4 / 5 Stars
5 5 3 1 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.83 percent over the past year, 17.12 percent over the past three years, and 18.26 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.0%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and consistent above average total returns as compared to those typical of investments made in public equities. The fund invests at least 80% of its net assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. For purposes of selecting investments, it defines financial services industry broadly. In particular, the fund invests a substantial percentage of its net assets in equity securities issued by banks that the adviser believes have strong growth prospects or takeover potential.
Fees are Low compared to funds in the same category.
Alpine Financial Services Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.