Advertisement
Skip to Content

Rydex Basic Materials A RYBMX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 79.97  /  0.26 %
  • Total Assets 40.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Natural Resources
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.83%
  • Turnover 169%

Morningstar’s Analysis RYBMX

Will RYBMX outperform in future?

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

Summary

|

Rydex Basic Materials A'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 highest quintile among peers.

Unlock our full analysis with Morningstar Investor