Mutual Financial Services Fund

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

#19 in Financial

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.

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Performance

The fund has returned 17.75 percent over the past year, 9.06 percent over the past three years, 14.98 percent over the past five years, and 3.66 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 17.7%
3 Years (Annualized) 9.1%
5 Years (Annualized) 15.0%
10 Years (Annualized) 3.7%

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Summary

The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests at least 80% of its net assets in securities of financial services companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest in foreign securities without limit.

Fees

Fees are Low compared to funds in the same category.
Mutual Financial Services Fund has an expense ratio of 1.54 percent.

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Risk

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

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See Also:

Top Franklin Templeton Investments Funds