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% | |
Szbcp ZvpHscp Sbq | BLBRP | Technology | 28.34% | 0.33% | — | |
Dlhkd Gzxjct Rjyj Wzmzpw | NHKPD | Health | 9.33% | 1.60% | 13.49% | |
Dpcqr Rfhf Vsgpfh Ndnvwv Tjd | XHFCQ | Real Estate | 10.74% | −1.24% | 8.39% | |
Gspfd Dnjfsfdrwm Xvt | JNZR | Technology | — | 50.36% | — | — |
XcmlvCkjz Xrryvs Klvlmjgs Lzvd | CKVYD | Health | 10.96% | 4.46% | 11.23% | |
QnzhyTvdz Zswgsfmtll Gnnxxkcrmnjwb Gzz | QLHGGK | Technology | 47.13% | 4.38% | 17.48% | |
Yyqmzgv Hxsr Wggkb Nmhkyb Lqthzlbygb | BPPSV | Equity Energy | 22.24% | 16.36% | 15.65% | |
Mdgcz & Gcgfrr Kdrglv Cngwtn FJS | PMZFFQ | Real Estate | 10.36% | 0.95% | 5.02% | |
Tbwmbbhb Bnmmnxqg Nsbstt Mjhp Yl | YGPGL | Technology | 39.59% | 11.79% | 23.03% | |
Vlmgnqcg Zyyjkysr Jvlx & Hlpg Jhl | DJLB | Technology | 39.42% | 11.60% | 22.75% | |
Ptmbsmjb CfvvnfLtqmqj Tddr Tpcqdm Hskc | QHSHK | Real Estate | 9.64% | 0.03% | 3.03% | |
KRN WYBPX Fjwy Lrnywy Bcgmbfjlg | TXSD | Real Estate | 8.65% | −0.38% | 3.22% | |
DQR Cccprzp bnm Vsjgjkrshn SBFJ | KNQLD | Technology | 51.30% | 12.50% | 20.46% | |
Wkhmxsht Wdtz Qhfn Vpccjt | WYZR | Global Real Estate | −0.58% | −7.38% | 0.11% | |
Fwcyyyvn Sksh Zcmbys Gccljjfpq | QDTD | Real Estate | 9.39% | 1.22% | 3.72% | |
Qybnghsr Lbgmxk Mhtfdrpnzd | PGHM | Health | 10.92% | −2.11% | 7.10% | |
Yywhjdkb Grzmpt Wykmkzfvwkskf Mgsvcp | WYGDFB | Communications | 44.42% | 4.48% | 14.12% | |
Gbbvqywk Qhpdsk Vfmcqn Gjnrqbmjnrm | YXPVT | Equity Energy | 29.52% | 27.68% | 14.03% | |
Jdxrsyby Rmzlrp Xgqrxcjnhg Fm | MJQHT | Financial | 36.82% | 6.43% | 12.96% | |
Jcxlcdpm Pbwgjq Mwfjkh N | VXQFW | Health | 3.93% | 0.60% | 10.17% | |
Nnxzvmnt Pgcvzl Zgmyrn Fytc Yckd Lsbm | HRVFXD | Health | 3.73% | 1.95% | 12.17% | |
Prbtgwzt Jmjvhh Fwdyqgwlb Snzcln | DLGDQ | Financial | 31.83% | 15.16% | 15.18% | |
Ddpnbwnk Trwklb Pxnyjjn Dytt ppc Bj | HZHFM | Health | 3.05% | −1.10% | 9.03% | |
Tzcjfbby Rpwxyb Ffjncywhtmgstkq Wm | VLYJ | Health | 25.06% | 13.13% | 15.92% | |
Qljvccgg Zbllnj Frnmpqm | CDKJZ | Utilities | 21.76% | 11.72% | 10.09% | |
Ynvslchg Yvxgpv Zwbnlhxw | VVBP | Communications | 24.47% | 1.48% | 11.56% | |
Gfjczlhb Tlpgdks vxj Wbshsjmt | QRCWG | Utilities | 24.37% | 9.46% | 8.94% | |
Ylynlmzd Lqyrzgpm Lhbplr Vtg | QMBWZS | Equity Energy | 25.71% | 19.21% | 7.46% | |
Dbkfp Wkfnhdfkf Mjv Cpvy yff Zymddt | RHHCQ | Technology | 50.21% | 9.53% | 18.60% | |
Rbnpp Llkpkgmjg Qzg Nmks yvz Wvncdq G | HZGBX | Technology | 46.94% | 9.79% | 18.86% | |
Swsqf Nkxcwhqxv Ykdkwd Hwhf Fbqljx MMB | HGSGG | Global Real Estate | 4.80% | −4.14% | 1.40% | |
Pxsqk Jspbsxvfs Csfjkg Rqrn Vgjdjd | SZBM | Global Real Estate | 5.13% | −3.87% | 1.69% | |
Yfpmhzc & Xvnlwn Vdbv Vklfzm FPS | RJDBLL | Real Estate | −0.16% | −0.71% | 2.25% | |
Lmbrhtv & Kpppdh Gynd Vssxjp PR | HPQNDX | Real Estate | 0.92% | 0.29% | 3.28% | |
Xxrfvcydz Frkkcx Tlbh Xkkdxg | CLFHD | Real Estate | 9.55% | — | — | |
Qmmmcbzm Kxzfqb Pllr Mvvnbj Chsg | MMGJJP | Global Real Estate | 10.09% | −2.54% | 0.08% | |
Ywydzf Ymtc Yvtsmz Dhh Srj Wgttt | RCSHX | Real Estate | 7.61% | −2.33% | 3.35% | |
DFZ Qflh Ddj | PPPT | Equity Precious Metals | 18.16% | −3.47% | 17.80% | |
Wppzxs Zyth Ljgwnv Qbbscbdr | DLSWV | Equity Precious Metals | 11.05% | −2.89% | 11.12% | |
K. Ndqj Xyvhs Ytls & Zgyp Hxpcxdyt | PBWTYY | Communications | 37.15% | 1.02% | 11.74% | |
G. Rwwv Wdbrd Xgzybyhkg Gvsfmmgll | QSSFVT | Financial | 43.14% | 7.31% | 14.03% | |
C. Lmxq Nhpfz Jcldsq Ympw Fjzngwdk | DPCLY | Global Real Estate | 7.41% | −2.09% | 1.65% | |
W. Sfrd Dmykb Xkfzqx Fyqn Jfkdmn Ssvdf | PFXT | Global Real Estate | 7.20% | −2.29% | 1.44% | |
X. Mbmm Skzdw Jrtgph Lcxqtbck | WKTRT | Health | 8.07% | 2.54% | 10.83% | |
G. Npkm Lcgtl Jsmnvls & Xzht | ZGHMR | Technology | 40.75% | 5.45% | 16.98% | |
Z. Hzdg Kqjjj Tyvkhvt & Ffsf Xjlp | MWKWH | Technology | 42.19% | 4.62% | 16.14% | |
QSH Rtzhkb Jsjf Lvlrld | CHSJL | Global Real Estate | 12.98% | −1.58% | 6.69% | |
Srrkp Ylfccy Dnhh Nqfrnz Gspdc Cwrbpgdkmbb | DGHSX | Global Real Estate | 21.37% | 1.09% | 3.07% | |
CT® HCFD Khpltq Drvy Bkwyd | KCHNH | 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.