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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,224.37 | -2.57 | -0.03% |
| NASDAQ | 2,147.28 | -6.78 | -0.31% |
| S&P 500 | 1,090.97 | -2.11 | -0.19% |
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The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of assets in equity securities of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions.
| Name | % of Total Fund Assets | |
|---|---|---|
| JPMorgan US Govt MMkt Capital () | 7.75 % | |
| Wells Fargo Company (WFC) | 6.35 % | |
| J.P. Morgan Chase (JPM) | 5.74 % | |
| US Bancorp (USB) | 3.91 % | |
| Assured Guaranty, Ltd (AGO) | 3.81 % | |
| View Holdings | ||
Financial
Above Average
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