Basic Materials Medalist Funds
Funds and ETFs in this sector focus on companies that manufacture chemicals, building materials, and paper products. Basic material companies are also engaged in commodities exploration and processing. We trim the list to those that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I
AVALX
| 1.360% | 38.40% | 34.57% | 25.00% | $1.20B | |||
| Allspring Precious Metals Fund - Class Inst
EKWYX
| 0.780% | 19.07% | 55.39% | 29.73% | $1.23B | |||
| ALPS/CoreCommodity Natural Resources ETF
CCNR
| — | 0.390% | 28.32% | — | — | $435.24M | ||
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LXTM
| — | 0.750% | 21.36% | — | — | $1.24B | ||
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TJFV
| — | 0.500% | 26.09% | — | — | $117.75M | ||
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MCXWGJ
| 0.570% | 18.35% | 49.15% | 22.89% | $3.98B | |||
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VSFRR
| 0.084% | 8.45% | 9.69% | 6.15% | $573.99M | |||
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QHVLFL
| 0.640% | 18.26% | 49.02% | 22.76% | $3.98B | |||
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BYPTV
| 0.620% | 25.28% | 60.49% | 26.64% | $3.18B | |||
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JFYWP
| 0.540% | 25.38% | 60.61% | 26.78% | $3.21B | |||
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DVPYVK
| 0.920% | 16.51% | 20.00% | 18.60% | $1.06B | |||
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CSBYC
| 1.250% | 16.19% | 19.65% | 18.26% | $1.06B | |||
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BQWP
| 0.290% | 22.58% | 14.83% | 8.79% | $19.80M | |||
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XBQLV
| 0.470% | 42.75% | 33.14% | — | $462.25M | |||
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TYJZ
| 0.370% | 17.19% | 13.52% | 7.79% | $425.01M | |||
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RJNSG
| 0.390% | −8.18% | −1.77% | −3.06% | $254.79M | |||
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XFDBV
| 0.470% | 4.05% | −9.36% | — | $12.43M | |||
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WCNS
| 0.390% | 19.27% | 8.38% | 4.88% | $169.76M | |||
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ZLMV
| 0.390% | 17.62% | 56.32% | 27.71% | $2.29B | |||
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NMGFJ
| 0.390% | 34.96% | 17.88% | 12.51% | $2.38B | |||
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QZNW
| 0.370% | 29.50% | 17.16% | 18.87% | $772.72M | |||
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XXQ
| 0.370% | 21.82% | 13.72% | 8.86% | $1.26B | |||
LOCK|p/hcY&cR Xxb<^!@?Q PXWs@Z FWv! ^&@J> % | 0.320% | 11.43% | 10.38% | 6.97% | $313.28M | |||
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CPJZT
| 0.460% | 23.59% | 12.39% | 10.96% | $6.86B | |||
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LDVXMM
| 0.820% | 29.63% | 17.59% | 16.58% | $920.65M |
United States