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
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#20 ProFunds Banks UltraSector Fund (BKPIX)

Performance (1-yr.): 28.95% Expenses: 1.78%
Performance (1-mo.): 2.46% Total Assets: $13.47M
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#23 Fidelity Select Banking Portfolio (FSRBX)

Performance (1-yr.): 13.44% Expenses: 0.85%
Performance (1-mo.): 0.43% Total Assets: $532.11M
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#24 John Hancock Regional Bank Fund (FRBAX)

Performance (1-yr.): 15.27% Expenses: 1.38%
Performance (1-mo.): 0.70% Total Assets: $585.73M
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#25 Putnam Global Financial Fund (PGFFX)

Performance (1-yr.): 27.48% Expenses: 1.41%
Performance (1-mo.): 5.00% Total Assets: $16.27M
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#26 Rydex Series Trust Banking Fund (RYBKX)

Performance (1-yr.): 17.03% Expenses: 1.61%
Performance (1-mo.): 0.66% Total Assets: $12.0M
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Diamond Hill Financial Long-Short Fund (BANCX)

Performance (1-yr.): 26.53% Expenses: 1.51%
Performance (1-mo.): 2.44% Total Assets: $16.33M
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Hennessy Large Cap Financial Fund (HLFNX)

Performance (1-yr.): 19.00% Expenses: 1.57%
Performance (1-mo.): 1.60% Total Assets: $59.93M
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Hennessy Small Cap Financial Fund (HSFNX)

Performance (1-yr.): 21.72% Expenses: 1.51%
Performance (1-mo.): 1.83% Total Assets: $255.4M
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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
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Top Performing Financial Funds as of 05.03.2013

Kinetics Market Opportunities Fund (KMKAX)

Total Return: 5.39%

Putnam Global Financial Fund (PGFFX)

Total Return: 5.00%

Fidelity Select Brokerage and Investment (FSLBX)

Total Return: 4.81%

ProFunds UltraSector Financials Fund (FNPIX)

Total Return: 32.68%

Fidelity Select Brokerage and Investment (FSLBX)

Total Return: 31.35%

ProFunds Banks UltraSector Fund (BKPIX)

Total Return: 28.95%

Fidelity Select Insurance Portfolio (FSPCX)

Total Return: 12.42%

Kinetics Market Opportunities Fund (KMKAX)

Total Return: 11.21%

Royce Financial Services Fund (RYFSX)

Total Return: 10.98%

* annualized