RYAGX : Rydex Inverse Mid-Cap Strategy Fund Class A

RYAGX is a Alternatives Market Inverse with MODERATE fees.

RYAGX

Rydex Inverse Mid-Cap Strategy Fund Class A

FI Score

20 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

20% FI Score
  • ryagx
  • Mutual Fund
  • Alternatives
  • Inverse

Rydex Inverse Mid-Cap Strategy Fund Class A

Expenses: 1.75% (Better than 1% of similar funds)

This is a bad choice for a Inverse Alternatives fund. See why »

Fund Summary

The investment seeks to provide investment results that match, before fees and expenses, the inverse (opposite) of the performance of the S&P MidCap 400® Index on a daily basis. The fund employs as its investment strategy a program of engaging in short sales of securities included in the underlying index and investing to a significant extent in derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.

Largest Holdings

Amount Holding
7.06% Guggenheim Strategy II
6.91% Guggenheim Ultra Short Duration Instl
0.77% S&P Midcap 400 Index
0.46% S&P Midcap 400 Index
0.17% S&P Midcap 400 Index

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