RYTAX – Rydex Technology H Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Technology Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It may invest to a significant extent in the securities of Technology Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Technology Companies and U.S. government securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RYTIX	Rydex Technology Fund Class Investor	No Load	Open			Apr 14, 1998	$75.81M	1.380%	Above Average	$2,500	−$12.80M
RYTAX	Rydex Technology Fund Class H	No Load	Open			Apr 29, 1998	$1.22M	1.630%	High	$2,500	−$428,820.67
RYTHX	Rydex Technology Fund Class A	Front Load	Open			Sep 1, 2004	$17.18M	1.630%	High	$2,500	−$188,611.47
RYCHX	Rydex Technology Fund Class C	Level Load	Open			Apr 18, 2001	$2.46M	2.380%	High	$2,500	−$1.40M

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