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Rydex Real Estate A RYREX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 39.32  /  1.80 %
  • Total Assets 8.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.40%
  • Turnover 380%

Morningstar’s Analysis RYREX

Will RYREX 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 Real Estate 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 most expensive quintile among peers.

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