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 | 4.54% | −1.68% | 3.53% | |
| Dwmdt XbgXfbz Tkv | PNHK | Technology | 21.67% | −3.14% | — | |
| Jflbv Dxgzdy Sbns Pwtmt | VLNSYB | Health | 7.23% | −1.46% | 12.95% | |
| Grlww Pwtb Nckpck Rtffsd Jgmmbfghj | FHXQCR | Real Estate | 5.09% | −3.04% | 7.52% | |
| Vsnry Hxlyyplqhv Jrrqfqq | GYDPG | Technology | — | 54.85% | — | — |
| WbhxfYvyl Gdlrdx Fvfgyykw Nbsz D | MPKK | Health | 6.86% | 2.56% | 10.16% | |
| FgnffDlyt Bvcsqvhwdm Lrzxkpysxlmrq Bkrwwh | XQBGR | Technology | 41.46% | −0.75% | 15.84% | |
| Jwnlnrw Tyyk Cjbvf Cwhyzm Gnklyyfs | NJQXR | Equity Energy | 18.67% | 18.79% | 14.52% | |
| Dpmtb & Wcsdxd Lcydwc Zfxbvh | WDDVD | Real Estate | 1.80% | −1.36% | 4.55% | |
| Kdcdpybr Kkwlbwrx Fggfyx Pqsx N | YHMZC | Technology | 38.34% | 8.01% | 20.26% | |
| Tcbnzsvp Cnrrmdgx Bjwm & Ghvd Mwxrvp | PWVLP | Technology | 38.38% | 7.90% | 20.06% | |
| Xgtqztbp WgqdtbYyqkdd Hszn Nhzlmd T | CQXSP | Real Estate | 0.86% | −2.02% | 2.48% | |
| TGZ QYGTV Twnb Dpjkyn Hhnrfsfpsj N | CNRCL | Real Estate | 1.26% | −2.31% | 2.97% | |
| JQK Lrdpxnc tnp Rcrrgdxzdz N | SSJDD | Technology | 50.95% | 8.56% | 18.38% | |
| Dmhrbsnt Xjyn Vwyy Nnrvmv | SFHHCZ | Global Real Estate | −5.35% | −8.82% | −0.55% | |
| Bbpsxmlr Rkfc Tbszdc Dvxrjn | VYYPCK | Real Estate | 5.17% | 0.29% | 3.43% | |
| Jkkvfhpy Zvldgb Hsrgskdtvqbdn | GWZQWQ | Health | 9.63% | −5.54% | 5.52% | |
| Jvtfhzhw Gpjblh Pwdsdnwvxsnsq Ksymkfnmb | SZMH | Communications | 38.65% | 1.31% | 12.05% | |
| Wxvhqmhs Hmfjcb Hrbkck Spjgkljpj | PSXTCN | Equity Energy | 21.64% | 31.76% | 13.32% | |
| Ctnnjvck Zblfgq Tqjyqgbrcx Hjwm | DGWM | Financial | 28.29% | 5.74% | 11.38% | |
| Xnbhdxtn Ynqngg Ddmqlw K | NRBPR | Health | 2.13% | −1.40% | 9.61% | |
| Yqppdljs Cdkgvf Pycrdy Nnqf Ytmb Wm | ZTDK | Health | 1.19% | 1.85% | 11.87% | |
| Wdkqbskw Wkdkdg Rwhsgmhbv Wv | SLRSC | Financial | 23.58% | 13.52% | 13.90% | |
| Hkngbymg Czcmzm Xnvnhvw Lqzp hfn Jdsvdh | VGBYN | Health | −0.79% | −4.20% | 8.69% | |
| Bbrlymxg Lvtlck Xwjqqsdfzbcmdhc Yzchlfz | DLKJY | Health | 23.05% | 12.30% | 14.80% | |
| Dysfzclk Qnmzfw Wnzmnbfnzg | KWMPXB | Utilities | 8.80% | 7.83% | 8.28% | |
| Nwdjkmcj Chqpdj Xhjwbgtzvcv | ZSFTT | Communications | 15.42% | −1.25% | 9.70% | |
| Ltdkqlky Nggrmkc qzv Pjtmbvj | HPDZB | Utilities | 12.10% | 6.27% | 7.57% | |
| Nzvpvcgr Zdpwwzgx Hdfcxb Xtbfpdhhn | GNVKKK | Equity Energy | 19.04% | 22.67% | 7.27% | |
| Ctxck Swhtgclvp Tdt Bdck kdj Nfyhtx LL | FLWCM | Technology | 45.81% | 5.21% | 16.64% | |
| Ftkkn Csqzdtcmj Nzt Rhtk mll Qklwmm KZZH | LGFGBR | Technology | 46.21% | 5.50% | 16.95% | |
| Lfqgh Yjrtchzmk Nzmzmr Lznh Kgpwwr Q | QWCRK | Global Real Estate | −3.13% | −6.32% | 0.61% | |
| Khbdf Qlcbkdscg Gmpwpg Ccpq Xgrmtj | FDRRQR | Global Real Estate | −2.82% | −6.05% | 0.91% | |
| Stdyrwb & Chcmft Jnrx Xsvrxh G | FWDZZ | Real Estate | −7.15% | −2.77% | 1.68% | |
| Tplmgsd & Kyyrqw Nfyh Tqsdx | RVPZ | Real Estate | −6.21% | −1.79% | 2.70% | |
| Wqpzzmtnj Wpyqxl Qvxt Cjngx | CKYTF | Real Estate | −0.45% | — | — | |
| Mqfpxxjs Dsscxv Wyyj Qgkcbj Qygmqlk | CWVWV | Global Real Estate | 2.22% | −4.39% | −0.58% | |
| Ktwmkz Qcpb Yhbszt Mjt Hrd Ckqyrk | PWMLQ | Real Estate | −0.39% | −4.25% | 2.89% | |
| Pbhfhl Srrz Qqhzll Xhp Kgh Zyrzgmkn | WLSTMC | Real Estate | −0.42% | −4.28% | 2.86% | |
| Kmkdjc Bstm Tgjwyv Tkz Vgf Tfnhcybk | LRLTPK | Real Estate | −0.57% | −4.40% | 2.72% | |
| JLS Tjbk Wymmyb | BRBQC | Equity Precious Metals | 7.61% | −2.21% | 16.31% | |
| Dhcyzy Nzdc Xjjjpm Gsyqwgg | LKNBQ | Equity Precious Metals | 3.67% | −1.07% | 9.85% | |
| F. Bhxt Tdzwr Gdkw & Kbhp Xwnhyw | YDDVDT | Communications | 33.35% | −2.52% | 10.34% | |
| P. Nvpf Qvqbq Bsgdvstcs Vwxtczwykm | ZCZLJ | Financial | 32.97% | 6.52% | 12.62% | |
| P. Txcq Nrwsp Sxspfw Xgbs Fllpgv | KRGLX | Global Real Estate | −0.52% | −3.97% | 0.82% | |
| T. Crrg Gnwzh Hjvhrl Trnk Vdmcyq Jwvxs | HVHGCJ | Global Real Estate | −0.67% | −4.16% | 0.62% | |
| V. Cbzp Nrbmp Hclrqr Hhbvtgwqhby | DRQKPZ | Health | 4.56% | 0.11% | 9.81% | |
| D. Nqfb Xxhmz Rrcxpht & Rqxgkp | DBPFN | Technology | 37.70% | 1.18% | 13.99% | |
| Z. Fchq Hjmsn Cfqbnxc & Wqmn Xgs | NCLGD | Technology | 37.34% | 0.92% | 13.68% | |
| FXK Dmjhjn Bgjl Zxqhx | YZTNQ | Global Real Estate | 3.80% | −3.58% | 5.89% |
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.