Financial-sector funds

Profits for financial-sector mutual funds showed signs of withdrawal in early 1999, gaining an average 4 percent through March 10. But analysts think the pace may pick up.

Most of these funds are recent. Of 48 tracked by Morningstar, only 14 have a five-year track record. Top performers include:

Fund name yr.-to-date 1-yr.

*Fidelity Select Brokerage & Investment 12.7 7.9 800-544-8888

*MSDW Financial Services C 9.7 22.1 800-869-3863

*Rydex Financial Services Inv 9.7 N/A 800-820-0888

*Fidelity Advisor Financial Services T 8.7 10.4 800-522-7297

*Titan Financial Services 8.7 -6.1 888-448-4826

*Fidelity Select Financial Services 8.6 12.4 800-544-8888

*Kemper-Dreman Financial Services A 8.2 11.1 800-621-1048

*AIM Global Financial Services A 8.0 12.0 800-347-4246

*Icon Financial Services 7.6 5.1 800-764-0442

*Invesco Financial Services 5.1 10.4 800-525-8085

Source: Morningstar Inc. Return as of 3/10/99. N/A = newer fund data unavailable.

About these ads
Sponsored Content by LockerDome

We want to hear, did we miss an angle we should have covered? Should we come back to this topic? Or just give us a rating for this story. We want to hear from you.

Loading...

Loading...

Loading...

Save for later

Save
Cancel

Saved ( of items)

This item has been saved to read later from any device.
Access saved items through your user name at the top of the page.

View Saved Items

OK

Failed to save

You reached the limit of 20 saved items.
Please visit following link to manage you saved items.

View Saved Items

OK

Failed to save

You have already saved this item.

View Saved Items

OK