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®

#11 Prudential Financial Services (PFSAX)

Performance (1-yr.): 21.03% Expenses: 1.33%
Performance (1-mo.): 0.31% Total Assets: $420.32M
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#12 John Hancock Financial Industries Fund (FIDAX)

Performance (1-yr.): 20.69% Expenses: 1.51%
Performance (1-mo.): 3.06% Total Assets: $1.09B
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#13 Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

Performance (1-yr.): 21.81% Expenses: 1.42%
Performance (1-mo.): 3.97% Total Assets: $641.11M
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#14 Schwab Financial Services Fund (SWFFX)

Performance (1-yr.): 18.77% Expenses: 0.94%
Performance (1-mo.): 3.26% Total Assets: $72.78M
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#15 Fidelity® Select Financial Services Portfolio (FIDSX)

Performance (1-yr.): 20.92% Expenses: 0.86%
Performance (1-mo.): 2.52% Total Assets: $1.24B
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#16 Diamond Hill Financial Long-Short Fund (BANCX)

Performance (1-yr.): 15.00% Expenses: 1.53%
Performance (1-mo.): 3.64% Total Assets: $27.57M
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#17 Rydex Series Trust Financial Services Fund (RYFNX)

Performance (1-yr.): 16.95% Expenses: 1.61%
Performance (1-mo.): 2.21% Total Assets: $19.67M
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#18 Putnam Global Financial Fund (PGFFX)

Performance (1-yr.): 18.01% Expenses: 1.35%
Performance (1-mo.): 0.72% Total Assets: $14.66M
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#19 Fidelity Advisor® Financial Services Fund (FAFDX)

Performance (1-yr.): 20.56% Expenses: 1.38%
Performance (1-mo.): 2.57% Total Assets: $172.4M
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#20 Icon Financial Fund (ICFAX)

Performance (1-yr.): 14.63% Expenses: 1.76%
Performance (1-mo.): 2.02% Total Assets: $22.08M
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Top Performing Financial Funds As of 07.03.2014

Royce Financial Services Fund (RYFSX)

Total Return: 4.05%

Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

Total Return: 3.97%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 3.90%

Alpine Financial Services Fund (ADAFX)

Total Return: 30.42%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 29.21%

Burnham Financial Services Fund (BURKX)

Total Return: 23.94%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 19.61%

Fidelity® Select Consumer Finance Portfolio (FSVLX)

Total Return: 18.89%

Fidelity® Select Insurance Portfolio (FSPCX)

Total Return: 18.42%

* Annualized