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 Brokerage & Invmt Mgmt Portfolio (FSLBX)

Performance (1-yr.): 29.87% Expenses: 1.79%
Performance (1-mo.): 0.74% Total Assets: $728.06M
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#11 Legg Mason Investment Counsel Financial Services Fund (SBFAX)

Performance (1-yr.): 23.26% Expenses: 1.50%
Performance (1-mo.): 1.97% Total Assets: $129.02M
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#13 John Hancock Regional Bank Fund (FRBAX)

Performance (1-yr.): 31.86% Expenses: 1.32%
Performance (1-mo.): 4.11% Total Assets: $863.7M
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#14 Davis Financial Fund (RPFGX)

Performance (1-yr.): 18.87% Expenses: 0.91%
Performance (1-mo.): 1.89% Total Assets: $658.5M
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#15 Burnham Financial Services Fund (BURKX)

Performance (1-yr.): 29.54% Expenses: 1.80%
Performance (1-mo.): 3.08% Total Assets: $88.4M
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#16 Fidelity® Select Financial Services Portfolio (FIDSX)

Performance (1-yr.): 25.82% Expenses: 0.96%
Performance (1-mo.): 2.15% Total Assets: $934.01M
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#17 Schwab Financial Services Fund (SWFFX)

Performance (1-yr.): 22.86% Expenses: 0.94%
Performance (1-mo.): 3.25% Total Assets: $68.67M
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#18 Diamond Hill Financial Long-Short Fund (BANCX)

Performance (1-yr.): 19.68% Expenses: 1.53%
Performance (1-mo.): 1.51% Total Assets: $25.58M
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#19 Mutual Financial Services Fund (TFSIX)

Performance (1-yr.): 16.62% Expenses: 1.54%
Performance (1-mo.): 0.06% Total Assets: $432.68M
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#20 Putnam Global Financial Fund (PGFFX)

Performance (1-yr.): 21.62% Expenses: 1.35%
Performance (1-mo.): 0.65% Total Assets: $21.5M
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Top Performing Financial Funds As of 04.22.2014

DMS India Bank Index Fund (DAIBX)

Total Return: 10.13%

Fidelity® Select Banking Portfolio (FSRBX)

Total Return: 4.25%

Rydex Series Trust Banking Fund (RYBKX)

Total Return: 4.20%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 36.39%

John Hancock Regional Bank Fund (FRBAX)

Total Return: 31.86%

Alpine Financial Services Fund (ADFSX)

Total Return: 31.56%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 19.33%

Fidelity® Select Consumer Finance Portfolio (FSVLX)

Total Return: 18.57%

John Hancock Regional Bank Fund (FRBAX)

Total Return: 16.21%

* Annualized