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 Emerald Banking and Finance Fund (HSSAX)
| Performance (1-yr.): 18.40% | Expenses: 1.84% |
| Performance (1-mo.): 1.13% | Total Assets: $53.72M |
#12 Fidelity Select Brokerage and Investment (FSLBX)
| Performance (1-yr.): 31.35% | Expenses: 1.79% |
| Performance (1-mo.): 4.81% | Total Assets: $617.78M |
#13 Alpine Financial Services Fund (ADFSX)
| Performance (1-yr.): 26.12% | Expenses: 1.39% |
| Performance (1-mo.): 0.87% | Total Assets: $15.72M |
#14 Mutual Financial Services Fund (TFSIX)
| Performance (1-yr.): 21.04% | Expenses: 1.54% |
| Performance (1-mo.): 1.42% | Total Assets: $373.87M |
#15 Rydex Series Trust Financial Services Fund (RYFNX)
| Performance (1-yr.): 21.16% | Expenses: 1.61% |
| Performance (1-mo.): 2.78% | Total Assets: $27.63M |
#16 ProFunds UltraSector Financials Fund (FNPIX)
| Performance (1-yr.): 32.68% | Expenses: 1.78% |
| Performance (1-mo.): 3.37% | Total Assets: $15.38M |
#17 Icon Financial Fund (ICFSX)
| Performance (1-yr.): 16.36% | Expenses: 1.39% |
| Performance (1-mo.): 0.72% | Total Assets: $47.36M |
#18 Fidelity Select Financial Services Portfolio (FIDSX)
| Performance (1-yr.): 20.23% | Expenses: 0.96% |
| Performance (1-mo.): 3.97% | Total Assets: $619.84M |
#19 Saratoga Financial Service Fund (SFPAX)
| Performance (1-yr.): 16.69% | Expenses: 4.41% |
| Performance (1-mo.): 2.00% | Total Assets: $1.63M |
#20 Burnham Financial Services Fund (BURKX)
| Performance (1-yr.): 22.17% | Expenses: 1.80% |
| Performance (1-mo.): 1.48% | Total Assets: $61.67M |
