Rydex S&P 500 C's Average People and Parent ratings limit this strategy to a 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.
- NAV / 1-Day Return 53.43 / 0.24 %
- Total Assets 137.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.310%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 268%
Morningstar’s Analysis RYSYX
Will RYSYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.