3 / 5 Stars
4 5 2 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 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.
The fund has returned 27.02 percent over the past year, 11.93 percent over the past three years, 23.47 percent over the past five years, and 4.42 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||4.4%|
The investment seeks long-term growth of capital and a modest level of income. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies in the financial services industry. In addition, it may invest in companies, such as providers of financial software, that derive substantial revenues (at least 50%) from conducting business in the financial services industry. Security selection is based on fundamental, bottom-up analysis that seeks to identify companies with good appreciation prospects.
Fees are Low compared to funds in the same category.
T. Rowe Price Financial Services Fund has an expense ratio of 0.88 percent.
Risk is Average compared to funds in the same category according to Morningstar.