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 Fidelity® Select Consumer Finance Portfolio (FSVLX)

Performance (1-yr.): 24.31% Expenses: 0.89%
Performance (1-mo.): 3.46% Total Assets: $249.84M
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#12 Burnham Financial Services Fund (BURKX)

Performance (1-yr.): 28.87% Expenses: 1.80%
Performance (1-mo.): 1.78% Total Assets: $84.83M
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#13 John Hancock Regional Bank Fund (FRBAX)

Performance (1-yr.): 30.76% Expenses: 1.32%
Performance (1-mo.): 3.05% Total Assets: $821.73M
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#14 Davis Financial Fund (RPFGX)

Performance (1-yr.): 21.04% Expenses: 0.91%
Performance (1-mo.): 3.73% Total Assets: $648.15M
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#15 Diamond Hill Financial Long-Short Fund (BANCX)

Performance (1-yr.): 21.26% Expenses: 1.46%
Performance (1-mo.): 2.00% Total Assets: $25.92M
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#16 Prudential Financial Services (PFSAX)

Performance (1-yr.): 23.38% Expenses: 1.33%
Performance (1-mo.): 5.64% Total Assets: $428.44M
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#17 Schwab Financial Services Fund (SWFFX)

Performance (1-yr.): 22.81% Expenses: 0.94%
Performance (1-mo.): 3.08% Total Assets: $67.54M
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#18 Putnam Global Financial Fund (PGFFX)

Performance (1-yr.): 22.88% Expenses: 1.35%
Performance (1-mo.): 4.71% Total Assets: $20.51M
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#19 Mutual Financial Services Fund (TFSIX)

Performance (1-yr.): 17.75% Expenses: 1.54%
Performance (1-mo.): 3.20% Total Assets: $422.95M
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#20 Fidelity Advisor® Financial Services Fund (FAFDX)

Performance (1-yr.): 24.14% Expenses: 1.38%
Performance (1-mo.): 2.97% Total Assets: $166.91M
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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