Rydex/SGI Mid Cap Growth B Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001 Map
Phone: 800-888-2461
| Category: | Mid-Cap Growth | | Fund Family: | Security Funds | | Net Assets: | 7.47M | | Year-to-Date Return: | 36.57% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Oct-93 |
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Joseph O'Connor
Lead Manager since
01-Feb-08 | | | O?Connor is currently senior vice president, managing director and board member of Gartmore Separate Accounts, LLC, O?Connor is the portfolio manager of the mid-cap equity portfolios for the firm. Previously, from 2000 to 2003, O?Connor was a managing director and senior mid-cap portfolio manager with Groupama Asset Management NA. From 1989 to April 2000, he was a managing director at Donaldson Lufkin & Jenrette Securities. He earned a Bachelor of Science degree in Finance from St. John's University. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets (plus borrowings for investment purposes) in a diversified portfolio of equity securities that are similar to those of companies in the Russell 2500 Growth index. The index currently consists of securities of companies with capitalizations that range from $26 million to $11.160 billion. Equity securities include common stock, rights, options, warrants and convertible debt. It may also invest in options and futures contracts. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-08):
| 0.05 | | Annual Holdings Turnover
| 191.00% | | Average for Category:
| 125.67% |
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| Expense | SEUBX | Category Avg | | Total Expense Ratio: | 2.26%
| 1.45% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 1,006 | $714 | | 5 Yr Expense Projection*: |
$ 1,410 | $1,046 | | 10 Yr Expense Projection*: |
$ 2,407 | $2,067 |
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