RYCVX : Rydex Dow 2x Strategy Fund Class H

RYCVX is a Alternative Market Leveraged Equities with HIGH fees.

RYCVX

Rydex Dow 2x Strategy Fund Class H

FI Score

23 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

23% FI Score
  • rycvx
  • Mutual Fund
  • Alternative
  • Leveraged Equities

Rydex Dow 2x Strategy Fund Class H

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a Leveraged Equities Alternative fund. See why »

Fund Summary

The investment seeks to provide investment results that match, before fees and expenses, 200% of the performance of the Dow Jones Industrial Average® on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and 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 similarly to the securities of companies in the underlying index. The fund is non-diversified.

Largest Holdings

Amount Holding
4.11% Apple Inc
4.03% UnitedHealth Group Inc
3.02% The Home Depot Inc
2.67% McDonald's Corp
2.60% Visa Inc Class A
2.55% Microsoft Corp
2.50% Goldman Sachs Group Inc
2.41% Boeing Co
2.20% 3M Co
2.12% Johnson & Johnson
1.87% Caterpillar Inc
1.83% Walmart Inc
1.79% International Business Machines Corp
1.78% Procter & Gamble Co
1.60% The Travelers Companies Inc
1.56% The Walt Disney Co
1.52% Utd Tech
1.45% JPMorgan Chase & Co
1.38% American Express Co
1.34% Nike Inc B
1.24% Merck & Co Inc
1.18% E-mini Dow $5 Future June 20
1.17% Chevron Corp

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