|601 Congress Street , Boston, MA 02210-2805|
|Fund Manager||Susan Curry|
|Manager Tenure||12 Years 9 Months|
To seek capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S.and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. Equity securities include, but are not limited to, common and preferred stock and their equivalents, such as publicly traded limited partnerships, depositary receipts, rights, and warrants. The fund may invest in companies located in emerging-market countries. The fund may gain exposure to securities described in these strategies through investing in investment companies and pooled investment vehicles.
|Asset Type||% Of Allocation|
|Total Net Assets||301.43 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|CFG||CITIZENS FINANCIAL GROUP INC||3.22%|
|BAC||BANK OF AMERICA CORPORATION||3.21%|
|JPM||JPMORGAN CHASE & CO||3.02%|
|EQH||EQUITABLE HOLDINGS INC||2.96%|
|AXP||AMERICAN EXPRESS COMPANY||2.86%|
|WAL||WESTERN ALLIANCE BANCORP||2.80%|
|HIG||HARTFORD FINANCIAL SERVICES G||2.79%|
|SIVB||SVB FINANCIAL GROUP||2.38%|
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