Top 25 Specialty-Financial Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Dryden Financial Svcs Z PFSZX SF --- 10000000 135.79 5.27 8.99 8.41
Dryden Financial Svcs A PFSAX SF 5.50 2500 134.80 4.95 8.71 8.15
Burnham Financial Industries A LW BURFX.LW SF --- 2500 70.54 4.83 8.04 ---
Burnham Financial Industries A BURFX SF 5.00 2500 70.54 4.83 8.04 ---
Dryden Financial Svcs B PUFBX SF --- 2500 133.05 4.20 7.90 7.33
Dryden Financial Svcs C PUFCX SF --- 2500 133.05 4.20 7.90 7.33
Burnham Financial Industries C BURCX SF --- 2500 69.33 4.11 7.32 ---
Kinetics Market Opportunities No Load KMKNX SF --- 2500 85.81 -1.98 --- ---
Kinetics Market Opportunities A KMKAX SF 5.75 2500 85.30 -2.25 --- ---
Kinetics Market Opportunities A LW KMKAX.LW SF --- 2500 85.30 -2.25 --- ---
FBR Large Cap Financial FBRFX SF --- 2000 43.64 -5.24 -0.29 4.56
Burnham Financial Services A LW BURKX.LW SF --- 2500 44.42 -5.56 0.15 12.86
Burnham Financial Services A BURKX SF 5.00 2500 44.42 -5.56 0.15 12.86
Dryden Financial Svcs A Load Waived PFSAX.LW SF --- 2500 134.80 -5.84 -1.71 8.15
Huntington VA Dividend Capture FVUSA002RK SF --- 0 59.70 -5.97 0.27 ---
Huntington VA Dividend Capture FVUSA002RK SF --- 0 59.70 -5.97 0.27 ---
Huntington VA Dividend Capture FVUSA002RK SF --- 0 59.70 -5.97 0.27 ---
FBR Small Cap Financial FBRSX SF --- 2000 25.14 -6.13 -1.22 10.10
Alpine Dynamic Financial Services ADFSX SF --- 1000 68.34 -6.24 --- ---
Burnham Financial Services C BURNX SF --- 2500 43.46 -6.26 --- ---
Royce Financial Services Svc RYFSX SF --- 2000 67.85 -6.26 3.86 ---
Burnham Financial Services B BURMX SF --- 2500 43.40 -6.27 -0.57 12.01
Fidelity Select Brokerage & Invmt Mgmt FSLBX SF --- 2500 118.49 -8.18 5.07 6.79
Davis Financial Y DVFYX SF --- 5000000 82.53 -8.50 --- 2.65
Davis Financial A RPFGX SF 4.75 1000 82.29 -8.61 -0.13 2.50
*10 year return calculated as of 2009-10-31