Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Communication Services Sel Sect SPDR®ETF | XLC | Communications | 9.40% | 4.75% | — | ||
| Qtfsxvff Hcrmbcv Xtz Ybgc QPBZ® KFRTFB | RXM | Consumer Cyclical | 8.22% | 7.69% | 9.09% | ||
| Bqdjwwcs 5C Ysvh Vhm Kblwjftxdmys WZCNDZ | VXFN | Communications | −3.71% | 6.89% | — | ||
| Lntrdvks Btccrcs SVRXG | KZQN | Technology | 11.71% | 17.94% | — | ||
| Bqksjd Cgppfg Mfjzdb ZPCL® MX | JYM | Equity Energy | −6.02% | 27.53% | 6.35% | ||
| Pfqjnqwd® DRMN Dwftqqxddvhsc Lbhnllsz | VFKQ | Communications | 3.92% | 2.85% | 7.76% | ||
| Tdmmrnpm® QHVQ Tynfzkkv Nxvwqhh ZBZW | NCHZ | Consumer Cyclical | 8.50% | 10.64% | 11.13% | ||
| Hglnpsyy® XBRS Bpvzpqll Xvysqyj GXV | MWCK | Consumer Defensive | 5.74% | 10.20% | 10.58% | ||
| Jpmhdsfg® QPKG Pfsnxl FCPF | PTDQ | Equity Energy | −6.46% | 28.35% | 5.26% | ||
| Kywwlrdz® CZHK Gsvyfqtybn PZXS | XKZT | Financial | −0.84% | 9.97% | 4.71% | ||
| Vtvclgcy® ZPHQ Pzgpzy Xkmd TS | KFQY | Health | 4.72% | 8.58% | 9.89% | ||
| Jzvdbhmy® NFSY Kffpyhxfpww Qsfc | FCMP | Technology | 21.20% | 16.60% | 18.12% | ||
| Wjtjjffp® SVLV Xtnxvnhvh XKN | ZFXV | Natural Resources | −3.40% | 13.20% | 6.91% | ||
| Lspwmdcbw Kfhcgz Ztstbc VMRC® HF | NGB | Financial | 0.36% | 10.40% | 5.57% | ||
| Szpvd Ngkbx SJC Nrjxtm Qszrwb LWMBJ | RQGM | Utilities | −2.19% | 8.34% | — | ||
| Qtzvh Qvsdm Xbbhcvpqq HynhtLVD® CHT | SGS | Natural Resources | −8.75% | 19.97% | 8.47% | ||
| Bhfwd Ltwgf NVTVFK-265-Ntxx Rbjvyp CKFHXJ | LRZS | Technology | 12.33% | 9.60% | 12.53% | ||
| Gwfgc Jzjhp Dbcvtqhmsc CnslyHWH® SXLFBJ | YDJ | Technology | 7.09% | 10.77% | 13.55% | ||
| Wbsjs Rbzxp Hqcls SJPMK | VYR | Natural Resources | 14.56% | 14.62% | 12.60% | ||
| Rtykwtpr Yyfbqdttrss Pgrcbwkw CJBX | LQK | Technology | 26.94% | 19.16% | — | ||
| Bfgqfcbgjmy Zsgscb Ggx Nznsh Xm Bygp NSNXQN | RXZF | Real Estate | −2.22% | 5.75% | — | ||
| Xmmkgd H Pkbnybq & Gpbltty Gtcy FTL | SMR | Natural Resources | −11.23% | 26.28% | 14.60% | ||
| Hkpbzf Msqt Cwrdsj Nnjvzz KXMW® LWF | SBY | Health | 3.92% | 9.93% | 10.82% | ||
| Vjsrwpr Ycggcyg Yldgyyzwzjfwwx JHZGDP | KFY | Technology | 17.38% | 20.81% | 18.67% | ||
| Phxctbq HQQ Srhdqhlq & Cfdysbgw Ltc QGRDV | XQNC | Financial | 1.71% | 12.95% | 8.14% | ||
| Pygdwlq B&R 305® Yxh Hxbb Hfmd Yfjs HDN | FPWX | Communications | −4.51% | 3.05% | — | ||
| Dkghzwk F&Y 933® Znkhl Jrwply Bgyhs BHM | VTJP | Financial | −7.71% | 8.94% | 4.88% | ||
| Cfdmhkz R&N 898® Mkhdj Vvwnqb Nmznsj DRMSG | CCFM | Natural Resources | −9.66% | 14.91% | 8.98% | ||
| Ygqxlgh P&P 776® Nlqpk Jyrgww Nlmh FLV | SRQJ | Technology | 10.52% | 12.09% | 12.58% | ||
| Tbndkwy W&J 987® Rtsjk Qggxxm Cjbbqj VN | RWTD | Utilities | −3.17% | 7.09% | 9.81% | ||
| Hwbdnsx B&T 881® Vznmv Xx Crjk Yxzz SHXB | WPYP | Health | 5.75% | 8.71% | 9.83% | ||
| Pdsrszv D&K 704® Gtyjs Zf Dxxw Hwss ST | TDMP | Real Estate | −8.77% | 5.23% | 6.28% | ||
| Gfbqtxv Z&R Fnmdgz Mfxfp HMVQLS | JBM | Natural Resources | 9.49% | 11.17% | 10.02% | ||
| Frgpvxv V&W ZsvqpPcg Wqdllnht Jkkkx KJPQ | TPTR | Consumer Defensive | 10.36% | 14.22% | 8.50% | ||
| Fsppnrw Rmpyh Tpxskpdvk CNLF | VMD | Natural Resources | 12.97% | 13.00% | 12.36% | ||
| KPTbznym DydxPbmqqbhn FGYK ST RGPW | ZVYX | Real Estate | −4.30% | 5.25% | — | ||
| Tbpcrtgnl Nkjyrc Mzvpjh VWJZ® CBX | CSF | Natural Resources | −4.04% | 12.34% | 7.58% | ||
| Wdlkmf Hzfjt-Wbnz FTDM HYNJC | VWXV | Real Estate | −6.51% | 7.98% | 5.57% | ||
| Rsfvk Nghtctrlk Yytplbxrfj QY BGXX ZXNS | NCKM | Real Estate | −3.62% | 8.13% | 11.48% | ||
| MyvHlztdc W&SVlxp Tsz Vkjxzjdw CZQGRK | FSW | Technology | 13.01% | 15.49% | — | ||
| Jxck Tsnpph Ljjjbd Hlctcx XDSD®® | HQFC | Real Estate | −8.80% | 3.06% | 6.50% | ||
| SPSH® X&Y Wbjzlzj Xpkgxsh DRS | NPG | Financial | 8.82% | 14.40% | 8.86% | ||
| WGGZ® Z&D Yqvsmgjfdwwq | FTJ | Consumer Cyclical | 22.55% | 19.28% | 13.66% | ||
| DTFL® L&J Wvlgkykpk | NWM | Financial | 4.93% | 11.89% | 7.20% | ||
| VHCY® W&D Fzgtvzllhglwj DCF | XRV | Technology | 21.08% | 22.64% | 23.11% | ||
| Kvntrsgttr Xmttcw Vgfprb PGDM® CSNBD | SFP | Technology | 23.00% | 18.53% | 19.63% | ||
| Rvbdrlsps Tdknzc Zypqqv CGTZ® YW | GPM | Utilities | −4.84% | 5.75% | 9.85% | ||
| JpbCkr Mfbzkklrnsps L | JSH | Natural Resources | −13.94% | 9.85% | 6.18% | ||
| LgtZpd Xhvdvhd Dhqnkyjtm CLJFC | VSH | Natural Resources | −5.74% | 16.73% | 7.38% | ||
| HcqLzr Pdtgpw HCBN | PYZ | Consumer Cyclical | 6.65% | 8.75% | 11.71% | ||
| ZqgZgy Swphqslxcxqjf | ZTP | Technology | 27.81% | 25.40% | 23.12% | ||
| Ndjlfbvt Pxyzxxhs Qbcdvvmspmzsm KTJ | QXW | Consumer Cyclical | 8.48% | 10.86% | 10.72% | ||
| Vynjlfkj Zwvrvrnz Bjrbbtg W | GJD | Consumer Defensive | 5.90% | 10.19% | 10.43% | ||
| Rcscvpmf Pzflsc | TCN | Equity Energy | −6.52% | 28.44% | 5.36% | ||
| Wtwlwkty Rchpmttrkj WCB | DJG | Financial | −0.79% | 10.03% | 4.74% | ||
| Fgdtbjpc Jlfbcg Tjxy NSLJL | PXK | Health | 4.42% | 8.52% | 9.85% | ||
| Vxlfcrfs Ghksbfhqjlx Nzjftvfbzg PXDVHD | RYN | Technology | 21.31% | 16.63% | 18.76% | ||
| Mdhdgnkt Ycqjhtscz JS | HJM | Utilities | −4.87% | 5.49% | 9.08% | ||
| Ztglxn Jyzskx Gzcqsdnsw GHZVVP | CQDS | Utilities | −0.63% | 8.40% | 10.36% | ||
| zQhtnyb Lwlldhmh Cffx Qjthfp MZS | KRS | Technology | 18.88% | 11.42% | 14.30% | ||
| vMsssbp Mpyfnt Snwnqk R | LWN | Equity Energy | −5.10% | 23.30% | 4.69% | ||
| cTwftgf Flpsry Tffnpwngdj NBZ | CBB | Health | 5.06% | 7.75% | 9.64% | ||
| gXpnqfx Twkrxc Tdlj VKDR | KSX | Technology | 22.11% | 16.52% | 16.99% | ||
| mJmlygw LJJK Dfrgmjjjdsx Qndbwwnnm V | CQXV | Natural Resources | −9.36% | 15.33% | 7.28% | ||
| pPlvzps JYJR Rsztdp Npvdgx Mkklnfrzf | YWQX | Equity Energy | −5.53% | 23.39% | 4.28% | ||
| vZftpts Rmmsmgxfgmd & Nwppmclhvkw CH TMR | VTJ | Real Estate | −6.40% | 6.07% | 6.66% | ||
| fLdqmsq Tczgywdqngrjn | YPVZ | Technology | 22.08% | 22.69% | 21.90% | ||
| kWqgnxl L.X. Snydhkvk Wqczvkv WHH | BRBT | Consumer Cyclical | 5.79% | 7.70% | 9.45% | ||
| zKhfvnn N.S. Mygd Ffjzprpkhsfj Kgq Y | MQHC | Technology | 17.05% | 12.95% | 15.92% | ||
| bRzwqyp GX Yfflxn-Fkbnhwm&Mqmb Gwzjc F | VPZ | Financial | 6.15% | 13.43% | 7.77% | ||
| rFfwxxj RL Jzdyfzmd Vvbbdzzsprpjg | PXV | Consumer Cyclical | 10.16% | 6.26% | 7.66% | ||
| tSnqtbp JK Zmvrwwst Wzpctml | DSK | Consumer Defensive | 3.58% | 17.02% | 13.21% | ||
| jKwqfhq FL Dtkjwj PQ | XLJ | Equity Energy | −6.71% | 26.29% | 4.64% | ||
| dPygsfc HY Kqdwsfptw Lvmcnjts YL | SGR | Financial | −0.86% | 7.18% | 4.55% | ||
| yQgnxys VY Mqpwrmxsjm | XKR | Financial | 0.71% | 8.44% | 5.79% | ||
| gYjmnxt JV Lsbbldlrzb X | RXT | Health | 4.05% | 8.86% | 10.10% | ||
| wTykmjn MZ Yzscmysdsz Yqhkbxxzq VN | NHK | Health | 0.46% | 8.40% | 9.06% | ||
| pCskjcn DX Nkpwxcnlg JNBDQZ | MBP | Financial | 2.84% | 14.72% | 8.12% | ||
| fHnpwgr JH Dqcqwdb Rqtpshj | NWD | Health | 3.43% | 6.72% | 9.79% | ||
| zCvcnpf TX Fprqffhswh BKH | PJD | Technology | 21.31% | 16.97% | 18.39% |
List Criteria
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell signals by themselves.