Mutual Financial Services Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 11.35 0.0 11.35
Stocks 35.94 0.0 35.94
Bonds 0.24 0.0 0.24
Other 3.46 0.02 3.44
Foreign Bonds 0.28 0.0 0.28
Foreign Stocks 48.65 0.0 48.65
Convertible 0.0 0.0 0.0
Preferred 0.1 0.0 0.1

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Protector Forsikring ASA PROTCT --- 3.91
ACE Ltd ACE 2.44 3.17
PartnerRe Ltd PRE 5.71 2.66
Oslo Bors VPS Holding ASA OSBHF 34.78 2.55
Catlin Group Ltd CLNGF -1.58 2.28
MetLife Inc MET 5.35 2.14
Direct Line Insurance Group PLC DIISF 7.65 2.14
Ageas NV AGESF 4.1 2.12
Wells Fargo & Co WFC 17.56 2.12
Hana Financial Group Inc 086790 --- 2.04

See Also:

Top Franklin Templeton Investments Funds