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Rydex Russell 2000 A RYRRX

Quantitative rating as of
  • NAV / 1-Day Return 47.19  /  2.45 %
  • Total Assets 26.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 76%

Morningstar’s Analysis RYRRX

Will RYRRX outperform in future?

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

Summary

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Rydex Russell 2000 A'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.

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