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®

#21 Saratoga Financial Service Fund (SFPAX)

Performance (1-yr.): 13.68% Expenses: 6.05%
Performance (1-mo.): 1.96% Total Assets: $1.83M
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#22 Rydex Series Trust Banking Fund (RYBKX)

Performance (1-yr.): 17.50% Expenses: 1.59%
Performance (1-mo.): 3.50% Total Assets: $10.99M
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Alpine Financial Services Fund (ADAFX)

Performance (1-yr.): 30.42% Expenses: 1.72%
Performance (1-mo.): 2.79% Total Assets: $65.86M
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Burnham Financial Services Fund (BURKX)

Performance (1-yr.): 23.94% Expenses: 1.80%
Performance (1-mo.): 2.16% Total Assets: $86.48M
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DMS India Bank Index Fund (DAIBX)

Performance (1-yr.): 21.88% Expenses: 1.21%
Performance (1-mo.): 0.87% Total Assets: $144,785
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Hennessy Large Cap Financial Fund (HLFNX)

Performance (1-yr.): 19.37% Expenses: 1.57%
Performance (1-mo.): 3.32% Total Assets: $108.0M
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Hennessy Small Cap Financial Fund (HSFNX)

Performance (1-yr.): 13.50% Expenses: 1.50%
Performance (1-mo.): 3.03% Total Assets: $271.89M
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Legg Mason Investment Counsel Financial Services Fund (SBFAX)

Performance (1-yr.): 17.79% Expenses: 1.50%
Performance (1-mo.): 3.23% Total Assets: $126.94M
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Top Performing Financial Funds As of 07.03.2014

Royce Financial Services Fund (RYFSX)

Total Return: 4.05%

Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

Total Return: 3.97%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 3.90%

Alpine Financial Services Fund (ADAFX)

Total Return: 30.42%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 29.21%

Burnham Financial Services Fund (BURKX)

Total Return: 23.94%

Emerald Banking and Finance Fund (HSSAX)

Total Return: 19.61%

Fidelity® Select Consumer Finance Portfolio (FSVLX)

Total Return: 18.89%

Fidelity® Select Insurance Portfolio (FSPCX)

Total Return: 18.42%

* Annualized