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Rydex Consumer Products C (RYCPX)

32.05 -0.04 (-0.12%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 32.09
  • YTD Return 6.32%
  • Expense Ratio 2.40%
  • Category Consumer Defensive
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 50.93M
  • Beta (5Y Monthly) 0.62
  • Yield 2.40%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.88
  • Inception Date Sep 1, 2004

Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Consumer Products Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It may invest to a significant extent in the securities of Consumer Products Companies that have small to mid-sized capitalizations.

Rydex Funds

Fund Family

Consumer Defensive

Fund Category

50.93M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYCPX

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Trailing returns as of 11/6/2024. Category is Consumer Defensive.

YTD Return

RYCPX
6.32%
Category
8.78%
?

1-Year Return

RYCPX
13.87%
Category
30.38%
?

3-Year Return

RYCPX
2.46%
Category
12.49%
?

5-Year Return

RYCPX
4.57%
Category
8.34%
?

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Holdings: RYCPX

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Top 10 Holdings (38.82% of Total Assets)

SymbolCompany% Assets
PG
The Procter & Gamble Company 6.93%
KO
The Coca-Cola Company 5.47%
PEP
PepsiCo, Inc. 5.16%
PM
Philip Morris International Inc. 4.69%
MDLZ
Mondelez International, Inc. 3.40%
MO
Altria Group, Inc. 3.16%
CL
Colgate-Palmolive Company 3.13%
KMB
Kimberly-Clark Corporation 2.38%
KVUE
Kenvue Inc. 2.30%
STZ
Constellation Brands, Inc. 2.23%

Sector Weightings

Recent News: RYCPX

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Research Reports: RYCPX

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