1 / 5 Stars
1 2 1 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 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 18.79 percent over the past year, 8.31 percent over the past three years, 15.02 percent over the past five years, and -1.12 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||-1.1%|
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fees are High compared to funds in the same category.
Fidelity Advisor Financial Services Fund has an expense ratio of 1.97 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.