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Rydex Financial Services Inv RYFIX

Quantitative rating as of
  • NAV / 1-Day Return 74.83  /  0.55 %
  • Total Assets 8.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Financial
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.73%
  • Turnover 406%

Morningstar’s Analysis RYFIX

Will RYFIX outperform in future?

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



Rydex Financial Services Inv's Average People Pillar and Process 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 second-costliest quintile among peers.

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