4 / 5 Stars
4 3 5 3 5
Zacks Investment Research
Standard & Poor's
4 / 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 16.98 percent over the past year, 16.95 percent over the past three years, 14.90 percent over the past five years, and 5.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||5.8%|
The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry. It may invest its assets in securities of foreign financial services companies. The fund is non-diversified.
Fees are High compared to funds in the same category.
Legg Mason Investment Counsel Financial Services Fund has an expense ratio of 2.13 percent.
Risk is Low compared to funds in the same category according to Morningstar.