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Sector Rotation Fund - Are these funds worth it?
Sector Rotation  >  Sector Rotation Fund

How Have Sector Rotation Funds Performed?

The 11 Stock Sectors

There are literally hundreds of specialty mutual funds available for investors that want to focus in on tactical asset allocation and sector rotation strategies inside their investment portfolios.   Jump onto any mutual fund screener to find some of these popular sector rotation funds, but you might want to do your research before you invest.

What we found was many of the sector rotation funds failed to outperform the market index over time, and had more than twice the expense fee costs of Exchange Traded Funds.  If your considering a sector rotation fund you need to do your homework carefully.


DIY Sector Rotation Fund Investing

Why pay high fees, subject yourself to below average returns, and get boxed in with minimum holding periods and investment amounts?  We are convinced that almost anyone can generate better returns that most of the professionally managed sector rotation funds with a little research and a few hours per month.  Our preferred investment vehicle is Sector ETFs, but with a little more homework and research you could still design an acceptable sector rotation strategy using sector mutual funds.  Let's explore some of the most popular sector fund providers now.

Fidelity Sector Funds

Fidelity offers a group of sector mutual funds that can be used as decent vehicles for sector rotation.  Now there are still a few downsides to using these sector mutual funds over similar ETFs, namely the minimum holding periods, minimum investment amounts, short-term trading penalties, and higher expense ratios.  You can check out Fidelity Sector Funds here.  Pay close attention to hold periods, penalties, and expense fees when doing your investor homework.

Rydex Sector Funds

Rydex is another fund company that offers a selection of sector mutual funds.  You can check out Rydex Sector Funds here.  Rydex also carries a larger stable of sector ETFs which is another sound strategy to condider for sector rotation investing strategies.


Up next:  Why Sector Rotation ETF Funds are Better Choices for Sector Rotation

 

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