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    Rydex Inverse Emerging Mkts 2X Strat H (RYWYX)

    23.77 Up 0.96(4.21%) Feb 5

    Profile as of Jan 30, 2016Get Profile for:
    Rydex Inverse Emerging Mkts 2X Strat H
    Rydex Series Funds9601 Blackwell Road,Suite 500Rockville, MD 20850
    Phone: 800-820-0888
    Fund Overview 
    Category:Trading-Inverse Equity
    Fund Family:Rydex Funds
    Net Assets:45.02M
    Year-to-Date Return:12.04%
    Morningstar Rating:N/A
    Fund Inception Date:Oct 29, 2010
    Morningstar Style Box 
    Trading-Inverse Equity
    [View Category Definition]
    View Top Trading-Inverse Equity Funds
    About the Morningstar Style Box

    Style box information not available for RYWYX.

    Management Information 
    Ryan A. Harder
    Lead Manager since Oct 29, 2010
    Ryan A. Harder, Portfolio Manager of Security Investors. Mr. Harder joined the Investment Manager in 2010.He also joined Rydex Investments in 2004 as an assistant portfolio manager, was promoted to portfolio manager in 2005 and has served in his current capacity since 2008. Prior to joining Rydex Investments, he served in various capacities with WestLB Asset Management, including as an assistant portfolio manager, and worked in risk management at CIBC World Markets.He holds a B.A. in Economics from Brock University in Ontario, Canada and a Master of Science in International Securities, Investment and Banking from the ICMA Centre at the University of Reading in the U.K. Harder holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    RYWYX can be purchased from 36 brokerages.

    Fund Summary 
    The investment seeks to provide investment results that correlate, before fees and expenses, to 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index on a daily basis. The fund employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing in leveraged derivatives instruments. It invests at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 1,085.00%
    Average for Category:1,895.00%
    Fees & Expenses 
    ExpenseRYWYXCategory Avg
    Annual Report Expense Ratio (net):1.73%1.94%
    Prospectus Net Expense Ratio:1.73%N/A
    Prospectus Gross Expense Ratio:1.73%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A4.75%
    Max Deferred Sales Load: N/A1.00%
    3 Yr Expense Projection*:545788
    5 Yr Expense Projection*:9391,238
    10 Yr Expense Projection*:2,0412,483
    * Per $10,000 invested