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Morningstar

Rydex Real Estate C RYCRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 32.02  /  1.39 %
  • Total Assets 8.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 2.360%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.55%
  • Turnover 380%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis RYCRX

Will RYCRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RYCRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RYCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RYCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex Real Estate C to a Morningstar Quantitative Rating of Negative. 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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