Fund Description

The fund normally invests at least 80% of its assets in securities of companies principally engaged in exchanging financial instruments and related capital markets activities, including stock and commodity brokerage, investment banking, tax-advantaged investment or investment sales, investment management, investment advisory, custody services, financial exchanges, and financial decision-support tools, products, and ratings. It primarily invests in common stocks of domestic and foreign issuers. Company eligibility may be based on business-related assets, income, sales, or profits, or third-party industry classification. Derivatives providing relevant exposure may count toward the 80% policy. Fundamental analysis considers issuer financial condition, industry position, and market and economic conditions.