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Rydex Utilities A RYUTX

Quantitative rating as of
  • NAV / 1-Day Return 46.71  /  0.06 %
  • Total Assets 24.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.89%
  • Turnover 175%

Morningstar’s Analysis RYUTX

Will RYUTX outperform in future?

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

Summary

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Rydex Utilities 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 highest quintile among peers.

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