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3 / 5 Stars
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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
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TheStreet.com
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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 12.71 percent over the past year, 6.83 percent over the past three years, and -2.81 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 12.7% |
| 3 Years (Annualized) | 6.8% |
| 5 Years (Annualized) | -2.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term growth by investing principally in the common stocks of companies in the financial services industry. The fund will invest, under normal circumstances, at least 80% of its net assets in securities of companies in the financial services industry. These companies include those directly engaged in providing financial services as well as in industries serving and/or supplying the financial services industry. The fund may invest in U.S. and foreign companies, including those in emerging markets, American Depository Receipts (ADRs) and other U.S. dollar denominated securities of foreign issuers.
Fees
Fees are Low compared to funds in the same category.
Manning & Napier Financial Services Series has an expense ratio of 1.11 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
