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®
#20 Fidelity Advisor Financial Services Fund (FAFDX)
| Performance (1-yr.): 20.14% | Expenses: 1.30% |
| Performance (1-mo.): 3.94% | Total Assets: $123.86M |
#20 ProFunds Banks UltraSector Fund (BKPIX)
| Performance (1-yr.): 28.95% | Expenses: 1.78% |
| Performance (1-mo.): 2.46% | Total Assets: $13.47M |
#23 Fidelity Select Banking Portfolio (FSRBX)
| Performance (1-yr.): 13.44% | Expenses: 0.85% |
| Performance (1-mo.): 0.43% | Total Assets: $532.11M |
#24 John Hancock Regional Bank Fund (FRBAX)
| Performance (1-yr.): 15.27% | Expenses: 1.38% |
| Performance (1-mo.): 0.70% | Total Assets: $585.73M |
#25 Putnam Global Financial Fund (PGFFX)
| Performance (1-yr.): 27.48% | Expenses: 1.41% |
| Performance (1-mo.): 5.00% | Total Assets: $16.27M |
#26 Rydex Series Trust Banking Fund (RYBKX)
| Performance (1-yr.): 17.03% | Expenses: 1.61% |
| Performance (1-mo.): 0.66% | Total Assets: $12.0M |
Diamond Hill Financial Long-Short Fund (BANCX)
| Performance (1-yr.): 26.53% | Expenses: 1.51% |
| Performance (1-mo.): 2.44% | Total Assets: $16.33M |
Hennessy Large Cap Financial Fund (HLFNX)
| Performance (1-yr.): 19.00% | Expenses: 1.57% |
| Performance (1-mo.): 1.60% | Total Assets: $59.93M |
Hennessy Small Cap Financial Fund (HSFNX)
| Performance (1-yr.): 21.72% | Expenses: 1.51% |
| Performance (1-mo.): 1.83% | Total Assets: $255.4M |
John Hancock Variable Insurance Trust Financial Services Trust (JEFSX)
| Performance (1-yr.): 18.07% | Expenses: 0.91% |
| Performance (1-mo.): 2.27% | Total Assets: $160.53M |
