Sector Funds: In the Zone

In a never-ending attempt to help you reach yoursector funds, or choosing a specific sector fund.
financial goals, there are more investmentThey can be a difficult investment to time
opportunities available today than ever before.correctly and they aren't generally recommended
Now, sector funds offer you one more tool in anas a short term tool without some sort of
ever-growing list of financial instruments.professional assistance.
But are sector funds right for your portfolio?But which sectors have been doing the best? And
Sector funds are a fairly simple concept. They'rewhich are doing the worst? Well, the answers are
a collection of stocks in a specific industry orfairly obvious. According to Morningstar, the best
sector. Whether they are exchange-tradedsector in the last five years is, of course, energy.
sector-funds or mutual funds, sector funds comeAnd what about the worst performing sector in
in a variety of choices. Standard and Poor's splitsthe last five years? You guessed it, technology.
up the U.S. stock market into 10 separate areas.Of course, past performance does not guarantee
They are: consumer discretionary, staples, healthfuture returns.
care, utilities, industrials, energy, materials,One important question to ask is: What sectors
telecommunications, information technology, andwill do well in the coming months and years? And
financials.that is where opinions may differ. Some experts
Each sector has its advantages andbelieve energy will continue to do well, while
disadvantages, the impact of which will varyothers point towards emerging markets as a sign
depending on your personal situation.of future growth. Countries like China, Brazil, India
Because sector funds are able to focus onand Russia, are all starting to benefit from a
specific investment opportunities, accentuateddeveloping middle-class.
returns both on the upside and downside areOthers still, believe that the financial services
possible. This provides yet another example ofsector will do well in the near-future. No matter
why diversification across different asset classeswhat sector the experts believe will do well,
in an attempt to reduce overall volatility and risk issector funds may offer an added tool to help you
so important. Unfortunately, diversification doesachieve your financial goals.
not protect against or prevent losses fromSector funds speak to the investment needs of a
occurring in down market cycle.very select group of investors and are a unique
Choosing when to invest is also just as importanttool. But different needs and objectives mean a
in sector funds as it is with other investments.different style and it's best to consult a financial
When you choose to enter into a particular sectorprofessional along the way. With the unique ability
can make a huge difference on how much youof sector funds to focus on a specific industry or
gain or lose. Making sure you utilize the advice ofgroup, they may be an added investment tool at
a financial professional is an important step toyour disposal. And in the end, you may just find
take when deciding whether or not to invest inyourself in the zone.