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Rydex S&P SmallCap 600 Pure Growth A RYSGX

Quantitative rating as of
NAV / 1-Day Return
46.16  /  1.51 %
Total Assets
16.2 Mil
Adj. Expense Ratio
Expense Ratio
1.510%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Small Growth
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
707%

Morningstar’s Analysis RYSGX

Will RYSGX 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 Low Process Pillar rating limit Rydex S&P SmallCap 600 Pure Growth 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 highest quintile among peers.

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