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The Financial Series seeks to provide long-term growth by investing in stocks of financial services companies.
Under normal circumstances, at least 80% of its assets will be invested in securities of companies in the financial services industry, including banks, insurance companies, brokerage companies, and service providers to those companies.
This investment may be appropriate for people who seek a long-term (15 years or more) investment, are willing to accept the risk of investing in a concentrated sector of the equity market, and seek concentrated exposure to financial services companies.
Funds whose investments are concentrated in a specific industry or sector may be subject to a higher degree of market risk than funds whose investments are diversified among a variety of sectors.
Available in all 50 states.
*May be waived for qualified retirement plans and investors who establish an automatic investment plan.
The Financial Services Series is not available to new investors.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than that quoted.
Top Ten Investments list is unaudited and excludes cash.
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