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Rydex S&P SmallCap 600 Pure Value A RYSVX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 199.10  /  1.02 %
  • Total Assets 10.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 892%

Morningstar’s Analysis RYSVX

Will RYSVX outperform in future?

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

Summary

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Rydex S&P SmallCap 600 Pure Value A's Average People Pillar and Process Pillar ratings hold this strategy's 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 most expensive quintile among peers.

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