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.): 35.69% | Expenses: 4.41% |
| Performance (1-mo.): 5.05% | Total Assets: $1.68M |
#22 John Hancock Regional Bank Fund (FRBAX)
| Performance (1-yr.): 28.61% | Expenses: 1.38% |
| Performance (1-mo.): 6.03% | Total Assets: $617.56M |
#23 ProFunds Banks UltraSector Fund (BKPIX)
| Performance (1-yr.): 73.82% | Expenses: 1.78% |
| Performance (1-mo.): 13.40% | Total Assets: $13.47M |
#24 Putnam Global Financial Fund (PGFFX)
| Performance (1-yr.): 46.80% | Expenses: 1.41% |
| Performance (1-mo.): 0.72% | Total Assets: $17.0M |
#25 Burnham Financial Services Fund (BURKX)
| Performance (1-yr.): 26.07% | Expenses: 1.80% |
| Performance (1-mo.): 3.01% | Total Assets: $64.65M |
#26 Rydex Series Trust Banking Fund (RYBKX)
| Performance (1-yr.): 33.20% | Expenses: 1.61% |
| Performance (1-mo.): 4.57% | Total Assets: $13.92M |
Diamond Hill Financial Long-Short Fund (BANCX)
| Performance (1-yr.): 44.66% | Expenses: 1.51% |
| Performance (1-mo.): 5.42% | Total Assets: $17.66M |
Hennessy Large Cap Financial Fund (HLFNX)
| Performance (1-yr.): 41.11% | Expenses: 1.57% |
| Performance (1-mo.): 8.28% | Total Assets: $65.28M |
Hennessy Small Cap Financial Fund (HSFNX)
| Performance (1-yr.): 34.45% | Expenses: 1.51% |
| Performance (1-mo.): 4.22% | Total Assets: $248.95M |
John Hancock Variable Insurance Trust Financial Services Trust (JEFSX)
| Performance (1-yr.): 27.59% | Expenses: 0.91% |
| Performance (1-mo.): 2.08% | Total Assets: $168.24M |
