2 / 5 Stars
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Zacks Investment Research
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 15.38 percent over the past year, 9.07 percent over the past three years, 17.17 percent over the past five years, and -1.07 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.5%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||-1.1%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Financial sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.
Fees are Low compared to funds in the same category.
Icon Financial Fund has an expense ratio of 1.47 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.