Sector Equity Medalist Funds

Sector strategies provide the opportunity to tilt an equity portfolio towards specific sectors or industries. Here we curate a list of sector mutual funds and ETFs that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the 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 the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Screen With Investor
Name
Morningstar Category
Active/Passive Strategy Type
Adjusted Expense Ratio
Medalist Rating
Overall
AB Global Real Estate Investment Fund II Class I
ARIIX
Global Real EstateActive-Discretionary0.790%
abrdn Real Estate Fund Institutional Class
AIGYX
Real EstateActive-Discretionary0.990%
Aegis Value Fund Class I
AVALX
Natural ResourcesActive-Discretionary1.360%
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FSSKZ
TechnologyActive-Discretionary0.580%
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PGPPVW
TechnologyActive-Discretionary0.850%
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TVPQH
TechnologyActive-Discretionary0.840%
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DBLNM
TechnologyActive-Discretionary0.610%
LOCK|^<J G! yYH$cG!Y & pD!&J?zv y#<$ njBzw !D
JZBRK
TechnologyActive-Discretionary0.610%
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FQDCBT
Equity Precious MetalsActive-Discretionary0.780%
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NWJCL
Real EstateActive-Discretionary0.680%
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FJYB
Natural ResourcesActive-Discretionary0.390%
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LKKJ
Natural ResourcesActive-Discretionary0.750%
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JWBLQN
Global Real EstateActive-Discretionary1.360%
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YNNRH
Global Real EstateActive-Discretionary0.910%
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GVNDG
Global Real EstateActive-Discretionary1.110%
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SPFMHL
Global Real EstateActive-Discretionary0.910%
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PPYFBR
Global Real EstateActive-Discretionary0.760%
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MMCJPP
Global Real EstateActive-Discretionary0.760%
LOCK|R^N yx&V ^wG^%r jy$Db$ #DM@ bV!?##>C#XVvW &FPy&<Ps
GSZFL
Real EstateActive-Discretionary0.800%
LOCK|T<? QN!< #RH!%G @&khhN m>gT tz MZW^y@$
SQFMBZ
Real EstateActive-Discretionary0.800%
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XCSHP
HealthActive-Discretionary0.760%
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RFKWL
HealthActive-Discretionary1.470%
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BSWYN
HealthActive-Discretionary0.860%
LOCK|&m#w&J% !f%mhs bm#HN!kC VR<rryR^cJ!SD w>w%k<%qn DtZMllLG ? #Q<vB&&^K
WQFFWL
HealthActive-Discretionary1.110%
LOCK|z#zLJG< pr?hHn b<>hG>#K vvZ#jGrtB#&rN nCnG%Pd?X H!#k?b! w!c%Cg
WKFGM
HealthActive-Discretionary1.160%

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