This list is an analysis based on recent market events. It's not an investment recommendation.
About
Investment Trusts/Mutual Funds
Miscellaneous
The investment seeks long-term growth of capital and a modest level of income.
The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies in the financial services industry. In addition, it may invest in companies, such as providers of financial software, that derive substantial revenues (at least 50%) from conducting business in the financial services industry. Security selection is based on fundamental, bottom-up analysis that seeks to identify high quality companies with good appreciation prospects. The fund is non-diversified.