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.
|
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 Estate | Active-Discretionary | 0.790% | ||
| abrdn Real Estate Fund Institutional Class
AIGYX
| Real Estate | Active-Discretionary | 0.990% | ||
| Aegis Value Fund Class I
AVALX
| Natural Resources | Active-Discretionary | 1.360% | ||
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FSSKZ
| Technology | Active-Discretionary | 0.580% | ||
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PGPPVW
| Technology | Active-Discretionary | 0.850% | ||
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TVPQH
| Technology | Active-Discretionary | 0.840% | ||
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DBLNM
| Technology | Active-Discretionary | 0.610% | ||
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JZBRK
| Technology | Active-Discretionary | 0.610% | ||
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FQDCBT
| Equity Precious Metals | Active-Discretionary | 0.780% | ||
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NWJCL
| Real Estate | Active-Discretionary | 0.680% | ||
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FJYB
| Natural Resources | Active-Discretionary | 0.390% | ||
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LKKJ
| Natural Resources | Active-Discretionary | 0.750% | ||
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JWBLQN
| Global Real Estate | Active-Discretionary | 1.360% | ||
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YNNRH
| Global Real Estate | Active-Discretionary | 0.910% | ||
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GVNDG
| Global Real Estate | Active-Discretionary | 1.110% | ||
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SPFMHL
| Global Real Estate | Active-Discretionary | 0.910% | ||
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PPYFBR
| Global Real Estate | Active-Discretionary | 0.760% | ||
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MMCJPP
| Global Real Estate | Active-Discretionary | 0.760% | ||
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GSZFL
| Real Estate | Active-Discretionary | 0.800% | ||
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SQFMBZ
| Real Estate | Active-Discretionary | 0.800% | ||
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XCSHP
| Health | Active-Discretionary | 0.760% | ||
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RFKWL
| Health | Active-Discretionary | 1.470% | ||
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BSWYN
| Health | Active-Discretionary | 0.860% | ||
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WQFFWL
| Health | Active-Discretionary | 1.110% | ||
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WKFGM
| Health | Active-Discretionary | 1.160% |