The Best Financials Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Financials Equities mutual funds.

Category is Financials Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BTO	John Hancock Financial Opportunities Fund	Financials Equities	Aug 18, 1994	2.01%	3.59%	11.16%	7.29%	14
FAFCX	Fidelity Advisor Financial Services Fund Class C	Financials Equities	Nov 3, 1997	1.79%	-7.27%	12.16%	7.19%	9
FAFDX	Fidelity Advisor Financial Services Fund Class A	Financials Equities	Sep 3, 1996	1.03%	-7.12%	12.99%	7.46%	10
FAFSX	Fidelity Advisor Financial Services Fund Class M	Financials Equities	Sep 3, 1996	1.28%	-7.17%	12.71%	7.34%	9
FFSIX	Fidelity Advisor Financial Services Fund Class I	Financials Equities	Sep 3, 1996	0.76%	-7.06%	13.30%	7.47%	10
FIDAX	John Hancock Financial Industries Fund	Financials Equities	Mar 14, 1996	1.24%	-7.12%	9.77%	51.88%	7
FIDSX	Fidelity Select Financial Services Portfolio	Financials Equities	Dec 10, 1981	0.73%	-7.14%	11.93%	1.83%	5
FIKBX	Fidelity Advisor Financial Services Fund Class Z	Financials Equities	Oct 2, 2018	0.64%	-7.01%	—	7.65%	10
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	Aug 29, 2003	1.64%	-2.38%	5.46%	7.28%	19
FRBAX	John Hancock Regional Bank Fund	Financials Equities	Jan 3, 1992	1.22%	1.94%	9.88%	8.63%	30
FSLBX	Fidelity Select Brokerage & Invmt Mgmt Portfolio	Financials Equities	Jul 29, 1985	0.75%	-17.22%	13.37%	0.81%	2
FSPCX	Fidelity Select Insurance Portfolio	Financials Equities	Dec 16, 1985	0.78%	-5.17%	11.86%	3.53%	1
FSRBX	Fidelity Select Banking Portfolio	Financials Equities	Jun 30, 1986	0.73%	-0.94%	11.01%	1.49%	20
FSVLX	Fidelity Select Fintech Portfolio	Financials Equities	Dec 16, 1985	0.81%	-24.45%	5.91%	0.00%	0
GAFSX	Gabelli Global Financial Services Fund Class AAA	Financials Equities	Oct 1, 2018	1.25%	-1.14%	—	1.73%	83
GFSIX	Gabelli Global Financial Services Fund	Financials Equities	Oct 1, 2018	1.00%	-1.09%	—	1.87%	84
HLFNX	Hennessy Large Cap Financial Fund	Financials Equities	Jan 3, 1997	1.68%	-10.95%	10.23%	8.89%	13
HSFNX	Hennessy Small Cap Financial Fund	Financials Equities	Jan 3, 1997	1.58%	2.59%	9.31%	10.71%	36
HSSAX	Emerald Finance and Banking Innovation Fund	Financials Equities	Feb 18, 1997	1.71%	-9.76%	3.47%	0.00%	6
ICFSX	ICON Consumer Select Fund	Financials Equities	Jul 1, 1997	1.32%	-8.01%	10.18%	12.23%	5

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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