Nasdaq - Delayed Quote USD

Rydex Real Estate C (RYCRX)

34.04 0.00 (0.00%)
At close: 8:05 AM EST
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DELL
  • Previous Close 34.04
  • YTD Return 9.30%
  • Expense Ratio 2.41%
  • Category Real Estate
  • Last Cap Gain -278.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 7.66M
  • Beta (5Y Monthly) 1.21
  • Yield 2.14%
  • 5y Average Return --
  • Holdings Turnover 249.00%
  • Last Dividend 0.73
  • Inception Date Sep 1, 2004

Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Real Estate 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 Real Estate Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Real Estate Companies and U.S. government securities.

Rydex Funds

Fund Family

Real Estate

Fund Category

7.66M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYCRX

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Trailing returns as of 11/6/2024. Category is Real Estate.

YTD Return

RYCRX
9.30%
Category
20.43%
?

1-Year Return

RYCRX
33.59%
Category
36.79%
?

3-Year Return

RYCRX
3.21%
Category
10.81%
?

5-Year Return

RYCRX
1.56%
Category
7.03%
?

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Holdings: RYCRX

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Top 10 Holdings (26.90% of Total Assets)

SymbolCompany% Assets
PLD
Prologis, Inc. 3.50%
AMT
American Tower Corporation 3.39%
EQIX
Equinix, Inc. 2.98%
WELL
Welltower Inc. 2.88%
PSA
Public Storage 2.50%
O
Realty Income Corporation 2.43%
DLR
Digital Realty Trust, Inc. 2.42%
SPG
Simon Property Group, Inc. 2.40%
CCI
Crown Castle Inc. 2.35%
CBRE
CBRE Group, Inc. 2.05%

Sector Weightings

Recent News: RYCRX

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Research Reports: RYCRX

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