1 / 5 Stars
2 2 1 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 31.65 percent over the past year, and 9.11 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.0%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include commercial and investment banks, savings and loan organizations, brokerage and asset management firms, insurance companies and real estate investment trusts and real estate investment and development companies. It may also use derivatives, and may engage in short sales of securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Putnam Global Financial Fund has an expense ratio of 2.10 percent.
Risk is High compared to funds in the same category according to Morningstar.