Financial Services Funds
Financial services sector 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
|
|---|---|---|---|---|---|---|---|
| iShares US Regional Banks ETF
IAT
| 0.400% | 29.40% | −7.22% | 1.46% | 552.83 Mil | ||
| iShares US Insurance ETF
IAK
| 0.400% | 31.09% | 15.24% | 11.80% | 605.00 Mil | ||
| iShares US Financials ETF
IYF
| 0.400% | 30.33% | 7.19% | 10.46% | 2.59 Bil | ||
| iShares US Financial Services ETF
IYG
| 0.400% | 27.72% | 3.90% | 9.95% | 1.33 Bil | ||
| iShares US Broker-Dealers&Secs Exchs ETF
IAI
| 0.400% | 33.10% | 7.12% | 15.24% | 1.12 Bil | ||
| iShares MSCI Europe Financials ETF
EUFN
| 0.510% | 23.05% | 9.98% | 8.42% | 1.77 Bil | ||
| iShares Global Financials ETF
IXG
| 0.420% | 23.97% | 6.82% | 8.85% | 367.69 Mil | ||
| Vanguard Financials Index Admiral
VFAIX
| 0.100% | 26.99% | 5.88% | 10.24% | 9.98 Bil | ||
| Vanguard Financials ETF
VFH
| 0.100% | 26.95% | 5.87% | 10.22% | 9.98 Bil | ||
| UBS ETRACS Wells Fargo® Busn Dev Co ETN
BDCZ
| — | — | 0.850% | 24.37% | 9.29% | 9.72% | 27.05 Mil |
| Themes Global Systemically Imp Bks ETF
GSIB
| — | — | 0.350% | — | — | — | 1.77 Mil |
| The Financial Select Sector SPDR® ETF
XLF
| 0.090% | 25.71% | 6.06% | 10.58% | 38.97 Bil | ||
| T. Rowe Price Financial Services I
TFIFX
| 0.790% | 33.18% | 7.91% | 13.11% | 1.53 Bil | ||
| T. Rowe Price Financial Services
PRISX
| 0.930% | 32.98% | 7.76% | 12.94% | 1.53 Bil | ||
| SRH Total Return Fund
STEW
| — | — | — | 17.01% | 8.52% | 9.74% | 1.80 Bil |
| SPDR® S&P Regional Banking ETF
KRE
| 0.350% | 25.32% | −6.20% | 1.60% | 2.70 Bil | ||
| SPDR® S&P Insurance ETF
KIE
| 0.350% | 24.38% | 10.80% | 9.82% | 723.47 Mil | ||
| SPDR® S&P Capital Markets ETF
KCE
| 0.350% | 33.40% | 7.65% | 17.36% | 416.21 Mil | ||
| SPDR® S&P Bank ETF
KBE
| 0.350% | 34.03% | −0.16% | 4.58% | 1.44 Bil | ||
| Rydex Financial Services Inv
RYFIX
| 1.400% | 20.27% | 2.63% | 7.78% | 11.78 Mil | ||
| Rydex Financial Services H
RYFAX
| 1.660% | 19.97% | 2.38% | 7.51% | 11.78 Mil | ||
| Rydex Financial Services A
RYFNX
| 1.640% | 19.97% | 2.38% | 7.51% | 11.78 Mil | ||
| Rydex Banking Inv
RYKIX
| 1.400% | 27.17% | −2.10% | 4.20% | 24.68 Mil | ||
| Rydex Banking H
RYKAX
| 1.650% | 26.84% | −2.34% | 3.85% | 24.68 Mil | ||
| Rydex Banking A
RYBKX
| 1.650% | 26.84% | −2.34% | 3.84% | 24.68 Mil |