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Rydex Inverse Russell 2000 Strategy C (RYCQX)

39.25 +0.57 (+1.47%)
At close: 6:05 PM EST
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DELL
  • Previous Close 38.68
  • YTD Return -5.11%
  • Expense Ratio 2.46%
  • Category Trading--Inverse Equity
  • Last Cap Gain -105.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.76M
  • Beta (5Y Monthly) -1.09
  • Yield 10.40%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 4.29
  • Inception Date Feb 20, 2004

The fund 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 index is composed of the 2,000 smallest companies in the Russell 3000? Index. The fund is non-diversified.

Rydex Funds

Fund Family

Trading--Inverse Equity

Fund Category

2.76M

Net Assets

2004-02-20

Inception Date

Performance Overview: RYCQX

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Trailing returns as of 11/6/2024. Category is Trading--Inverse Equity.

YTD Return

RYCQX
5.11%
Category
0.00%
?

1-Year Return

RYCQX
21.72%
Category
0.00%
?

3-Year Return

RYCQX
0.19%
Category
0.00%
?

5-Year Return

RYCQX
12.50%
Category
0.00%
?

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Holdings: RYCQX

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Top 1 Holdings (18.52% of Total Assets)

SymbolCompany% Assets
GIYIX
Guggenheim Ultra Short Duration Instl 18.52%

Sector Weightings

Recent News: RYCQX

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Research Reports: RYCQX

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