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Morningstar

Rydex Health Care C RYHCX

Morningstar Analyst Rating
Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 27.60  /  0.90 %
  • Total Assets 32.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 2.360%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 238%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis RYHCX

Will RYHCX 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 RYHCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RYHCX 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 RYHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Rydex Health Care C'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.

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