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 Royce Financial Services Fund (RYFSX)

Performance (1-yr.): 27.85% Expenses: 1.54%
Performance (1-mo.): 3.32% Total Assets: $57.04M
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#2 Alpine Financial Services Fund (ADFSX)

Performance (1-yr.): 34.58% Expenses: 1.47%
Performance (1-mo.): 3.50% Total Assets: $46.2M
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#3 Emerald Banking and Finance Fund (HSSAX)

Performance (1-yr.): 38.45% Expenses: 1.84%
Performance (1-mo.): 3.64% Total Assets: $103.72M
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#4 Legg Mason Investment Counsel Financial Services Fund (SBFAX)

Performance (1-yr.): 26.74% Expenses: 1.50%
Performance (1-mo.): 2.53% Total Assets: $125.15M
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#5 Kinetics Market Opportunities Fund (KMKAX)

Performance (1-yr.): 30.33% Expenses: 1.90%
Performance (1-mo.): 4.78% Total Assets: $68.09M
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#6 John Hancock Financial Industries Fund (FIDAX)

Performance (1-yr.): 28.56% Expenses: 1.51%
Performance (1-mo.): 3.94% Total Assets: $901.7M
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#7 Fidelity® Select Insurance Portfolio (FSPCX)

Performance (1-yr.): 25.82% Expenses: 0.87%
Performance (1-mo.): 3.69% Total Assets: $433.48M
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#8 Fidelity® Select Banking Portfolio (FSRBX)

Performance (1-yr.): 30.43% Expenses: 0.85%
Performance (1-mo.): 3.08% Total Assets: $811.12M
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#9 T. Rowe Price Financial Services Fund (PRISX)

Performance (1-yr.): 27.02% Expenses: 0.94%
Performance (1-mo.): 3.60% Total Assets: $548.62M
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#10 Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

Performance (1-yr.): 29.29% Expenses: 1.79%
Performance (1-mo.): 2.08% Total Assets: $835.46M
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Top Performing Financial Funds As of 03.05.2014

Prudential Financial Services (PFSAX)

Total Return: 5.64%

Kinetics Market Opportunities Fund (KMKAX)

Total Return: 4.78%

Putnam Global Financial Fund (PGFFX)

Total Return: 4.71%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 38.45%

Alpine Financial Services Fund (ADFSX)

Total Return: 34.58%

Hennessy Large Cap Financial Fund (HLFNX)

Total Return: 31.75%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 18.67%

Fidelity® Select Consumer Finance Portfolio (FSVLX)

Total Return: 18.27%

Kinetics Market Opportunities Fund (KMKAX)

Total Return: 14.83%

* Annualized