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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,309.92 | -154.48 | -1.48% |
| NASDAQ | 2,138.44 | -37.61 | -1.73% |
| S&P 500 | 1,091.49 | -19.14 | -1.72% |
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The investment seeks capital appreciation.
The fund normally invests at least 80% of assets in stocks of U.S. companies in the financial services sector. Although it may invest in companies of any size, the fund typically invests in companies with market capitalization of $9.3 billion or less. The fund may invest up to 20% of total assets in companies outside the financial services sector and in debt securities of any maturity, duration, or credit rating (including junk bonds) from any government or corporate issuer, U.S. or foreign. It may also invest up to 15% of assets in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| TFS Financial Corporation (TFSL) | 5.96 % | |
| United Community Banks, Inc (UCBI) | 5.61 % | |
| PennyMac Mortgage Investment Trust (PMT) | 4.84 % | |
| Global Consumer Acquisition Corp (WLBC) | 4.62 % | |
| Chimera Investment Corporation (CIM) | 4.11 % | |
| View Holdings | ||
Financial
Below Average
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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