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Rydex Series Fds, Russell 2000 1.5x Strategy Fd Cl H: (MF: RYMKX)

(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET

$59.18 USD

-0.20 (-0.34%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Premium Research for RYMKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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MF Research Report

Fund Description

The fund was incepted in November 2000 and is managed by Rydex Global Advisors Inc. The fund seeks to provide investment results that correlate to the performance of he Russell 2000 Index for small-cap securities. The fund invests principally in securities of companies included on the Russell 2000 Index and in leveraged instruments, such as equity swap agreements, futures contracts and options on securities, futures contracts, and stock indices. The fund's investment advisor attempts to consistently apply leverage to increase the fund's exposure to 150% of its benchmark. The fund holds U.S. government securities or cash equivalents to collateralize these futures and options contracts. The fund may also enter into repurchase agreements. Dividends and capital gains are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Rydex Russell 2000 1.5x Strategy H RYMKX NA NA 0.00 0.25 0.90 1.67

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Rydex Russell 2000 Advant H RYMKX 59.18 11/1/2000 0.18 34.60 -2.71 8.13
Rydex Russell 2000 Advant C RYCMX 42.02 1/23/2001 0.25 33.59 -3.44 7.32
Rydex Russell 2000 1.5x Strategy A RYAKX 58.57 6/21/2005 0.18 34.61 -2.71 8.14

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Rydex Russell 2000 1.5x Strategy H RYMKX 2500 0 1000 A

Contact Information

Family Rydex
Address Guggenheim Investments, P.O. Box 758567
Topeka, KS 66675
Phone 800 820-0888