Top 25 Specialty-Financial Funds Back to Top 25 Lists
Back to Mutual Fund Center
Top 25 funds are ranked by 3 year performance as of 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Burnham Financial Industries A LW BURFX.LW SF --- 2500 -5.37 5.83 --- ---
Burnham Financial Industries A BURFX SF 5.00 2500 -5.37 5.83 --- ---
Royce Financial Services Svc RYFSX SF --- 2000 -11.98 5.69 --- ---
Burnham Financial Industries C BURCX SF --- 2500 -6.03 5.09 --- ---
Fidelity Select Brokerage & Investmnt FSLBX SF --- 2500 -18.28 3.26 8.94 7.52
Jennison Financial Services Z PFSZX SF --- 10000000 -19.54 0.78 5.77 ---
Jennison Financial Services A PFSAX SF 5.50 2500 -19.76 0.54 5.51 ---
Jennison Financial Services A LW PFSAX.LW SF --- 2500 -19.76 0.54 5.51 ---
JHT Financial Services Trust Ser NAV FOUSA06B2G SF --- 0 -25.05 0.20 --- ---
JHT Financial Services Trust Ser I JEFSX SF --- 0 -25.14 0.13 4.83 ---
Aberdeen Glb Financial Services I/S GFISX SF --- 50000 -24.35 0.12 7.56 ---
Aberdeen Glb Financial Services Inst GLFIX SF --- 1000000 -24.35 0.12 --- ---
JHT Financial Services Trust Ser II FOUSA05CTH SF --- 0 -25.25 -0.06 4.62 ---
Aberdeen Glb Financial Services A GLFAX SF 5.75 2000 -24.55 -0.15 7.29 ---
Aberdeen Glb Financial Services A LW GLFAX.LW SF --- 2000 -24.55 -0.15 7.29 ---
Jennison Financial Services B PUFBX SF --- 2500 -20.36 -0.22 4.71 ---
Jennison Financial Services C PUFCX SF --- 2500 -20.36 -0.22 4.71 ---
Aberdeen Glb Financial Services R GLFRX SF --- 0 -24.74 -0.39 --- ---
Davis Financial Y DVFYX SF --- 5000000 -25.33 -0.70 4.95 4.01
Davis Financial A RPFGX SF 4.75 1000 -25.43 -0.84 4.80 3.82
Davis Financial A Load Waived RPFGX.LW SF --- 1000 -25.43 -0.84 4.80 3.82
Aberdeen Glb Financial Services C GLFCX SF --- 2000 -25.12 -0.85 6.51 ---
Aberdeen Glb Financial Services B GLFBX SF --- 2000 -25.06 -0.86 6.52 ---
JHancock Financial Industries I FIDIX SF --- 250000 -24.98 -1.10 3.50 ---
Hartford Global Financial Svcs HLS IA HFIAX SF --- 0 -24.79 -1.12 5.27 ---
*10 year return calculated as of 2008-07-31