The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex S&P 500 Pure Growth A 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 highest quintile among peers.
- NAV / 1-Day Return 76.99 / 0.47 %
- Total Assets 26.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.510%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 727%
Morningstar’s Analysis RYLGX
Will RYLGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.