7.3 in Financial
U.S. News evaluated 32 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 5 5 3 4 4 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 10.1% |
| 1 Year | 0.4% |
| 3 Years (Annualized) | 22.9% |
| 5 Years (Annualized) | -4.6% |
| 10 Years (Annualized) | 2.4% |
Performance
The fund has returned 0.36 percent over the past year, 22.91 percent over the past three years, -4.63 percent over the past five years, and 2.41 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.9 | 1.9 |
| Stocks | 88.41 | 88.41 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.69 | 9.69 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 7.26 | 16.48 |
| ACE Ltd | ACE | 7.16 | 7.93 |
| MetLife Inc | MET | 21.87 | 7.66 |
| Prudential Financial Inc | PRU | 28.69 | 6.04 |
| Aflac Inc | AFL | 8.04 | 5.54 |
Fees
Fidelity Select Insurance Portfolio has an expense ratio of 0.91 percent.
