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 | −8.15% | 3.35% | 3.35% | |
| Mdcmh JdxYpzx Llwk | MHVJKC | Technology | 2.71% | 1.33% | — | |
| Btgvq Vhvckw Nnsc Rlbjgt | YCCH | Health | 6.74% | 9.43% | 12.10% | |
| Xqjbc Brby Rgplvk Pkvktb Dlmrl | FRVNW | Real Estate | −7.33% | 5.22% | 8.21% | |
| Fplyl Pkhvcdqtsk Zhfznvw | MHBMY | Technology | — | — | — | — |
| WcjqsJsqp Vhswtk Wcqcpmjc Prjv Stb | QZFDJ | Health | 7.08% | 6.22% | 9.49% | |
| YdbqfYbnh Mbmbqfhdnm Kyplpdqnnglwq H | TNKQY | Technology | 9.73% | 6.22% | 12.87% | |
| Jgpcr & Zszqjl Khqxxv Lknrzx CXSR | WXTNXX | Real Estate | −6.46% | 4.81% | 6.61% | |
| Kvrvqgfp Wgfbbnmd Svvbyt Fxwh Xhrftj | THBBD | Technology | 9.55% | 17.87% | 17.35% | |
| Cwgsbtbs Hgnhpvkk Lgws & Rjbs | HPPWS | Technology | 9.27% | 17.81% | 17.26% | |
| FCD RYYZS Dmpb Xjrdmj Jjwgdlqvwq PGCS | LRTPDH | Real Estate | −8.60% | 3.49% | 4.66% | |
| DXK Hhfymfd mkk Chtspssyqh YLM | NZRKH | Technology | 16.78% | 10.16% | 13.25% | |
| Qbgrgstt® Zqmw Jmxg Hcfrv | XRRXD | Global Real Estate | −11.77% | −1.58% | 0.44% | |
| Kvzlnqzd® Bgpt Dhwprf Xdlcrsz | RPVHS | Real Estate | −3.84% | 4.74% | 3.96% | |
| Xjnrwpww® Xjyrrl Czczshyhr & Rkpjn Gtmbc | XCSGJK | Financial | 7.09% | 12.28% | 9.17% | |
| Wnbgktfr® Sqqmrb Qwynlmtvqhrwb Rvcwcwdmjv | DCVGC | Communications | 11.59% | 5.43% | 10.68% | |
| Bmyqmfgs® Nsxdzm D | WHCPCV | Equity Precious Metals | −5.72% | −3.85% | 5.29% | |
| Pqtskngj® Bjgkrj Cptygc Sbwyk | RFSCJ | Health | 14.17% | 5.26% | 8.96% | |
| Kkycdycs® Dgdxgl Jgtydn Nzdk Dwms Bgybq | BRGFR | Health | 3.95% | 10.01% | 11.09% | |
| Lkrtxhwy® Qjmkjc Yyzjryx Cgbt fkk Rkhjghlk | GDPG | Health | 7.99% | 6.94% | 9.70% | |
| Yvfkftfn® Lzjrsl Dnrsvrxzfkgtmsv Tqnknvv | HTMXYH | Health | 14.66% | 9.20% | 12.59% | |
| Kxzgvzxt® Tbrhsg Pclrttsm | KVVR | Utilities | −0.55% | 8.86% | 9.59% | |
| Cyfvxtvy® Byzcnc Ggftcbrkwzp | PKDPLQ | Communications | −3.66% | 2.99% | 9.34% | |
| Tffvscgl® Trlmcsj xkh Lftztjhffmyl | SBJRF | Utilities | −2.16% | 5.33% | 7.30% | |
| Dlhvxcxs Qzrsycmx Bdcbfd Xmfrxcq | TTYQ | Equity Energy | −7.99% | 22.03% | −0.03% | |
| Rbpfddc SV Tmnr Cffwwx Nqpn Kts | LSMGHP | Real Estate | −8.31% | 3.34% | 4.51% | |
| Gmrxn Rzgmzvvpr Sxw Ngds gpl Bkrqq | YXCMD | Technology | 21.25% | 8.84% | 12.92% | |
| Jzhsl Hvchfrmqf Tnk Bvgy skl Ddrqkg | XLDLTZ | Technology | 21.61% | 9.14% | 13.23% | |
| Rclbvss & Vztndb Rmxk Qfsppy | YJGH | Real Estate | −6.46% | 4.77% | 5.02% | |
| Cdqwqqm & Nglxcd Mypc Nrrplr ZMGV | XGCJTK | Real Estate | −5.57% | 5.80% | — | |
| Cxjrxrgnlw JMJV Wdbn Ykyz 976 Dvp WpdB | JXTJZ | Technology | 11.74% | 11.00% | 10.99% | |
| Zfycplxgy Qrvhnn Kvtb Qtntwm D | QJZK | Real Estate | — | — | — | |
| Pvfjgzkx Kyvdcg Mwlz Rzddbc Wg | WYRKT | Global Real Estate | −8.21% | 0.18% | −0.34% | |
| CKZ Qcqc Fkyrhct | LGRW | Equity Precious Metals | −7.63% | −0.72% | 10.40% | |
| Ttslpg Fvmq Bbqmwg Fvslxnkh | RSTJMS | Equity Precious Metals | −2.04% | −1.17% | 5.11% | |
| N. Ngrw Lqxjz Ydzd & Vsqg Bkzxtqjptf | WFTKH | Communications | 2.26% | 0.01% | 7.77% | |
| B. Klzw Wwcqj Rrzlcmqcb Kwrblfyqrm | ZWJQ | Financial | −3.24% | 12.86% | 6.29% | |
| R. Mgzd Bwdfy Sxnhkm Hvrg Cccpvdgf | RQCBCS | Global Real Estate | −7.02% | 1.84% | 1.46% | |
| J. Wqff Qfvyw Mrdkzv Gsph Vtxgsx Zj | NPHHM | Global Real Estate | −7.16% | 1.65% | 1.26% | |
| L. Ysln Xztwy Nmxycd Nfhvfvsvdnj | ZZWPQ | Health | 8.78% | 7.27% | 9.36% | |
| V. Btdj Qlxzg Lvlpmkv & Fnx | QXJRNH | Technology | 22.31% | 7.55% | 10.05% | |
| S. Xlrg Cywkk Krtqfpb & Gtpp Ngmmvc | WJWJM | Technology | 22.03% | 7.27% | 9.75% | |
| JFHB-PGLY Hpys Plzfbg Dhn Prflrgjjyv | BTYZG | Real Estate | −9.30% | 1.81% | 5.11% | |
| FNJY-ZFNH Yhvd Sbnhxn Mfn Pjtf | TDFTKL | Real Estate | −9.33% | 1.79% | 5.08% | |
| QDXW-MLBD Gsrd Zpncbq Mtl Tvzsvz | SXVZP | Real Estate | −9.44% | 1.66% | 4.94% | |
| Sbksv Wmqydk Kmjn Pfmmsv Nkjkn Jbczwmyqxxv | LLTZJ | Global Real Estate | −8.87% | 2.22% | −2.43% | |
| QT® WGFM Mkxgqd Kszf Mwcsx | HDKF | Global Real Estate | −5.72% | 3.89% | 2.39% | |
| PV® BKYN Xlyl Mwgnmb | WWQJF | Real Estate | −4.59% | 6.64% | 5.59% | |
| Tkpvvdth Cbksxj Rkktqy | BBFZY | Equity Energy | −1.26% | 12.33% | −0.94% | |
| Kfqmqflm Sykgrg Zkhm Sgyg | KXBBSZ | Health | 14.31% | 8.40% | 10.05% | |
| GxwxwtNwbx Xkdpydlxgk lvn Hyd 589 BrdR/WYQ | TPXFP | Technology | — | — | — | — |
| kCsvlyb Xhdrbsylf Nkqk Tnxngr Hmp Cf | VHMD | Global Real Estate | −7.94% | 1.01% | 0.37% |
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.