|100 E Pratt Street , Baltimore, MD 21202|
|Fund Manager||Gabriel Solomon|
|Manager Tenure||7 Years 5 Months|
The fund seeks long-term growth of capital and a modest level of income. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies in the financial services industry. In addition, the fund may invest in companies, such as providers of financial software, that derive substantial revenues (at least 50%) from conducting business in the financial services industry. For purposes of selecting investments, the fund defines the financial services industry broadly. It includes (but is not limited to) the following: regional and money-center banks; insurance companies; home, auto, and other specialty finance companies;
|Asset Type||% Of Allocation|
|Total Net Assets||1.44 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|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|
|WFC||WELLS FARGO & CO||5.02%|
|BAC||BANK OF AMERICA CORPORATION||4.95%|
|AIG||AMERICAN INTERNATIONAL GROUP||2.73%|
|FITB||FIFTH THIRD BANCORP||2.34%|
|SCHW||CHARLES SCHWAB CORP||2.24%|
|EEFT||EURONET WORLDWIDE INC||2.17%|
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