Financial Services Medalist Funds
Financial services sector ETFs and mutual funds help you gain exposure to companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. We narrowed this list to those that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Davis Financial Fund Class A
RPFGX
| 0.940% | 8.48% | 26.96% | 11.39% | $1.13B | |||
| Davis Financial Fund Class Y
DVFYX
| 0.690% | 8.75% | 27.26% | 11.65% | $1.13B | |||
| Davis Select Financial ETF
DFNL
| 0.610% | 12.29% | 27.29% | 11.63% | $445.79M | |||
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WKYLZ
| 0.950% | — | — | — | $1.41B | |||
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ZZPYS
| 0.700% | — | — | — | $1.41B | |||
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KRVLNJ
| 1.200% | — | — | — | $1.41B | |||
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HZTDM
| 0.580% | — | — | — | $1.41B | |||
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KTSMC
| 0.084% | 6.46% | 23.60% | 8.78% | $2.24B | |||
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PDYGYL
| 0.690% | 18.11% | 31.63% | 9.63% | $468.18M | |||
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JJWNPK
| 0.660% | −11.75% | 17.82% | 5.91% | $863.56M | |||
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NTYWBF
| 0.680% | 10.28% | 26.14% | 10.58% | $1.41B | |||
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MXCMP
| 1.250% | 17.49% | 31.46% | 16.20% | $152.50M | |||
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FXCKX
| 1.250% | 17.47% | 31.46% | 16.18% | $152.50M | |||
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HNNVCB
| 1.000% | 17.79% | 31.78% | 16.48% | $152.50M | |||
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YKLVB
| 0.350% | 16.47% | 18.73% | 13.38% | $294.14M | |||
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GGDZ
| 0.290% | 13.47% | 20.51% | 3.63% | $29.47M | |||
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GGMR
| 0.370% | 6.12% | 26.14% | 8.90% | $2.22B | |||
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ZKD
| 0.370% | 6.62% | 24.40% | 9.81% | $3.72B | |||
LOCK|y/<kDf!p H@ZdmfY>W lnL@Mw p?F@ y!@T@ <w | 0.290% | 6.69% | 23.79% | 9.30% | $1.35B | |||
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BRJQDL
| 1.000% | 10.18% | 24.75% | 8.62% | $149.18M | |||
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FCBTP
| 1.040% | 10.15% | 24.71% | 8.56% | $149.18M | |||
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JVT
| 0.080% | 6.44% | 22.98% | 8.80% | $51.65B | |||
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VRV
| 0.350% | 17.11% | 27.19% | 6.71% | $1.50B | |||
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SBP
| 0.350% | 2.77% | 26.19% | 10.21% | $432.08M | |||
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RLJX
| 0.350% | 10.81% | 16.19% | 10.98% | $524.71M |
United States