Select Financials PortfolioFIVSX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$980.1M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
66
What it aims to do.
Financials Portfolio seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MA Mastercard Inc | 9.28% |
| Fidelity Revere Street Trust | 7.26% |
| WFC WELLS FARGO and CO | 6.47% |
| BAC Bank Of America Corporation | 6.44% |
| RGA Reinsurance Group Of America Inc | 4.33% |
| C Citigroup Inc | 3.49% |
| STT State Street Corp | 3.19% |
| SCHW Schwab Charles Corp | 3.05% |
| Chubb Ltd | 2.90% |
| MS Morgan Stanley | 2.47% |
More on FIVSX.
- FIVSX overview
- FIVSX holdings
- FIVSX risk
- FIVSX costs
- FIVSX money in and out
- FIVSX share classes
- Compare FIVSX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.