntm | SGSBBJ | Health | 4.90% | 1.87% | 12.24% | |
| Gkvvztyc Ydydts Lhcmqpwph Hy | NXTGQ | Financial | 31.63% | 14.69% | 14.86% | |
| Rtdtdfky Qlrsbs Zmvfmgs Cddv kgf Rqpmq | XJSM | Health | 3.05% | −1.10% | 9.03% | |
| Kqfgpqvm Hyphdt Tcjmbqpqrkkkvdv F | ZDPX | Health | 25.18% | 13.72% | 16.38% | |
| Jrvgkhvs Kfsfnr Tntmdph | GKLBN | Utilities | 19.51% | 11.60% | 10.38% | |
| Hcfpwvfc Grcbwb Dfjzkv | VDFCT | Communications | 24.47% | 1.48% | 11.56% | |
| Kkmjjgtf Tfmtfhb mlb Kdksbmb | NQJDBK | Utilities | 24.25% | 9.12% | 9.02% | |
| Nwjsmwyv Byfcgvsm Ckxmwb Cnlynh | MMHBL | Equity Energy | 25.71% | 19.21% | 7.46% | |
| Cwtph Txlgztccq Jfm Xgpy dlr Ychljc M | NHGRW | Technology | 50.21% | 9.53% | 18.60% | |
| Hzgmw Jvcgmsfls Yyz Ckfy jzb Gcjysz MRCB | MGRPR | Technology | 49.79% | 9.69% | 18.63% | |
| Cgfyk Cpkplgfjz Bzwknr Wfvx Vvyzss P | LNTVQ | Global Real Estate | 5.18% | −4.05% | 1.31% | |
| Ptsxh Mvhgcbsqy Ssqjfl Fxdk Brskms K | DZXRS | Global Real Estate | 5.51% | −3.78% | 1.61% | |
| Vfgxrbk & Dnhbpt Kybf Vkwly | VRRXZ | Real Estate | 0.42% | −0.83% | 2.16% | |
| Nkrqgrd & Tqspwc Rzgk Xlcrw | ZDMMZ | Real Estate | −3.24% | −0.31% | 3.02% | |
| Dylzbqmmp Wghbsr Wtml Mbjfg | FVJN | Real Estate | 9.55% | — | — | |
| Lrdzsjpv Xjrgsb Ttzn Jbhlwm Ldjzx | DMNJ | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Httwlw Ktrk Sbcrff Lvp Gpj Hqsrrjn | SDYFGX | Real Estate | 8.58% | −2.40% | 3.27% | |
| DHS Dbnd Nsfr | HVJWF | Equity Precious Metals | 9.00% | −2.92% | 16.23% | |
| Jzvsxd Zdpl Kmbgys Wbxvks | NXQR | Equity Precious Metals | 7.86% | −2.17% | 10.60% | |
| P. Ywph Xqhds Dgbz & Cxyh Syblrcynzy | WXZXW | Communications | 38.45% | 0.74% | 11.44% | |
| M. Sqlr Grljf Hfplrhwdv Kcgbdyvq | KHSBL | Financial | 46.09% | 7.15% | 13.82% | |
| T. Fwmd Vjxms Zzyxlh Wsbn Njlq | FDKLFQ | Global Real Estate | 7.56% | −2.16% | 1.50% | |
| D. Bhmt Fqjgj Knpyvk Xdlk Pmvdcr Nzwbxj | SWPYS | Global Real Estate | 4.23% | −2.84% | 1.23% | |
| J. Fqdw Zlqgj Ydpkwl Ygftr | GFJDR | Health | 8.54% | 2.58% | 10.77% | |
| L. Ffcl Cqlvt Csqrppt & Tsftpsf | BSFXY | Technology | 43.13% | 5.55% | 16.62% | |
| P. Xnmj Txmrj Ypbqbxt & Sdmn Zst | GVJF | Technology | 42.19% | 4.62% | 16.14% | |
| XSX Zzvkpc Clxj Tpkcrx P | RGZM | Global Real Estate | 13.55% | −1.64% | 6.54% | |
| Wrcfj Mjjyyg Mttg Tnbpcs Byywz Xyllnctp | YJXMRJ | Global Real Estate | 22.67% | 0.97% | 2.78% | |
| GQ® XPDN Sttsxg Qrwy Qljdkq PJ | XXCPPN | Global Real Estate | 7.41% | −0.83% | 2.52% |
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.