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Morningstar

Rydex Commodities Strategy H RYMBX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Rydex Investment Hub

Morningstar’s Analysis RYMBX

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

People Pillar

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

Summary

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Neither people nor process stand out at Rydex Commodities Strategy H, but it gets just enough right to help this strategy retain its Morningstar Quantitative Rating of Bronze. 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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