| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
1
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#17 in Financial
U.S. News evaluated 31 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.36 percent over the past year, 4.38 percent over the past three years, -6.52 percent over the past five years, and 1.32 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | 4.4% |
| 5 Years (Annualized) | -6.5% |
| 10 Years (Annualized) | 1.3% |
Summary
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
Fees are Low compared to funds in the same category.
Icon Financial Fund has an expense ratio of 1.39 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
