Legg Mason Investment Counsel Financial Services Fund

Scorecard
4 / 5 Stars
Lipper
4 2 5 3 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

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.

See all Legg Mason funds

See full Financial rankings

See more fund rankings

Performance

The fund has returned 25.91 percent over the past year, 13.89 percent over the past three years, 18.19 percent over the past five years, and 5.42 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -2.7%
1 Year 25.9%
3 Years (Annualized) 13.9%
5 Years (Annualized) 18.2%
10 Years (Annualized) 5.4%

See more SFSLX performance

Summary

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

Fees are High compared to funds in the same category.
Legg Mason Investment Counsel Financial Services Fund has an expense ratio of 2.25 percent.

See more SFSLX fees

Risk

Risk is Low compared to funds in the same category according to Morningstar.

See more SFSLX risk