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Morningstar

Rydex Health Care Inv RYHIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 39.04  /  0.51 %
  • Total Assets 37.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 238%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis RYHIX

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

People Pillar

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

Summary

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Rydex Health Care Inv'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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