Some Investment Funds To Check Out

Interested in creating a Diversified Portfolio across various sectors of the economy? The below list should give you some ideas of where to start when it comes to deciding which funds to invest in. This list is divided per sector and also by investment strategies discussed here at GenVest and could include both active and passive in terms of management. 

Remember it is still important for you to research each fund before deciding to invest in it and understand which underlying companies(stocks) make up the fund. 

The below numerical order for each sector or investment strategy does reflect our personal opinion nor represents return on investment from highest to lowest necessarily. Below list can even offer suggestions for creating an ETF Portfolio.

S&P 500 Index Funds (The Mighty S&P):

1. Vanguard S&P 500 ETF (VOO)
2. SPDR S&P 500 ETF Trust (SPY)
3. iShares Core S&P 500 ETF (IVV)
4. Schwab S&P 500 Index Fund (SWPPX)

Blue Chip Growth Funds (Blue Chip Growth Portfolio):

1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
2. Fidelity Blue Chip Growth Fund (FBGRX)
3. J.P. Morgan Large Cap Growth Fund (OLGAX)
4. Vanguard Mega Cap Growth ETF(MGK)

Dividend Growth Funds (The Dividend Growth Portfolio):

1. Vanguard Dividend Appreciation ETF (VIG)
2. SPDR S&P Dividend ETF (SDY)
3. Schwab U.S. Dividend Equity ETF (SCHD)
4. iShares Core Dividend Growth ETF (DGRO)
5. iShares Core High Dividend ETF (HDV)

Energy Sector

1. Vanguard Energy Index Fund ETF Shares (VDE)
2. iShares U.S. Energy ETF (IYE)
3. iShares Global Energy ETF (IXC)
4. Invesco WilderHill Clean Energy ETF (PBW)
5. ALPS Clean Energy ETF (ACES)

Healthcare Sector

1. iShares Nasdaq Biotechnology ETF (IBB)
2. iShares U.S. Pharmaceuticals ETF (IHE)
3. Health Care Select Sector SPDR Fund (XLV)
4. Vanguard Health Care Index Fund ETF Shares (VHT)
5. iShares U.S. Medical Devices ETF (IHI)

Financial Sector

1. Vanguard Financials Index Fund ETF Shares (VFH)
2. Financial Select Sector SPDR Fund (XLF)
3. Invesco KBW Bank ETF (KBWB)
4. Fidelity Select Banking Portfolio (FSRBX)

Utilities

1. iShares U.S. Utilities ETF (IDU)
2. Vanguard Utilities Index Fund ETF Shares (VPU)
3. Utilities Select Sector SPDR Fund (XLU)
4. Invesco S&P 500 Equal Weight Utilities ETF (RYU)

Consumer Discretionary

1. SPDR S&P Retail ETF (XRT)
2. iShares U.S. Consumer Services ETF (IYC)
3. Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)
4. iShares U.S. Home Construction ETF (ITB)
5. Fidelity MSCI Consumer Discretionary Index ETF (FDIS)

Consumer Staples(Defensive)

1. iShares U.S. Consumer Goods ETF (IYK)
2. Vanguard Consumer Staples Index Fund ETF Shares (VDC)
3. Fidelity Advisor Consumer Staples Fund Class A (FDAGX)
4. Invesco DWA Consumer Staples Momentum ETF (PSL)
5. Consumer Staples Select Sector SPDR Fund (XLP)

Industrials

1. Vanguard Industrials Index Fund ETF Shares (VIS)
2. Invesco S&P 500 Equal Weight Industrials ETF (RGI)
3. Industrial Select Sector SPDR Fund (XLI)
4. iShares U.S. Aerospace & Defense ETF (ITA)
5. Fidelity Select Envir and Alt Energy Portfolio (FSLEX)

Technology

1. Fidelity MSCI Information Technology Index ETF (FTEC)
2. iShares Expanded Tech Sector ETF (IGM)
3. Putnam Global Technology Fund Class A (PGTAX)
4. BlackRock Technology Opportunities Fund Investor A Shares (BGSAX)
5. Janus Henderson Global Technology and Innovation Fund Class A (JATAX)
6. Vanguard Information Technology Index Fund ETF Shares (VGT)

Communications Services

1. Communication Services Select Sector SPDR Fund (XLC)
2. T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
3. Vanguard Communication Services Index Fund ETF Shares (VOX)

Materials

1. T. Rowe Price New Era Fund (PRNEX)
2. AllianzGI Water Fund Class A (AWTAX)
3. Fidelity Advisor Materials Fund Class A (FMFAX)
4. Vanguard Materials Index Fund Admiral Shares (VMIAX)

Real Estate

1. iShares Core U.S. REIT ETF (USRT)
2. SPDR Dow Jones REIT ETF (RWR)
3. Vanguard Real Estate Index Fund ETF Shares (VNQ)
4. Schwab U.S. REIT ETF (SCHH)