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%
LOCK|J%C Pp k#FWG%Bm & l^?@^b<% r<F$L
PPGD
TechnologyActive-Discretionary0.580%
LOCK|MV> yP @>R&YNR> & nMfQTz>s TcHq $!C&T &h%
FVMWK
TechnologyActive-Discretionary0.850%
LOCK|HsW ^f &G<$TYN! & R&c!YPy^ m#HJ $?&%y f
HWZQKB
TechnologyActive-Discretionary0.840%
LOCK|HDf @! L#>@WS@k & WZbHQ$#f R@Q> !H<Ph Q^r
THRXHL
TechnologyActive-Discretionary0.610%
LOCK|YyB PG Z<&S^ptF & !Wf!^$l? GYk$ H@Yx> M
RPDMWS
TechnologyActive-Discretionary0.610%
LOCK|x?#xZ#^ $^kHC!Hb q^Dgz$ WX<^ - &<<^J !R$p%
MBNHZH
Equity Precious MetalsActive-Discretionary0.780%
LOCK|j& d&>vNy %?Qm #P>^
TTGC
Real EstateActive-Discretionary0.680%
LOCK|!</HJ>?R<z^W##lQ p$DY<kx %ng<^><#k M>H
XCPQB
Natural ResourcesActive-Discretionary0.390%
LOCK|<k?<Jt gzrd?! ?V$ Tfn>kX% gRl%%HdT$ &#@jk!
YBTR
Natural ResourcesActive-Discretionary0.750%
LOCK|%YHtM^ WK>s#Z@ MT!>X$ @%>b ><?lPw Gjby Z YB<gk
WBVZZ
Global Real EstateActive-Discretionary1.360%
LOCK|J$DzPC <x?#qhr B@t!Q# @@&^ wL>X$d #<!^ m ^BGQL
LJDVS
Global Real EstateActive-Discretionary0.910%
LOCK|#!CfPJ GhSG<jH &%N%#> H$>! p>@ns^ d%wv sCQjwfY# ?%V?r
CFKKRW
Global Real EstateActive-Discretionary1.110%
LOCK|P%r$fq <^!DyR< ?@>&QL CR@& m^$!s@ pb#% >N &yy?$
HGGMZ
Global Real EstateActive-Discretionary0.910%
LOCK|@!pwmW %$%q%@# >MXs$W V#g$ <<Wc&M $@dj <T r?&C!S<
MWYRT
Global Real EstateActive-Discretionary0.760%
LOCK|yc??@H xmYD>hn f%&%fH Gjzy pTmgPB l<#$ % lg#F%K
GGFLTY
Global Real EstateActive-Discretionary0.760%
LOCK|hJr w?dj ^t?!^? m&TMCy PJ^! ?Kw?SY##L@&yw t$Dmz&
TJPDG
Real EstateActive-Discretionary0.800%
LOCK|Btf BpT$ g^j$G> <s!>ry LWjw !h !J%@&<kWj
LNDSTJ
Real EstateActive-Discretionary0.800%
LOCK|H^T @vKs &v$?P# <dv#b& wSJG TRd&j? FBsB&CSjb
ZQJLY
Real EstateActive-Discretionary1.050%
LOCK|^%V>@Tc fLgb$d FlTCvR^n jq%Q%?NbG?rtT f>K&%B?<! $%CKG &Q
SVCXBX
HealthActive-Discretionary0.760%
LOCK|J?VZ#^< XF@X@$ @x?c%@@w t!&qhy$NS>GWr f%<bZ!&<q KMZJ? Z!
RMGLKQ
HealthActive-Discretionary1.470%
LOCK|c>V&Y^> #^<qZ> ?Zy$j!z& $%zRj#^#gvG?x Xr<$%xNpC mQx%rD&>^kD&@ MWk%^F
LMTKK
HealthActive-Discretionary0.860%
LOCK|T>fc$&% $n>t#L HKR!>!@F X$S%PFpqx@d#K qzbts?^Ms S<B<M<f& Q ??Ny^#J
WJVLL
HealthActive-Discretionary1.110%

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