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.
- NAV / 1-Day Return 32.02 / 1.39 %
- Total Assets 8.5 Mil
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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%
Morningstar’s Analysis RYCRX
Will RYCRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.