This list of potential positions covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using
tools to further calibrate your research.
Financial Services Portfolio [SFPAX] is traded in USA and was established 18th of April 2024. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of
Saratoga family. This fund at this time has accumulated 1.11
M in
assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 5.1%, while the total return for the last 3 years was 2.64%. Based on Macroaxis valuation methodology, the entity cannot be
evaluated at this time.
Financial Services prevailing
Real Value cannot be determined due to lack of data. The current price of
Financial Services is $8.95. We determine the value of
Financial Services from reviewing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will submerge.
Financial Services Portfolio [SFPIX] is traded in USA and was established 18th of April 2024. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of
Saratoga family. This fund at this time has accumulated 1.11
M in
assets with minimum initial investment of 250. Financial Services is currently producing year-to-date (YTD) return of 5.31%, while the total return for the last 3 years was 3.03%.
Shelton Bdc Income [LOANX] is traded in USA and was established 18th of April 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Me now has accumulated 4.05
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -3.29%.
Putnam Global Financials [PGFDX] is traded in USA and was established 18th of April 2024. The fund is listed under Financial category and is part of
Putnam family. The entity is thematically classified as
Money Funds. Putnam Global Financials at this time has accumulated 19.81
M in
assets with no minimum investment requirements, while the total return for the last 3 years was 12.79%.
Diamond Hill Financial [BANCX] is traded in USA and was established 18th of April 2024. The fund is listed under null category and is part of
null family. Diamond Hill Financial currently has accumulated 22.7
M in
assets under management (AUM) with minimum initial investment of 2.5
K. , while the total return for the last 3 years was 20.34%.
Diamond Hill Financial [DHFSX] is traded in USA and was established 18th of April 2024. The fund is listed under null category and is part of
null family. The entity is thematically classified as
Money Funds. Diamond Hill Financial currently has accumulated 22.7
M in
assets under management (AUM) with minimum initial investment of 2.5
K. , while the total return for the last 3 years was 22.87%.
Banking Fund Class [RYBKX] is traded in USA and was established 18th of April 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 2.5
K. Banking Fund Class is currently producing year-to-date (YTD) return of 1.19% with the current yeild of 0.02%, while the total return for the last 3 years was -4.04%. At this time, the entity appears to be
fairly valued.
Banking Fund Class shows a prevailing
Real Value of $72.51 per share. The current price of the fund is $71.99. We determine the value of
Banking Fund Class from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will blend.
Story appears to be empty
Financial Services Portfolio (SFPAX)
Financial Services Portfolio [SFPAX] is traded in USA and was established 18th of April 2024. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of
Saratoga family. This fund at this time has accumulated 1.11
M in
assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 5.1%, while the total return for the last 3 years was 2.64%. Based on Macroaxis valuation methodology, the entity cannot be
evaluated at this time.
Financial Services prevailing
Real Value cannot be determined due to lack of data. The current price of
Financial Services is $8.95. We determine the value of
Financial Services from reviewing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will submerge.
Financial Services Portfolio (SFPIX)
Financial Services Portfolio [SFPIX] is traded in USA and was established 18th of April 2024. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of
Saratoga family. This fund at this time has accumulated 1.11
M in
assets with minimum initial investment of 250. Financial Services is currently producing year-to-date (YTD) return of 5.31%, while the total return for the last 3 years was 3.03%.
Shelton Bdc Income (LOANX)
Shelton Bdc Income [LOANX] is traded in USA and was established 18th of April 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Me now has accumulated 4.05
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -3.29%.
Putnam Global Financials (PGFDX)
Putnam Global Financials [PGFDX] is traded in USA and was established 18th of April 2024. The fund is listed under Financial category and is part of
Putnam family. The entity is thematically classified as
Money Funds. Putnam Global Financials at this time has accumulated 19.81
M in
assets with no minimum investment requirements, while the total return for the last 3 years was 12.79%.
Diamond Hill Financial (BANCX)
Diamond Hill Financial [BANCX] is traded in USA and was established 18th of April 2024. The fund is listed under null category and is part of
null family. Diamond Hill Financial currently has accumulated 22.7
M in
assets under management (AUM) with minimum initial investment of 2.5
K. , while the total return for the last 3 years was 20.34%.
Diamond Hill Financial (DHFSX)
Diamond Hill Financial [DHFSX] is traded in USA and was established 18th of April 2024. The fund is listed under null category and is part of
null family. The entity is thematically classified as
Money Funds. Diamond Hill Financial currently has accumulated 22.7
M in
assets under management (AUM) with minimum initial investment of 2.5
K. , while the total return for the last 3 years was 22.87%.
Banking Fund Class (RYBKX)
Banking Fund Class [RYBKX] is traded in USA and was established 18th of April 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 2.5
K. Banking Fund Class is currently producing year-to-date (YTD) return of 1.19% with the current yeild of 0.02%, while the total return for the last 3 years was -4.04%. At this time, the entity appears to be
fairly valued.
Banking Fund Class shows a prevailing
Real Value of $72.51 per share. The current price of the fund is $71.99. We determine the value of
Banking Fund Class from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will blend.
Current Money Funds Recommendations
Rifka Kats is a Member of Macroaxis Editorial Board. Rifka writes about retail product and service companies from the perspective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce.
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