3 / 5 Stars
2 2 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 28.60 percent over the past year, 15.05 percent over the past three years, 16.05 percent over the past five years, and 4.96 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||5.0%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||5.0%|
The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of its net assets (including borrowing, if any) in stocks of U.S. companies that are in the financial services sector. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in small capitalization financial services companies. The fund's managers consider companies with market capitalizations of less than $900 million to be small capitalization. Under normal conditions, the fund intends to remain fully invested with only minimal investments in cash, or short-term debt instruments or money market funds.
Fees are High compared to funds in the same category.
Burnham Financial Services Fund has an expense ratio of 2.55 percent.
Risk is Low compared to funds in the same category according to Morningstar.