Financial Services Funds
Financial services sector ETFs and mutual funds help you gain exposure to companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| 1919 Financial Services Fund Class A
SBFAX
| 1.460% | −0.26% | 14.29% | 3.02% | $89.63M | |||
| 1919 Financial Services Fund Class C
SFSLX
| 2.200% | −0.99% | 13.46% | 2.28% | $89.63M | |||
| 1919 Financial Services Fund Class I
LMRIX
| 1.230% | −0.01% | 14.59% | 3.29% | $89.63M | |||
| Baron Financials ETF
BCFN
| 0.800% | −14.76% | 6.71% | −2.72% | $44.79M | |||
| Corgi Buy Now Pay Later ETF
LATR
| — | — | 0.350% | — | — | — | $894,107.00 | |
| Corgi Digital Banking & Fintech Infrastructure ETF
KYC
| — | — | 0.350% | — | — | — | $370,465.00 | |
| Davis Financial Fund Class A
RPFGX
| 0.940% | 5.72% | 23.73% | 11.60% | $1.10B | |||
| Davis Financial Fund Class C
DFFCX
| 1.740% | 4.88% | 22.75% | 10.72% | $1.10B | |||
| Davis Financial Fund Class Y
DVFYX
| 0.690% | 5.97% | 24.03% | 11.87% | $1.10B | |||
| Davis Select Financial ETF
DFNL
| 0.610% | 8.71% | 23.92% | 11.82% | $437.95M | |||
| Emerald Banking & Finance Evolution Fund - A
HSSAX
| 1.840% | −2.33% | 17.33% | −8.19% | $42.23M | |||
| Emerald Banking & Finance Evolution Fund - C
HSSCX
| 2.460% | −3.04% | 16.55% | −8.80% | $42.23M | |||
| Emerald Banking & Finance Evolution Fund - Institutional
HSSIX
| 1.360% | −2.00% | 17.76% | −7.87% | $42.23M | |||
| Emerald Banking & Finance Evolution Fund - Investor
FFBFX
| 1.780% | −2.26% | 17.30% | −8.23% | $42.23M | |||
| Fidelity Advisor Financials Fund - Class A
FIVGX
| 0.950% | — | — | — | $1.41B | |||
| Fidelity Advisor Financials Fund - Class C
FIVJX
| 1.700% | — | — | — | $1.41B | |||
| Fidelity Advisor Financials Fund - Class I
FIVKX
| 0.700% | — | — | — | $1.41B | |||
| Fidelity Advisor Financials Fund - Class M
FIVHX
| 1.200% | — | — | — | $1.41B | |||
| Fidelity Advisor Financials Fund - Class Z
FIVSX
| 0.580% | — | — | — | $1.41B | |||
| Fidelity Disruptive Finance ETF
FDFF
| 0.500% | −4.40% | 12.09% | 1.18% | $42.64M | |||
| Fidelity MSCI Financials Index ETF
FNCL
| 0.084% | 2.03% | 19.67% | 8.88% | $2.24B | |||
| Fidelity Select Banking Portfolio
FSRBX
| 0.690% | 14.45% | 28.03% | 9.67% | $468.18M | |||
| Fidelity Select Brokerage and Investment Management Portfolio
FSLBX
| 0.660% | −12.76% | 14.56% | 7.35% | $863.56M | |||
| Fidelity Select Financials Portfolio
FIDSX
| 0.680% | 7.95% | 22.73% | 10.87% | $1.41B | |||
| Fidelity Select FinTech Portfolio
FSVLX
| 0.740% | −16.87% | 5.69% | −4.20% | $81.21M |
United States