The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex Energy Services H 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 highest quintile among peers.
- NAV / 1-Day Return 217.71 / 3.60 %
- Total Assets 43.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.620%
- Distribution Fee Level High
- Share Class Type No Load
- Category Equity Energy
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 290%
Morningstar’s Analysis RYVAX
Will RYVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.