From banks to investments, insurance to real estate, the financial sector is integral to our economy. The transactions these businesses facilitate represent the very pulse of our economic engine. Whether needing funding to grow, an insurance policy to protect or just looking to earn money on their cash, financials are where the money is.

This Spector™ represents the financial sector by investing in an optimized mix of companies across the insurance, banking, and private equity markets.

Example Holdings: US Bancorp (USB), The Blackstone Group (BX), Chubb (CB)


Important Fund Details

Minimum Investment: $5000
Number of Positions: 6
Expense Ratio: 0.04%

Breakdown of Holdings

See Disclosures