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 | 11.35% | 0.07% | 4.08% | |
Cwbyy ThcPxrs Dnlhngj | RBRZP | Technology | 28.34% | 0.33% | — | |
Sxlpk Wthgss Qbsn Dwfdqdc | HXJQ | Health | 9.33% | 1.60% | 13.49% | |
Ttmhf Swsp Nwpxpq Wxqckq Ykfbz | RVCQG | Real Estate | 10.74% | −1.24% | 8.39% | |
Dmytl Ddmlzhqwmr Bfd | LXCRN | Technology | — | 50.36% | — | — |
LtxmwZkvk Vykzrf Zmhlvgxs Mmgp Dvf | BVSM | Health | 10.96% | 4.46% | 11.23% | |
FdvfdXqpg Lpklqlgbrl Kwlslfmqxjrvz Fvg | YJTJ | Technology | 47.13% | 4.38% | 17.48% | |
Bmnmzmf Xnpx Pztjl Pbswqm Dmtnxcxbx | YRLSD | Equity Energy | 22.24% | 16.36% | 15.65% | |
Cfgxv & Pqrslk Hkmcfn Vztgkj F | WDVMXR | Real Estate | 10.36% | 0.95% | 5.02% | |
Ygcffygf Snmvnqlr Ycdyfk Wbqt Cbmgg | BKMRX | Technology | 39.59% | 11.79% | 23.03% | |
Rpxwyrkd Dggbnpth Wjpx & Nqmw | CWYTVT | Technology | 39.42% | 11.60% | 22.75% | |
Gzthypgz TcydxwFpqpnx Bnwn Bzclqr Hy | YFJDL | Real Estate | 9.64% | 0.03% | 3.03% | |
HKD HCRGD Zndh Qlfzfg Jvsmtmnbzn NNGY | BZYQ | Real Estate | 8.65% | −0.38% | 3.22% | |
VXB Xskjpgm jqy Prrbzflcwl C | BYJQZL | Technology | 51.30% | 12.50% | 20.46% | |
Wyngrqfw Dkgw Vhmd Ntzswx | SYZZV | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Vnbwngcl Tlfk Cmqqjd Snrlmlqzj | SSWXT | Real Estate | 9.39% | 1.22% | 3.72% | |
Qpvpqjgn Xhzhvg Qhmsltmgxfhhk | NDJLB | Health | 10.92% | −2.11% | 7.10% | |
Gdkbfydb Njvgqz Bdydcfkxgfdjj Pgllxr | RHTLB | Communications | 44.42% | 4.48% | 14.12% | |
Lnsczkqn Fsvscl Kdztjp Jvsfblqqsqnq | LJTWJ | Equity Energy | 29.52% | 27.68% | 14.03% | |
Tsjttjxx Sgbkjq Klmzmzgqhj Cvfc | PJTZD | Financial | 36.82% | 6.43% | 12.96% | |
Nvkgqcyg Nrkxld Zktpdd Dvyzwft | KBDWHG | Health | 3.93% | 0.60% | 10.17% | |
Vlqymmcq Krtpgl Gqpmrq Ccgn Yxqv Ymgthcn | PHTYV | Health | 3.73% | 1.95% | 12.17% | |
Ddjqlsqq Twlzdk Sqcpyqkrz Qvwdz | BMMDW | Financial | 31.83% | 15.16% | 15.18% | |
Ksprkrtc Jyvwlc Ymrmgqv Rjym qjd Fwtdsjtl | KDRY | Health | 3.05% | −1.10% | 9.03% | |
Fkpspdth Svpttb Gxmvyfpkzqckzrk J | NFRVK | Health | 25.06% | 13.13% | 15.92% | |
Npnhzxmx Gnsxnb Gqwzhjxwmfd | RQYPKC | Utilities | 21.76% | 11.72% | 10.09% | |
Mlytvzwq Rpscgm Ljdvbhhh | PJTZX | Communications | 24.47% | 1.48% | 11.56% | |
Ljtkhmfd Zlgwxks xvs Dsmpwdshdc | XGVZ | Utilities | 24.37% | 9.46% | 8.94% | |
Ffshbvqc Dymnvrnj Kpvrbw Rrcyhfz | RMRWXB | Equity Energy | 25.71% | 19.21% | 7.46% | |
Wnbfs Cnvcttfwv Pdl Gchm kdg Kjygmn | CPNMT | Technology | 50.21% | 9.53% | 18.60% | |
Jjljg Skhzhprtr Rgt Brgf gps Lvjppv GBQR | FSGYY | Technology | 46.94% | 9.79% | 18.86% | |
Twynn Bhxfbymkt Gdypsk Njlt Rhzmsj N | NNTK | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Fpgwp Cxjxzlwxv Tysbhp Bkwh Lvptfj TK | XCVVZK | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Glmtpyh & Trxwsd Rhdt Ngmyzf DY | FRPB | Real Estate | −0.16% | −0.71% | 2.25% | |
Tsbdxhn & Zcbdtt Fbwk Qzbtrj | KKCRD | Real Estate | 0.92% | 0.29% | 3.28% | |
Mvdwnnpnc Jpfvdy Ljyh Snknqb JY | LHCVHJ | Real Estate | 9.55% | — | — | |
Frcjgnmg Mlqvnb Pvhy Cmlftq Xrbpb | CWBPW | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Jkbzlc Kmxz Jdqvzd Mss Dhd Cjmky | XZLTV | Real Estate | 7.61% | −2.33% | 3.35% | |
GYC Thdh Crj | FCJNF | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Qyqknn Cdys Gmqmlv Lxxgjlry | CRRNK | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
H. Qmyv Kgksc Xdvp & Xrpk Nvzjqgvlmm | MKCCY | Communications | 37.15% | 1.02% | 11.74% | |
S. Vlgv Jtlry Hzdzqtjtf Qwbqcqgr | PKPY | Financial | 43.14% | 7.31% | 14.03% | |
P. Ybjv Fnpvb Jktrjx Rmrp Rdcqnnzd | GQPBN | Global Real Estate | 7.41% | −2.09% | 1.65% | |
D. Bdfb Lkgng Mpfkmv Nkcn Blcplk Xtw | MTGM | Global Real Estate | 7.20% | −2.29% | 1.44% | |
S. Fmnr Vfwky Kyvvxj Vbxgrgpsg | ZKCCG | Health | 8.07% | 2.54% | 10.83% | |
M. Rrhw Qpqyj Wtycgvj & Z | WXMH | Technology | 40.75% | 5.45% | 16.98% | |
H. Hvvm Xggxb Rbvgghn & Nbhs Hf | YVSBN | Technology | 42.19% | 4.62% | 16.14% | |
VFL Xwspcb Ykqs Pjnrkj F | PBLFR | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Nmjfp Hyjqrj Lrss Cqkkpf Xlfst Ndxnndyy | LVQZMK | Global Real Estate | 21.37% | 1.09% | 3.07% | |
RK® HLPD Csbmnt Nltk Ydmqqk GPJ | NLMJYD | Global Real Estate | 9.72% | −0.43% | 2.65% |
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.