| Data through 11/20/2009. | Our favorite Financial funds |
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| Fund Category : Financial : Total Returns ( % ) | |
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| Category Name | 1 Month | YTD | 3 Month | 1 Year | 3 Year | 5 Year |
| Financial | -3.58 | 24.34 | 3.51 | 57.21 | -15.43 | -5.89 |
| Dryden Financial Svcs Z | -2.49 | 84.42 | 10.16 | 135.79 | 5.27 | 8.99 |
| Dryden Financial Svcs A Load Waived | -2.54 | 84.07 | 10.08 | 134.80 | -5.84 | -1.71 |
| Dryden Financial Svcs A | -2.54 | 84.07 | 10.08 | 134.80 | 4.95 | 8.71 |
| Dryden Financial Svcs C | -2.54 | 82.92 | 9.86 | 133.05 | 4.20 | 7.90 |
| Dryden Financial Svcs B | -2.54 | 82.62 | 9.86 | 133.05 | 4.20 | 7.90 |
| Fidelity Select Brokerage & Invmt Mgmt | -7.62 | 50.43 | 3.75 | 118.49 | -8.18 | 5.07 |
| Kinetics Market Opportunities No Load | -2.89 | 50.00 | 6.34 | 85.81 | -1.98 | --- |
| Kinetics Market Opportunities A LW | -3.08 | 49.58 | 6.25 | 85.30 | -2.25 | --- |
| Kinetics Market Opportunities A | -3.08 | 49.58 | 6.25 | 85.30 | -2.25 | --- |
| Vista Listed Private Equity Plus A LW | -7.05 | 44.52 | 0.90 | 69.04 | --- | --- |
| Vista Listed Private Equity Plus A | -7.05 | 44.52 | 0.90 | 69.04 | --- | --- |
| Vista Listed Private Equity Plus C | -7.07 | 44.19 | 0.90 | 68.64 | --- | --- |
| Davis Financial Y | -1.09 | 43.90 | 11.02 | 82.53 | -8.50 | 0.00 |
| Davis Financial A Load Waived | -1.12 | 43.76 | 10.96 | 82.29 | -8.61 | -0.13 |
| Davis Financial A | -1.12 | 43.76 | 10.96 | 82.29 | -8.61 | -0.13 |
| Davis Financial C | -1.18 | 42.61 | 10.73 | 80.61 | -9.41 | -1.01 |
| Davis Financial B | -1.21 | 42.22 | 10.65 | 80.07 | -9.54 | -1.09 |
| ALPS/Red Rocks Listed Private Equity I | -2.99 | 41.42 | 8.81 | 53.82 | --- | --- |
| ALPS/Red Rocks Listed Private Equity A | -3.00 | 40.87 | 8.61 | 53.20 | --- | --- |
| ALPS/Red Rocks Listed Private Equit A LW | -3.00 | 40.87 | 8.61 | 53.20 | --- | --- |
| AVS Listed Private Equity II | -2.95 | 40.27 | 8.68 | 51.15 | --- | --- |
| ALPS/Red Rocks Listed Private Equity R | -3.04 | 40.18 | 8.64 | 52.73 | --- | --- |
| JHT Financial Services Trust Ser I | -0.94 | 39.57 | 11.11 | 75.88 | -9.59 | 0.16 |
| Putnam Global Financial Y | -4.24 | 36.99 | 6.30 | --- | --- | --- |
| Putnam Global Financial A Load Waived | -4.18 | 36.69 | 6.24 | --- | --- | --- |
| Putnam Global Financial A | -4.18 | 36.69 | 6.24 | --- | --- | --- |
| Putnam Global Financial R | -4.26 | 36.40 | 6.17 | --- | --- | --- |
| Putnam Global Financial M | -4.27 | 36.11 | 6.10 | --- | --- | --- |
| Putnam Global Financial C | -4.28 | 35.81 | 6.04 | --- | --- | --- |
| Putnam Global Financial B | -4.28 | 35.81 | 6.04 | --- | --- | --- |
| Alpine Dynamic Financial Services | -7.66 | 33.92 | -0.87 | 68.34 | -6.24 | --- |
| FBR Large Cap Financial | -3.96 | 33.44 | 1.95 | 43.64 | -5.24 | -0.29 |
| BlackRock Global Financial Svcs Instl | -3.93 | 32.98 | 6.46 | 75.64 | -14.56 | -2.21 |
| BlackRock Global Financial Svcs Inv A LW | -4.10 | 32.39 | 6.25 | 74.95 | -21.86 | -11.58 |
| BlackRock Global Financial Svcs Inv A | -4.10 | 32.39 | 6.25 | 74.95 | -14.79 | -2.48 |
| BlackRock Global Financial Svcs R | -4.07 | 32.25 | 6.26 | 74.39 | -15.11 | -2.80 |
| BlackRock Global Financial Svcs Inv C | -4.10 | 31.58 | 6.15 | 73.63 | -15.46 | -3.24 |
| BlackRock Global Financial Svcs Inv B | -4.09 | 31.29 | 6.22 | 73.39 | -15.52 | -3.28 |
| Royce Financial Services Svc | -3.81 | 30.82 | 4.71 | 67.85 | -6.26 | 3.86 |
| Aberdeen Global Financial Services I/S | -4.83 | 30.33 | 6.39 | 71.69 | -10.23 | -0.11 |
| Aberdeen Global Financial Services Inst | -4.74 | 30.32 | 6.39 | 71.70 | -10.21 | -0.10 |
| Aberdeen Global Financial Services A LW | -4.78 | 29.74 | 6.22 | 71.23 | -10.51 | -0.41 |
| Aberdeen Global Financial Services A | -4.78 | 29.74 | 6.22 | 71.23 | -10.51 | -0.41 |
| Aberdeen Global Financial Services R | -4.77 | 29.72 | 6.34 | 71.16 | -10.65 | -0.56 |
| Aberdeen Global Financial Services C | -4.80 | 29.21 | 6.15 | 70.32 | -11.09 | -1.08 |
| Aberdeen Global Financial Services B | -4.80 | 29.21 | 6.14 | 70.25 | -11.10 | -1.08 |
| T. Rowe Price Financial Services | -2.08 | 27.51 | 3.42 | 74.03 | -10.58 | -2.07 |
| AIM Financial Services Y | -2.39 | 27.05 | 3.75 | 68.56 | --- | --- |
| AIM Financial Services A Load Waived | -2.29 | 26.78 | 3.65 | 68.23 | -26.34 | -12.89 |
| AIM Financial Services A | -2.29 | 26.78 | 3.65 | 68.23 | -26.34 | -12.89 |
| AIM Financial Services Inv | -2.40 | 26.72 | 3.62 | 68.12 | -26.35 | -12.88 |
| AIM Financial Services B | -2.43 | 25.95 | 3.53 | 66.82 | -26.91 | -13.54 |
| AIM Financial Services C | -2.40 | 25.73 | 3.53 | 66.69 | -26.91 | -13.54 |
| Fidelity Select Financial Services | -4.84 | 25.24 | 3.84 | 72.87 | -17.98 | -6.59 |
| JHancock Financial Industries I | -2.57 | 25.03 | 2.93 | 64.06 | -13.61 | -2.77 |
| Diamond Hill Financial Long-Short I | -1.13 | 24.67 | 5.52 | 67.23 | --- | --- |
| JHancock Financial Industries A LW | -2.64 | 24.51 | 2.67 | 63.26 | -20.14 | -11.27 |
| JHancock Financial Industries A | -2.64 | 24.51 | 2.67 | 63.26 | -14.00 | -3.23 |
| Diamond Hill Financial Long-Short A LW | -1.13 | 24.29 | 5.51 | 66.73 | -18.36 | -10.36 |
| Diamond Hill Financial Long-Short A | -1.13 | 24.29 | 5.51 | 66.85 | -16.81 | -7.45 |
| Fidelity Advisor Financial Services I | -4.81 | 23.80 | 3.71 | 72.10 | -19.09 | -7.30 |
| JHancock Financial Industries C | -2.71 | 23.72 | 2.51 | 62.25 | -14.59 | -3.89 |
| JHancock Financial Industries B | -2.71 | 23.72 | 2.51 | 62.25 | -14.61 | -3.91 |
| Burnham Financial Industries A LW | -1.77 | 23.67 | -0.89 | 70.54 | 4.83 | 8.04 |
| Burnham Financial Industries A | -1.77 | 23.67 | -0.89 | 70.54 | 4.83 | 8.04 |
| Fidelity Advisor Financial Services A LW | -4.79 | 23.57 | 3.67 | 71.78 | -23.03 | -12.93 |
| Fidelity Advisor Financial Services A | -4.79 | 23.57 | 3.67 | 71.78 | -19.31 | -7.60 |
| Diamond Hill Financial Long-Short C | -1.18 | 23.52 | 5.36 | 65.66 | -17.48 | -8.18 |
| Fidelity Advisor Financial Services T | -4.88 | 23.22 | 3.58 | 71.01 | -19.53 | -7.83 |
| Burnham Financial Industries C | -1.88 | 22.87 | -0.99 | 69.33 | 4.11 | 7.32 |
| Fidelity Advisor Financial Services B | -4.89 | 22.79 | 3.45 | 70.30 | -19.92 | -8.29 |
| Fidelity Advisor Financial Services C | -4.93 | 22.67 | 3.42 | 70.21 | -19.94 | -8.28 |
| Wells Fargo Advantage Spec Fin Svcs C | -3.53 | 21.99 | 2.50 | 64.05 | -22.02 | -9.83 |
| Wells Fargo Advantage Spclzd Fin Svcs A | -3.51 | 21.13 | 2.48 | 64.02 | -21.67 | -9.33 |
| Wells Fargo Advantage Spclzd Fin Sv A LW | -3.51 | 21.13 | 2.48 | 64.02 | -21.67 | -9.33 |
| Fidelity Select Insurance | -2.97 | 20.67 | 4.49 | 79.06 | -14.62 | -3.67 |
| Wells Fargo Advantage Spclzd Fin Svcs B | -3.53 | 20.18 | 2.50 | 62.34 | -22.22 | -10.01 |
| Rydex Financial Services Inv | -2.52 | 18.22 | 4.58 | 61.28 | -20.06 | -8.67 |
| Rydex Financial Services A Load Waived | -2.54 | 18.18 | 4.51 | 60.67 | -20.21 | -8.91 |
| Rydex Financial Services A | -2.54 | 18.18 | 4.51 | 60.67 | -20.21 | -8.91 |
| Rydex Financial Services Adv | -2.57 | 17.76 | 4.44 | 60.32 | -20.50 | -9.15 |
| Rydex Financial Services C | -2.60 | 17.50 | 4.31 | 59.78 | -20.81 | -9.57 |
| FBR Small Cap Financial | -2.52 | 16.45 | -3.76 | 25.14 | -6.13 | -1.22 |
| FBR Small Cap Financial I | -2.52 | 16.22 | -3.82 | 25.57 | --- | --- |
| Mutual Financial Services Z | -6.14 | 16.06 | 1.99 | 28.16 | -12.74 | -1.92 |
| Mutual Financial Services A Load Waived | -6.14 | 15.74 | 1.90 | 27.78 | -12.98 | -2.20 |
| Mutual Financial Services A | -6.14 | 15.74 | 1.90 | 27.78 | -12.98 | -2.20 |
| FBR Small Cap Financial R | -2.55 | 15.64 | -3.94 | 24.23 | --- | --- |
| Mutual Financial Services B | -6.15 | 15.03 | 1.79 | 26.94 | -13.58 | -2.88 |
| Mutual Financial Services C | -6.20 | 14.95 | 1.76 | 26.84 | -13.60 | -2.89 |
| Vanguard Financials Index Adm | -3.30 | 14.63 | 2.65 | 55.89 | -21.07 | -8.51 |
| Saratoga Financial Services I | -3.60 | 14.41 | 3.38 | 46.47 | -18.00 | -5.97 |
| Burnham Financial Services A LW | -3.92 | 14.04 | -2.32 | 44.42 | -5.56 | 0.15 |
| Burnham Financial Services A | -3.92 | 14.04 | -2.32 | 44.42 | -5.56 | 0.15 |
| Saratoga Financial Service A LW | -3.72 | 13.92 | 3.15 | 45.67 | -18.32 | -6.35 |
| Saratoga Financial Service A | -3.72 | 13.92 | 3.15 | 45.67 | -18.32 | -6.35 |
| Schwab Financial Services | -3.60 | 13.89 | 2.13 | 55.82 | -15.45 | -4.33 |
| Saratoga Financial Service B | -3.66 | 13.53 | 3.02 | 45.11 | -18.81 | -6.91 |
| Saratoga Financial Service C | -3.83 | 13.36 | 2.85 | 44.61 | -18.87 | -6.97 |
| Burnham Financial Services C | -4.00 | 13.34 | -2.49 | 43.46 | -6.26 | --- |
| Burnham Financial Services B | -3.97 | 13.31 | -2.46 | 43.40 | -6.27 | -0.57 |
| ProFunds UltraSector Financials Inv | -4.85 | 8.02 | 3.78 | 62.44 | -39.83 | -21.61 |
| Legg Mason Barrett Financial Services I | -1.94 | 7.10 | 1.41 | 27.07 | --- | --- |
| Legg Mason Barrett Financial Services A | -2.13 | 6.99 | 1.20 | 26.92 | -9.92 | -1.66 |
| Legg Mason Barrett Financial Servic A LW | -2.13 | 6.99 | 1.20 | 26.92 | -13.74 | -8.53 |
| ProFunds UltraSector Financials Svc | -5.01 | 6.98 | 3.54 | 60.90 | -40.43 | -22.39 |
| Legg Mason Barrett Financial Services B | -2.23 | 6.27 | 0.94 | 25.95 | --- | --- |
| Legg Mason Barrett Financial Services C | -2.22 | 6.24 | 1.04 | 26.16 | -10.53 | -2.34 |
| ICON Financial | -5.73 | 5.30 | 3.97 | 35.39 | -22.23 | -9.68 |
| Fidelity Select Banking | -4.21 | 4.63 | 2.01 | 29.14 | -19.15 | -9.72 |
| JHancock Regional Bank A Load Waived | -2.74 | 4.50 | -0.67 | 21.75 | -13.59 | -5.54 |
| JHancock Regional Bank A | -2.74 | 4.50 | -0.67 | 21.75 | -13.59 | -5.54 |
| JHancock Regional Bank C | -2.72 | 3.92 | -0.82 | 20.84 | -14.20 | -6.20 |
| JHancock Regional Bank B | -2.79 | 3.84 | -0.83 | 20.77 | -14.22 | -6.22 |
| Senbanc | -5.80 | -1.43 | -4.33 | 8.13 | -26.78 | -15.88 |
| Fidelity Select Home Finance | -1.40 | -3.76 | -1.86 | 17.96 | -36.76 | -23.06 |
| Rydex Banking Inv | -2.81 | -5.51 | 0.71 | 14.35 | -25.55 | -14.67 |
| Rydex Banking A Load Waived | -2.84 | -5.79 | 0.66 | 13.68 | -25.79 | -14.96 |
| Rydex Banking A | -2.84 | -5.79 | 0.66 | 13.68 | -25.79 | -14.96 |
| Rydex Banking C | -2.94 | -5.82 | 0.44 | 13.57 | -26.24 | -15.50 |
| Rydex Banking Adv | -2.89 | -5.87 | 0.57 | 13.82 | -25.92 | -15.14 |
| Forward Banking and Finance A LW | -6.02 | -13.84 | -6.75 | -2.44 | -24.24 | -13.54 |
| Forward Banking and Finance A | -6.02 | -13.84 | -6.75 | -2.44 | -18.96 | -8.79 |
| Forward Banking and Finance C | -5.98 | -14.46 | -7.04 | -3.20 | -19.47 | -9.36 |
| ProFunds Banks UltraSector Inv | -8.51 | -19.48 | -3.73 | 8.58 | -46.21 | -28.59 |
| ProFunds Banks UltraSector Svc | -8.67 | -19.98 | -3.97 | 7.62 | -46.70 | -29.27 |
