Rydex Mutual Funds
View all of Rydex’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Rydex Funds List
Share Class Type
1 to 25 of 191 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Rydex Electronics A | RYELX | Technology | 13.54% | 16 | 1.640% | High | Front Load | $2,500 | ||
Rydex Electronics C | RYSCX | Technology | 13.34% | 17 | 2.390% | High | Level Load | $2,500 | ||
Rydex Electronics H | RYSAX | Technology | 13.53% | 16 | 1.640% | High | No Load | $2,500 | ||
Rydex Electronics Inv | RYSIX | Technology | 13.73% | 16 | 1.390% | Above Average | No Load | $2,500 | ||
Rydex NASDAQ-100® A | RYATX | Large Growth | 7.22% | 82 | 1.530% | High | Front Load | $2,500 | ||
Rydex NASDAQ-100® C | RYCOX | Large Growth | 6.95% | 83 | 2.280% | High | Level Load | $2,500 | ||
Rydex NASDAQ-100® H | RYHOX | Large Growth | 7.22% | 82 | 1.530% | High | No Load | $2,500 | ||
Rydex NASDAQ-100® Inv | RYOCX | Large Growth | 7.31% | 81 | 1.280% | High | No Load | $2,500 | ||
Rydex Basic Materials A | RYBMX | Natural Resources | 4.93% | 63 | 1.640% | High | Front Load | $2,500 | ||
Rydex Basic Materials C | RYBCX | Natural Resources | 4.66% | 64 | 2.390% | High | Level Load | $2,500 | ||
Rydex Basic Materials H | RYBAX | Natural Resources | 4.69% | 59 | 1.650% | High | No Load | $2,500 | ||
Rydex Basic Materials Inv | RYBIX | Natural Resources | 5.03% | 61 | 1.390% | Above Average | No Load | $2,500 | ||
Rydex Energy A | RYENX | Equity Energy | 8.95% | 65 | 1.640% | High | Front Load | $2,500 | ||
Rydex Energy C | RYECX | Equity Energy | 8.67% | 67 | 2.390% | High | Level Load | $2,500 | ||
Rydex Energy H | RYEAX | Equity Energy | 8.95% | 66 | 1.650% | High | No Load | $2,500 | ||
Rydex Energy Inv | RYEIX | Equity Energy | 9.05% | 64 | 1.390% | Above Average | No Load | $2,500 | ||
Rydex Financial Services A | RYFNX | Financial | 4.64% | 69 | 1.640% | High | Front Load | $2,500 | ||
Rydex Financial Services C | RYFCX | Financial | 4.38% | 70 | 2.400% | High | Level Load | $2,500 | ||
Rydex Financial Services H | RYFAX | Financial | 4.64% | 69 | 1.660% | High | No Load | $2,500 | ||
Rydex Financial Services Inv | RYFIX | Financial | 4.74% | 68 | 1.400% | Above Average | No Load | $2,500 | ||
Rydex Health Care A | RYHEX | Health | 2.40% | 56 | 1.640% | High | Front Load | $2,500 | ||
Rydex Health Care C | RYHCX | Health | 2.12% | 56 | 2.390% | High | Level Load | $2,500 | ||
Rydex Health Care H | RYHAX | Health | 3.20% | 52 | 1.650% | High | No Load | $2,500 | ||
Rydex Health Care Inv | RYHIX | Health | 2.50% | 51 | 1.390% | Above Average | No Load | $2,500 | ||
Rydex Precious Metals A | RYMNX | Equity Precious Metals | 10.95% | 41 | 1.560% | High | Front Load | $2,500 |
Rydex Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank