The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of financial companies. The manager defines financial companies as companies in banking, insurance, consumer finance, capital markets, government-sponsored financial enterprises, securities exchanges, REITS, transaction and payment processing, mortgage finance, investment management, and/or financial services. The fund is non-diversified.
Company profile updated October 13, 2026.
As of October 12, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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