Advertisement
Skip to Content

Rydex Russell 2000 C RYROX

Quantitative rating as of
  • NAV / 1-Day Return 40.02  /  2.43 %
  • Total Assets 26.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 2.360%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 76%

Morningstar’s Analysis RYROX

Will RYROX outperform in future?

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

Summary

|

Rydex Russell 2000 C's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy 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.

Unlock our full analysis with Morningstar Investor