The Consumer Cyclicals sector ranks seventh out of the 11 sectors as detailed in our Q4'20 Sector Ratings for ETFs and Mutual Funds report. Bank stocks tend to perform well when the economy is strong, and when interest rates are rising – making this an opportune time to own a financial-sector fund. In fact, PG’s economic vs. reported earnings rating places it in the 92nd percentile of all Russell 3000 companies and is one of the reasons I recommend inventors buy PG. Also, the fund selection here has resulted in a smaller dividend of about 2% currently, also paid quarterly. That’s 90% lower than similar ETFs, Vanguard says. And T. Rowe Price Health and Science (PRHSX, $77.14), which invests at least 80% of its net assets in health care and/or life sciences companies, is an appropriate way to buy into this sector. It also boasts an ultra-low 0.13% expense ratio and decent 2% yield, paid quarterly. Its brands such as Pampers, Gillette, Downy, and Olay are embedded deep in the consciousness of people around the world and are a part of every day life for most people. Defensive sector funds can help investors ride out economic storms thanks to their stability and income potential. These businesses tend to do best when the economy roars. That’s good in boom times for AMZN, but it has weighed on VCR considerably amid the e-commerce giant’s tumble into bear-market territory. Concentrated assets include the likes of Apple (AAPL), Verizon, Qualcomm (QCOM) and cell-tower REIT American Tower (AMT). iShares Global Communications Services ETF, Consumer Discretionary Select Sector SPDR, Fidelity Real Estate Investment Portfolio, Parnassus Mid Cap’s Bets on Industrials and Tech Take Off, The Best Fidelity Funds for 401(k) Retirement Savers, Subscribe to Kiplinger's Personal Finance, recent changes to the Global Industry Classification Standard (GICS), 101 Best Dividend Stocks to Buy for 2019 and Beyond, The 6 Best Vanguard Funds to Own in a Bear Market, 10 Stocks Warren Buffett Is Buying (And 6 He's Selling), RBC Capital’s 10 Best Tech Stocks to Buy for 2025, 8 REITs to Buy for Bargain Prices, Bloated Dividends, 12 Top Stock Picks to Shield Your Portfolio. The best target-date funds are a 'set it and forget it' approach to your retirement, but which fund family should you trust your money? This fund also invests across more categories. Its performance slightly lags that of DNLAX in most time periods, though it has a slight advantage over the past year. Best ETFs for 2020: Consumer Staples SPDR Fund Offers a Perfect Defense Consumer staples funds like XLP have proven to be smart defensive holdings during a bear market Both earn my Attractive rating. PRHSX’s portfolio contains just more than 200 health care stocks – more than 90% of that domestic, with single-digit international holdings, as well as a smattering of convertible debt, preferred stock and cash. IXP’s principal holdings are telecom stocks, but recent changes to the Global Industry Classification Standard (GICS) have thrown other industries into the mix, such as media, entertainment and search engines. Figure 4: Separating the Best ETFs From the Worst ETFs, Figure 5: Separating the Best Mutual Funds From the Worst Mutual Funds. Top holdings U.S. Bancorp (USB), JPMorgan Chase and Wells Fargo (WFC) each make up more than 8% of the portfolio – considerable, but not nearly as top-heavy as, say, Amazon in the consumer discretionary funds. Materials stocks – often dealing in metals and minerals – are naturally sensitive to commodity price swings, but they also provide desirable exposure to growth in emerging market economies. The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector roadmap article. There are some interesting wrinkles…. Portfolio is also more than twice that of VGENX at 56%. You also avoid the high transaction costs that would be required to build a basket of similarly-themed securities. This is the main driver behind the Attractive rating for 7 of the 10 Consumer Staples ETFs (99% of total net assets) and 4 of the 9 Consumer Staples mutual funds (44% of total net assets). Real estate investment trusts, by mandate, must dole out at least 90% of all taxable income in the form of dividends to shareholders. For instance: Investors who believe health care costs will rise in sync with America’s aging population may do better betting on a broad health care sector fund rather than taking a risk on a couple pharmaceutical companies and a health care provider. LNCE has misleading economic earnings — their reported earnings are positive and rising while their economics are negative decreasing. Note: This fund’s A share class also charges a maximum sales load of 5.75%. Meanwhile, it charges 0.38%, which Vanguard says is 72% lower than the category average. VGENX does this with a scant 24% portfolio turnover rate. The sector has sold off significantly as oil entered a bear market (a drop of 20% or more from a peak.) Dividend yield: 1.6% Constellation Brands (STZ, … Thus this tends to be one of the highest yielding sectors year in and year out. Turnover of 14% is as low as you’d expect given that there aren’t many stocks for ITA to cycle in and out of. The portfolio barely budges, either, with turnover at a lean 6.7%. This focus on defensive blue chips also results in a 2.7% dividend yield, paid quarterly, that makes XLP one of the higher-yielding sector funds. Portfolio turnover is relatively high at 85% per year and the fund’s 0.89 equity beta indicates price swings comparable to the broader stock market.

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