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Rydex NASDAQ-100® Inv RYOCX

Quantitative rating as of
NAV / 1-Day Return
52.81  /  0.45 %
Total Assets
1.2 Bil
Adj. Expense Ratio
Expense Ratio
1.240%
Distribution Fee Level
High
Share Class Type
No Load
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
44%

Morningstar’s Analysis RYOCX

Will RYOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex NASDAQ-100® Inv to a 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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