Nasdaq - Delayed Quote USD

Rydex Basic Materials C (RYBCX)

65.72 -0.34 (-0.51%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 66.06
  • YTD Return 7.46%
  • Expense Ratio 2.40%
  • Category Natural Resources
  • Last Cap Gain -32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 26.61M
  • Beta (5Y Monthly) 1.20
  • Yield 2.60%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 1.75
  • Inception Date Sep 1, 2004

The fund invests substantially all (at least 80%) of its net assets in equity securities of Basic Materials Companies that are traded in the United States and in derivatives. It may invest to a significant extent in the securities of Basic Materials Companies that have small to mid-sized capitalizations. Basic Materials Companies are engaged in the manufacture, mining, processing, or distribution of raw materials and intermediate goods used in the industrials sector, and may be involved in the production and transportation of metals, textiles, and wood products.

Rydex Funds

Fund Family

Natural Resources

Fund Category

26.61M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYBCX

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Trailing returns as of 11/6/2024. Category is Natural Resources.

YTD Return

RYBCX
7.46%
Category
20.74%
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1-Year Return

RYBCX
23.99%
Category
63.77%
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3-Year Return

RYBCX
3.27%
Category
9.96%
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5-Year Return

RYBCX
10.16%
Category
11.51%
?

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Holdings: RYBCX

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Top 10 Holdings (25.91% of Total Assets)

SymbolCompany% Assets
LIN
Linde plc 4.52%
SHW
The Sherwin-Williams Company 2.83%
FCX
Freeport-McMoRan Inc. 2.69%
APD
Air Products and Chemicals, Inc. 2.52%
CRH
CRH plc 2.42%
ECL
Ecolab Inc. 2.40%
FGXXX
First American Funds, Inc. - Government Obligations Fund 2.38%
NEM
Newmont Corporation 2.29%
DOW
Dow Inc. 1.92%
CTVA
Corteva, Inc. 1.92%

Sector Weightings

Recent News: RYBCX

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Research Reports: RYBCX

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