Fund Description

The fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry, including investment banks, brokerage and asset management firms, insurers, commercial banks, mortgage and mortgage-related providers (including mortgage REITs), personal loan and payment services, credit agencies, stock exchanges, custody providers, and reinsurance companies. It primarily invests in common stocks of domestic and foreign issuers. Principal engagement may be determined by company financial metrics or third-party classifications. Derivatives providing related exposure are included in the 80% policy. Security selection uses fundamental analysis of issuer financial condition and industry position, along with market and economic conditions.