The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex Transportation 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 highest quintile among peers.
- NAV / 1-Day Return 59.82 / 2.98 %
- Total Assets 14.6 Mil
Adj. Expense Ratio
- Expense Ratio 1.350%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Industrials
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 162%
Morningstar’s Analysis RYPIX
Will RYPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.