Nasdaq - Delayed Quote USD

Rydex Mid-Cap 1.5x Strategy H (RYMDX)

144.16 +3.47 (+2.47%)
At close: 8:01 PM EST
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DELL
  • Previous Close 140.69
  • YTD Return 14.73%
  • Expense Ratio 1.71%
  • Category Trading--Leveraged Equity
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 15.55M
  • Beta (5Y Monthly) 1.60
  • Yield 0.31%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.41
  • Inception Date Aug 20, 2001

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies included in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The index is a modified capitalization-weighted index composed of 400 mid-cap stocks chosen by S&P for market size, liquidity, and industry group representation. The fund is non-diversified.

Rydex Funds

Fund Family

Trading--Leveraged Equity

Fund Category

15.55M

Net Assets

2001-08-20

Inception Date

Performance Overview: RYMDX

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Trailing returns as of 11/20/2024. Category is Trading--Leveraged Equity.

YTD Return

RYMDX
14.73%
Category
0.00%
?

1-Year Return

RYMDX
45.79%
Category
0.00%
?

3-Year Return

RYMDX
2.38%
Category
0.00%
?

5-Year Return

RYMDX
11.01%
Category
0.00%
?

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Holdings: RYMDX

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Top 7 Holdings (10.11% of Total Assets)

SymbolCompany% Assets
GIYIX
GIYIX 6.79%
PSTG
PSTG 0.60%
CSL
CSL 0.59%
WSM
WSM 0.56%
EME
EME 0.53%
LII
LII 0.53%
ILMN
ILMN 0.51%

Sector Weightings

Recent News: RYMDX

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Research Reports: RYMDX

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