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Morningstar

Rydex Telecommunications Inv RYMIX

Morningstar Analyst Rating
Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 46.30  /  1.93 %
  • Total Assets 5.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Communications
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.31%
  • Turnover 551%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RYMIX

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

People Pillar

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

Summary

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Rydex Telecommunications Inv's Average People Pillar and Process 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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