2 / 5 Stars
3 3 1 1 4
Zacks Investment Research
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 22.62 percent over the past year, 7.91 percent over the past three years, and 21.11 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. This fund concentrates in the financial industries. The advisers invest mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the managers believe 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.
Fees are Low compared to funds in the same category.
Putnam Global Financial Fund has an expense ratio of 1.60 percent.
Risk is High compared to funds in the same category according to Morningstar.