Anton Schutz featured on MarketWatch

Opinion: 5 clues to find bank stock bargains, from two pros who consistently make money in the sector. Read the article here.

Holdings are subject to change at any time. Click here for top 10 holdings of the Fund.

Please refer to this link for current Fund performance. The performance data quoted represents past performance and is not a guarantee of future results. The investment return and principal value of an investment will fluctuate, so that those shares, when redeemed, may be worth more or less than their original cost. All returns reflect reinvested dividends, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Current performance may be lower or higher than the data quoted due to market volatility. Returns longer than one year are annualized. All data as of 3/31/2023 unless otherwise noted. To obtain performance as of the most recent month end, please call 800-462-2392.


  • The Price-to-Book (P/B) ratio measures the market's valuation of a company relative to its book value. P/B ratios under 1 are typically considered solid investments.
  • The Morningstar US Financial Services Index measures the performance of companies that provide financial services which includes banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.