At A Glance
You hold XLF in 0 portfolios
You hold XLF in 0 portfolios
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Total Return | Consistent Return | Capital Preservation | Expense* | Tax Efficiency | Overview | |
---|---|---|---|---|---|---|
Overall Rating Peers with Rating(out of 12593 funds)* | 85 Funds | 85 Funds | 12373 Funds | 46 Funds | 85 Funds | |
3 Year Rating Peers with Rating(out of 12593 funds)* | 85 Funds | 85 Funds | 12373 Funds | 46 Funds | 85 Funds | |
5 Year Rating Peers with Rating(out of 11337 funds)* | 79 Funds | 79 Funds | 11135 Funds | 40 Funds | 79 Funds | |
10 Year Rating Peers with Rating(out of 7822 funds)* | 68 Funds | 68 Funds | 7654 Funds | 29 Funds | 68 Funds |
The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.
The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.
Lipper Leaders.comLipper Leadersare the top 20% of their category.
The strength of a Lipper Rating is its use in conjunction with another.
FSHCX's YTD, 3 year, and 5 year Returns outperformed XLF
VHCIX's 3 year and 5 year Returns outperformed XLF