Rydex/SGI Multi-Hedge Strategies A Rydex Series Funds 9601 Blackwell Road,Suite 500 Rockville, MD 20850 Map
Phone: 800-820-0888
| Category: | Long-Short | | Fund Family: | Rydex/SGI | | Net Assets: | 27.80M | | Year-to-Date Return: | -1.89% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Sep-05 |
|
Michael P. Byrum
Lead Manager since
01-Aug-06 | | | Byrum is president and CIO of Rydex Investments, his employer since its foundation in 1993. He has ultimate responsibility for the management of the funds. He was named the president of Rydex Investments in 2004 and has served as chief investment officer since 2003.Prior to joining Rydex Investments, Mr. Byrum worked for Money Management Associates, the investment adviser for Rushmore Funds, Inc. Byrum holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation with less risk than traditional equity funds. The fund pursues multiple investment styles or mandates that correspond to investment strategies widely employed by hedge funds. It may use moderate leverage subject to internally imposed investment constraints designed to limit the amount of loss resulting from such leverage. The fund is nondiversified. |
| Last Dividend
(25-Nov-08):
| 0.12 | | Last Cap Gain
(25-Nov-08):
| 0.06 | | Annual Holdings Turnover
| 1578.00% | | Average for Category:
| 336.83% |
|
| Expense | RYMQX | Category Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
|
|