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Rydex Financial Services A RYFNX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 69.44  /  1.08 %
  • Total Assets 8.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.96%
  • Turnover 406%

Morningstar’s Analysis RYFNX

Will RYFNX outperform in future?

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

Summary

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Rydex Financial Services 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 second-costliest quintile among peers.

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