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Rydex Utilities H RYAUX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 44.54  /  1.94 %
  • Total Assets 24.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.93%
  • Turnover 175%

Morningstar’s Analysis RYAUX

Will RYAUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Rydex Utilities H's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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