Financial
Financial portfolios seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. financial-services companies, including banks, brokerage firms, insurance companies, and consumer credit providers. Morningstar®
#1 Fidelity Select Insurance Portfolio (FSPCX)
| Performance (1-yr.): 39.39% | Expenses: 0.87% |
| Performance (1-mo.): 3.27% | Total Assets: $411.24M |
#2 Royce Financial Services Fund (RYFSX)
| Performance (1-yr.): 40.75% | Expenses: 1.54% |
| Performance (1-mo.): 3.63% | Total Assets: $26.76M |
#3 Prudential Financial Services (PFSAX)
| Performance (1-yr.): 41.43% | Expenses: 1.41% |
| Performance (1-mo.): 0.92% | Total Assets: $322.15M |
#4 Legg Mason Investment Counsel Financial Services Fund (SBFAX)
| Performance (1-yr.): 30.21% | Expenses: 1.50% |
| Performance (1-mo.): 2.58% | Total Assets: $80.02M |
#5 Davis Financial Fund (RPFGX)
| Performance (1-yr.): 28.27% | Expenses: 0.91% |
| Performance (1-mo.): 2.34% | Total Assets: $609.88M |
#6 John Hancock Financial Industries Fund (FIDAX)
| Performance (1-yr.): 42.53% | Expenses: 1.45% |
| Performance (1-mo.): 3.89% | Total Assets: $334.71M |
#7 Schwab Financial Services Fund (SWFFX)
| Performance (1-yr.): 39.10% | Expenses: 0.94% |
| Performance (1-mo.): 5.19% | Total Assets: $55.98M |
#8 Fidelity Select Brokerage and Investment (FSLBX)
| Performance (1-yr.): 52.90% | Expenses: 1.79% |
| Performance (1-mo.): 6.58% | Total Assets: $716.79M |
#8 Kinetics Market Opportunities Fund (KMKAX)
| Performance (1-yr.): 38.79% | Expenses: 1.90% |
| Performance (1-mo.): 1.77% | Total Assets: $65.94M |
#10 T. Rowe Price Financial Services Fund (PRISX)
| Performance (1-yr.): 40.54% | Expenses: 0.94% |
| Performance (1-mo.): 5.60% | Total Assets: $475.51M |
